CIK: 0001476225
申告総資産額
$7.3億
上位200銘柄を表示中（全500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 | 4.42% | — | -0.77% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.30% | — | +18.00% | |
| 3 | QCOM | Qualcomm INC | 株式-IT | 3.38% | — | -3.27% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.37% | — | +4.03% | |
| 5 | MTD | Mettler-toledo International | 株式-ヘルスケア | 2.55% | — | +2.91% | |
| 6 | OLED | Universal Display CORP | 株式-IT | 2.37% | — | +10.00% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 2.34% | — | -1.15% | |
| 8 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 2.27% | — | -2.42% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.23% | — | -3.02% | |
| 10 | BAC | Bank Of America CORP | 株式-金融 | 2.21% | — | +2.91% | |
| 11 | AKAM | Akamai Technologies INC | 株式-IT | 2.20% | — | -0.56% | |
| 12 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.18% | — | -0.60% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.18% | — | -3.33% | |
| 14 | HBAN | Huntington Bancshares INC | 株式-金融 | 1.99% | — | -1.04% | |
| 15 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.90% | — | -2.02% | |
| 16 | DVYE | Ishares Emerging Markets Div | ETF-新興国市場 | 1.75% | — | +0.88% | |
| 17 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 1.71% | — | -1.06% | |
| 18 | STAG | Stag Industrial INC | 株式-不動産 | 1.70% | — | -2.43% | |
| 19 | INDB | Independent Bank Corp/ma | 株式-その他 | 1.65% | — | — | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.43% | — | -6.20% | |
| 21 | BIGGQ | Big Lots INC | 株式-その他 | 1.37% | — | -1.70% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.35% | — | -25.77% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.33% | — | -0.68% | |
| 24 | DHR | Danaher CORP | 株式-ヘルスケア | 1.27% | — | -1.57% | |
| 25 | ORCL | Oracle CORP | 株式-IT | 1.26% | — | -2.17% | |
| 26 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.18% | — | +9.90% | |
| 27 | SLB | Slb LTD | 株式-エネルギー | 1.07% | — | +2.75% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 1.05% | — | -1.91% | |
| 29 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.04% | — | +10.77% | |
| 30 | AMGN | Amgen INC | 株式-ヘルスケア | 1.03% | — | -0.72% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 1.02% | — | -1.38% | |
| 32 | WY | Weyerhaeuser Co | 株式-不動産 | 1.02% | — | +1.64% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 1.01% | — | -4.08% | |
| 34 | MFC | Manulife Financial CORP | 株式-金融 | 0.94% | — | +78.98% | |
| 35 | WASH | Washington Trust Bancorp | 株式-その他 | 0.91% | — | -0.03% | |
| 36 | NEE | Nextera Energy INC | 株式-公益事業 | 0.90% | — | -5.55% | |
| 37 | HAS | Hasbro INC | 株式-一般消費財 | 0.88% | — | +4.15% | |
| 38 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.86% | — | -10.81% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | — | +0.14% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.80% | — | — | |
| 41 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.80% | — | — | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.77% | — | +0.17% | |
| 43 | PWR | Quanta Services INC | 株式-資本財 | 0.76% | — | +11.41% | |
| 44 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.76% | — | -2.28% | |
| 45 | APC3EUR | Anadarko Petroleum CORP | 株式-その他 | 0.75% | — | -1.11% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.75% | — | -2.41% | |
