First Personal Financial Services — Q3 2018 13F保有銘柄

Name: First Personal Financial Services — 13F Holdings, Q3 2018
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678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	IJH	Ishares Core S&p Midcap ETF	ETF-その他	2.84%	—	-3.11%
2	IVV	Ishares Core S&p 500 ETF	ETF-大型株・グロース	2.68%	—	-2.81%
3	MSFT	Microsoft CORP	株式-IT	2.59%	—	-5.28%
4	ACN	Accenture plc	株式-IT	2.37%	—	-4.26%
5	NOBL	Proshares S&p 500 Dividend A	ETF-大型株・グロース	2.29%	—	-1.84%
6	DE	Deere & Co	株式-資本財	2.08%	—	-1.42%
7	IJK	Ishares S&p Mid-cap 400 Grow	ETF-その他	1.94%	—	-2.02%
8	MKC	Mccormick & Co-non Vtg Shrs	株式-生活必需品	1.86%	—	-1.75%
9	EWL	Ishares Msci Switzerland ETF	ETF-その他	1.83%	—	+0.05%
10	IGIB	Ishares 5-10y Inv Grade CORP	ETF-投資適格社債	1.83%	—	+92.81%
11	PWV	Invesco Large Cap Value ETF	ETF-大型株・グロース	1.83%	—	-4.78%
12	GOOGL	Alphabet Inc-cl A	株式-通信サービス	1.78%	—	+8.66%
13	AKX	Ansys INC	株式-その他	1.73%	—	-2.12%
14	UNUSD	Unilever N V -ny Shares	株式-その他	1.71%	—	+3.65%
15	AWK	American Water Works Co INC	株式-公益事業	1.66%	—	+4.52%
16	CSCO	Cisco Systems INC	株式-IT	1.62%	—	-3.03%
17	SCHG	Schwab US Large-cap Growth	ETF-その他	1.56%	—	-4.85%
18	WM	Waste Management INC	株式-資本財	1.52%	—	-4.17%
19	WMT	Walmart INC	株式-生活必需品	1.52%	—	-1.39%
20	PFE	Pfizer INC	株式-ヘルスケア	1.49%	—	-3.58%
21	PG	Procter & Gamble Co/the	株式-生活必需品	1.49%	—	+11.93%
22	NUE	Nucor CORP	株式-素材	1.46%	—	+5.54%
23	PSA	Public Storage	株式-不動産	1.41%	—	+26.71%
24	ORCL	Oracle CORP	株式-IT	1.36%	—	-3.38%
25	PEP	Pepsico INC	株式-生活必需品	1.35%	—	-1.52%
26	TMO	Thermo Fisher Scientific INC	株式-ヘルスケア	1.26%	—	-4.44%
27	CLX	Clorox Company	株式-生活必需品	1.26%	—	-3.57%
28	DEO	Diageo Plc-sponsored Adr	株式-生活必需品	1.25%	—	+3.34%
29	IBM	Intl Business Machines CORP	株式-IT	1.23%	—	+0.58%
30	MCD	Mcdonald's CORP	株式-一般消費財	1.16%	—	-2.50%
31	KHC	Kraft Heinz Co/the	株式-生活必需品	1.16%	—	+20.82%
32	CL	Colgate-palmolive Co	株式-生活必需品	1.15%	—	-1.34%
33	SBUX	Starbucks CORP	株式-一般消費財	1.14%	—	+11.41%
34	BND	Vanguard Total Bond Market	ETF-その他	1.14%	—	+0.57%
35	AAPL	Apple INC	株式-IT	1.10%	—	+1.08%
36	VZ	Verizon Communications INC	株式-通信サービス	1.09%	—	-1.55%
37	VDC	Vanguard Consumer Staple ETF	ETF-その他	1.05%	—	+49.17%
38	TGT	Target CORP	株式-一般消費財	1.05%	—	-13.23%
39	TSM	Taiwan Semiconductor-sp Adr	株式-IT	1.05%	—	-0.01%
40	TIP	Ishares Tips Bond ETF	ETF-その他	1.02%	—	+0.51%
41	VNQ	Vanguard Real Estate ETF	ETF-その他	0.95%	—	-3.92%
42	KRE	Ss Spdr S&p Regional Bank	ETF-その他	0.93%	—	-0.30%
43	INTC	Intel CORP	株式-IT	0.93%	—	-1.36%
44	INFY	Infosys Ltd-sp Adr	株式-IT	0.91%	—	+96.50%
45	COST	Costco Wholesale CORP	株式-生活必需品	0.81%	—	-0.66%
46	BMI	Badger Meter INC	株式-IT	0.71%	—	-8.83%
47	CWI	State Street Spdr Msci Acwi	ETF-その他	0.68%	—	+71.98%
48	CVS	Cvs Health CORP	株式-ヘルスケア	0.62%	—	-4.38%
49	KO	Coca-cola Co/the	株式-生活必需品	0.59%	—	-1.95%
50	GOOG	Alphabet Inc-cl C	株式-通信サービス	0.57%	—	-0.72%

