CIK: 0001638049
申告総資産額
$2.0億
| # | 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 | UPS | United Parcel Service-cl B | 株式-資本財 | 15.47% | -2.02% | +0.69% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 12.68% | — | -2.18% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 8.61% | — | -9.50% | |
| 4 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 6.35% | — | +10.87% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.67% | — | -37.97% | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 4.32% | — | -46.12% | |
| 7 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 3.91% | — | -54.77% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.42% | — | +4.18% | |
| 9 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 3.12% | — | — | |
| 10 | DXGEUSD | Wisdomtree Germany Hedged Eq | ETF-その他 | 2.60% | — | — | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.22% | — | -7.91% | |
| 12 | EWG | Ishares Msci Germany ETF | ETF-その他 | 1.34% | — | — | |
| 13 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.31% | — | -9.93% | |
| 14 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.28% | — | — | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.25% | — | -0.93% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 0.91% | — | +16.33% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.88% | — | -4.43% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.77% | — | +28.57% | |
| 19 | IBM | Intl Business Machines CORP | 株式-IT | 0.74% | — | +13.85% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 0.74% | — | +3.62% | |
| 21 | HRSEUR | L3harris Technologies INC | 株式-その他 | 0.73% | — | +52.27% | |
| 22 | CBRL | Cracker Barrel Old Country | 株式-その他 | 0.70% | — | +27.87% | |
| 23 | T | At&t INC | 株式-通信サービス | 0.68% | — | +11.39% | |
| 24 | PLTEUR | Plantronics INC | 株式-その他 | 0.66% | — | +61.46% | |
| 25 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.63% | — | -6.86% | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.63% | — | +22.36% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.63% | — | +51.72% | |
| 28 | QCOM | Qualcomm INC | 株式-IT | 0.63% | +0.16% | +61.54% | |
| 29 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.62% | — | +32.36% | |
| 30 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.60% | — | +96.45% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | — | +390.47% | |
| 32 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 0.59% | — | +32.80% | |
| 33 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.58% | — | +32.56% | |
| 34 | FIS | Fidelity National Info Serv | 株式-IT | 0.55% | — | +32.58% | |
| 35 | ✓ | Omnicare INC | 株式-その他 | 0.53% | — | +32.46% | |
| 36 | JKHY | Jack Henry & Associates INC | 株式-IT | 0.53% | — | +32.50% | |
| 37 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.51% | +0.46% | NEW | |
| 38 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.50% | — | +86.04% | |
| 39 | TECH | Bio-techne CORP | 株式-ヘルスケア | 0.49% | — | +32.32% | |
| 40 | ADTNEUR | Adtran INC | 株式-その他 | 0.48% | — | +32.13% | |
| 41 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 0.46% | — | +32.62% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.46% | — | — | |
| 43 | SYY | Sysco CORP | 株式-生活必需品 | 0.44% | — | +32.53% | |
| 44 | XRAY | DENTSPLY SIRONA Inc. | 株式-ヘルスケア | 0.43% | — | +33.11% | |
| 45 | BOBEUSD | Bob Evans Farms | 株式-その他 | 0.40% | — | +28.37% | |
| 46 | COP | Conocophillips | 株式-エネルギー | 0.40% | — | +25.57% | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.40% | — | -2.96% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.39% | — | — | |
| 49 | FWRDUSD | Forward Air CORP | 株式-その他 | 0.39% | — | +32.43% | |
| 50 | UNP | Union Pacific CORP | 株式-資本財 | 0.39% | — | +2.80% |