CIK: 0001591122
申告総資産額
$25.6億
| # | 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 | 28.45% | -0.03% | +17.94% | |
| 2 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 9.13% | — | +4.96% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 6.83% | +0.20% | +8.32% | |
| 4 | PM | Philip Morris International | 株式-生活必需品 | 4.53% | — | +1.53% | |
| 5 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 3.86% | — | -3.24% | |
| 6 | MKL | Markel Group INC | 株式-金融 | 3.34% | -0.11% | -1.44% | |
| 7 | MO | Altria Group INC | 株式-生活必需品 | 3.32% | — | -0.43% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.57% | +0.06% | +10.71% | |
| 9 | UBS | UBS Group AG | 株式-金融 | 2.48% | — | -3.62% | |
| 10 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 2.18% | — | +4.40% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.78% | — | +37.08% | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 1.75% | — | +6.07% | |
| 13 | ✓ | Stanley Furniture Co INC | 株式-その他 | 1.29% | — | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.14% | -0.52% | +25.72% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.13% | -0.27% | +30.43% | |
| 16 | D | Dominion Energy INC | 株式-公益事業 | 1.01% | — | +0.72% | |
| 17 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.95% | — | +5.46% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.89% | — | +39.25% | |
| 19 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.84% | — | +8.41% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.74% | -0.41% | +70.29% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.73% | -1.14% | +63.12% | |
| 22 | ✓ | 株式-その他 | 0.65% | — | — | ||
| 23 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.64% | — | — | |
| 24 | SLB | Slb LTD | 株式-エネルギー | 0.64% | — | +42.73% | |
| 25 | IBM | Intl Business Machines CORP | 株式-IT | 0.62% | — | +3.79% | |
| 26 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.60% | — | +62.28% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.57% | — | +48.38% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.57% | -0.22% | +19.05% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.56% | — | +7.80% | |
| 30 | WFC | Wells Fargo & Co | 株式-金融 | 0.51% | — | +93.89% | |
| 31 | CSX | Csx CORP | 株式-資本財 | 0.50% | — | +5.25% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.46% | -0.22% | +13.24% | |
| 33 | UTXZ | United Tech CORP | 株式-その他 | 0.46% | — | +113.23% | |
| 34 | AMGN | Amgen INC | 株式-ヘルスケア | 0.41% | — | +3.44% | |
| 35 | UDR | Udr INC | 株式-不動産 | 0.40% | — | — | |
| 36 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.40% | — | +19.89% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.39% | — | +13.87% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.38% | — | — | |
| 39 | UNP | Union Pacific CORP | 株式-資本財 | 0.35% | -0.18% | +37.98% | |
| 40 | ✓ | Xenith Bankshares, Inc. | 株式-その他 | 0.35% | — | — | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.33% | — | +21.28% | |
| 42 | BIIB | Biogen INC | 株式-ヘルスケア | 0.33% | — | +1.70% | |
| 43 | EMR | Emerson Electric Co | 株式-資本財 | 0.33% | — | — | |
| 44 | SYY | Sysco CORP | 株式-生活必需品 | 0.32% | — | — | |
| 45 | TY | Tri-continental CORP | 株式-その他 | 0.32% | — | — | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.31% | -2.22% | +9.27% | |
| 47 | BBTUSD | Bb&t CORP | 株式-その他 | 0.29% | — | +0.71% | |
| 48 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.28% | — | — | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.28% | — | — | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.28% | — | +14.91% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1% | +17.94% | 増加 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +37.08% | 増加 |
| 3 | JNJ | Johnson & Johnson | +0.2% | +30.43% | 増加 |
| 4 | UTXZ | United Tech CORP | +0.2% | +113.23% | 増加 |
| 5 | WFC | Wells Fargo & Co | +0.2% | +93.89% | 増加 |
| 6 | UPS | United Parcel Service-cl B | +0.2% | +62.28% | 増加 |
| 7 | MSFT | Microsoft CORP | +0.2% | +63.12% | 増加 |
| 8 | XOM | Exxon Mobil CORP | +0.2% | +10.71% | 増加 |
| 9 | AAPL | Apple INC | +0.2% | +70.29% | 増加 |
| 10 | SLB | Slb LTD | +0.2% | +42.73% | 増加 |
| 11 | DIS | Walt Disney Co/the | +0.1% | +39.25% | 増加 |
| 12 | KO | Coca-cola Co/the | +0.1% | +48.38% | 増加 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +25.72% | 増加 |
| 14 | UNP | Union Pacific CORP | +0.1% | +37.98% | 増加 |
| 15 | WMT | Walmart INC | +0.1% | +19.05% | 増加 |
| 16 | PFE | Pfizer INC | +0.1% | +13.87% | 増加 |
| 17 | CMCSA | Comcast Corp-class A | 0% | +19.89% | 増加 |
| 18 | GOOG | Alphabet Inc-cl C | 0% | +58.52% | 増加 |
| 19 | MDLZ | Mondelez International Inc-a | 0% | +5.46% | 増加 |
| 20 | MMM | 3m Co | 0% | +31.12% | 増加 |
| 21 | CVX | Chevron CORP | 0% | +7.80% | 増加 |
| 22 | ABBV | Abbvie INC | 0% | +14.91% | 増加 |
| 23 | CSCO | Cisco Systems INC | 0% | +21.28% | 増加 |
| 24 | MRK | Merck & Co. INC. | — | +9.27% | 増加 |
| 25 | ✓ | 0% | — | 変化なし | |
| 26 | KHC | Kraft Heinz Co/the | 0% | — | 変化なし |
| 27 | UBS | UBS Group AG | -0.1% | -3.62% | 減少 |
| 28 | AEP | American Electric Power Company, Inc. | -0.1% | +8.41% | 増加 |
| 29 | PEP | Pepsico INC | -0.1% | +6.07% | 増加 |
| 30 | D | Dominion Energy INC | -0.1% | +0.72% | 増加 |
| 31 | EFA | Ishares Msci Eafe ETF | -0.1% | -17.89% | 減少 |
| 32 | IWS | Ishares Russell Mid-cap Valu | -0.2% | +8.32% | 増加 |
| 33 | MO | Altria Group INC | -0.2% | -0.43% | 減少 |
| 34 | ✓ | Stanley Furniture Co INC | -0.3% | — | 変化なし |
| 35 | MKL | Markel Group INC | -0.3% | -1.44% | 減少 |
| 36 | PM | Philip Morris International | -0.5% | +1.53% | 増加 |
| 37 | DXJ | Wisdomtree Japan Hedged Eq | -0.5% | +4.40% | 増加 |
| 38 | EEMV | Ishares Msci Emg Mkt Min Vol | -0.8% | -3.24% | 減少 |
| 39 | HEDJ | Wisdomtree Europe Hedged Equ | -1.2% | +4.96% | 増加 |
| 40 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 41 | UNH | Unitedhealth Group INC | — | NEW | 新規購入 |
| 42 | CVS | Cvs Health CORP | — | NEW | 新規購入 |
| 43 | V | Visa Inc-class A Shares | — | NEW | 新規購入 |
| 44 | T | At&t INC | — | NEW | 新規購入 |
| 45 | JPM | Jpmorgan Chase & Co | — | NEW | 新規購入 |
| 46 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 47 | BMY | Bristol-myers Squibb Co | — | NEW | 新規購入 |
| 48 | HON | Honeywell International INC | — | NEW | 新規購入 |
| 49 | ORCL | Oracle CORP | — | NEW | 新規購入 |
| 50 | HD | Home Depot INC | — | NEW | 新規購入 |