CIK: 0001588186
申告総資産額
$11.2億
上位200銘柄を表示中（全935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 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 7.37% | -0.32% | -1.00% | |
| 2 | KO | Coca-cola Co/the | 株式-生活必需品 | 5.45% | — | +0.26% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.41% | -0.01% | +1.82% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.99% | +0.15% | +0.82% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.30% | — | +7.13% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.73% | — | +6.61% | |
| 7 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.60% | +0.06% | +5.61% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.42% | +0.07% | +16.11% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.35% | -0.36% | +23.20% | |
| 10 | CSCO | Cisco Systems INC | 株式-IT | 1.34% | — | +24.78% | |
| 11 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 1.26% | -0.44% | +5.83% | |
| 12 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.22% | — | -20.76% | |
| 13 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 1.17% | — | +181.02% | |
| 14 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.16% | — | -3.73% | |
| 15 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.16% | +0.03% | +7.96% | |
| 16 | ETN | Eaton Corporation plc | 株式-資本財 | 1.12% | — | +8.14% | |
| 17 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.06% | — | — | |
| 18 | NBL2EUR | Noble Energy INC | 株式-その他 | 1.03% | +0.06% | +128.32% | |
| 19 | KIM | Kimco Realty CORP | 株式-不動産 | 1.02% | — | +385.69% | |
| 20 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.96% | — | +1.39% | |
| 21 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.95% | +0.07% | +6.25% | |
| 22 | OKE | Oneok INC | 株式-エネルギー | 0.94% | +0.07% | +331.70% | |
| 23 | BBTUSD | Bb&t CORP | 株式-その他 | 0.91% | -0.18% | +25.90% | |
| 24 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.90% | — | +4.36% | |
| 25 | IP | International Paper Co | 株式-一般消費財 | 0.89% | — | +43.28% | |
| 26 | TXN | Texas Instruments INC | 株式-IT | 0.85% | +0.09% | +6.93% | |
| 27 | PNC | Pnc Financial Services Group | 株式-金融 | 0.80% | — | +4920.65% | |
| 28 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.79% | -0.66% | EXIT | |
| 29 | CB | Chubb Limited | 株式-金融 | 0.79% | — | +6.81% | |
| 30 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.78% | — | +42.96% | |
| 31 | JWNUSD | Nordstrom INC | 株式-その他 | 0.77% | -0.28% | +26.17% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.75% | — | +0.12% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.74% | — | -3.22% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.74% | +0.09% | -7.84% | |
| 35 | D | Dominion Energy, Inc. | 株式-公益事業 | 0.74% | -0.19% | +3.94% | |
| 36 | ✓ | Intercontinental Hotels | 株式-その他 | 0.73% | — | +19.59% | |
| 37 | TSS | Total System Services INC | 株式-その他 | 0.73% | — | -1.11% | |
| 38 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.69% | — | -26.93% | |
| 39 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 0.69% | — | +8.91% | |
| 40 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.68% | — | -10.91% | |
| 41 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.67% | -0.42% | -23.40% | |
| 42 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.66% | -0.27% | +9.33% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.65% | -0.21% | +15.50% | |
| 44 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.64% | — | -16.83% | |
