CIK: 0001537720
申告総資産額
$32.0億
上位200銘柄を表示中（全1559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 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.61% | +0.16% | +5.95% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.31% | -0.15% | +37.44% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.60% | +0.03% | +5.45% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.95% | — | +13.42% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.82% | — | +6.12% | |
| 6 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.73% | — | +10.08% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.67% | +0.05% | +3.40% | |
| 8 | PFE | Pfizer INC | 株式-ヘルスケア | 1.55% | — | +6.75% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 1.45% | — | +8.07% | |
| 10 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.29% | +0.61% | +10.99% | |
| 11 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.26% | — | +0.36% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.26% | -0.21% | +3.84% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.24% | — | +25.84% | |
| 14 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.11% | — | +9.09% | |
| 15 | GOOG | Alphabet A | 株式-通信サービス | 1.11% | — | +5.41% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.03% | — | -2.32% | |
| 17 | BA | Boeing Co/the | 株式-資本財 | 1.03% | — | +12.74% | |
| 18 | UTXZ | United Tech CORP | 株式-その他 | 0.97% | — | +3.93% | |
| 19 | QCOM | Qualcomm INC | 株式-IT | 0.93% | — | +45.08% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 0.91% | — | +4.16% | |
| 21 | T | At&t INC | 株式-通信サービス | 0.89% | — | +5.34% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 0.89% | — | -3.78% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.83% | -0.41% | +5.53% | |
| 24 | ✓ | Protective Life CORP Com | 株式-その他 | 0.80% | — | — | |
| 25 | MMM | 3m Co | 株式-資本財 | 0.79% | — | +16.97% | |
| 26 | COP | Conocophillips | 株式-エネルギー | 0.78% | — | +5.17% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.77% | +0.06% | -7.05% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.77% | — | +4.97% | |
| 29 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.76% | — | +50.89% | |
| 30 | HON | Honeywell International INC | 株式-資本財 | 0.75% | -0.11% | +10.10% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.73% | — | +12.86% | |
| 32 | WFC | Wells Fargo & Co | 株式-金融 | 0.71% | — | +8.82% | |
| 33 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.67% | — | +55.59% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.66% | +0.07% | +16.01% | |
| 35 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.65% | — | -0.26% | |
| 36 | SLB | Slb LTD | 株式-エネルギー | 0.65% | — | -1.18% | |
| 37 | CAL | Caleres, Inc. | 株式-その他 | 0.63% | — | — | |
| 38 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.60% | — | +16.18% | |
| 39 | AXP | American Express Co | 株式-金融 | 0.59% | — | -0.31% | |
| 40 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.57% | — | +34.53% | |
| 41 | EMR | Emerson Electric Co | 株式-資本財 | 0.56% | — | +17.63% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.56% | — | +9.24% | |
| 43 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.53% | — | +51.92% | |
| 44 | PM | Philip Morris International | 株式-生活必需品 | 0.51% | — | +2.04% | |
