CIK: 0001537720
申告総資産額
$32.0億
上位200銘柄を表示中（全369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 | UPS | United Parcel Service-cl B | 株式-資本財 | 21.42% | +0.61% | +0.02% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.06% | -0.15% | -0.25% | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 3.27% | — | +12.63% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.96% | — | +5.83% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.32% | +0.03% | -3.63% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.71% | — | +1.27% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.66% | -0.41% | +0.30% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.29% | +0.16% | +2.58% | |
| 9 | WFC | Wells Fargo & Co | 株式-金融 | 1.14% | — | +63.59% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.12% | -0.21% | -1.18% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.04% | +0.49% | +0.56% | |
| 12 | CSCO | Cisco Systems INC | 株式-IT | 1.02% | — | +2.21% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.01% | — | — | |
| 14 | HON | Honeywell International INC | 株式-資本財 | 0.99% | -0.11% | -0.08% | |
| 15 | PFE | Pfizer INC | 株式-ヘルスケア | 0.96% | — | -1.23% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.94% | — | -0.78% | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.92% | +0.06% | +22.12% | |
| 18 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.88% | — | -1.83% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.88% | — | +2.37% | |
| 20 | BLKCHF | Blackrock INC | 株式-その他 | 0.84% | — | -0.61% | |
| 21 | BA | Boeing Co/the | 株式-資本財 | 0.82% | — | -13.78% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.82% | — | +1.38% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 0.82% | — | +0.44% | |
| 24 | ADBE | Adobe INC | 株式-IT | 0.81% | — | -4.07% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 0.79% | — | +1.18% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.78% | — | -0.29% | |
| 27 | T | At&t INC | 株式-通信サービス | 0.78% | — | +0.19% | |
| 28 | MMM | 3m Co | 株式-資本財 | 0.78% | — | +12.13% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.77% | +0.05% | +0.19% | |
| 30 | UTXZ | United Tech CORP | 株式-その他 | 0.73% | — | +6.48% | |
| 31 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.71% | — | -3.71% | |
| 32 | MA | Mastercard INC - A | 株式-金融 | 0.66% | — | -1.73% | |
| 33 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.66% | — | -0.28% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.65% | — | -4.54% | |
| 35 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.64% | — | -0.65% | |
| 36 | RTN1USD | Raytheon Company | 株式-その他 | 0.58% | — | +1.66% | |
| 37 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.58% | — | -1.43% | |
| 38 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.56% | — | -0.09% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.54% | — | +11.87% | |
| 40 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.54% | — | +3.67% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.54% | — | +5.32% | |
| 42 | VLO | Valero Energy CORP | 株式-エネルギー | 0.54% | — | +2.60% | |
| 43 | LEG | Leggett & Platt INC | 株式-一般消費財 | 0.54% | — | +0.05% | |
| 44 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.51% | — | -4.86% | |
| 45 | DUK | Duke Energy CORP | 株式-公益事業 | 0.51% | — | +0.18% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.48% | — | +8.24% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.47% | +0.09% | +5.87% | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.47% | — | -3.44% | |
| 49 | ICE | Intercontinental Exchange In | 株式-金融 | 0.46% | — | -0.76% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.43% | — | -0.81% |