CIK: 0001476225
申告総資産額
$7.3億
上位200銘柄を表示中（全490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 | 4.94% | — | -0.46% | |
| 2 | OLED | Universal Display CORP | 株式-IT | 4.21% | — | -2.80% | |
| 3 | QCOM | Qualcomm INC | 株式-IT | 3.34% | — | -1.25% | |
| 4 | MTD | Mettler-toledo International | 株式-ヘルスケア | 3.25% | — | -0.24% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.90% | — | -24.77% | |
| 6 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.82% | — | -0.48% | |
| 7 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 2.79% | — | -1.94% | |
| 8 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.36% | — | +4.80% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 2.27% | — | -0.14% | |
| 10 | BAC | Bank Of America CORP | 株式-金融 | 2.07% | — | -3.93% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.06% | — | -9.36% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.02% | — | -4.77% | |
| 13 | AKAM | Akamai Technologies INC | 株式-IT | 1.94% | — | -1.41% | |
| 14 | STAG | Stag Industrial INC | 株式-不動産 | 1.79% | — | -1.29% | |
| 15 | DVYE | Ishares Emerging Markets Div | ETF-新興国市場 | 1.71% | — | +2.85% | |
| 16 | HBAN | Huntington Bancshares INC | 株式-金融 | 1.68% | — | -0.86% | |
| 17 | DHR | Danaher CORP | 株式-ヘルスケア | 1.65% | — | -0.55% | |
| 18 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.57% | — | +0.64% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.52% | — | -8.65% | |
| 20 | INDB | Independent Bank Corp/ma | 株式-その他 | 1.45% | — | — | |
| 21 | ORCL | Oracle CORP | 株式-IT | 1.44% | — | -1.83% | |
| 22 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 1.29% | — | -0.16% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.28% | — | -6.79% | |
| 24 | CSCO | Cisco Systems INC | 株式-IT | 1.28% | — | -0.09% | |
| 25 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.23% | — | -2.60% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 1.19% | — | -0.28% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.13% | — | -2.12% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.13% | — | -6.59% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 1.09% | — | -1.31% | |
| 30 | MFC | Manulife Financial CORP | 株式-金融 | 1.06% | — | +12.49% | |
| 31 | ✓ | Mellanox Technologies LTD | 株式-その他 | 1.04% | — | -3.84% | |
| 32 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.03% | — | -0.57% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.99% | — | — | |
| 34 | NEE | Nextera Energy INC | 株式-公益事業 | 0.98% | — | -0.08% | |
| 35 | AMGN | Amgen INC | 株式-ヘルスケア | 0.96% | — | — | |
| 36 | PWR | Quanta Services INC | 株式-資本財 | 0.89% | — | +1.89% | |
| 37 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 0.88% | — | +8.56% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.86% | — | +0.09% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.80% | — | -1.84% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | — | -7.40% | |
| 41 | HAS | Hasbro INC | 株式-一般消費財 | 0.75% | — | -2.87% | |
| 42 | WY | Weyerhaeuser Co | 株式-不動産 | 0.75% | — | +1.43% | |
| 43 | WASH | Washington Trust Bancorp | 株式-その他 | 0.74% | — | -0.02% | |
| 44 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.72% | — | — | |
| 45 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.69% | — | — | |
