CIK: 0001568298
申告総資産額
$3.8億
上位200銘柄を表示中（全205銘柄）
| # | 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 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 14.83% | — | +4.93% | |
| 2 | MCD | Mcdonald's CORP | 株式-一般消費財 | 6.97% | — | +102.66% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.16% | — | +0.15% | |
| 4 | HDV | Ishares Core High Dividend E | ETF-その他 | 5.57% | — | -61.37% | |
| 5 | DIS | Walt Disney Co/the | 株式-通信サービス | 5.32% | — | +4.34% | |
| 6 | XLF | Ss Financial Select Sector | ETF-その他 | 5.03% | — | +3.15% | |
| 7 | VZ | Verizon Communications INC | 株式-通信サービス | 4.91% | — | -1.48% | |
| 8 | AAL | American Airlines Group INC | 株式-資本財 | 4.81% | — | +10.87% | |
| 9 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 4.78% | — | +8.93% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.56% | — | -8.53% | |
| 11 | PFF | Ishares Preferred & Income S | ETF-その他 | 3.32% | — | -31.57% | |
| 12 | PFE | Pfizer INC | 株式-ヘルスケア | 3.19% | — | -26.28% | |
| 13 | AAPL | Apple INC | 株式-IT | 3.17% | — | -1.13% | |
| 14 | INTC | Intel CORP | 株式-IT | 3.08% | — | -47.68% | |
| 15 | PPL | Ppl CORP | 株式-公益事業 | 3.00% | — | -2.16% | |
| 16 | VLO | Valero Energy CORP | 株式-エネルギー | 2.81% | — | -5.99% | |
| 17 | IBM | Intl Business Machines CORP | 株式-IT | 2.65% | — | +12.94% | |
| 18 | GLW | Corning INC | 株式-IT | 2.54% | — | +3.94% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.42% | — | +6.25% | |
| 20 | SO | Southern Co/the | 株式-公益事業 | 2.39% | — | -7.23% | |
| 21 | MKL | Markel Group INC | 株式-金融 | 0.68% | — | — | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.62% | — | -71.76% | |
| 23 | STT | State Street CORP | 株式-金融 | 0.60% | — | — | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 0.58% | — | -63.91% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.38% | — | +5.04% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.37% | — | -23.31% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.32% | — | +0.04% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.30% | — | -2.56% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | — | +132.45% | |
| 30 | APD | Air Products & Chemicals INC | 株式-素材 | 0.27% | — | — | |
| 31 | F | Ford Motor Co | 株式-一般消費財 | 0.25% | — | +1428.83% | |
| 32 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.24% | — | -4.81% | |
| 33 | SLB | Slb LTD | 株式-エネルギー | 0.24% | — | -89.21% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.22% | — | — | |
| 35 | SPH | Suburban Propane Partners LP | 株式-その他 | 0.17% | — | — | |
| 36 | DUK | Duke Energy CORP | 株式-公益事業 | 0.14% | — | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.12% | — | — | |
| 38 | IDV | Ishares International Select | ETF-その他 | 0.12% | — | -29.26% | |
| 39 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.12% | — | — | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.11% | — | +10.50% | |
| 41 | ✓ | Endocyte INC | 株式-その他 | 0.10% | — | — | |
| 42 | ✓ | Web.com Group INC | 株式-その他 | 0.10% | — | — | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.10% | — | +97.33% | |
| 44 | ABX | Barrick Gold CORP | 株式-金融 | 0.09% | — | — | |
