CIK: 0001695345
申告総資産額
$4.1億
| # | 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 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.44% | — | +2.13% | |
| 2 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 4.15% | — | +0.94% | |
| 3 | WFC | Wells Fargo & Co | 株式-金融 | 3.32% | — | +0.26% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.05% | — | -0.94% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.54% | — | — | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.32% | — | +3.15% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 2.23% | — | +3.24% | |
| 8 | INTC | Intel CORP | 株式-IT | 2.20% | — | -1.00% | |
| 9 | UTXZ | United Tech CORP | 株式-その他 | 2.16% | — | +3.24% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 2.15% | — | +0.07% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.14% | — | -0.24% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.04% | — | +3.16% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.00% | — | +3.29% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.95% | — | -0.15% | |
| 15 | CSCO | Cisco Systems INC | 株式-IT | 1.95% | — | -0.59% | |
| 16 | MMM | 3m Co | 株式-資本財 | 1.91% | — | +3.29% | |
| 17 | ORCL | Oracle CORP | 株式-IT | 1.78% | — | +3.81% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.77% | — | +2.05% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.72% | — | +6.03% | |
| 20 | FDX | Fedex CORP | 株式-資本財 | 1.71% | — | +3.89% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.68% | — | +7.19% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.65% | — | +2.93% | |
| 23 | AMGN | Amgen INC | 株式-ヘルスケア | 1.63% | — | +5.21% | |
| 24 | TGT | Target CORP | 株式-一般消費財 | 1.62% | — | +0.25% | |
| 25 | BAC | Bank Of America CORP | 株式-金融 | 1.62% | — | +4.57% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.60% | — | +4.16% | |
| 27 | SYK | Stryker CORP | 株式-ヘルスケア | 1.59% | — | -0.42% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.53% | — | +1.17% | |
| 29 | NTRS | Northern Trust CORP | 株式-金融 | 1.50% | — | — | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.42% | — | +0.40% | |
| 31 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 1.39% | — | +5.06% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.38% | — | -10.28% | |
| 33 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 1.37% | — | +0.95% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 1.30% | — | +0.84% | |
| 35 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.25% | — | +1.41% | |
| 36 | MDT | Medtronic plc | 株式-ヘルスケア | 1.16% | — | -0.66% | |
| 37 | EMR | Emerson Electric Co | 株式-資本財 | 1.15% | — | -0.79% | |
| 38 | USB | US Bancorp | 株式-金融 | 1.08% | — | +1.42% | |
| 39 | SLB | Slb LTD | 株式-エネルギー | 1.08% | — | +0.72% | |
| 40 | T | At&t INC | 株式-通信サービス | 1.08% | — | +7.26% | |
| 41 | AVB | Avalonbay Communities INC | 株式-不動産 | 1.05% | — | +2.06% | |
| 42 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.03% | — | -0.08% | |
| 43 | BXP | Bxp INC | 株式-不動産 | 1.02% | — | +0.76% | |
| 44 | COF | Capital One Financial CORP | 株式-金融 | 1.01% | — | +6.88% | |
| 45 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.98% | — | +0.31% | |
