First Personal Financial Services — Q1 2021 13F保有銘柄

Name: First Personal Financial Services — 13F Holdings, Q1 2021
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306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	DE	Deere & Co	株式-資本財	3.68%	—	-13.88%
2	ACN	Accenture plc	株式-IT	3.14%	—	-0.38%
3	IJH	Ishares Core S&p Midcap ETF	ETF-その他	3.10%	—	-5.45%
4	AKX	Ansys INC	株式-その他	2.98%	—	-0.24%
5	IVV	Ishares Core S&p 500 ETF	ETF-大型株・グロース	2.90%	—	-4.88%
6	NOBL	Proshares S&p 500 Dividend A	ETF-大型株・グロース	2.83%	—	-8.01%
7	GOOGL	Alphabet Inc-cl A	株式-通信サービス	2.82%	—	-0.48%
8	MSFT	Microsoft CORP	株式-IT	2.48%	—	-0.15%
9	AWK	American Water Works Co INC	株式-公益事業	2.34%	—	-0.89%
10	NUE	Nucor CORP	株式-素材	2.33%	—	+1.63%
11	WM	Waste Management INC	株式-資本財	2.23%	—	+3.44%
12	PG	Procter & Gamble Co/the	株式-生活必需品	2.22%	—	+7.64%
13	MKC	Mccormick & Co-non Vtg Shrs	株式-生活必需品	2.22%	—	+3.29%
14	IJK	Ishares S&p Mid-cap 400 Grow	ETF-その他	2.18%	—	-6.05%
15	UL	Unilever PLC	株式-生活必需品	2.04%	—	+9.31%
16	EWL	Ishares Msci Switzerland ETF	ETF-その他	2.03%	—	-4.02%
17	PSA	Public Storage	株式-不動産	1.93%	—	+7.41%
18	SBUX	Starbucks CORP	株式-一般消費財	1.91%	—	+0.68%
19	TSM	Taiwan Semiconductor-sp Adr	株式-IT	1.80%	—	-14.84%
20	WMT	Walmart INC	株式-生活必需品	1.71%	—	-0.12%
21	ORCL	Oracle CORP	株式-IT	1.64%	—	-18.46%
22	CL	Colgate-palmolive Co	株式-生活必需品	1.64%	—	+8.91%
23	DEO	Diageo Plc-sponsored Adr	株式-生活必需品	1.62%	—	+3.31%
24	TMO	Thermo Fisher Scientific INC	株式-ヘルスケア	1.58%	—	-0.59%
25	PFE	Pfizer INC	株式-ヘルスケア	1.56%	—	+1.82%
26	CWI	State Street Spdr Msci Acwi	ETF-その他	1.56%	—	-4.29%
27	TGT	Target CORP	株式-一般消費財	1.50%	—	-2.78%
28	BMI	Badger Meter INC	株式-IT	1.50%	—	-3.54%
29	VDC	Vanguard Consumer Staple ETF	ETF-その他	1.41%	—	+1.61%
30	CTSH	Cognizant Tech Solutions-a	株式-IT	1.37%	—	+1.42%
31	SCHG	Schwab US Large-cap Growth	ETF-その他	1.30%	—	-6.35%
32	IGIB	Ishares 5-10y Inv Grade CORP	ETF-投資適格社債	1.29%	—	-3.79%
33	PEP	Pepsico INC	株式-生活必需品	1.28%	—	+1.85%
34	MCD	Mcdonald's CORP	株式-一般消費財	1.25%	—	-1.04%
35	JPM	Jpmorgan Chase & Co	株式-金融	1.25%	—	-0.48%
36	INFY	Infosys Ltd-sp Adr	株式-IT	1.24%	—	-1.97%
37	CLX	Clorox Company	株式-生活必需品	1.23%	—	-2.10%
38	EQIX	Equinix INC	株式-不動産	1.19%	—	+105.92%
39	VZ	Verizon Communications INC	株式-通信サービス	1.12%	—	+16.29%
40	COST	Costco Wholesale CORP	株式-生活必需品	1.11%	—	+0.57%
41	AAPL	Apple INC	株式-IT	1.11%	—	-4.04%
42	CSCO	Cisco Systems INC	株式-IT	1.03%	—	+0.63%
43	TIP	Ishares Tips Bond ETF	ETF-その他	1.03%	—	+9.20%
44	EA	Electronic Arts INC	株式-通信サービス	1.01%	—	—
45	BND	Vanguard Total Bond Market	ETF-その他	0.99%	—	-5.51%
46	CALM	Cal-maine Foods INC	株式-生活必需品	0.93%	—	-0.71%
47	VNQ	Vanguard Real Estate ETF	ETF-その他	0.85%	—	+8.82%
48	ATVIEUR	Activision Blizzard INC	株式-通信サービス	0.82%	—	+2.20%
49	INTC	Intel CORP	株式-IT	0.80%	—	+3.12%
50	DAKT	Daktronics INC	株式-その他	0.55%	—	+1.47%

