CIK: 0001677443
申告総資産額
$1.8億
| # | 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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 28.52% | -2.89% | -0.57% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 11.00% | -2.07% | +40.90% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 8.43% | -0.82% | +15.10% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 7.32% | +0.06% | -0.56% | |
| 5 | VZ | Verizon Communications INC | 株式-通信サービス | 7.01% | -0.21% | +1.32% | |
| 6 | T | At&t INC | 株式-通信サービス | 6.73% | +0.33% | +10.64% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.28% | — | +5.06% | |
| 8 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 4.23% | +0.25% | NEW | |
| 9 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 3.18% | — | -42.51% | |
| 10 | PFE | Pfizer INC | 株式-ヘルスケア | 2.45% | — | +1270.76% | |
| 11 | BAC | Bank Of America CORP | 株式-金融 | 2.44% | — | -0.34% | |
| 12 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 2.11% | — | -4.41% | |
| 13 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 1.14% | — | +60.53% | |
| 14 | MS | Morgan Stanley | 株式-金融 | 0.98% | — | — | |
| 15 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.82% | +0.03% | — | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 0.71% | -0.33% | +3158.43% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.70% | +0.24% | -16.63% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 0.59% | -0.19% | +1752.87% | |
| 19 | UL | Unilever PLC | 株式-生活必需品 | 0.58% | -0.18% | +205.47% | |
| 20 | D | Dominion Energy INC | 株式-公益事業 | 0.57% | +0.03% | NEW | |
| 21 | DAL | Delta Air Lines INC | 株式-資本財 | 0.51% | — | -22.28% | |
| 22 | PBCTEUR | People's United Financial | 株式-その他 | 0.45% | — | -17.68% | |
| 23 | IBM | Intl Business Machines CORP | 株式-IT | 0.44% | +0.09% | +20.35% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | +0.10% | — | |
| 25 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.35% | — | — | |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.27% | — | +225.00% | |
| 27 | MO | Altria Group INC | 株式-生活必需品 | 0.24% | +0.03% | — | |
| 28 | UNP | Union Pacific CORP | 株式-資本財 | 0.20% | — | — | |
| 29 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.17% | — | +34.77% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.17% | +0.07% | -38.75% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.13% | +0.02% | -42.52% | |
| 32 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.12% | — | — | |
| 33 | ✓ | Nuveen Conn Prem Income Mun | 株式-その他 | 0.12% | — | — | |
| 34 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.11% | — | — | |
| 35 | WFC | Wells Fargo & Co | 株式-金融 | 0.10% | +0.03% | NEW | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.10% | — | — | |
| 37 | PPL | Ppl CORP | 株式-公益事業 | 0.09% | — | — | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.09% | -0.07% | — | |
| 39 | PSX | Phillips 66 | 株式-エネルギー | 0.08% | — | +119.05% | |
| 40 | ✓ | 株式-その他 | 0.08% | — | — | ||
| 41 | XONUSD | Intrexon CORP | 株式-その他 | 0.07% | — | -56.14% | |
| 42 | HON | Honeywell International INC | 株式-資本財 | 0.07% | — | — | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.07% | +0.05% | — | |
