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 | 12.26% | +0.95% | +44.20% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.88% | -0.23% | +41.08% | |
| 3 | AXP | American Express Company | 株式-金融 | 3.78% | — | -3.91% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.46% | +0.27% | -2.96% | |
| 5 | MKC-V | Mccormick & Co INC Vtg Com | 株式-その他 | 3.26% | — | — | |
| 6 | AXP | American Express Co | 株式-金融 | 3.15% | +0.19% | -2.26% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.08% | +0.02% | -3.68% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.07% | +0.40% | -3.35% | |
| 9 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.95% | -0.82% | -2.70% | |
| 10 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 2.88% | — | -3.16% | |
| 11 | PEP | Pepsico INC | 株式-生活必需品 | 2.76% | +0.13% | -3.59% | |
| 12 | MTB | M & T Bank CORP | 株式-金融 | 2.67% | +0.07% | -3.80% | |
| 13 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 2.61% | -0.19% | -2.82% | |
| 14 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 2.55% | +0.36% | -4.13% | |
| 15 | UTHR | United Therapeutics CORP | 株式-ヘルスケア | 2.48% | +0.48% | -4.97% | |
| 16 | VFC | Vf CORP | 株式-一般消費財 | 2.38% | +0.39% | -3.65% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.27% | -0.11% | -2.17% | |
| 18 | DVN | Devon Energy CORP | 株式-エネルギー | 2.09% | -0.02% | — | |
| 19 | MD | Pediatrix Medical Group INC | 株式-その他 | 1.86% | -1.33% | EXIT | |
| 20 | QCOM | Qualcomm INC | 株式-IT | 1.77% | +0.04% | -1.40% | |
| 21 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.76% | +0.06% | -5.47% | |
| 22 | CERNCHF | Cerner CORP | 株式-その他 | 1.75% | -0.34% | — | |
| 23 | MA | Mastercard INC - A | 株式-金融 | 1.74% | — | -4.31% | |
| 24 | CNC | Centene CORP | 株式-ヘルスケア | 1.45% | +0.01% | -35.65% | |
| 25 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 1.40% | — | -26.99% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.35% | +0.06% | -6.01% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.31% | +0.08% | +3.37% | |
| 28 | TROW | T Rowe Price Group INC | 株式-金融 | 1.31% | — | -12.05% | |
| 29 | UAA | Under Armour Inc-class A | 株式-一般消費財 | 1.13% | -0.79% | EXIT | |
| 30 | EGBN | Eagle Bancorp INC | 株式-その他 | 1.10% | — | — | |
| 31 | UA | Under Armour Inc-class C | 株式-一般消費財 | 0.98% | -1.34% | EXIT | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.90% | — | +23.42% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.83% | — | -23.68% | |
| 34 | WELL | Welltower INC | 株式-不動産 | 0.82% | — | -0.26% | |
| 35 | ELME | Elme Communities | 株式-その他 | 0.63% | — | — | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.61% | — | +1.23% | |
| 37 | DOC | Healthpeak Properties, Inc. | 株式-不動産 | 0.58% | — | -1.14% | |
| 38 | TWXCHF | Time Warner INC | 株式-その他 | 0.56% | — | -1.42% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.54% | — | +0.12% | |
| 40 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.54% | — | -7.87% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | -2.35% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.47% | — | -6.66% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.42% | — | +0.67% | |
| 44 | HTAEUR | Healthcare Trust Of Ame-cl A | 株式-その他 | 0.41% | — | -1.32% | |
| 45 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.37% | — | — | |
| 46 | ADBE | Adobe INC | 株式-IT | 0.36% | — | — | |
| 47 | OHI | Omega Healthcare Investors | 株式-不動産 | 0.34% | — | +1.07% | |
| 48 | VTR | Ventas INC | 株式-不動産 | 0.33% | — | +8.22% | |
| 49 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.29% | — | -3.52% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.28% | — | +5.19% |