First Personal Financial Services — Q3 2020 13F保有銘柄

Name: First Personal Financial Services — 13F Holdings, Q3 2020
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291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	AKX	Ansys INC	株式-その他	3.37%	—	+0.41%
2	IVV	Ishares Core S&p 500 ETF	ETF-大型株・グロース	3.07%	—	-1.28%
3	DE	Deere & Co	株式-資本財	3.00%	—	-2.66%
4	NOBL	Proshares S&p 500 Dividend A	ETF-大型株・グロース	2.98%	—	-2.67%
5	ACN	Accenture plc	株式-IT	2.96%	—	-0.33%
6	IJH	Ishares Core S&p Midcap ETF	ETF-その他	2.75%	—	-0.15%
7	MKC	Mccormick & Co-non Vtg Shrs	株式-生活必需品	2.71%	—	-1.19%
8	AWK	American Water Works Co INC	株式-公益事業	2.59%	—	-2.15%
9	MSFT	Microsoft CORP	株式-IT	2.52%	—	-3.51%
10	PG	Procter & Gamble Co/the	株式-生活必需品	2.42%	—	-2.58%
11	GOOGL	Alphabet Inc-cl A	株式-通信サービス	2.35%	—	+0.74%
12	EWL	Ishares Msci Switzerland ETF	ETF-その他	2.27%	—	+0.05%
13	UNUSD	Unilever N V -ny Shares	株式-その他	2.25%	—	+0.75%
14	WM	Waste Management INC	株式-資本財	2.14%	—	+4.26%
15	IJK	Ishares S&p Mid-cap 400 Grow	ETF-その他	2.09%	—	-0.45%
16	WMT	Walmart INC	株式-生活必需品	2.05%	—	-2.01%
17	ORCL	Oracle CORP	株式-IT	1.99%	—	-3.10%
18	TMO	Thermo Fisher Scientific INC	株式-ヘルスケア	1.80%	—	-2.58%
19	PSA	Public Storage	株式-不動産	1.80%	—	+0.35%
20	SBUX	Starbucks CORP	株式-一般消費財	1.72%	—	-1.50%
21	TSM	Taiwan Semiconductor-sp Adr	株式-IT	1.72%	—	-2.90%
22	CL	Colgate-palmolive Co	株式-生活必需品	1.67%	—	-2.11%
23	IGIB	Ishares 5-10y Inv Grade CORP	ETF-投資適格社債	1.63%	—	-2.82%
24	PFE	Pfizer INC	株式-ヘルスケア	1.61%	—	+5.70%
25	CLX	Clorox Company	株式-生活必需品	1.60%	—	-5.16%
26	CWI	State Street Spdr Msci Acwi	ETF-その他	1.55%	—	+4.73%
27	DEO	Diageo Plc-sponsored Adr	株式-生活必需品	1.51%	—	+6.83%
28	SCHG	Schwab US Large-cap Growth	ETF-その他	1.50%	—	-2.42%
29	VDC	Vanguard Consumer Staple ETF	ETF-その他	1.46%	—	+0.04%
30	TGT	Target CORP	株式-一般消費財	1.45%	—	-8.16%
31	PEP	Pepsico INC	株式-生活必需品	1.44%	—	+1.59%
32	MCD	Mcdonald's CORP	株式-一般消費財	1.43%	—	-3.84%
33	CTSH	Cognizant Tech Solutions-a	株式-IT	1.39%	—	+6.78%
34	COST	Costco Wholesale CORP	株式-生活必需品	1.29%	—	-5.36%
35	BMI	Badger Meter INC	株式-IT	1.27%	—	+26.81%
36	AAPL	Apple INC	株式-IT	1.26%	—	+300.15%
37	BND	Vanguard Total Bond Market	ETF-その他	1.24%	—	-1.60%
38	NUE	Nucor CORP	株式-素材	1.18%	—	+0.44%
39	PWV	Invesco Large Cap Value ETF	ETF-大型株・グロース	1.16%	—	-7.00%
40	VZ	Verizon Communications INC	株式-通信サービス	1.11%	—	-33.50%
41	INFY	Infosys Ltd-sp Adr	株式-IT	1.10%	—	-4.65%
42	TIP	Ishares Tips Bond ETF	ETF-その他	1.08%	—	+0.80%
43	CALM	Cal-maine Foods INC	株式-生活必需品	1.06%	—	+8.28%
44	CSCO	Cisco Systems INC	株式-IT	0.90%	—	-0.54%
45	ATVIEUR	Activision Blizzard INC	株式-通信サービス	0.81%	—	+7.44%
46	JPM	Jpmorgan Chase & Co	株式-金融	0.81%	—	+8.22%
47	VNQ	Vanguard Real Estate ETF	ETF-その他	0.80%	—	-1.44%
48	INTC	Intel CORP	株式-IT	0.72%	—	-1.04%
49	FDS	Factset Research Systems INC	株式-金融	0.66%	—	-1.28%
50	EQIX	Equinix INC	株式-不動産	0.62%	—	-0.62%

