CIK: 0001588186
申告総資産額
$11.2億
上位200銘柄を表示中（全934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 | 7.94% | -0.32% | +8.05% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.80% | -0.01% | +20.10% | |
| 3 | KO | Coca-cola Co/the | 株式-生活必需品 | 4.54% | — | -0.40% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.94% | — | +19.91% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.39% | +0.15% | +0.68% | |
| 6 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 2.36% | +0.03% | +29.45% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.81% | +0.07% | +14.08% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.77% | +0.09% | +22.61% | |
| 9 | CSCO | Cisco Systems INC | 株式-IT | 1.51% | — | -5.27% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.42% | -0.36% | +20.60% | |
| 11 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.38% | +0.06% | +0.94% | |
| 12 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 1.27% | — | +18.73% | |
| 13 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 1.17% | -0.44% | +4.53% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.16% | — | -5.10% | |
| 15 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.09% | — | +5.62% | |
| 16 | UTXZ | United Tech CORP | 株式-その他 | 0.96% | — | +48.51% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.94% | +0.20% | +187.67% | |
| 18 | OKE | Oneok INC | 株式-エネルギー | 0.94% | +0.07% | +5.92% | |
| 19 | BBTUSD | Bb&t CORP | 株式-その他 | 0.93% | -0.18% | +6.32% | |
| 20 | ✓ | 株式-その他 | 0.92% | +0.04% | +203.60% | ||
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.90% | +0.18% | +1187.60% | |
| 22 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.89% | +0.55% | +128.60% | |
| 23 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.87% | — | -19.36% | |
| 24 | TSS | Total System Services INC | 株式-その他 | 0.83% | — | — | |
| 25 | PNC | Pnc Financial Services Group | 株式-金融 | 0.81% | — | +3.07% | |
| 26 | IP | International Paper Co | 株式-一般消費財 | 0.79% | — | +3.95% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 0.78% | — | +25.66% | |
| 28 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.78% | — | +19.32% | |
| 29 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.78% | +0.07% | +9.83% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.77% | +0.11% | +25.06% | |
| 31 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.75% | — | -12.04% | |
| 32 | ETN | Eaton Corporation plc | 株式-資本財 | 0.75% | — | +2.24% | |
| 33 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.71% | — | — | |
| 34 | TXN | Texas Instruments INC | 株式-IT | 0.71% | +0.09% | -12.53% | |
| 35 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.70% | — | -20.96% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.68% | — | -0.93% | |
| 37 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.68% | — | +0.24% | |
| 38 | ING | Ing Groep N.v.-sponsored Adr | 株式-金融 | 0.67% | — | +30.70% | |
| 39 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.67% | — | +8.26% | |
| 40 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.66% | -0.66% | EXIT | |
| 41 | NBL2EUR | Noble Energy INC | 株式-その他 | 0.66% | +0.06% | -9.06% | |
| 42 | CCI | Crown Castle INC | 株式-不動産 | 0.63% | +0.13% | +6.91% | |
| 43 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.63% | — | +7.13% | |
| 44 | UL | Unilever PLC | 株式-生活必需品 | 0.62% | — | +13.87% | |