| 46 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.98% | — | +0.93% | |
| 47 | CERNCHF | Cerner CORP | 株式-その他 | 0.95% | — | +1.38% | |
| 48 | SPG | Simon Property Group INC | 株式-不動産 | 0.94% | — | +1.06% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.93% | — | -0.38% | |
| 50 | PSA | Public Storage | 株式-不動産 | 0.92% | — | +2.00% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IWN | Ishares Russell 2000 Value E | +0.2% | +0.94% | 増加 |
| 2 | V | Visa Inc-class A Shares | +0.2% | +3.24% | 増加 |
| 3 | XOM | Exxon Mobil CORP | +0.2% | +2.05% | 増加 |
| 4 | ✓ | Laboratory CORP Amer Hldgs | +0.2% | +5.06% | 増加 |
| 5 | CVX | Chevron CORP | +0.2% | +0.07% | 増加 |
| 6 | AMGN | Amgen INC | +0.2% | +5.21% | 増加 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.93% | 増加 |
| 8 | MSFT | Microsoft CORP | +0.1% | -0.94% | 減少 |
| 9 | PSA | Public Storage | +0.1% | +2.00% | 増加 |
| 10 | WFC | Wells Fargo & Co | +0.1% | +0.26% | 増加 |
| 11 | TGT | Target CORP | +0.1% | +0.25% | 増加 |
| 12 | VNQ | Vanguard Real Estate ETF | +0.1% | +1.17% | 増加 |
| 13 | DIS | Walt Disney Co/the | +0.1% | +4.16% | 増加 |
| 14 | RDS-A | Shell Plc-spon Adr-a | +0.1% | +0.95% | 増加 |
| 15 | SPG | Simon Property Group INC | +0.1% | +1.06% | 増加 |
| 16 | DOC | Healthpeak Properties, Inc. | +0.1% | +2.27% | 増加 |
| 17 | COST | Costco Wholesale CORP | +0.1% | -0.77% | 減少 |
| 18 | HD | Home Depot INC | +0.1% | -0.38% | 減少 |
| 19 | INTU | Intuit INC | +0.1% | — | 変化なし |
| 20 | PEP | Pepsico INC | 0% | +6.03% | 増加 |
| 21 | VZ | Verizon Communications INC | 0% | +0.84% | 増加 |
| 22 | AVB | Avalonbay Communities INC | 0% | +2.06% | 増加 |
| 23 | DLR | Digital Realty Trust INC | 0% | +0.93% | 増加 |
| 24 | PG | Procter & Gamble Co/the | 0% | +7.19% | 増加 |
| 25 | MDT | Medtronic plc | 0% | -0.66% | 減少 |
| 26 | MRK | Merck & Co. INC. | 0% | +0.13% | 増加 |
| 27 | AAPL | Apple INC | 0% | +0.06% | 増加 |
| 28 | SYK | Stryker CORP | 0% | -0.42% | 減少 |
| 29 | CVS | Cvs Health CORP | 0% | +1.41% | 増加 |
| 30 | O | Realty Income CORP | 0% | +1.91% | 増加 |
| 31 | GOOG | Alphabet Inc-cl C | 0% | -1.52% | 減少 |
| 32 | BNY | Bank Of New York Mellon CORP | 0% | -0.08% | 減少 |
| 33 | SLB | Slb LTD | 0% | +0.72% | 増加 |
| 34 | VOO | Vanguard S&p 500 ETF | — | — | 変化なし |
| 35 | VTI | Vanguard Total Stock Mkt ETF | — | -0.15% | 減少 |
| 36 | UTXZ | United Tech CORP | 0% | +3.24% | 増加 |
| 37 | CL | Colgate-palmolive Co | -0.1% | +0.05% | 増加 |
| 38 | ITW | Illinois Tool Works | -0.1% | — | 変化なし |
| 39 | IBM | Intl Business Machines CORP | -0.1% | +0.04% | 増加 |
| 40 | CELG | Celgene CORP | -0.1% | +1.47% | 増加 |
| 41 | JNJ | Johnson & Johnson | -0.1% | +3.15% | 増加 |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.2% | -10.28% | 減少 |
| 43 | JPM | Jpmorgan Chase & Co | -0.2% | -0.24% | 減少 |
| 44 | INTC | Intel CORP | -0.2% | -1.00% | 減少 |
| 45 | IEMG | Ishares Core Msci Emerging | -0.2% | +0.40% | 増加 |
| 46 | VWO | Vanguard Ftse Emerging Marke | -0.2% | +3.29% | 増加 |
| 47 | MMM | 3m Co | -0.2% | +3.29% | 増加 |
| 48 | EFA | Ishares Msci Eafe ETF | -0.2% | +2.13% | 増加 |
| 49 | UNH | Unitedhealth Group INC | — | NEW | 新規購入 |
| 50 | DELL | Dell Technologies Inc. | — | EXIT | 全売却 |