CIK: 0001476225
申告総資産額
$7.3億
上位200銘柄を表示中（全550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 | KMI | Kinder Morgan INC | 株式-エネルギー | 10.42% | — | — | |
| 2 | QCOM | Qualcomm INC | 株式-IT | 4.60% | — | -1.99% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.39% | — | — | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.84% | — | +25.29% | |
| 5 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.13% | — | -2.37% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.11% | — | -2.11% | |
| 7 | BAC | Bank Of America CORP | 株式-金融 | 2.05% | — | +1.79% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.91% | — | -7.70% | |
| 9 | MTD | Mettler-toledo International | 株式-ヘルスケア | 1.72% | — | -2.84% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.69% | — | -0.97% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.66% | — | -3.88% | |
| 12 | AKAM | Akamai Technologies INC | 株式-IT | 1.60% | — | -15.37% | |
| 13 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.57% | — | -1.28% | |
| 14 | HBAN | Huntington Bancshares INC | 株式-金融 | 1.51% | — | +0.06% | |
| 15 | HRB | H&r Block INC | 株式-一般消費財 | 1.50% | — | +1.00% | |
| 16 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.48% | — | -8.44% | |
| 17 | BIGGQ | Big Lots INC | 株式-その他 | 1.46% | — | -1.74% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.44% | — | — | |
| 19 | ORCL | Oracle CORP | 株式-IT | 1.38% | — | -2.12% | |
| 20 | OLED | Universal Display CORP | 株式-IT | 1.36% | — | -0.21% | |
| 21 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.34% | — | -2.32% | |
| 22 | STAG | Stag Industrial INC | 株式-不動産 | 1.25% | — | +38.66% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 1.24% | — | -16.07% | |
| 24 | INDB | Independent Bank Corp/ma | 株式-その他 | 1.23% | — | — | |
| 25 | NUANEUR | Nuance Communications INC | 株式-その他 | 1.08% | — | -1.76% | |
| 26 | SLB | Slb LTD | 株式-エネルギー | 1.08% | — | -0.21% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 1.07% | — | -0.20% | |
| 28 | WFC | Wells Fargo & Co | 株式-金融 | 1.06% | — | +6.01% | |
| 29 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.06% | — | -24.75% | |
| 30 | DHR | Danaher CORP | 株式-ヘルスケア | 1.06% | — | -2.94% | |
| 31 | D | Dominion Energy, Inc. | 株式-公益事業 | 1.06% | — | +1.68% | |
| 32 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.95% | — | +8.64% | |
| 33 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.93% | — | +5.42% | |
| 34 | AIG | American International Group | 株式-金融 | 0.91% | — | -23.30% | |
| 35 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.85% | — | -4.40% | |
| 36 | ✓ | 株式-その他 | 0.81% | — | — | ||
| 37 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.79% | — | -2.31% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.78% | — | +3.98% | |
| 39 | CMI | Cummins INC | 株式-資本財 | 0.77% | — | -3.75% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.71% | — | -3.87% | |
| 41 | PAA | Plains All Amer Pipeline LP | 株式-エネルギー | 0.71% | — | -8.21% | |
| 42 | HAS | Hasbro INC | 株式-一般消費財 | 0.70% | — | -4.83% | |
| 43 | WY | Weyerhaeuser Co | 株式-不動産 | 0.70% | — | +9.18% | |
| 44 | PWR | Quanta Services INC | 株式-資本財 | 0.69% | — | +4.75% | |
