CIK: 0001691827
申告総資産額
$63.7億
上位200銘柄を表示中（全317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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.61% | -0.09% | +7.57% | |
| 2 | IBM | Intl Business Machines CORP | 株式-IT | 2.61% | -0.13% | -0.98% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.45% | -0.09% | -4.11% | |
| 4 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.40% | +0.20% | -2.47% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.15% | -0.17% | -4.04% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.94% | — | +16.21% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.84% | +0.23% | -0.75% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.71% | — | +10.64% | |
| 9 | INTC | Intel CORP | 株式-IT | 1.68% | — | -2.03% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.60% | -0.64% | -4.58% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.59% | +0.11% | +2.07% | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 1.57% | +0.22% | -1.79% | |
| 13 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.55% | — | -1.41% | |
| 14 | BF-B | Brown-forman Corp-class B | 株式-その他 | 1.53% | — | +15.38% | |
| 15 | CSCO | Cisco Systems INC | 株式-IT | 1.50% | — | -0.53% | |
| 16 | MA | Mastercard INC - A | 株式-金融 | 1.47% | -0.14% | -3.24% | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 1.37% | — | -1.40% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.35% | -0.50% | -19.16% | |
| 19 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.31% | — | -1.93% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.29% | — | +6.92% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.24% | +0.12% | +0.73% | |
| 22 | PM | Philip Morris International | 株式-生活必需品 | 1.24% | — | -1.87% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.20% | — | -7.50% | |
| 24 | ROP | Roper Technologies INC | 株式-IT | 1.18% | — | -2.39% | |
| 25 | UNM | Unum Group | 株式-金融 | 1.16% | — | -0.54% | |
| 26 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.07% | — | -3.57% | |
| 27 | COF | Capital One Financial CORP | 株式-金融 | 1.04% | — | +0.52% | |
| 28 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.01% | — | -0.15% | |
| 29 | HPQ | Hp INC | 株式-IT | 1.01% | — | -3.30% | |
| 30 | SNI | Scripps Networks Inter-cl A | 株式-その他 | 0.98% | — | -2.05% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.94% | — | -15.12% | |
| 32 | UNP | Union Pacific CORP | 株式-資本財 | 0.90% | — | -2.25% | |
| 33 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.90% | — | +0.70% | |
| 34 | AMP | Ameriprise Financial INC | 株式-金融 | 0.88% | — | +0.85% | |
| 35 | VLO | Valero Energy CORP | 株式-エネルギー | 0.86% | — | +0.65% | |
| 36 | EMLP | First Trust North American E | ETF-その他 | 0.85% | +0.24% | +22.52% | |
| 37 | TGT | Target CORP | 株式-一般消費財 | 0.84% | — | +2.72% | |
| 38 | WFC | Wells Fargo & Co | 株式-金融 | 0.83% | — | -6.63% | |
| 39 | COP | Conocophillips | 株式-エネルギー | 0.80% | — | -0.59% | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.78% | — | -2.54% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.78% | +0.22% | +4.04% | |
| 42 | UTXZ | United Tech CORP | 株式-その他 | 0.76% | — | -5.97% | |
| 43 | MO | Altria Group INC | 株式-生活必需品 | 0.75% | — | -0.73% | |