| 45 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.09% | — | +0.21% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.08% | — | — | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.08% | — | +0.07% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.08% | — | — | |
| 49 | IXG | Ishares Global Financials Et | ETF-その他 | 0.07% | — | — | |
| 50 | CAT | Caterpillar INC | 株式-資本財 | 0.06% | — | +0.10% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MCD | Mcdonald's CORP | +4.3% | +102.66% | 増加 |
| 2 | ✓ | Powershares Qqq Trust Ser 1 | +2.7% | +4.93% | 増加 |
| 3 | AAL | American Airlines Group INC | +1.1% | +10.87% | 増加 |
| 4 | MRK | Merck & Co. INC. | +0.9% | +8.93% | 増加 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +0.15% | 増加 |
| 6 | XLF | Ss Financial Select Sector | +0.7% | +3.15% | 増加 |
| 7 | DIS | Walt Disney Co/the | +0.6% | +4.34% | 増加 |
| 8 | VZ | Verizon Communications INC | +0.5% | -1.48% | 減少 |
| 9 | VLO | Valero Energy CORP | +0.4% | -5.99% | 減少 |
| 10 | SCHG | Schwab US Large-cap Growth | +0.4% | +6.25% | 増加 |
| 11 | GLW | Corning INC | +0.4% | +3.94% | 増加 |
| 12 | IBM | Intl Business Machines CORP | +0.3% | +12.94% | 増加 |
| 13 | F | Ford Motor Co | +0.2% | +1428.83% | 増加 |
| 14 | PPL | Ppl CORP | +0.2% | -2.16% | 減少 |
| 15 | JNJ | Johnson & Johnson | +0.2% | +132.45% | 増加 |
| 16 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -8.53% | 減少 |
| 17 | MKL | Markel Group INC | +0.1% | — | 変化なし |
| 18 | SO | Southern Co/the | +0.1% | -7.23% | 減少 |
| 19 | AMZN | Amazon.com INC | +0.1% | +97.33% | 増加 |
| 20 | AEP | American Electric Power Company, Inc. | +0.1% | -4.81% | 減少 |
| 21 | XOM | Exxon Mobil CORP | +0.1% | +5.04% | 増加 |
| 22 | AAPL | Apple INC | — | -1.13% | 減少 |
| 23 | IDV | Ishares International Select | 0% | -29.26% | 減少 |
| 24 | T | At&t INC | 0% | -56.81% | 減少 |
| 25 | SMHC | VanEck China Semiconductor ETF | -0.1% | -73.84% | 減少 |
| 26 | EEM | Ishares Msci Emerging Market | -0.1% | -23.31% | 減少 |
| 27 | CVX | Chevron CORP | -0.7% | -63.91% | 減少 |
| 28 | PFE | Pfizer INC | -0.8% | -26.28% | 減少 |
| 29 | PFF | Ishares Preferred & Income S | -1.2% | -31.57% | 減少 |
| 30 | SCHB | Schwab US Broad Market ETF | -1.4% | -71.76% | 減少 |
| 31 | INTC | Intel CORP | -1.8% | -47.68% | 減少 |
| 32 | SLB | Slb LTD | -1.8% | -89.21% | 減少 |
| 33 | HDV | Ishares Core High Dividend E | -7.3% | -61.37% | 減少 |
| 34 | SPH | Suburban Propane Partners LP | — | NEW | 新規購入 |
| 35 | CMG | Chipotle Mexican Grill INC | — | NEW | 新規購入 |
| 36 | ✓ | Endocyte INC | — | NEW | 新規購入 |
| 37 | ABX | Barrick Gold CORP | — | NEW | 新規購入 |
| 38 | VGK | Vanguard Ftse Europe ETF | — | EXIT | 全売却 |
| 39 | CAPL | Crossamerica Partners LP | — | NEW | 新規購入 |
| 40 | ✓ | — | EXIT | 全売却 | |
| 41 | PEG | Public Service Enterprise Gp | — | NEW | 新規購入 |
| 42 | GSK | GSK plc ADRhedged | — | EXIT | 全売却 |
| 43 | BCS | Barclays PLC | — | EXIT | 全売却 |
| 44 | UDR | Udr INC | — | NEW | 新規購入 |
| 45 | NUANEUR | Nuance Communications INC | — | NEW | 新規購入 |
| 46 | TWI | Titan International INC | — | EXIT | 全売却 |
| 47 | BAX | Baxter International INC | — | NEW | 新規購入 |
| 48 | JPM | Jpmorgan Chase & Co | — | NEW | 新規購入 |
| 49 | SBUX | Starbucks CORP | — | NEW | 新規購入 |
| 50 | NFLX | Netflix INC | — | NEW | 新規購入 |