CIK: 0001729094
申告総資産額
$9.8億
上位200銘柄を表示中（全983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 | 19.42% | -2.14% | +0.11% | |
| 2 | DISCKUSD | Discovery Inc-c | 株式-その他 | 13.63% | — | — | |
| 3 | DY | Dycom Industries INC | 株式-資本財 | 10.10% | +0.07% | -0.11% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 6.31% | — | +5.74% | |
| 5 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 5.22% | -0.14% | +1.35% | |
| 6 | ABBV | Abbvie INC | 株式-ヘルスケア | 4.01% | -0.15% | -1.45% | |
| 7 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.60% | -0.33% | -1.08% | |
| 8 | T | At&t INC | 株式-通信サービス | 1.93% | — | +0.76% | |
| 9 | SSP | Ew Scripps Co/the-a | 株式-その他 | 1.65% | — | — | |
| 10 | TRGP | Targa Resources CORP | 株式-エネルギー | 1.51% | +0.38% | +0.15% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.48% | — | -2.54% | |
| 12 | SU | Suncor Energy INC | 株式-エネルギー | 1.23% | — | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.12% | -0.11% | -5.14% | |
| 14 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.04% | — | +15.01% | |
| 15 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 1.00% | — | -0.16% | |
| 16 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.98% | — | -0.85% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.62% | — | +7.25% | |
| 18 | AMT | American Tower CORP | 株式-不動産 | 0.61% | — | -0.20% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.52% | -0.48% | -4.72% | |
| 20 | BIP | Brookfield Infrastructure Partners L.P. | 株式-公益事業 | 0.52% | — | — | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.51% | — | +3.36% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.49% | +1.83% | +0.36% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.49% | — | +29.04% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.41% | — | +2.36% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.41% | -0.52% | -8.85% | |
| 26 | RJF | Raymond James Financial INC | 株式-金融 | 0.38% | — | — | |
| 27 | VFH | Vanguard Financials ETF | ETF-その他 | 0.37% | — | — | |
| 28 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.36% | — | +748.98% | |
| 29 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.33% | — | +0.25% | |
| 30 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.30% | — | -0.87% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.30% | +0.16% | -3.32% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.29% | — | — | |
| 33 | FFBC | First Financial Bancorp | 株式-その他 | 0.29% | — | -0.71% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.27% | -0.12% | +4.61% | |
| 35 | PPG | Ppg Industries INC | 株式-素材 | 0.27% | — | -0.32% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | +0.11% | +25.05% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.25% | — | -5.20% | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.24% | — | -1.57% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.24% | — | — | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.23% | — | +13.94% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.23% | — | -7.58% | |
| 42 | CQP | Cheniere Energy Partners LP | 株式-その他 | 0.22% | — | — | |
| 43 | WFC | Wells Fargo & Co | 株式-金融 | 0.21% | — | -2.56% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.20% | — | -2.13% | |