| 44 | NOVEUR | National Oilwell Varco INC | 株式-その他 | 0.75% | — | +0.37% | |
| 45 | FISV | Fiserv INC | 株式-その他 | 0.72% | — | +7.18% | |
| 46 | MMM | 3m Co | 株式-資本財 | 0.72% | — | +9.16% | |
| 47 | BIIB | Biogen INC | 株式-ヘルスケア | 0.70% | — | +6.98% | |
| 48 | CELG | Celgene CORP | 株式-その他 | 0.69% | — | +5.43% | |
| 49 | LKQ | Lkq CORP | 株式-一般消費財 | 0.69% | — | +299.54% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.69% | -0.18% | +9.81% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | LKQ | Lkq CORP | +0.5% | +299.54% | 増加 |
| 2 | ✓ | +0.4% | +485.94% | 増加 | |
| 3 | EFA | Ishares Msci Eafe ETF | +0.3% | +16.21% | 増加 |
| 4 | AAPL | Apple INC | +0.3% | -4.11% | 減少 |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.3% | +7.57% | 増加 |
| 6 | MCK | Mckesson CORP | +0.2% | +48.74% | 増加 |
| 7 | ✓ | +0.2% | +48.60% | 増加 | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +10.64% | 増加 |
| 9 | BF-B | Brown-forman Corp-class B | +0.2% | +15.38% | 増加 |
| 10 | EEM | Ishares Msci Emerging Market | +0.2% | +6.92% | 増加 |
| 11 | PM | Philip Morris International | +0.2% | -1.87% | 減少 |
| 12 | CVS | Cvs Health CORP | +0.2% | +41.87% | 増加 |
| 13 | SRCLEUR | Stericycle INC | +0.2% | +36.65% | 増加 |
| 14 | EMLP | First Trust North American E | +0.1% | +22.52% | 増加 |
| 15 | EBAY | Ebay INC | +0.1% | +19.96% | 増加 |
| 16 | ORLY | O'reilly Automotive INC | +0.1% | +198.64% | 増加 |
| 17 | LOW | Lowe's Cos INC | +0.1% | -1.93% | 減少 |
| 18 | HPQ | Hp INC | +0.1% | -3.30% | 減少 |
| 19 | AMP | Ameriprise Financial INC | +0.1% | +0.85% | 増加 |
| 20 | ROK | Rockwell Automation, Inc. | +0.1% | +30.58% | 増加 |
| 21 | CSCO | Cisco Systems INC | +0.1% | -0.53% | 減少 |
| 22 | SWK | Stanley Black & Decker INC | +0.1% | +0.70% | 増加 |
| 23 | JNJ | Johnson & Johnson | +0.1% | +2.07% | 増加 |
| 24 | MMM | 3m Co | +0.1% | +9.16% | 増加 |
| 25 | HST | Host Hotels & Resorts INC | +0.1% | +21.18% | 増加 |
| 26 | GOOGL | Alphabet Inc-cl A | +0.1% | +9.81% | 増加 |
| 27 | DRI | Darden Restaurants INC | +0.1% | +6.97% | 増加 |
| 28 | FISV | Fiserv INC | +0.1% | +7.18% | 増加 |
| 29 | IDXX | Idexx Laboratories INC | +0.1% | +31.80% | 増加 |
| 30 | ROP | Roper Technologies INC | +0.1% | -2.39% | 減少 |
| 31 | CELG | Celgene CORP | +0.1% | +5.43% | 増加 |
| 32 | ALL | Allstate CORP | +0.1% | +2.94% | 増加 |
| 33 | TMO | Thermo Fisher Scientific INC | 0% | +4.07% | 増加 |
| 34 | MA | Mastercard INC - A | 0% | -3.24% | 減少 |
| 35 | PG | Procter & Gamble Co/the | 0% | -2.47% | 減少 |
| 36 | IBM | Intl Business Machines CORP | 0% | -0.98% | 減少 |
| 37 | DHR | Danaher CORP | -0.1% | -32.57% | 減少 |
| 38 | MET | Metlife INC | -0.1% | -9.20% | 減少 |
| 39 | DIS | Walt Disney Co/the | -0.1% | -15.12% | 減少 |
| 40 | TEVA | Teva Pharmaceutical-sp Adr | -0.2% | -46.81% | 減少 |
| 41 | AEP | American Electric Power Company, Inc. | -0.2% | -3.57% | 減少 |
| 42 | VZ | Verizon Communications INC | -0.2% | -1.40% | 減少 |
| 43 | CVX | Chevron CORP | -0.3% | -1.79% | 減少 |
| 44 | TGT | Target CORP | -0.3% | +2.72% | 増加 |
| 45 | XOM | Exxon Mobil CORP | -0.3% | -0.75% | 減少 |
| 46 | NVDA | Nvidia CORP | -0.4% | -19.16% | 減少 |
| 47 | KSS | Kohls CORP | -0.4% | -85.07% | 減少 |
| 48 | DE | Deere & Co | -0.7% | -66.23% | 減少 |
| 49 | ✓ | — | EXIT | 全売却 | |
| 50 | PWR | Quanta Services INC | — | NEW | 新規購入 |