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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.98% | +0.95% | +3.89% | |
| 2 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 4.35% | — | +6.79% | |
| 3 | AXP | American Express Company | 株式-金融 | 4.17% | — | -0.25% | |
| 4 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 3.99% | -0.19% | -6.09% | |
| 5 | MKC-V | Mccormick & Co INC Vtg Com | 株式-その他 | 3.55% | — | — | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.39% | -0.23% | +24.18% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.29% | +0.02% | +16.59% | |
| 8 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 3.04% | +0.36% | -0.56% | |
| 9 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 2.98% | — | -0.66% | |
| 10 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.94% | -0.82% | -2.16% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.93% | +0.27% | -1.64% | |
| 12 | VFC | Vf CORP | 株式-一般消費財 | 2.77% | +0.39% | -4.92% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 2.77% | +0.13% | -0.19% | |
| 14 | CNC | Centene CORP | 株式-ヘルスケア | 2.71% | +0.01% | -0.82% | |
| 15 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 2.71% | — | -2.44% | |
| 16 | AXP | American Express Co | 株式-金融 | 2.49% | +0.19% | +3.93% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 2.47% | +0.40% | -1.53% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.21% | -0.11% | -1.01% | |
| 19 | MTB | M & T Bank CORP | 株式-金融 | 1.99% | +0.07% | -0.14% | |
| 20 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 1.95% | — | -24.01% | |
| 21 | MD | Pediatrix Medical Group INC | 株式-その他 | 1.93% | -1.33% | EXIT | |
| 22 | SFM | Sprouts Farmers Market INC | 株式-生活必需品 | 1.90% | — | — | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.83% | +0.06% | -0.49% | |
| 24 | UTHR | United Therapeutics CORP | 株式-ヘルスケア | 1.72% | +0.48% | +1.19% | |
| 25 | UAA | Under Armour Inc-class A | 株式-一般消費財 | 1.49% | -0.79% | EXIT | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 1.46% | — | -1.57% | |
| 27 | QCOM | Qualcomm INC | 株式-IT | 1.41% | +0.04% | +3.74% | |
| 28 | TROW | T Rowe Price Group INC | 株式-金融 | 1.39% | — | +1.90% | |
| 29 | UA | Under Armour Inc-class C | 株式-一般消費財 | 1.33% | -1.34% | EXIT | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.25% | +0.06% | — | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.02% | — | -3.64% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.00% | +0.08% | +1.23% | |
| 33 | WELL | Welltower INC | 株式-不動産 | 0.91% | — | +2.16% | |
| 34 | EGBN | Eagle Bancorp INC | 株式-その他 | 0.87% | — | +108.91% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.72% | — | -4.04% | |
| 36 | DOC | Healthpeak Properties, Inc. | 株式-不動産 | 0.67% | — | +0.91% | |
| 37 | ELME | Elme Communities | 株式-その他 | 0.59% | — | -3.54% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.55% | — | +0.39% | |
| 39 | TWXCHF | Time Warner INC | 株式-その他 | 0.51% | — | — | |
| 40 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.51% | — | +0.02% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.48% | — | +0.45% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.46% | — | +0.25% | |
| 43 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.45% | — | -6.67% | |
| 44 | HTAEUR | Healthcare Trust Of Ame-cl A | 株式-その他 | 0.44% | — | -1.61% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | — | -2.18% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.42% | — | -8.39% | |
| 47 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.37% | — | +2.43% | |
| 48 | OHI | Omega Healthcare Investors | 株式-不動産 | 0.35% | — | -2.83% | |
| 49 | VTR | Ventas INC | 株式-不動産 | 0.34% | — | -0.39% | |
| 50 | ADBE | Adobe INC | 株式-IT | 0.32% | — | -0.10% |