| 45 | COR1EUR | Coresite Realty CORP | 株式-その他 | 0.60% | +0.19% | +11828.22% | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.59% | — | +20.22% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.58% | +0.35% | +9517.62% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.57% | -0.21% | +3.86% | |
| 49 | ALB | Albemarle CORP | 株式-素材 | 0.57% | — | — | |
| 50 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.53% | -0.46% | +663.42% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +0.8% | +1187.60% | 増加 |
| 2 | ✓ | +0.6% | +203.60% | 増加 | |
| 3 | IWM | Ishares Russell 2000 ETF | +0.6% | +187.67% | 増加 |
| 4 | COR1EUR | Coresite Realty CORP | +0.6% | +11828.22% | 増加 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +20.10% | 増加 |
| 6 | IEFA | Ishares Core Msci Eafe ETF | +0.6% | +9517.62% | 増加 |
| 7 | GLW | Corning INC | +0.5% | +26245.99% | 増加 |
| 8 | BP | Bp Plc-spons Adr | +0.5% | +128.60% | 増加 |
| 9 | CVS | Cvs Health CORP | +0.5% | +663.42% | 増加 |
| 10 | VIGI | Vanguard Int Div App Indx Fd | +0.4% | +29.45% | 増加 |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.4% | +19.91% | 増加 |
| 12 | IWF | Ishares Russell 1000 Growth | +0.3% | +22.61% | 増加 |
| 13 | UTXZ | United Tech CORP | +0.3% | +48.51% | 増加 |
| 14 | MSFT | Microsoft CORP | +0.3% | +14.08% | 増加 |
| 15 | CNK | Cinemark Holdings INC | +0.2% | +184.15% | 増加 |
| 16 | PM | Philip Morris International | +0.2% | +681.96% | 増加 |
| 17 | SCZ | Ishares Msci Eafe Small-cap | +0.2% | +21600.00% | 増加 |
| 18 | BTI | British American Tob-sp Adr | +0.2% | +2229.93% | 増加 |
| 19 | EFA | Ishares Msci Eafe ETF | +0.1% | +25.06% | 増加 |
| 20 | R6C2 | Royal Dutch Shell-spon Adr-b | +0.1% | +18.73% | 増加 |
| 21 | IPG | Interpublic Group Of Cos INC | +0.1% | +1445.97% | 増加 |
| 22 | JNJ | Johnson & Johnson | +0.1% | +20.60% | 増加 |
| 23 | VYM | Vanguard High Dvd Yield ETF | 0% | +8.05% | 増加 |
| 24 | XXI | Twenty One Capital, Inc. | -0.1% | -88.94% | 減少 |
| 25 | CELG | Celgene CORP | -0.1% | -79.64% | 減少 |
| 26 | PG | Procter & Gamble Co/the | -0.1% | -34.11% | 減少 |
| 27 | SCHX | Schwab US Large-cap ETF | -0.2% | -26.94% | 減少 |
| 28 | VOD | Vodafone Group Plc-sp Adr | -0.2% | +4.53% | 増加 |
| 29 | ABT | Abbott Laboratories | -0.2% | -20.96% | 減少 |
| 30 | META | Meta Platforms Inc-class A | -0.2% | -34.85% | 減少 |
| 31 | FHI | Federated Hermes INC | -0.3% | -99.17% | 減少 |
| 32 | DD | DuPont de Nemours, Inc. | -0.3% | -12.04% | 減少 |
| 33 | SWK | Stanley Black & Decker INC | -0.3% | -28.04% | 減少 |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | -0.3% | -77.32% | 減少 |
| 35 | IUSV | Ishares Core S&p U.s. Value | -0.3% | -19.36% | 減少 |
| 36 | ✓ | Intercontinental Hotels | -0.4% | -42.40% | 減少 |
| 37 | XOM | Exxon Mobil CORP | -0.4% | +0.68% | 増加 |
| 38 | BUD | Anheuser-busch Inbev-spn Adr | -0.4% | -98.12% | 減少 |
| 39 | D | Dominion Energy, Inc. | -0.4% | -31.61% | 減少 |
| 40 | KO | Coca-cola Co/the | -0.5% | -0.40% | 減少 |
| 41 | UPS | United Parcel Service-cl B | -0.5% | -57.09% | 減少 |
| 42 | JWNUSD | Nordstrom INC | -0.6% | -65.30% | 減少 |
| 43 | MO | Altria Group INC | -0.7% | -92.59% | 減少 |
| 44 | CB | Chubb Limited | -0.7% | -95.27% | 減少 |
| 45 | KIM | Kimco Realty CORP | -0.9% | -99.30% | 減少 |
| 46 | IDEV | Ishares Core Msci Dev Mkts | — | NEW | 新規購入 |
| 47 | ALB | Albemarle CORP | — | NEW | 新規購入 |
| 48 | LEG | Leggett & Platt INC | — | NEW | 新規購入 |
| 49 | VFMO | Vanguard US Momentum Factor | — | NEW | 新規購入 |
| 50 | BKNG | Booking Hldgs INC | — | EXIT | 全売却 |