CIK: 0001648901
申告総資産額
$2.5億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AXP | American Express Company | 株式-金融 | 5.36% | — | — | |
| 2 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 4.92% | — | — | |
| 3 | VFC | Vf CORP | 株式-一般消費財 | 3.85% | +0.39% | — | |
| 4 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 3.62% | -0.19% | — | |
| 5 | UAA | Under Armour Inc-class A | 株式-一般消費財 | 3.52% | -0.79% | EXIT | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.50% | -0.23% | — | |
| 7 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 3.35% | — | — | |
| 8 | AAPL | Apple INC | 株式-IT | 3.18% | +0.27% | — | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.15% | — | — | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.04% | +0.95% | — | |
| 11 | MKC-V | Mccormick & Co INC Vtg Com | 株式-その他 | 2.99% | — | — | |
| 12 | ✓ | 株式-その他 | 2.87% | — | — | ||
| 13 | ✓ | 株式-その他 | 2.34% | — | — | ||
| 14 | MSFT | Microsoft CORP | 株式-IT | 2.33% | +0.40% | — | |
| 15 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.33% | -0.82% | — | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.32% | +0.02% | — | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 2.31% | +0.13% | — | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.29% | -0.11% | — | |
| 19 | ✓ | 株式-その他 | 2.27% | — | — | ||
| 20 | UTHR | United Therapeutics CORP | 株式-ヘルスケア | 2.25% | +0.48% | — | |
| 21 | KHC | The Kraft Heinz Company | 株式-生活必需品 | 2.23% | — | — | |
| 22 | MTB | M & T Bank CORP | 株式-金融 | 2.07% | +0.07% | — | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.05% | +0.06% | — | |
| 24 | EBAY | Ebay INC | 株式-一般消費財 | 1.91% | — | — | |
| 25 | YUM | Yum! Brands INC | 株式-一般消費財 | 1.77% | — | — | |
| 26 | QCOM | Qualcomm INC | 株式-IT | 1.76% | +0.04% | — | |
| 27 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 1.54% | — | — | |
| 28 | MA | Mastercard INC - A | 株式-金融 | 1.40% | — | — | |
| 29 | MD | Pediatrix Medical Group INC | 株式-その他 | 1.38% | -1.33% | EXIT | |
| 30 | TROW | T Rowe Price Group INC | 株式-金融 | 1.24% | — | — | |
| 31 | UBS | UBS Group AG | 株式-金融 | 1.24% | — | — | |
| 32 | WELL | Welltower Inc. | 株式-不動産 | 0.97% | — | — | |
| 33 | GOOG | Alphabet A | 株式-通信サービス | 0.92% | — | — | |
| 34 | DOC | Healthpeak Properties, Inc. | 株式-不動産 | 0.87% | — | — | |
| 35 | ENB | Enbridge Inc. | 株式-エネルギー | 0.83% | — | — | |
| 36 | ✓ | Google INC Class C | 株式-その他 | 0.75% | — | — | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.74% | — | — | |
| 38 | BGX | Blackstone Long-short Credit | 株式-その他 | 0.74% | — | — | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.68% | — | — | |
| 40 | TWXCHF | Time Warner INC | 株式-その他 | 0.67% | — | — | |
| 41 | ELME | Elme Communities | 株式-その他 | 0.63% | — | — | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.51% | — | — | |
| 43 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.48% | — | — | |
| 44 | OHI | Omega Healthcare Investors | 株式-不動産 | 0.47% | — | — | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.45% | — | — | |
| 46 | HTAEUR | Healthcare Trust Of Ame-cl A | 株式-その他 | 0.42% | — | — | |
| 47 | HD | The Home Depot, Inc. | 株式-一般消費財 | 0.41% | — | — | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.40% | — | — | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.37% | — | — | |
| 50 | VTR | Ventas INC | 株式-不動産 | 0.37% | — | — |