| 46 | IR | Ingersoll-rand PLC | 株式-資本財 | 0.69% | — | -5.71% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.68% | — | -0.04% | |
| 48 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.68% | — | +29.99% | |
| 49 | BIGGQ | Big Lots INC | 株式-その他 | 0.67% | — | -13.17% | |
| 50 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.64% | — | -1.95% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | OLED | Universal Display CORP | +1.2% | -2.80% | 減少 |
| 2 | KMI | Kinder Morgan INC | +0.6% | -0.46% | 減少 |
| 3 | D | Dominion Energy INC | +0.4% | +21004.67% | 増加 |
| 4 | MTD | Mettler-toledo International | +0.4% | -0.24% | 減少 |
| 5 | EW | Edwards Lifesciences CORP | +0.2% | -1.94% | 減少 |
| 6 | TMO | Thermo Fisher Scientific INC | +0.2% | -0.48% | 減少 |
| 7 | CMCSA | Comcast Corp-class A | +0.2% | +4.80% | 増加 |
| 8 | DHR | Danaher CORP | +0.2% | -0.55% | 減少 |
| 9 | MFC | Manulife Financial CORP | +0.2% | +12.49% | 増加 |
| 10 | JECUSD | Jacobs Engineering Group INC | +0.2% | +8.56% | 増加 |
| 11 | CSCO | Cisco Systems INC | +0.1% | -0.09% | 減少 |
| 12 | PWR | Quanta Services INC | +0.1% | +1.89% | 増加 |
| 13 | MDLZ | Mondelez International Inc-a | +0.1% | -0.57% | 減少 |
| 14 | ✓ | Mellanox Technologies LTD | +0.1% | -3.84% | 減少 |
| 15 | ECL | Ecolab INC | +0.1% | +9.29% | 増加 |
| 16 | IUSV | Ishares Core S&p U.s. Value | +0.1% | +15.49% | 増加 |
| 17 | STAG | Stag Industrial INC | +0.1% | -1.29% | 減少 |
| 18 | DNREUR | Denbury Inc-pre Bankruptcy | +0.1% | +9.50% | 増加 |
| 19 | WY | Weyerhaeuser Co | +0.1% | +1.43% | 増加 |
| 20 | DVN | Devon Energy CORP | +0.1% | -8.04% | 減少 |
| 21 | NXPI | NXP Semiconductors N.V. | 0% | -2.60% | 減少 |
| 22 | ROBO | Robo Global Robotics And Aut | 0% | +5.02% | 増加 |
| 23 | AKAM | Akamai Technologies INC | 0% | -1.41% | 減少 |
| 24 | ORCL | Oracle CORP | 0% | -1.83% | 減少 |
| 25 | BOTZ | Global X Robotics & Artifici | 0% | +1.88% | 増加 |
| 26 | V | Visa Inc-class A Shares | 0% | — | 変化なし |
| 27 | INDB | Independent Bank Corp/ma | 0% | — | 変化なし |
| 28 | VO | Vanguard Mid-cap ETF | 0% | -0.04% | 減少 |
| 29 | VB | Vanguard Small-cap ETF | 0% | — | 変化なし |
| 30 | SLB | Slb LTD | 0% | -3.40% | 減少 |
| 31 | BIGGQ | Big Lots INC | — | -13.17% | 減少 |
| 32 | GOOGL | Alphabet Inc-cl A | 0% | +0.09% | 増加 |
| 33 | NEE | Nextera Energy INC | 0% | -0.08% | 減少 |
| 34 | XOM | Exxon Mobil CORP | 0% | -6.79% | 減少 |
| 35 | HD | Home Depot INC | -0.1% | -0.14% | 減少 |
| 36 | DVYE | Ishares Emerging Markets Div | -0.1% | +2.85% | 増加 |
| 37 | PEP | Pepsico INC | -0.1% | -1.31% | 減少 |
| 38 | CHD | Church & Dwight Co INC | -0.1% | +0.64% | 増加 |
| 39 | OXY | Occidental Petroleum CORP | -0.1% | -0.16% | 減少 |
| 40 | AAPL | Apple INC | -0.1% | -9.36% | 減少 |
| 41 | BAC | Bank Of America CORP | -0.1% | -3.93% | 減少 |
| 42 | FLIR | Flir Systems INC | -0.1% | -83.26% | 減少 |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -66.67% | 減少 |
| 44 | HBAN | Huntington Bancshares INC | -0.1% | -0.86% | 減少 |
| 45 | WFC | Wells Fargo & Co | -0.2% | -38.00% | 減少 |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | -0.3% | -8.65% | 減少 |
| 47 | ABBV | Abbvie INC | -0.4% | -2.12% | 減少 |
| 48 | EFA | Ishares Msci Eafe ETF | -1.1% | -24.77% | 減少 |
| 49 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | 新規購入 |
| 50 | D | Dominion Energy, Inc. | — | EXIT | 全売却 |