| 44 | TWXCHF | Time Warner INC | 株式-その他 | 0.07% | — | — | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.06% | +0.23% | -69.69% | |
| 46 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.06% | — | — | |
| 47 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.06% | — | — | |
| 48 | ✓ | 株式-その他 | 0.06% | — | — | ||
| 49 | ✓ | Northstar Realty Finance | 株式-その他 | 0.06% | — | — | |
| 50 | UNUSD | Unilever N V -ny Shares | 株式-その他 | 0.05% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BMY | Bristol-myers Squibb Co | +4.1% | +2883.30% | 増加 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +3.3% | +40.90% | 増加 |
| 3 | PFE | Pfizer INC | +2.3% | +1270.76% | 増加 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +1.2% | +15.10% | 増加 |
| 5 | T | At&t INC | +1.2% | +10.64% | 増加 |
| 6 | TSLA | Tesla INC | +0.7% | +3158.43% | 増加 |
| 7 | CVX | Chevron CORP | +0.6% | +1752.87% | 増加 |
| 8 | UL | Unilever PLC | +0.4% | +205.47% | 増加 |
| 9 | JPM | Jpmorgan Chase & Co | +0.4% | +5.06% | 増加 |
| 10 | TEVA | Teva Pharmaceutical-sp Adr | +0.4% | +60.53% | 増加 |
| 11 | VZ | Verizon Communications INC | +0.3% | +1.32% | 増加 |
| 12 | D | Dominion Energy INC | +0.2% | +53.94% | 増加 |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | +0.2% | +225.00% | 増加 |
| 14 | IBM | Intl Business Machines CORP | +0.1% | +20.35% | 増加 |
| 15 | XOM | Exxon Mobil CORP | 0% | — | 変化なし |
| 16 | PSX | Phillips 66 | 0% | +119.05% | 増加 |
| 17 | AEP | American Electric Power Company, Inc. | 0% | +34.77% | 増加 |
| 18 | MS | Morgan Stanley | 0% | — | 変化なし |
| 19 | MO | Altria Group INC | 0% | — | 変化なし |
| 20 | BSX | Boston Scientific CORP | 0% | — | 変化なし |
| 21 | INTC | Intel CORP | 0% | +1100.00% | 増加 |
| 22 | UAA | Under Armour Inc-class A | 0% | -52.60% | 減少 |
| 23 | JNJ | Johnson & Johnson | -0.1% | -16.63% | 減少 |
| 24 | DUK | Du Pont E I De Nemour&Co | -0.1% | -4.41% | 減少 |
| 25 | BAC | Bank Of America CORP | -0.1% | -0.34% | 減少 |
| 26 | PG | Procter & Gamble Co/the | -0.1% | -42.52% | 減少 |
| 27 | KO | Coca-cola Co/the | -0.1% | -38.75% | 減少 |
| 28 | XONUSD | Intrexon CORP | -0.2% | -56.14% | 減少 |
| 29 | PBCTEUR | People's United Financial | -0.2% | -17.68% | 減少 |
| 30 | HD | Home Depot INC | -0.2% | -69.69% | 減少 |
| 31 | META | Meta Platforms Inc-class A | -0.2% | -0.57% | 減少 |
| 32 | V | Visa Inc-class A Shares | -0.3% | -0.56% | 減少 |
| 33 | DAL | Delta Air Lines INC | -0.4% | -22.28% | 減少 |
| 34 | ✓ | Powershares Qqq Trust Ser 1 | -2.4% | -42.51% | 減少 |
| 35 | PYPL | Paypal Holdings INC | -3.2% | -99.51% | 減少 |
| 36 | GOOGL | Alphabet Inc-cl A | -4.2% | -99.58% | 減少 |
| 37 | AAPL | Apple INC | — | EXIT | 全売却 |
| 38 | PANW | Palo Alto Networks INC | — | EXIT | 全売却 |
| 39 | PFF | Ishares Preferred & Income S | — | NEW | 新規購入 |
| 40 | KHC | Kraft Heinz Co/the | — | NEW | 新規購入 |
| 41 | EXPE | Expedia Group INC | — | EXIT | 全売却 |
| 42 | ✓ | — | NEW | 新規購入 | |
| 43 | ✓ | Linkedin CORP | — | EXIT | 全売却 |
| 44 | ✓ | Time Warner Cable INC | — | EXIT | 全売却 |
| 45 | AAL | American Airlines Group INC | — | EXIT | 全売却 |
| 46 | ADP | Automatic Data Processing | — | NEW | 新規購入 |
| 47 | CHTR | Charter Communications Inc-a | — | NEW | 新規購入 |
| 48 | ✓ | — | NEW | 新規購入 | |
| 49 | ✓ | — | EXIT | 全売却 | |
| 50 | XLE | Ss Energy Select Sector | — | NEW | 新規購入 |