| 45 | PBR | Petroleo Brasileiro-spon Adr | 株式-エネルギー | 0.19% | — | -3.58% | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.19% | -0.11% | -4.43% | |
| 47 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.18% | — | — | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.18% | — | — | |
| 49 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.18% | — | — | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.17% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CAH | Cardinal Health INC | +0.3% | +748.98% | 増加 |
| 2 | EEM | Ishares Msci Emerging Market | +0.1% | +29.04% | 増加 |
| 3 | AMZN | Amazon.com INC | 0% | +4.61% | 増加 |
| 4 | ACWI | Ishares Msci Acwi ETF | 0% | +15.01% | 増加 |
| 5 | PBR | Petroleo Brasileiro-spon Adr | 0% | -3.58% | 減少 |
| 6 | FITB | Fifth Third Bancorp | 0% | +53.09% | 増加 |
| 7 | R6C2 | Royal Dutch Shell-spon Adr-b | 0% | +143.17% | 増加 |
| 8 | CSCO | Cisco Systems INC | 0% | +27.67% | 増加 |
| 9 | ADP | Automatic Data Processing | 0% | +223.25% | 増加 |
| 10 | NFLX | Netflix INC | 0% | -1.24% | 減少 |
| 11 | JNJ | Johnson & Johnson | — | +25.05% | 増加 |
| 12 | IXUS | Ishares Core Intl Stock ETF | 0% | +7.25% | 増加 |
| 13 | JPM | Jpmorgan Chase & Co | 0% | +3.36% | 増加 |
| 14 | EMR | Emerson Electric Co | 0% | -79.73% | 減少 |
| 15 | DXJ | Wisdomtree Japan Hedged Eq | 0% | -60.73% | 減少 |
| 16 | ALGN | Align Technology INC | 0% | -96.42% | 減少 |
| 17 | DIS | Walt Disney Co/the | 0% | -32.23% | 減少 |
| 18 | DD | DuPont de Nemours, Inc. | -0.1% | -15.85% | 減少 |
| 19 | IJR | Ishares Core S&p Small-cap E | -0.1% | -14.91% | 減少 |
| 20 | AEP | American Electric Power Company, Inc. | -0.1% | -32.80% | 減少 |
| 21 | WFC | Wells Fargo & Co | -0.1% | -2.56% | 減少 |
| 22 | GILD | Gilead Sciences INC | -0.1% | -0.85% | 減少 |
| 23 | CVX | Chevron CORP | -0.1% | -19.77% | 減少 |
| 24 | XOM | Exxon Mobil CORP | -0.1% | -3.32% | 減少 |
| 25 | VZ | Verizon Communications INC | -0.1% | -7.58% | 減少 |
| 26 | WBA | Walgreens Boots Alliance INC | -0.1% | +0.25% | 増加 |
| 27 | MTN | Vail Resorts INC | -0.1% | -78.71% | 減少 |
| 28 | CMCSA | Comcast Corp-class A | -0.1% | -0.87% | 減少 |
| 29 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -4.72% | 減少 |
| 30 | BIP | Brookfield Infrastructure Partners L.P. | -0.1% | — | 変化なし |
| 31 | HSIC | Henry Schein INC | -0.1% | -49.76% | 減少 |
| 32 | LYB | LyondellBasell Industries N.V. | -0.2% | -0.16% | 減少 |
| 33 | ABT | Abbott Laboratories | -0.2% | -1.08% | 減少 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -5.14% | 減少 |
| 35 | AAPL | Apple INC | -0.2% | -2.54% | 減少 |
| 36 | SU | Suncor Energy INC | -0.2% | — | 変化なし |
| 37 | TRGP | Targa Resources CORP | -0.3% | +0.15% | 増加 |
| 38 | EFA | Ishares Msci Eafe ETF | -0.4% | +5.74% | 増加 |
| 39 | T | At&t INC | -0.4% | +0.76% | 増加 |
| 40 | AAL | American Airlines Group INC | -0.6% | -98.85% | 減少 |
| 41 | ABBV | Abbvie INC | -0.6% | -1.45% | 減少 |
| 42 | SSP | Ew Scripps Co/the-a | -0.7% | — | 変化なし |
| 43 | PG | Procter & Gamble Co/the | -1.4% | +1.35% | 増加 |
| 44 | DY | Dycom Industries INC | -1.5% | -0.11% | 減少 |
| 45 | IVV | Ishares Core S&p 500 ETF | -2.4% | +0.11% | 増加 |
| 46 | DISCKUSD | Discovery Inc-c | — | NEW | 新規購入 |
| 47 | VALE | Vale S.A. | — | EXIT | 全売却 |
| 48 | ✓ | Powershares Global ETF Trust | — | EXIT | 全売却 |
| 49 | OLN | Olin CORP | — | EXIT | 全売却 |
| 50 | ✓ | Csra INC | — | EXIT | 全売却 |