CIK: 0001698219
申告総資産額
$11.6億
上位200銘柄を表示中（全875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 | PFE | Pfizer INC | 株式-ヘルスケア | 3.62% | — | -5.41% | |
| 2 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.54% | — | -3.21% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.47% | — | +35.22% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.43% | — | +3.16% | |
| 5 | QCOM | Qualcomm INC | 株式-IT | 3.30% | — | -0.57% | |
| 6 | WMT | Walmart INC | 株式-生活必需品 | 3.23% | — | -0.66% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.22% | — | -5.80% | |
| 8 | CVX | Chevron CORP | 株式-エネルギー | 2.94% | — | -1.95% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.77% | — | +1.44% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.58% | — | +0.90% | |
| 11 | GS | Goldman Sachs Group INC | 株式-金融 | 2.56% | — | +83.73% | |
| 12 | WFC | Wells Fargo & Co | 株式-金融 | 2.42% | — | +11.32% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.31% | — | +0.14% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.29% | — | +1.55% | |
| 15 | T | At&t INC | 株式-通信サービス | 2.09% | — | +39.10% | |
| 16 | WMB | Williams Cos INC | 株式-エネルギー | 1.97% | — | -2.42% | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.89% | — | +1.52% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 1.83% | — | +68.19% | |
| 19 | ORCL | Oracle CORP | 株式-IT | 1.83% | — | -0.82% | |
| 20 | XIFR | Xplr Infrastructure LP | 株式-公益事業 | 1.81% | — | -0.62% | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 1.65% | — | +0.57% | |
| 22 | C | Citigroup INC | 株式-金融 | 1.63% | — | -2.31% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.62% | — | +1.61% | |
| 24 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.60% | — | -5.01% | |
| 25 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.60% | — | — | |
| 26 | BAX | Baxter International INC | 株式-ヘルスケア | 1.55% | — | +3876.27% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.47% | — | -0.59% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.41% | — | +8.74% | |
| 29 | INTC | Intel CORP | 株式-IT | 1.40% | — | +4.52% | |
| 30 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 1.37% | — | -2.66% | |
| 31 | COF | Capital One Financial CORP | 株式-金融 | 1.37% | — | -6.67% | |
| 32 | CB | Chubb Limited | 株式-金融 | 1.14% | — | -0.12% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.12% | — | -1.77% | |
| 34 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 1.08% | — | +534.35% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.07% | — | +4.81% | |
| 36 | PAYX | Paychex INC | 株式-IT | 1.05% | — | +1562.55% | |
| 37 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 1.03% | — | -6.47% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.95% | — | — | |
| 39 | UTXZ | United Tech CORP | 株式-その他 | 0.92% | — | +1057.95% | |
| 40 | RSG | Republic Services INC | 株式-資本財 | 0.89% | — | — | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.77% | — | +0.69% | |
| 42 | AAPL | Apple INC | 株式-IT | 0.76% | — | -2.03% | |
| 43 | VTR | Ventas INC | 株式-不動産 | 0.65% | — | -1.64% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.47% | — | +0.65% | |
