CIK: 0001633869
申告総資産額
$4.7億
上位200銘柄を表示中(全472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 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 4.90% | — | -3.88% | |
| 2 | PWVUSD | Invesco Dynamic Large Cap Va | ETF-大型株・グロース | 3.27% | — | +0.38% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.88% | — | +7.53% | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 2.64% | — | -0.75% | |
| 5 | ✓ | Powershares ETF Trust | ETF-その他 | 2.54% | — | -4.79% | |
| 6 | EWL | Ishares Msci Switzerland ETF | ETF-その他 | 2.32% | — | +10.58% | |
| 7 | ACN | Accenture plc | 株式-IT | 1.92% | — | +3.85% | |
| 8 | PDM | Piedmont Realty Trust, Inc. | 株式-その他 | 1.92% | — | +6.33% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.86% | — | +2.36% | |
| 10 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.86% | — | +62.35% | |
| 11 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.70% | — | +9.26% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.69% | — | +9.62% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.63% | — | +8.69% | |
| 14 | BND | Vanguard Total Bond Market | ETF-その他 | 1.60% | — | +6.80% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.59% | — | -19.31% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.57% | — | +1.74% | |
| 17 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.56% | — | +6.97% | |
| 18 | RY | Royal Bank Of Canada | 株式-金融 | 1.45% | — | — | |
| 19 | WM | Waste Management INC | 株式-資本財 | 1.44% | — | +2.01% | |
| 20 | TAP | Molson Coors Beverage Co - B | 株式-生活必需品 | 1.41% | — | -3.64% | |
| 21 | AWK | American Water Works Co INC | 株式-公益事業 | 1.35% | — | +14.58% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 1.34% | — | +12.96% | |
| 23 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 1.32% | — | +4.66% | |
| 24 | UNUSD | Unilever N V -ny Shares | 株式-その他 | 1.31% | — | +3.31% | |
| 25 | CLX | Clorox Company | 株式-生活必需品 | 1.29% | — | +2.29% | |
| 26 | AKX | Ansys INC | 株式-その他 | 1.29% | — | +7.45% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.20% | — | +12.00% | |
| 28 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.19% | — | +4.54% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 1.18% | — | +13.95% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 1.18% | — | +6.64% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 1.17% | — | +8.48% | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.16% | — | -5.59% | |
| 33 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.14% | — | +4.14% | |
| 34 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 1.11% | — | +2.49% | |
| 35 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 1.06% | — | -1.62% | |
| 36 | ✓ | Alphabet INC Cl A | 株式-その他 | 1.04% | — | — | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.99% | — | +0.85% | |
| 38 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.93% | — | +0.08% | |
| 39 | ✓ | 株式-その他 | 0.91% | — | +3.23% | ||
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.91% | — | +2.73% | |
| 41 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.89% | — | +3.69% | |
| 42 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.87% | — | +6.67% | |
| 43 | AXP | American Express Company | 株式-金融 | 0.84% | — | +0.96% | |
| 44 | DUK | Duke Energy CORP | 株式-公益事業 | 0.83% | — | -1.61% | |