1–50 of 200

今四半期の持株変動

First Personal Financial ServicesがQ1 2021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	NUE	Nucor CORP	+0.7%	+1.63%	増加
2	EQIX	Equinix INC	+0.6%	+105.92%	増加
3	DE	Deere & Co	+0.5%	-13.88%	減少
4	GOOGL	Alphabet Inc-cl A	+0.3%	-0.48%	減少
5	PSA	Public Storage	+0.2%	+7.41%	増加
6	WM	Waste Management INC	+0.2%	+3.44%	増加
7	INTC	Intel CORP	+0.2%	+3.12%	増加
8	JPM	Jpmorgan Chase & Co	+0.2%	-0.48%	減少
9	DAKT	Daktronics INC	+0.1%	+1.47%	増加
10	VZ	Verizon Communications INC	+0.1%	+16.29%	増加
11	CSCO	Cisco Systems INC	+0.1%	+0.63%	増加
12	VNQ	Vanguard Real Estate ETF	+0.1%	+8.82%	増加
13	HAE	Haemonetics Corp/mass	+0.1%	+59.98%	増加
14	IJH	Ishares Core S&p Midcap ETF	+0.1%	-5.45%	減少
15	XOM	Exxon Mobil CORP	+0.1%	-6.50%	減少
16	TGT	Target CORP	+0.1%	-2.78%	減少
17	INFY	Infosys Ltd-sp Adr	+0.1%	-1.97%	減少
18	MSFT	Microsoft CORP	0%	-0.15%	減少
19	DEO	Diageo Plc-sponsored Adr	0%	+3.31%	増加
20	ACN	Accenture plc	0%	-0.38%	減少
21	TIP	Ishares Tips Bond ETF	0%	+9.20%	増加
22	PG	Procter & Gamble Co/the	0%	+7.64%	増加
23	VDC	Vanguard Consumer Staple ETF	—	+1.61%	増加
24	SBUX	Starbucks CORP	0%	+0.68%	増加
25	CTAS	Cintas CORP	-0.1%	-75.00%	減少
26	IVW	Ishares S&p 500 Growth ETF	-0.1%	-14.37%	減少
27	FDS	Factset Research Systems INC	-0.1%	-1.25%	減少
28	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	-43.72%	減少
29	CTSH	Cognizant Tech Solutions-a	-0.1%	+1.42%	増加
30	COST	Costco Wholesale CORP	-0.1%	+0.57%	増加
31	SCHG	Schwab US Large-cap Growth	-0.1%	-6.35%	減少
32	BMI	Badger Meter INC	-0.1%	-3.54%	減少
33	BND	Vanguard Total Bond Market	-0.1%	-5.51%	減少
34	CLX	Clorox Company	-0.1%	-2.10%	減少
35	VPU	Vanguard Utilities ETF	-0.2%	-34.68%	減少
36	IGIB	Ishares 5-10y Inv Grade CORP	-0.2%	-3.79%	減少
37	WMT	Walmart INC	-0.2%	-0.12%	減少
38	MKC	Mccormick & Co-non Vtg Shrs	-0.2%	+3.29%	増加
39	AWK	American Water Works Co INC	-0.2%	-0.89%	減少
40	AAPL	Apple INC	-0.2%	-4.04%	減少
41	EWL	Ishares Msci Switzerland ETF	-0.2%	-4.02%	減少
42	TSM	Taiwan Semiconductor-sp Adr	-0.2%	-14.84%	減少
43	ORCL	Oracle CORP	-0.3%	-18.46%	減少
44	AKX	Ansys INC	-0.4%	-0.24%	減少
45	PWV	Invesco Large Cap Value ETF	-0.7%	-59.90%	減少
46	EA	Electronic Arts INC	—	NEW	新規購入
47	CERNCHF	Cerner CORP	—	NEW	新規購入
48	VNO	Vornado Realty Trust	—	NEW	新規購入
49	MAS	Masco CORP	—	NEW	新規購入
50	CHLUSD	China Mobile Ltd-spon Adr	—	EXIT	全売却