| 45 | ING | Ing Groep N.v.-sponsored Adr | 株式-金融 | 0.64% | — | +43.31% | |
| 46 | UL | Unilever PLC | 株式-生活必需品 | 0.63% | — | -30.65% | |
| 47 | CCI | Crown Castle INC | 株式-不動産 | 0.60% | +0.13% | +7.88% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.58% | — | -7.47% | |
| 49 | T | At&t INC | 株式-通信サービス | 0.57% | — | +21.85% | |
| 50 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.57% | — | -2.29% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | KIM | Kimco Realty CORP | +0.8% | +385.69% | 増加 |
| 2 | R6C2 | Royal Dutch Shell-spon Adr-b | +0.8% | +181.02% | 増加 |
| 3 | PNC | Pnc Financial Services Group | +0.8% | +4920.65% | 増加 |
| 4 | OKE | Oneok INC | +0.7% | +331.70% | 増加 |
| 5 | NBL2EUR | Noble Energy INC | +0.6% | +128.32% | 増加 |
| 6 | EFA | Ishares Msci Eafe ETF | +0.3% | +165.55% | 増加 |
| 7 | CSCO | Cisco Systems INC | +0.3% | +24.78% | 増加 |
| 8 | MSFT | Microsoft CORP | +0.2% | +16.11% | 増加 |
| 9 | IP | International Paper Co | +0.2% | +43.28% | 増加 |
| 10 | NVS | Novartis Ag-sponsored Adr | +0.2% | +42.96% | 増加 |
| 11 | ING | Ing Groep N.v.-sponsored Adr | +0.2% | +43.31% | 増加 |
| 12 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +101.49% | 増加 |
| 13 | JNJ | Johnson & Johnson | +0.2% | +23.20% | 増加 |
| 14 | BBTUSD | Bb&t CORP | +0.2% | +25.90% | 増加 |
| 15 | IWN | Ishares Russell 2000 Value E | +0.2% | +60.25% | 増加 |
| 16 | VEA | Vanguard Ftse Developed ETF | +0.2% | +7.13% | 増加 |
| 17 | TXN | Texas Instruments INC | +0.1% | +6.93% | 増加 |
| 18 | JWNUSD | Nordstrom INC | +0.1% | +26.17% | 増加 |
| 19 | EEM | Ishares Msci Emerging Market | +0.1% | +15.50% | 増加 |
| 20 | SCHV | Schwab US Large-cap Value | +0.1% | +52.35% | 増加 |
| 21 | AEO | American Eagle Outfitters | +0.1% | +21.41% | 増加 |
| 22 | T | At&t INC | +0.1% | +21.85% | 増加 |
| 23 | SCHG | Schwab US Large-cap Growth | +0.1% | +369.74% | 増加 |
| 24 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | +7.96% | 増加 |
| 25 | GM | General Motors Co | +0.1% | +9.83% | 増加 |
| 26 | UPS | United Parcel Service-cl B | +0.1% | +9.33% | 増加 |
| 27 | ABT | Abbott Laboratories | +0.1% | +4.36% | 増加 |
| 28 | D | Dominion Energy, Inc. | +0.1% | +3.94% | 増加 |
| 29 | ✓ | Intercontinental Hotels | +0.1% | +19.59% | 増加 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.82% | 増加 |
| 31 | SNY | Sanofi-adr | 0% | +6.25% | 増加 |
| 32 | AGG | Ishares Core U.s. Aggregate | 0% | +6.61% | 増加 |
| 33 | VYM | Vanguard High Dvd Yield ETF | -0.2% | -1.00% | 減少 |
| 34 | SWK | Stanley Black & Decker INC | -0.2% | -23.40% | 減少 |
| 35 | UL | Unilever PLC | -0.3% | -30.65% | 減少 |
| 36 | PEG | Public Service Enterprise Gp | -0.3% | -96.71% | 減少 |
| 37 | CMCSA | Comcast Corp-class A | -0.3% | -26.93% | 減少 |
| 38 | IUSV | Ishares Core S&p U.s. Value | -0.4% | -20.76% | 減少 |
| 39 | PFE | Pfizer INC | -0.4% | -42.88% | 減少 |
| 40 | ENB | Enbridge INC | -0.4% | -86.54% | 減少 |
| 41 | VLO | Valero Energy CORP | -0.4% | -96.77% | 減少 |
| 42 | VNQ | Vanguard Real Estate ETF | -0.4% | -86.72% | 減少 |
| 43 | AAPL | Apple INC | -0.5% | -60.34% | 減少 |
| 44 | RY | Royal Bank Of Canada | -0.5% | -97.36% | 減少 |
| 45 | BP | Bp Plc-spons Adr | -0.5% | -58.16% | 減少 |
| 46 | WBA | Walgreens Boots Alliance INC | -0.6% | -92.15% | 減少 |
| 47 | JNJ | Johnson & Johnson | -0.8% | -97.16% | 減少 |
| 48 | DD | DuPont de Nemours, Inc. | — | NEW | 新規購入 |
| 49 | DOW | Dow Chem Co | — | EXIT | 全売却 |
| 50 | IGV | Ishares Expanded Tech-softwa | — | EXIT | 全売却 |