1–50 of 200

今四半期の持株変動

First Personal Financial ServicesがQ3 2020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	DE	Deere & Co	+0.7%	-2.66%	減少
2	TSM	Taiwan Semiconductor-sp Adr	+0.4%	-2.90%	減少
3	CTSH	Cognizant Tech Solutions-a	+0.2%	+6.78%	増加
4	BMI	Badger Meter INC	+0.2%	+26.81%	増加
5	INFY	Infosys Ltd-sp Adr	+0.2%	-4.65%	減少
6	AAPL	Apple INC	+0.2%	+300.15%	増加
7	TMO	Thermo Fisher Scientific INC	+0.2%	-2.58%	減少
8	AKX	Ansys INC	+0.2%	+0.41%	増加
9	PFE	Pfizer INC	+0.2%	+5.70%	増加
10	TGT	Target CORP	+0.2%	-8.16%	減少
11	UNUSD	Unilever N V -ny Shares	+0.1%	+0.75%	増加
12	PSA	Public Storage	+0.1%	+0.35%	増加
13	PG	Procter & Gamble Co/the	+0.1%	-2.58%	減少
14	WMT	Walmart INC	+0.1%	-2.01%	減少
15	SBUX	Starbucks CORP	+0.1%	-1.50%	減少
16	MCD	Mcdonald's CORP	+0.1%	-3.84%	減少
17	WM	Waste Management INC	+0.1%	+4.26%	増加
18	AWK	American Water Works Co INC	+0.1%	-2.15%	減少
19	CWI	State Street Spdr Msci Acwi	+0.1%	+4.73%	増加
20	SCHG	Schwab US Large-cap Growth	+0.1%	-2.42%	減少
21	ATVIEUR	Activision Blizzard INC	+0.1%	+7.44%	増加
22	CHRW	C.h. Robinson Worldwide INC	+0.1%	-4.12%	減少
23	IVW	Ishares S&p 500 Growth ETF	0%	+4.72%	増加
24	DEO	Diageo Plc-sponsored Adr	0%	+6.83%	増加
25	COST	Costco Wholesale CORP	0%	-5.36%	減少
26	VDC	Vanguard Consumer Staple ETF	0%	+0.04%	増加
27	JPM	Jpmorgan Chase & Co	0%	+8.22%	増加
28	NEE	Nextera Energy INC	0%	-1.63%	減少
29	NUE	Nucor CORP	0%	+0.44%	増加
30	IVV	Ishares Core S&p 500 ETF	0%	-1.28%	減少
31	MKC	Mccormick & Co-non Vtg Shrs	0%	-1.19%	減少
32	IJK	Ishares S&p Mid-cap 400 Grow	0%	-0.45%	減少
33	PEP	Pepsico INC	0%	+1.59%	増加
34	EWL	Ishares Msci Switzerland ETF	0%	+0.05%	増加
35	ORCL	Oracle CORP	-0.1%	-3.10%	減少
36	ACN	Accenture plc	-0.1%	-0.33%	減少
37	CL	Colgate-palmolive Co	-0.1%	-2.11%	減少
38	GOOGL	Alphabet Inc-cl A	-0.1%	+0.74%	増加
39	NOBL	Proshares S&p 500 Dividend A	-0.1%	-2.67%	減少
40	IJH	Ishares Core S&p Midcap ETF	-0.1%	-0.15%	減少
41	ADBE	Adobe INC	-0.1%	-48.87%	減少
42	ABEV	Ambev Sa-adr	-0.1%	-12.19%	減少
43	XOM	Exxon Mobil CORP	-0.1%	+0.20%	増加
44	CALM	Cal-maine Foods INC	-0.2%	+8.28%	増加
45	PWV	Invesco Large Cap Value ETF	-0.2%	-7.00%	減少
46	INTC	Intel CORP	-0.2%	-1.04%	減少
47	CSCO	Cisco Systems INC	-0.3%	-0.54%	減少
48	CLX	Clorox Company	-0.3%	-5.16%	減少
49	VZ	Verizon Communications INC	-0.6%	-33.50%	減少
50	HAE	Haemonetics Corp/mass	—	NEW	新規購入