| 45 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 0.68% | — | -0.75% | |
| 46 | NEE | Nextera Energy INC | 株式-公益事業 | 0.68% | — | -10.34% | |
| 47 | EQMUSD | Eqm Midstream Partners LP | 株式-その他 | 0.68% | — | -3.05% | |
| 48 | APC3EUR | Anadarko Petroleum CORP | 株式-その他 | 0.66% | — | — | |
| 49 | JAHEUR | Jarden CORP | 株式-その他 | 0.65% | — | +0.49% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.62% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | +0.5% | +25.29% | 増加 |
| 2 | VGK | Vanguard Ftse Europe ETF | +0.2% | +72.62% | 増加 |
| 3 | BAC | Bank Of America CORP | +0.2% | +1.79% | 増加 |
| 4 | STAG | Stag Industrial INC | +0.2% | +38.66% | 増加 |
| 5 | NUANEUR | Nuance Communications INC | +0.1% | -1.76% | 減少 |
| 6 | JPM | Jpmorgan Chase & Co | +0.1% | -0.97% | 減少 |
| 7 | OXY | Occidental Petroleum CORP | +0.1% | +8.64% | 増加 |
| 8 | ABBV | Abbvie INC | +0.1% | +3.98% | 増加 |
| 9 | OLED | Universal Display CORP | +0.1% | -0.21% | 減少 |
| 10 | GILD | Gilead Sciences INC | +0.1% | -4.40% | 減少 |
| 11 | WFC | Wells Fargo & Co | +0.1% | +6.01% | 増加 |
| 12 | MOS | Mosaic Co/the | -0.1% | -55.89% | 減少 |
| 13 | PAA | Plains All American Pipeline, L.P. | -0.2% | -11.54% | 減少 |
| 14 | NEE | Nextera Energy INC | -0.2% | -10.34% | 減少 |
| 15 | HRB | H&r Block INC | -0.2% | +1.00% | 増加 |
| 16 | HD | Home Depot INC | -0.2% | -3.88% | 減少 |
| 17 | DUK | Du Pont E I De Nemour&Co | -0.2% | -99.72% | 減少 |
| 18 | PAA | Plains All Amer Pipeline LP | -0.2% | -8.21% | 減少 |
| 19 | ✓ | Boulder Brands INC | -0.2% | +8.81% | 増加 |
| 20 | AIG | American International Group | -0.2% | -23.30% | 減少 |
| 21 | ORCL | Oracle CORP | -0.2% | -2.12% | 減少 |
| 22 | BIGGQ | Big Lots INC | -0.2% | -1.74% | 減少 |
| 23 | AAPL | Apple INC | -0.2% | -7.70% | 減少 |
| 24 | PFE | Pfizer INC | -0.4% | -16.07% | 減少 |
| 25 | VHT | Vanguard Health Care ETF | -0.4% | -24.75% | 減少 |
| 26 | AKAM | Akamai Technologies INC | -0.4% | -15.37% | 減少 |
| 27 | QCOM | Qualcomm INC | -0.8% | -1.99% | 減少 |
| 28 | ✓ | Kinder Morgan, Inc. | — | EXIT | 全売却 |
| 29 | KMI | Kinder Morgan INC | — | NEW | 新規購入 |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | — | NEW | 新規購入 |
| 31 | ✓ | Exxon Mobil Corporation | — | EXIT | 全売却 |
| 32 | XOM | Exxon Mobil CORP | — | NEW | 新規購入 |
| 33 | ✓ | — | NEW | 新規購入 | |
| 34 | ✓ | — | EXIT | 全売却 | |
| 35 | MUB | Ishares National Muni Bond E | — | NEW | 新規購入 |
| 36 | DVN | Devon Energy CORP | — | NEW | 新規購入 |
| 37 | ✓ | Devon Energy Corporation | — | EXIT | 全売却 |
| 38 | PRESX | T Rowe Pr European Stock-inv | — | EXIT | 全売却 |
| 39 | TBF | Proshares Short 20+ Treasury | — | NEW | 新規購入 |
| 40 | SPSB | Ss Spdr P St C CORP ETF | — | NEW | 新規購入 |
| 41 | ✓ | Target Corporation | — | EXIT | 全売却 |
| 42 | TGT | Target CORP | — | NEW | 新規購入 |
| 43 | OAKMX | Oakmark Fund-inv | — | EXIT | 全売却 |
| 44 | SUB | Ishares Short-term National | — | NEW | 新規購入 |
| 45 | DVYE | Ishares Emerging Markets Div | — | NEW | 新規購入 |
| 46 | ACMVX | Amer Cent Mid Cap Val-inv | — | EXIT | 全売却 |
| 47 | FAIRX | Fairholme Fund | — | EXIT | 全売却 |
| 48 | ✓ | Invesco Financial Preferred ETF | — | NEW | 新規購入 |
| 49 | VTSMX | Vanguard Ttl Stk Mkt-inv | — | EXIT | 全売却 |
| 50 | YACKX | Amg Yacktman Fund-i | — | EXIT | 全売却 |