| 45 | HON | Honeywell International INC | 株式-資本財 | 0.45% | — | +6.12% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.43% | — | +52.36% | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.42% | — | +0.95% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.39% | — | -3.29% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.36% | — | +1.98% | |
| 50 | VLO | Valero Energy CORP | 株式-エネルギー | 0.29% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BAX | Baxter International INC | +1.5% | +3876.27% | 増加 |
| 2 | PAYX | Paychex INC | +1% | +1562.55% | 増加 |
| 3 | JNJ | Johnson & Johnson | +0.9% | +35.22% | 増加 |
| 4 | KHC | Kraft Heinz Co/the | +0.9% | +534.35% | 増加 |
| 5 | GS | Goldman Sachs Group INC | +0.8% | +83.73% | 増加 |
| 6 | UTXZ | United Tech CORP | +0.8% | +1057.95% | 増加 |
| 7 | PEP | Pepsico INC | +0.8% | +68.19% | 増加 |
| 8 | T | At&t INC | +0.5% | +39.10% | 増加 |
| 9 | PG | Procter & Gamble Co/the | +0.4% | +1.55% | 増加 |
| 10 | MRK | Merck & Co. INC. | +0.3% | +1.61% | 増加 |
| 11 | VZ | Verizon Communications INC | +0.2% | +0.57% | 増加 |
| 12 | MCD | Mcdonald's CORP | +0.2% | +4.81% | 増加 |
| 13 | HD | Home Depot INC | +0.1% | +52.36% | 増加 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.90% | 増加 |
| 15 | BSV | Vanguard Short-term Bond ETF | +0.1% | -5.80% | 減少 |
| 16 | PFE | Pfizer INC | +0.1% | -5.41% | 減少 |
| 17 | CMG | Chipotle Mexican Grill INC | — | -2.66% | 減少 |
| 18 | MSFT | Microsoft CORP | 0% | +3.16% | 増加 |
| 19 | IWF | Ishares Russell 1000 Growth | -0.1% | +0.69% | 増加 |
| 20 | XIFR | Xplr Infrastructure LP | -0.1% | -0.62% | 減少 |
| 21 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +0.14% | 増加 |
| 22 | ORCL | Oracle CORP | -0.1% | -0.82% | 減少 |
| 23 | CHTR | Charter Communications Inc-a | -0.1% | -6.47% | 減少 |
| 24 | M | Macy's INC | -0.1% | -97.62% | 減少 |
| 25 | JPM | Jpmorgan Chase & Co | -0.1% | +1.44% | 増加 |
| 26 | EMN | Eastman Chemical Co | -0.1% | -60.14% | 減少 |
| 27 | CVX | Chevron CORP | -0.2% | -1.95% | 減少 |
| 28 | AAPL | Apple INC | -0.3% | -2.03% | 減少 |
| 29 | GILD | Gilead Sciences INC | -0.3% | -5.01% | 減少 |
| 30 | WMB | Williams Cos INC | -0.3% | -2.42% | 減少 |
| 31 | COF | Capital One Financial CORP | -0.3% | -6.67% | 減少 |
| 32 | AEP | American Electric Power Company, Inc. | -0.5% | -97.69% | 減少 |
| 33 | C | Citigroup INC | -0.5% | -2.31% | 減少 |
| 34 | QCOM | Qualcomm INC | -0.6% | -0.57% | 減少 |
| 35 | WFRD | Weatherford International plc | -0.6% | -95.73% | 減少 |
| 36 | XOM | Exxon Mobil CORP | -0.7% | -3.21% | 減少 |
| 37 | DISH | Dish Network Corp-a | -0.8% | -99.54% | 減少 |
| 38 | BUD | Anheuser-busch Inbev-spn Adr | -1.2% | -99.77% | 減少 |
| 39 | FCX | Freeport-mcmoran INC | -1.3% | -99.67% | 減少 |
| 40 | EIX | Edison International | -1.5% | -99.89% | 減少 |
| 41 | IBM | Intl Business Machines CORP | -1.5% | -86.00% | 減少 |
| 42 | SLB | Slb LTD | -1.7% | -99.34% | 減少 |
| 43 | NOVEUR | National Oilwell Varco INC | -1.9% | -99.90% | 減少 |
| 44 | BMY | Bristol-myers Squibb Co | -2.7% | -90.22% | 減少 |
| 45 | TJX | Tjx Companies INC | — | NEW | 新規購入 |
| 46 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新規購入 |
| 47 | RSG | Republic Services INC | — | NEW | 新規購入 |
| 48 | VLO | Valero Energy CORP | — | NEW | 新規購入 |
| 49 | MA | Mastercard INC - A | — | NEW | 新規購入 |
| 50 | PKG | Packaging CORP Of America | — | NEW | 新規購入 |