| 45 | AIG | American International Group | 株式-金融 | 0.50% | — | +24.44% | |
| 46 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.48% | — | +15.52% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.48% | +0.05% | +317.96% | |
| 48 | ✓ | 株式-その他 | 0.46% | — | +15.77% | ||
| 49 | UNP | Union Pacific CORP | 株式-資本財 | 0.46% | — | +10.64% | |
| 50 | CME | Cme Group INC | 株式-金融 | 0.46% | — | +23.44% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +37.44% | 増加 |
| 2 | IJH | Ishares Core S&p Midcap ETF | +0.4% | +317.96% | 増加 |
| 3 | ADBE | Adobe INC | +0.2% | +4115.82% | 増加 |
| 4 | QCOM | Qualcomm INC | +0.2% | +45.08% | 増加 |
| 5 | PNR | Pentair plc | +0.2% | +142.33% | 増加 |
| 6 | BHP | Bhp Group Ltd-spon Adr | +0.2% | +1029.23% | 増加 |
| 7 | IWB | Ishares Russell 1000 ETF | +0.2% | +50.89% | 増加 |
| 8 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.2% | +508.76% | 増加 |
| 9 | LMT | Lockheed Martin CORP | +0.2% | +51.92% | 増加 |
| 10 | OXY | Occidental Petroleum CORP | +0.2% | +55.59% | 増加 |
| 11 | UNUSD | Unilever N V -ny Shares | +0.2% | +104.92% | 増加 |
| 12 | BLKCHF | Blackrock INC | +0.2% | +65.43% | 増加 |
| 13 | XOM | Exxon Mobil CORP | +0.1% | +5.95% | 増加 |
| 14 | EIX | Edison International | +0.1% | +360.60% | 増加 |
| 15 | GOOG | Alphabet A | +0.1% | +5.41% | 増加 |
| 16 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | +73.98% | 増加 |
| 17 | ✓ | +0.1% | +132.83% | 増加 | |
| 18 | EFA | Ishares Msci Eafe ETF | +0.1% | +25.84% | 増加 |
| 19 | PPG | Ppg Industries INC | +0.1% | +47.29% | 増加 |
| 20 | ✓ | Powershares Qqq Trust Ser 1 | +0.1% | +112.89% | 増加 |
| 21 | MMM | 3m Co | +0.1% | +16.97% | 増加 |
| 22 | AAPL | Apple INC | +0.1% | +5.45% | 増加 |
| 23 | BA | Boeing Co/the | +0.1% | +12.74% | 増加 |
| 24 | BP | Bp Plc-spons Adr | +0.1% | +31.59% | 増加 |
| 25 | DVY | Ishares Select Dividend ETF | +0.1% | +47.57% | 増加 |
| 26 | ✓ | +0.1% | +48.40% | 増加 | |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +72.67% | 増加 |
| 28 | UPS | United Parcel Service-cl B | +0.1% | +10.99% | 増加 |
| 29 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +45.15% | 増加 |
| 30 | SBUX | Starbucks CORP | +0.1% | +34.53% | 増加 |
| 31 | TJX | Tjx Companies INC | +0.1% | +25.86% | 増加 |
| 32 | V | Visa Inc-class A Shares | +0.1% | +12.86% | 増加 |
| 33 | DHR | Danaher CORP | +0.1% | +25.01% | 増加 |
| 34 | CMCSA | Comcast Corp-class A | +0.1% | +15.52% | 増加 |
| 35 | IWM | Ishares Russell 2000 ETF | 0% | +13.42% | 増加 |
| 36 | IVV | Ishares Core S&p 500 ETF | 0% | +16.01% | 増加 |
| 37 | EMR | Emerson Electric Co | 0% | +17.63% | 増加 |
| 38 | HON | Honeywell International INC | — | +10.10% | 増加 |
| 39 | KO | Coca-cola Co/the | 0% | +9.09% | 増加 |
| 40 | MSFT | Microsoft CORP | 0% | +5.53% | 増加 |
| 41 | ✓ | Protective Life CORP Com | 0% | — | 変化なし |
| 42 | PG | Procter & Gamble Co/the | 0% | +10.08% | 増加 |
| 43 | AEP | American Electric Power Company, Inc. | 0% | +0.36% | 増加 |
| 44 | PFE | Pfizer INC | -0.1% | +6.75% | 増加 |
| 45 | HD | Home Depot INC | -0.1% | +3.84% | 増加 |
| 46 | MDY | State Street Spdr S&p Midcap | -0.1% | +6.12% | 増加 |
| 47 | CVX | Chevron CORP | -0.1% | +8.07% | 増加 |
| 48 | JNJ | Johnson & Johnson | -0.2% | +3.40% | 増加 |
| 49 | MCHP | Microchip Technology INC | -0.2% | -37.21% | 減少 |
| 50 | PRGO | Perrigo Company plc | — | NEW | 新規購入 |