First Personal Financial Services — Q4 2017 13F保有銘柄

Name: First Personal Financial Services — 13F Holdings, Q4 2017
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001633869

申告総資産額

$4.7億

← 最新の四半期に戻る

今四半期の全保有銘柄

上位200銘柄を表示中（全992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
1	BABA	Alibaba Group Holding-sp Adr	株式-一般消費財	2.55%	—	+0.71%
2	EDU	New Oriental Education & Technology Group Inc.	株式-生活必需品	2.37%	—	—
3	IVV	Ishares Core S&p 500 ETF	ETF-大型株・グロース	2.12%	—	+11.49%
4	ACN	Accenture plc	株式-IT	1.80%	—	+3.46%
5	IJH	Ishares Core S&p Midcap ETF	ETF-その他	1.74%	—	+0.07%
6	DE	Deere & Co	株式-資本財	1.71%	—	-1.84%
7	AVGO	Broadcom Inc.	株式-IT	1.68%	—	+0.52%
8	NOBL	Proshares S&p 500 Dividend A	ETF-大型株・グロース	1.67%	—	+5.24%
9	IEFA	Ishares Core Msci Eafe ETF	ETF-その他	1.65%	—	+0.43%
10	ICLR	ICON Public Limited Company	株式-ヘルスケア	1.64%	—	+0.22%
11	MSFT	Microsoft CORP	株式-IT	1.55%	—	-0.02%
12	HDB	Hdfc Bank Ltd-adr	株式-金融	1.53%	—	—
13	AON	Aon plc	株式-金融	1.46%	—	+0.44%
14	IWF	Ishares Russell 1000 Growth	ETF-その他	1.41%	—	-32.78%
15	IEMG	Ishares Core Msci Emerging	ETF-新興国市場	1.40%	—	+0.52%
16	IGIB	Ishares 5-10y Inv Grade CORP	ETF-投資適格社債	1.31%	—	-4.87%
17	EWL	Ishares Msci Switzerland ETF	ETF-その他	1.30%	—	-0.03%
18	PWVUSD	Invesco Dynamic Large Cap Va	ETF-大型株・グロース	1.28%	—	-1.98%
19	MDT	Medtronic plc	株式-ヘルスケア	1.27%	—	-0.82%
20	IJK	Ishares S&p Mid-cap 400 Grow	ETF-その他	1.25%	—	+3.10%
21	UNUSD	Unilever N V -ny Shares	株式-その他	1.24%	—	+1.06%
22	GOOGL	Alphabet Inc-cl A	株式-通信サービス	1.19%	—	+0.87%
23	WMT	Walmart INC	株式-生活必需品	1.19%	—	-11.40%
24	WM	Waste Management INC	株式-資本財	1.12%	—	-3.25%
25	DOX	Amdocs Limited	株式-IT	1.11%	—	—
26	PFE	Pfizer INC	株式-ヘルスケア	1.07%	—	-1.84%
27	MKC	Mccormick & Co-non Vtg Shrs	株式-生活必需品	1.05%	—	-1.11%
28	NUE	Nucor CORP	株式-素材	1.05%	—	+2.59%
29	CL	Colgate-palmolive Co	株式-生活必需品	1.03%	—	+1.55%
30	AKX	Ansys INC	株式-その他	1.02%	—	-3.17%
31	AAPL	Apple INC	株式-IT	1.02%	—	+1.11%
32	VZ	Verizon Communications INC	株式-通信サービス	1.01%	—	+16.20%
33	IBM	Intl Business Machines CORP	株式-IT	0.99%	—	-0.65%
34	PEP	Pepsico INC	株式-生活必需品	0.97%	—	-2.42%
35	CSCO	Cisco Systems INC	株式-IT	0.97%	—	-4.69%
36	PG	Procter & Gamble Co/the	株式-生活必需品	0.97%	—	-5.93%
37	DEO	Diageo Plc-sponsored Adr	株式-生活必需品	0.96%	—	-1.04%
38	SCHG	Schwab US Large-cap Growth	ETF-その他	0.95%	—	-4.76%
39	ORCL	Oracle CORP	株式-IT	0.94%	—	+9.69%
40	MCD	Mcdonald's CORP	株式-一般消費財	0.86%	—	-5.44%
41	NXPI	NXP Semiconductors N.V.	株式-IT	0.86%	—	+0.19%
42	AWK	American Water Works Co INC	株式-公益事業	0.84%	—	-4.33%
43	CLX	Clorox Company	株式-生活必需品	0.82%	—	-2.78%
44	TMO	Thermo Fisher Scientific INC	株式-ヘルスケア	0.81%	—	-0.74%
45	BND	Vanguard Total Bond Market	ETF-その他	0.75%	—	+2.39%
46	TGT	Target CORP	株式-一般消費財	0.73%	—	+25.43%
47	INTC	Intel CORP	株式-IT	0.73%	—	-4.18%
48	XLE	Ss Energy Select Sector	ETF-その他	0.72%	—	+3052.90%
49	KHC	Kraft Heinz Co/the	株式-生活必需品	0.70%	—	+0.34%
50	BNS	Bank Of Nova Scotia	株式-金融	0.69%	—	—

