CIK: 0001691827
申告総資産額
$63.7億
上位200銘柄を表示中（全328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 | 3.32% | -0.09% | -0.15% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.41% | -0.09% | -0.56% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.24% | -0.17% | -0.39% | |
| 4 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.12% | +0.20% | +0.05% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.10% | — | +0.66% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.01% | — | +1.96% | |
| 7 | IBM | Intl Business Machines CORP | 株式-IT | 1.96% | -0.13% | +0.29% | |
| 8 | INTC | Intel CORP | 株式-IT | 1.90% | — | +0.66% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.83% | -0.64% | +4.98% | |
| 10 | BF-B | Brown-forman Corp-class B | 株式-その他 | 1.80% | — | -13.72% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.70% | -0.50% | -4.98% | |
| 12 | MA | Mastercard INC - A | 株式-金融 | 1.69% | -0.14% | -0.96% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.60% | +0.22% | -0.51% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.59% | +0.23% | -0.28% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.56% | +0.11% | -1.60% | |
| 16 | CSCO | Cisco Systems INC | 株式-IT | 1.50% | — | +0.00% | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.47% | — | -0.10% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.44% | — | -1.30% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.37% | — | -0.14% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 1.30% | — | -1.34% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.29% | +0.12% | +0.42% | |
| 22 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.27% | — | -0.59% | |
| 23 | ROP | Roper Technologies INC | 株式-IT | 1.25% | — | -1.29% | |
| 24 | UNM | Unum Group | 株式-金融 | 1.13% | — | -1.29% | |
| 25 | VLO | Valero Energy CORP | 株式-エネルギー | 1.10% | — | -0.86% | |
| 26 | PM | Philip Morris International | 株式-生活必需品 | 1.00% | — | -0.43% | |
| 27 | UNP | Union Pacific CORP | 株式-資本財 | 1.00% | — | -0.61% | |
| 28 | AMP | Ameriprise Financial INC | 株式-金融 | 0.97% | — | -1.13% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.97% | +0.22% | +1.95% | |
| 30 | EMLP | First Trust North American E | ETF-その他 | 0.91% | +0.24% | +5.55% | |
| 31 | HPQ | Hp INC | 株式-IT | 0.91% | — | -8.24% | |
| 32 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.89% | — | -8.02% | |
| 33 | LKQ | Lkq CORP | 株式-一般消費財 | 0.87% | — | -1.38% | |
| 34 | TGT | Target CORP | 株式-一般消費財 | 0.85% | — | -3.10% | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.84% | — | -0.07% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | -0.18% | +1.98% | |
| 37 | MMM | 3m Co | 株式-資本財 | 0.75% | — | -0.19% | |
| 38 | ALL | Allstate CORP | 株式-金融 | 0.75% | — | -1.11% | |
| 39 | COF | Capital One Financial CORP | 株式-金融 | 0.74% | — | -27.88% | |
| 40 | UTXZ | United Tech CORP | 株式-その他 | 0.74% | — | -0.96% | |
| 41 | WFC | Wells Fargo & Co | 株式-金融 | 0.73% | — | -2.28% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.73% | — | -1.02% | |
| 43 | FISV | Fiserv INC | 株式-その他 | 0.72% | — | -0.72% | |
| 44 | ✓ | 株式-その他 | 0.71% | — | -1.86% | ||
| 45 | BIIB | Biogen INC | 株式-ヘルスケア | 0.69% | — | +0.64% | |