| 45 | DE | Deere & Co | 株式-資本財 | 0.82% | — | +11.27% | |
| 46 | CHLUSD | China Mobile Ltd-spon Adr | 株式-その他 | 0.81% | — | -0.90% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.81% | — | +22.86% | |
| 48 | ORCL | Oracle CORP | 株式-IT | 0.78% | — | +28.24% | |
| 49 | NUE | Nucor CORP | 株式-素材 | 0.74% | — | +7.83% | |
| 50 | ✓ | 株式-その他 | 0.74% | — | +61.21% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NOBL | Proshares S&p 500 Dividend A | +0.7% | +62.35% | 増加 |
| 2 | AYI | Acuity INC | +0.5% | +2457.49% | 増加 |
| 3 | DAKT | Daktronics INC | +0.4% | +5680.88% | 増加 |
| 4 | PDM | Piedmont Realty Trust, Inc. | +0.3% | +6.33% | 増加 |
| 5 | AWK | American Water Works Co INC | +0.3% | +14.58% | 増加 |
| 6 | TAP | Molson Coors Beverage Co - B | +0.2% | -3.64% | 減少 |
| 7 | MCD | Mcdonald's CORP | +0.2% | +12.00% | 増加 |
| 8 | CLX | Clorox Company | +0.2% | +2.29% | 増加 |
| 9 | ✓ | +0.2% | +61.21% | 増加 | |
| 10 | VNQ | Vanguard Real Estate ETF | +0.2% | +8.69% | 増加 |
| 11 | WM | Waste Management INC | +0.1% | +2.01% | 増加 |
| 12 | BND | Vanguard Total Bond Market | +0.1% | +6.80% | 増加 |
| 13 | VPU | Vanguard Utilities ETF | +0.1% | +549.72% | 増加 |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.1% | +22.86% | 増加 |
| 15 | ORCL | Oracle CORP | +0.1% | +28.24% | 増加 |
| 16 | ACN | Accenture plc | +0.1% | +3.85% | 増加 |
| 17 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | +4.66% | 増加 |
| 18 | EWL | Ishares Msci Switzerland ETF | +0.1% | +10.58% | 増加 |
| 19 | SBUX | Starbucks CORP | +0.1% | +5.43% | 増加 |
| 20 | VZ | Verizon Communications INC | -0.1% | +0.85% | 増加 |
| 21 | TEVA | Teva Pharmaceutical-sp Adr | -0.1% | -1.62% | 減少 |
| 22 | NUE | Nucor CORP | -0.1% | +7.83% | 増加 |
| 23 | BLKCHF | Blackrock INC | -0.1% | -7.51% | 減少 |
| 24 | AXP | American Express Company | -0.1% | +0.96% | 増加 |
| 25 | MDT | Medtronic plc | -0.1% | -3.62% | 減少 |
| 26 | UTXZ | United Tech CORP | -0.1% | +0.27% | 増加 |
| 27 | CHLUSD | China Mobile Ltd-spon Adr | -0.1% | -0.90% | 減少 |
| 28 | EMR | Emerson Electric Co | -0.1% | -1.20% | 減少 |
| 29 | ✓ | Laboratory CORP Amer Hldgs | -0.1% | -0.98% | 減少 |
| 30 | TIP | Ishares Tips Bond ETF | -0.1% | -5.59% | 減少 |
| 31 | CVX | Chevron CORP | -0.1% | -10.01% | 減少 |
| 32 | BOND | Pimco Active Bond Exchange-t | -0.1% | -16.48% | 減少 |
| 33 | TCPA | TransCanada PipeLines Limited 6 | -0.1% | -11.08% | 減少 |
| 34 | DE | Deere & Co | -0.1% | +11.27% | 増加 |
| 35 | MCK | Mckesson CORP | -0.1% | -3.28% | 減少 |
| 36 | RY | Royal Bank Of Canada | -0.2% | — | 変化なし |
| 37 | SCHG | Schwab US Large-cap Growth | -0.2% | -0.75% | 減少 |
| 38 | IGIB | Ishares 5-10y Inv Grade CORP | -0.2% | -3.88% | 減少 |
| 39 | POT1EUR | Potash CORP Of Saskatchewan | -0.2% | +0.73% | 増加 |
| 40 | KMI | Kinder Morgan INC | -0.2% | -32.42% | 減少 |
| 41 | PWVUSD | Invesco Dynamic Large Cap Va | -0.3% | +0.38% | 増加 |
| 42 | VDE | Vanguard Energy ETF | -0.3% | -15.63% | 減少 |
| 43 | VIG | Vanguard Dividend Apprec ETF | -0.5% | -19.31% | 減少 |
| 44 | ✓ | Powershares ETF Trust | -0.6% | -4.79% | 減少 |
| 45 | ✓ | Alphabet INC Cl A | — | NEW | 新規購入 |
| 46 | GOOG | Alphabet A | — | EXIT | 全売却 |
| 47 | ✓ | Alphabet INC Cl C | — | NEW | 新規購入 |
| 48 | KHC | The Kraft Heinz Company | — | EXIT | 全売却 |
| 49 | ✓ | Google INC Class C | — | EXIT | 全売却 |
| 50 | KHC | Kraft Heinz Co/the | — | NEW | 新規購入 |