1–50 of 200

今四半期の持株変動

First Personal Financial ServicesがQ3 2018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	VDC	Vanguard Consumer Staple ETF	+0.3%	+49.17%	増加
2	CWI	State Street Spdr Msci Acwi	+0.3%	+71.98%	増加
3	SBUX	Starbucks CORP	+0.2%	+11.41%	増加
4	PG	Procter & Gamble Co/the	+0.2%	+11.93%	増加
5	AAPL	Apple INC	+0.2%	+1.08%	増加
6	GOOGL	Alphabet Inc-cl A	+0.2%	+8.66%	増加
7	PFE	Pfizer INC	+0.1%	-3.58%	減少
8	TSM	Taiwan Semiconductor-sp Adr	+0.1%	-0.01%	減少
9	INTU	Intuit INC	+0.1%	+264.42%	増加
10	WTRG	Essential Utilities, Inc.	+0.1%	+33.52%	増加
11	MSFT	Microsoft CORP	+0.1%	-5.28%	減少
12	MKC	Mccormick & Co-non Vtg Shrs	+0.1%	-1.75%	減少
13	ORCL	Oracle CORP	+0.1%	-3.38%	減少
14	VPU	Vanguard Utilities ETF	+0.1%	+38.05%	増加
15	PSA	Public Storage	+0.1%	+26.71%	増加
16	AYI	Acuity INC	+0.1%	+38.15%	増加
17	TMO	Thermo Fisher Scientific INC	+0.1%	-4.44%	減少
18	CVS	Cvs Health CORP	+0.1%	-4.38%	減少
19	DAKT	Daktronics INC	+0.1%	+37.35%	増加
20	MTRN	Materion CORP	+0.1%	+16.32%	増加
21	IGSB	Ishares 1-5y Inv Grade CORP	+0.1%	+164.30%	増加
22	CMCSA	Comcast Corp-class A	+0.1%	+697.10%	増加
23	CSCO	Cisco Systems INC	+0.1%	-3.03%	減少
24	LOW	Lowe's Cos INC	+0.1%	+6.26%	増加
25	ABT	Abbott Laboratories	+0.1%	+0.81%	増加
26	COST	Costco Wholesale CORP	0%	-0.66%	減少
27	V	Visa Inc-class A Shares	0%	+1.98%	増加
28	BRK-B	Berkshire Hathaway Inc-cl B	0%	+1.64%	増加
29	AWK	American Water Works Co INC	0%	+4.52%	増加
30	WMT	Walmart INC	0%	-1.39%	減少
31	IBM	Intl Business Machines CORP	0%	+0.58%	増加
32	CLX	Clorox Company	0%	-3.57%	減少
33	EWL	Ishares Msci Switzerland ETF	0%	+0.05%	増加
34	NUE	Nucor CORP	0%	+5.54%	増加
35	WM	Waste Management INC	0%	-4.17%	減少
36	DE	Deere & Co	—	-1.42%	減少
37	KHC	Kraft Heinz Co/the	—	+20.82%	増加
38	NOBL	Proshares S&p 500 Dividend A	0%	-1.84%	減少
39	AKX	Ansys INC	0%	-2.12%	減少
40	IVV	Ishares Core S&p 500 ETF	-0.1%	-2.81%	減少
41	SMHC	VanEck China Semiconductor ETF	-0.1%	-35.33%	減少
42	TAP	Molson Coors Beverage Co - B	-0.1%	-6.11%	減少
43	AEP	American Electric Power Company, Inc.	-0.1%	-7.49%	減少
44	INTC	Intel CORP	-0.1%	-1.36%	減少
45	ITW	Illinois Tool Works	-0.2%	-89.18%	減少
46	IGIB	Ishares 5-10y Inv Grade CORP	-0.2%	+92.81%	増加
47	✓	Triangle Cap CORP	—	EXIT	全売却
48	SLV	Ishares Silver Trust	—	EXIT	全売却
49	GLD	Spdr Gold Shares	—	EXIT	全売却
50	ZION	Zions Bancorp NA	—	NEW	新規購入