1–50 of 200

今四半期の持株変動

First Personal Financial ServicesがQ4 2017時点の四半期で開示したポジション変更（銘柄コード、発行体、ウェイト変化、株数変化、アクションを含む）
#	ティッカー	発行体	比率変動	持株数変化	アクション
1	XLE	Ss Energy Select Sector	+0.7%	+3052.90%	増加
2	BMI	Badger Meter INC	+0.3%	+946.50%	増加
3	DE	Deere & Co	+0.2%	-1.84%	減少
4	IVV	Ishares Core S&p 500 ETF	+0.2%	+11.49%	増加
5	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.2%	+47.66%	増加
6	TGT	Target CORP	+0.2%	+25.43%	増加
7	IVE	Ishares S&p 500 Value ETF	+0.1%	+160.05%	増加
8	ACN	Accenture plc	+0.1%	+3.46%	増加
9	VZ	Verizon Communications INC	+0.1%	+16.20%	増加
10	✓	Proshares Tr	+0.1%	+640.97%	増加
11	PSA	Public Storage	+0.1%	+712.17%	増加
12	JPM	Jpmorgan Chase & Co	+0.1%	+44.94%	増加
13	AMZN	Amazon.com INC	+0.1%	+30.03%	増加
14	MSFT	Microsoft CORP	+0.1%	-0.02%	減少
15	NOBL	Proshares S&p 500 Dividend A	+0.1%	+5.24%	増加
16	NUE	Nucor CORP	+0.1%	+2.59%	増加
17	IVW	Ishares S&p 500 Growth ETF	+0.1%	+31.47%	増加
18	ITW	Illinois Tool Works	+0.1%	+105.45%	増加
19	AKX	Ansys INC	+0.1%	-3.17%	減少
20	C	Citigroup INC	+0.1%	+67.37%	増加
21	EFA	Ishares Msci Eafe ETF	+0.1%	+35.69%	増加
22	INTC	Intel CORP	+0.1%	-4.18%	減少
23	WMT	Walmart INC	0%	-11.40%	減少
24	AAPL	Apple INC	0%	+1.11%	増加
25	COST	Costco Wholesale CORP	0%	-0.26%	減少
26	IBN	Icici Bank Ltd-spon Adr	0%	+1.39%	増加
27	IJK	Ishares S&p Mid-cap 400 Grow	0%	+3.10%	増加
28	GOOGL	Alphabet Inc-cl A	0%	+0.87%	増加
29	DEO	Diageo Plc-sponsored Adr	0%	-1.04%	減少
30	CLX	Clorox Company	0%	-2.78%	減少
31	CSCO	Cisco Systems INC	—	-4.69%	減少
32	AVGO	Broadcom Inc.	0%	+0.52%	増加
33	IEMG	Ishares Core Msci Emerging	0%	+0.52%	増加
34	EDU	New Oriental Education & Technology Group Inc.	0%	—	変化なし
35	IJH	Ishares Core S&p Midcap ETF	0%	+0.07%	増加
36	HDB	Hdfc Bank Ltd-adr	0%	—	変化なし
37	AMGN	Amgen INC	-0.1%	-41.95%	減少
38	✓	Triangle Cap CORP	-0.1%	+8.89%	増加
39	UL	Unilever PLC	-0.1%	-95.52%	減少
40	CNSLEUR	Consolidated Communications	-0.1%	-77.00%	減少
41	IGIB	Ishares 5-10y Inv Grade CORP	-0.2%	-4.87%	減少
42	AON	Aon plc	-0.3%	+0.44%	増加
43	AEP	American Electric Power Company, Inc.	-0.6%	-42.09%	減少
44	IWF	Ishares Russell 1000 Growth	-0.7%	-32.78%	減少
45	TAL	Tal Education Group- Adr	—	NEW	新規購入
46	BRK-B	Berkshire Hathaway Inc-cl B	—	EXIT	全売却
47	MTRN	Materion CORP	—	NEW	新規購入
48	IGR	Cbre Global Real Estate INC	—	NEW	新規購入
49	EL	Estee Lauder Companies-cl A	—	NEW	新規購入
50	NTES	Netease Inc-adr	—	NEW	新規購入