CIK: 0001633695
申告総資産額
$5.8億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 16.47% | +1.11% | +8.40% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 6.51% | -0.27% | +12.67% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.83% | +0.30% | +5.24% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.77% | +0.16% | +992.66% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.33% | +0.02% | -3.23% | |
| 6 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 2.33% | — | -0.94% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.92% | +0.04% | +0.22% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.89% | +0.04% | +8.88% | |
| 9 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 1.86% | — | +788.04% | |
| 10 | CERNCHF | Cerner CORP | 株式-その他 | 1.82% | — | — | |
| 11 | AMGN | Amgen INC | 株式-ヘルスケア | 1.80% | -0.14% | +0.01% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.59% | -0.05% | — | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.51% | -0.07% | +11.66% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.41% | -0.03% | +1.53% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.34% | — | -44.28% | |
| 16 | UNP | Union Pacific CORP | 株式-資本財 | 1.33% | -0.02% | +4.78% | |
| 17 | ACN | Accenture plc | 株式-IT | 1.28% | -0.14% | -0.42% | |
| 18 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.25% | — | +4.80% | |
| 19 | DHR | Danaher CORP | 株式-ヘルスケア | 1.24% | — | — | |
| 20 | INTC | Intel CORP | 株式-IT | 1.20% | +0.18% | +13.16% | |
| 21 | TGT | Target CORP | 株式-一般消費財 | 1.14% | — | +0.03% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.13% | -0.36% | +1366.72% | |
| 23 | T | At&t INC | 株式-通信サービス | 1.13% | — | +0.44% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.13% | — | +1346.77% | |
| 25 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.12% | — | +54.06% | |
| 26 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.06% | -0.09% | +105.29% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.04% | -0.16% | -96.26% | |
| 28 | SLB | Slb LTD | 株式-エネルギー | 1.02% | — | -0.22% | |
| 29 | WFC | Wells Fargo & Co | 株式-金融 | 0.88% | — | +5.83% | |
| 30 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.85% | — | -54.02% | |
| 31 | ✓ | Valsparcom | 株式-その他 | 0.80% | — | — | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.75% | — | +215.52% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.74% | — | +450.80% | |
| 34 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.73% | — | +304.71% | |
| 35 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.69% | — | +525.31% | |
| 36 | IBM | Intl Business Machines CORP | 株式-IT | 0.66% | — | -89.73% | |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.64% | — | -49.71% | |
| 38 | CAT | Caterpillar INC | 株式-資本財 | 0.64% | +0.26% | -0.56% | |
| 39 | GLW | Corning INC | 株式-IT | 0.64% | +0.60% | -1.20% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.64% | +0.08% | +0.04% | |
| 41 | ADP | Automatic Data Processing | 株式-IT | 0.62% | — | — | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.60% | — | -59.07% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.60% | — | -7.06% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.59% | +0.02% | +140.73% | |
| 45 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.58% | — | +6.25% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.57% | +0.02% | -74.76% | |
| 47 | UTXZ | United Tech CORP | 株式-その他 | 0.56% | — | — | |
| 48 | MDT | Medtronic plc | 株式-ヘルスケア | 0.53% | — | -31.46% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.53% | — | — | |
| 50 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.53% | — | +11.10% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | +3.3% | +992.66% | 増加 |
| 2 | BRK-B | Berkshire Hathaway Inc. | +1.6% | +788.04% | 増加 |
| 3 | INTC | Intel CORP | +1.2% | +13.16% | 増加 |
| 4 | JNJ | Johnson & Johnson | +1% | +1346.77% | 増加 |
| 5 | MSFT | Microsoft CORP | +0.9% | +1366.72% | 増加 |
| 6 | NVS | Novartis Ag-sponsored Adr | +0.8% | +54.06% | 増加 |
| 7 | VOO | Vanguard S&p 500 ETF | +0.8% | +8.40% | 増加 |
| 8 | AEP | American Electric Power Company, Inc. | +0.6% | +525.31% | 増加 |
| 9 | PEP | Pepsico INC | +0.5% | +215.52% | 増加 |
| 10 | DIA | Ss Spdr Dow Jones Indus Avg | +0.5% | -49.71% | 減少 |
| 11 | LOW | Lowe's Cos INC | +0.4% | +105.29% | 増加 |
| 12 | PG | Procter & Gamble Co/the | +0.4% | +450.80% | 増加 |
| 13 | BND | Vanguard Total Bond Market | +0.4% | +12.67% | 増加 |
| 14 | NKE | Nike INC -cl B | +0.4% | +304.71% | 増加 |
| 15 | IWM | Ishares Russell 2000 ETF | +0.4% | +140.73% | 増加 |
| 16 | XOM | Exxon Mobil CORP | +0.3% | -67.36% | 減少 |
| 17 | ITW | Illinois Tool Works | +0.3% | +37.30% | 増加 |
| 18 | VNQ | Vanguard Real Estate ETF | +0.2% | +70.14% | 増加 |
| 19 | PFE | Pfizer INC | +0.2% | +635.32% | 増加 |
| 20 | MDY | State Street Spdr S&p Midcap | +0.2% | -54.02% | 減少 |
| 21 | AVGO | Broadcom Inc. | +0.2% | +111.16% | 増加 |
| 22 | VEA | Vanguard Ftse Developed ETF | +0.1% | +5.24% | 増加 |
| 23 | VB | Vanguard Small-cap ETF | +0.1% | +8.88% | 増加 |
| 24 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +11.66% | 増加 |
| 25 | GILD | Gilead Sciences INC | -0.2% | +11.10% | 増加 |
| 26 | PXGBX | Praxair INC | -0.3% | -78.77% | 減少 |
| 27 | QCOM | Qualcomm INC | -0.3% | +68.10% | 増加 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -7.06% | 減少 |
| 29 | GRMN | Garmin Ltd. | -0.3% | -27.11% | 減少 |
| 30 | ROP | Roper Technologies INC | -0.3% | -41.06% | 減少 |
| 31 | IVW | Ishares S&p 500 Growth ETF | -0.4% | -51.41% | 減少 |
| 32 | HPE | Hewlett-Packard Company | -0.4% | -18.40% | 減少 |
| 33 | ORLY | O'reilly Automotive INC | -0.4% | -79.29% | 減少 |
| 34 | MRK | Merck & Co. INC. | -0.5% | -59.07% | 減少 |
| 35 | ✓ | Powershares Qqq Trust Ser 1 | -0.5% | -73.30% | 減少 |
| 36 | IBM | Intl Business Machines CORP | -0.6% | -89.73% | 減少 |
| 37 | FTEK | Fuel Tech INC | -0.6% | -52.84% | 減少 |
| 38 | BDX | Becton Dickinson And Co | -0.8% | +42177.78% | 増加 |
| 39 | ✓ | -1% | -84.70% | 減少 | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | -1% | -96.26% | 減少 |
| 41 | KMB | Kimberly-clark CORP | -1% | -90.02% | 減少 |
| 42 | JPM | Jpmorgan Chase & Co | -1.2% | -71.18% | 減少 |
| 43 | IWF | Ishares Russell 1000 Growth | -3% | -74.76% | 減少 |
| 44 | ETR | Entergy CORP | — | EXIT | 全売却 |
| 45 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | 新規購入 |
| 46 | BAX | Baxter International INC | — | EXIT | 全売却 |
| 47 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 48 | BIDU | Baidu INC - Spon Adr | — | NEW | 新規購入 |
| 49 | WMT | Walmart INC | — | EXIT | 全売却 |
| 50 | USB | US Bancorp | — | NEW | 新規購入 |