| 47 | DNREUR | Denbury Inc-pre Bankruptcy | 株式-その他 | 0.70% | — | +1.91% | |
| 48 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.67% | — | — | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.66% | — | +2.54% | |
| 50 | ✓ | Mellanox Technologies LTD | 株式-その他 | 0.64% | — | -6.31% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | KMI | Kinder Morgan INC | +0.6% | -0.77% | 減少 |
| 2 | EFA | Ishares Msci Eafe ETF | +0.4% | +18.00% | 増加 |
| 3 | MFC | Manulife Financial CORP | +0.4% | +78.98% | 増加 |
| 4 | OXY | Occidental Petroleum CORP | +0.4% | -1.06% | 減少 |
| 5 | DNREUR | Denbury Inc-pre Bankruptcy | +0.3% | +1.91% | 増加 |
| 6 | DVN | Devon Energy CORP | +0.2% | +6.30% | 増加 |
| 7 | CHD | Church & Dwight Co INC | +0.2% | +9.90% | 増加 |
| 8 | JECUSD | Jacobs Engineering Group INC | +0.2% | +26.03% | 増加 |
| 9 | STAG | Stag Industrial INC | +0.1% | -2.43% | 減少 |
| 10 | HD | Home Depot INC | +0.1% | -1.15% | 減少 |
| 11 | INDB | Independent Bank Corp/ma | +0.1% | — | 変化なし |
| 12 | APC3EUR | Anadarko Petroleum CORP | +0.1% | -1.11% | 減少 |
| 13 | AAPL | Apple INC | +0.1% | -3.33% | 減少 |
| 14 | HAS | Hasbro INC | +0.1% | +4.15% | 増加 |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +4.03% | 増加 |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.1% | +18.66% | 増加 |
| 17 | AMGN | Amgen INC | +0.1% | -0.72% | 減少 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.14% | 増加 |
| 19 | WASH | Washington Trust Bancorp | +0.1% | -0.03% | 減少 |
| 20 | XLE | Ss Energy Select Sector | +0.1% | +0.36% | 増加 |
| 21 | MTD | Mettler-toledo International | 0% | +2.91% | 増加 |
| 22 | SLB | Slb LTD | 0% | +2.75% | 増加 |
| 23 | PWR | Quanta Services INC | 0% | +11.41% | 増加 |
| 24 | PM | Philip Morris International | -0.1% | -9.82% | 減少 |
| 25 | JNJ | Johnson & Johnson | -0.1% | -2.41% | 減少 |
| 26 | EEM | Ishares Msci Emerging Market | -0.1% | +2.54% | 増加 |
| 27 | EQMUSD | Eqm Midstream Partners LP | -0.1% | -6.82% | 減少 |
| 28 | HRB | H&r Block INC | -0.1% | -10.83% | 減少 |
| 29 | ORCL | Oracle CORP | -0.1% | -2.17% | 減少 |
| 30 | BIGGQ | Big Lots INC | -0.1% | -1.70% | 減少 |
| 31 | HBAN | Huntington Bancshares INC | -0.1% | -1.04% | 減少 |
| 32 | D | Dominion Energy, Inc. | -0.1% | -9.11% | 減少 |
| 33 | BAC | Bank Of America CORP | -0.1% | +2.91% | 増加 |
| 34 | MDLZ | Mondelez International Inc-a | -0.1% | -10.81% | 減少 |
| 35 | QCOM | Qualcomm INC | -0.1% | -3.27% | 減少 |
| 36 | CMCSA | Comcast Corp-class A | -0.2% | -2.02% | 減少 |
| 37 | PPG | Ppg Industries INC | -0.2% | -98.38% | 減少 |
| 38 | PG | Procter & Gamble Co/the | -0.2% | -38.40% | 減少 |
| 39 | DVYE | Ishares Emerging Markets Div | -0.2% | +0.88% | 増加 |
| 40 | OLED | Universal Display CORP | -0.2% | +10.00% | 増加 |
| 41 | JPM | Jpmorgan Chase & Co | -0.2% | -3.02% | 減少 |
| 42 | VOO | Vanguard S&p 500 ETF | -0.5% | -25.77% | 減少 |
| 43 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新規購入 |
| 44 | ✓ | Powershares Qqq Trust Ser 1 | — | EXIT | 全売却 |
| 45 | AVGO | Broadcom INC | — | NEW | 新規購入 |
| 46 | ✓ | Broadcom Inc. | — | EXIT | 全売却 |
| 47 | ✓ | Invesco Financial Preferred ETF | — | EXIT | 全売却 |
| 48 | PGF | Invesco Financial Preferred | — | NEW | 新規購入 |
| 49 | ✓ | Plains Gp Hldgs LP Shs Cl A Repstg LTD Partner Int | — | NEW | 新規購入 |
| 50 | PAGP | Plains Gp Holdings Lp-cl A | — | EXIT | 全売却 |