| 46 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.68% | — | +0.07% | |
| 47 | CELG | Celgene CORP | 株式-その他 | 0.67% | — | +26.68% | |
| 48 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.66% | -0.10% | +0.07% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.66% | — | +22.72% | |
| 50 | MO | Altria Group INC | 株式-生活必需品 | 0.65% | — | -0.18% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | UPS | United Parcel Service-cl B | +0.3% | +80.48% | 増加 |
| 2 | INTC | Intel CORP | +0.2% | +0.66% | 増加 |
| 3 | MSFT | Microsoft CORP | +0.2% | +4.98% | 増加 |
| 4 | C | Citigroup INC | +0.2% | +573.43% | 増加 |
| 5 | CB | Chubb Limited | +0.2% | +522.46% | 増加 |
| 6 | WMT | Walmart INC | +0.2% | +1.95% | 増加 |
| 7 | FLR | Fluor CORP | +0.1% | +27.73% | 増加 |
| 8 | PEP | Pepsico INC | +0.1% | +22.72% | 増加 |
| 9 | ✓ | +0.1% | -1.86% | 減少 | |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +46.38% | 増加 |
| 11 | VLO | Valero Energy CORP | +0.1% | -0.86% | 減少 |
| 12 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +531.58% | 増加 |
| 13 | LOW | Lowe's Cos INC | +0.1% | -0.59% | 減少 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | -0.39% | 減少 |
| 15 | CSCO | Cisco Systems INC | +0.1% | +0.00% | 増加 |
| 16 | LUV | Southwest Airlines Co | +0.1% | +5.70% | 増加 |
| 17 | DAL | Delta Air Lines INC | +0.1% | +331.48% | 増加 |
| 18 | BAC | Bank Of America CORP | +0.1% | -0.07% | 減少 |
| 19 | AAPL | Apple INC | +0.1% | -0.56% | 減少 |
| 20 | UNP | Union Pacific CORP | +0.1% | -0.61% | 減少 |
| 21 | EW | Edwards Lifesciences CORP | +0.1% | +19.56% | 増加 |
| 22 | BF-A | Brown-forman Corp-class A | +0.1% | +0.01% | 増加 |
| 23 | AMZN | Amazon.com INC | +0.1% | +31.67% | 増加 |
| 24 | DRI | Darden Restaurants INC | +0.1% | -0.41% | 減少 |
| 25 | BF-B | Brown-forman Corp-class B | +0.1% | -13.72% | 減少 |
| 26 | AMP | Ameriprise Financial INC | +0.1% | -1.13% | 減少 |
| 27 | CF | Cf Industries Holdings INC | +0.1% | -2.36% | 減少 |
| 28 | EOG | Eog Resources INC | +0.1% | +5.27% | 増加 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.96% | 増加 |
| 30 | LKQ | Lkq CORP | 0% | -1.38% | 減少 |
| 31 | ALL | Allstate CORP | 0% | -1.11% | 減少 |
| 32 | MMM | 3m Co | 0% | -0.19% | 減少 |
| 33 | GOOGL | Alphabet Inc-cl A | 0% | +1.98% | 増加 |
| 34 | ABBV | Abbvie INC | 0% | -1.30% | 減少 |
| 35 | IVV | Ishares Core S&p 500 ETF | — | -0.15% | 減少 |
| 36 | IBM | Intl Business Machines CORP | — | +0.29% | 増加 |
| 37 | MA | Mastercard INC - A | — | -0.96% | 減少 |
| 38 | IWR | Ishares Russell Mid-cap ETF | — | +0.42% | 増加 |
| 39 | CVX | Chevron CORP | 0% | -0.51% | 減少 |
| 40 | JNJ | Johnson & Johnson | 0% | -1.60% | 減少 |
| 41 | GILD | Gilead Sciences INC | -0.1% | -8.32% | 減少 |
| 42 | SNI | Scripps Networks Inter-cl A | -0.1% | -38.16% | 減少 |
| 43 | COF | Capital One Financial CORP | -0.2% | -27.88% | 減少 |
| 44 | CVS | Cvs Health CORP | -0.3% | -34.02% | 減少 |
| 45 | AEP | American Electric Power Company, Inc. | -0.3% | -3.18% | 減少 |
| 46 | WBA | Walgreens Boots Alliance INC | -0.3% | -25.61% | 減少 |
| 47 | ✓ | -0.4% | -73.08% | 減少 | |
| 48 | NOVEUR | National Oilwell Varco INC | -0.4% | -65.83% | 減少 |
| 49 | HST | Host Hotels & Resorts INC | -0.5% | -80.15% | 減少 |
| 50 | JPST | Jpmorgan Ultra-short Income | — | NEW | 新規購入 |