CIK: 0001698146
申告総資産額
$2.8億
| # | 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 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.74% | — | +6.16% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.63% | — | -83.02% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.47% | — | -2.97% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.43% | — | -1.38% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.14% | — | -0.44% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.12% | — | +1.94% | |
| 7 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.00% | — | -0.07% | |
| 8 | BA | Boeing Co/the | 株式-資本財 | 1.91% | — | -3.07% | |
| 9 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.79% | — | -1.86% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.78% | — | +6.81% | |
| 11 | INTC | Intel CORP | 株式-IT | 1.75% | — | -0.66% | |
| 12 | CSCO | Cisco Systems INC | 株式-IT | 1.74% | — | +2.13% | |
| 13 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 1.69% | — | — | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.63% | — | +2.81% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.59% | — | +32.70% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.59% | — | +3.90% | |
| 17 | AMGN | Amgen INC | 株式-ヘルスケア | 1.56% | — | +4.75% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.56% | — | +0.19% | |
| 19 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.50% | — | -1.23% | |
| 20 | PFE | Pfizer INC | 株式-ヘルスケア | 1.46% | — | -0.25% | |
| 21 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.40% | — | +14.56% | |
| 22 | CAT | Caterpillar INC | 株式-資本財 | 1.28% | — | — | |
| 23 | EMR | Emerson Electric Co | 株式-資本財 | 1.27% | — | -1.18% | |
| 24 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.26% | — | +1.54% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.24% | — | +83.26% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 1.23% | — | +0.21% | |
| 27 | O | Realty Income CORP | 株式-不動産 | 1.23% | — | -0.86% | |
| 28 | C | Citigroup INC | 株式-金融 | 1.22% | — | +9.80% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 1.20% | — | -2.59% | |
| 30 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.17% | — | -3.15% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.13% | — | -1.20% | |
| 32 | T | At&t INC | 株式-通信サービス | 1.11% | — | -2.87% | |
| 33 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.08% | — | +3.56% | |
| 34 | DOC | Healthpeak Properties, Inc. | 株式-不動産 | 1.06% | — | -2.27% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.05% | — | +1.13% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 1.05% | — | -1.32% | |
| 37 | IBM | Intl Business Machines CORP | 株式-IT | 1.04% | — | -1.48% | |
| 38 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.01% | — | -18.18% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.98% | — | -4.42% | |
| 40 | PYPL | Paypal Holdings INC | 株式-金融 | 0.95% | — | +3.88% | |
| 41 | DEO | Diageo plc | 株式-生活必需品 | 0.95% | — | — | |
| 42 | EXC | Exelon CORP | 株式-公益事業 | 0.94% | — | -2.94% | |
| 43 | IDV | Ishares International Select | ETF-その他 | 0.91% | — | +1.74% | |
| 44 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.83% | — | +11.13% | |
| 45 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.82% | — | — | |
| 46 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.81% | — | +11.13% | |
| 47 | F | Ford Motor Co | 株式-一般消費財 | 0.81% | — | +1.31% | |
| 48 | IPFFEUR | Ishares International Prefer | ETF-その他 | 0.81% | — | +35.46% | |
| 49 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.79% | — | +7.41% | |
| 50 | BLKCHF | Blackrock INC | 株式-その他 | 0.79% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.6% | +83.26% | 増加 |
| 2 | SCHF | Schwab Intl Equity ETF | +0.4% | +32.70% | 増加 |
| 3 | AAPL | Apple INC | +0.3% | -1.38% | 減少 |
| 4 | IPFFEUR | Ishares International Prefer | +0.2% | +35.46% | 増加 |
| 5 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +33.01% | 増加 |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.2% | +6.81% | 増加 |
| 7 | OEF | Ishares S&p 100 ETF | +0.2% | +14.56% | 増加 |
| 8 | AMGN | Amgen INC | +0.1% | +4.75% | 増加 |
| 9 | CSCO | Cisco Systems INC | +0.1% | +2.13% | 増加 |
| 10 | JNJ | Johnson & Johnson | +0.1% | +1.94% | 増加 |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | +3.90% | 増加 |
| 12 | NKE | Nike INC -cl B | +0.1% | +3.56% | 増加 |
| 13 | SCHB | Schwab US Broad Market ETF | +0.1% | +11.13% | 増加 |
| 14 | PM | Philip Morris International | +0.1% | +5.53% | 増加 |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | +6.16% | 増加 |
| 16 | BA | Boeing Co/the | +0.1% | -3.07% | 減少 |
| 17 | ORCL | Oracle CORP | +0.1% | -2.59% | 減少 |
| 18 | EBAY | Ebay INC | +0.1% | +4.31% | 増加 |
| 19 | PG | Procter & Gamble Co/the | +0.1% | +2.81% | 増加 |
| 20 | PYPL | Paypal Holdings INC | +0.1% | +3.88% | 増加 |
| 21 | C | Citigroup INC | 0% | +9.80% | 増加 |
| 22 | HD | Home Depot INC | 0% | +0.21% | 増加 |
| 23 | SCHX | Schwab US Large-cap ETF | 0% | +0.19% | 増加 |
| 24 | MSFT | Microsoft CORP | 0% | -0.44% | 減少 |
| 25 | WBA | Walgreens Boots Alliance INC | -0.1% | -16.19% | 減少 |
| 26 | XOM | Exxon Mobil CORP | -0.2% | +1.13% | 増加 |
| 27 | MR4 | Meridian Bioscience INC | -0.2% | -1.15% | 減少 |
| 28 | VZ | Verizon Communications INC | -0.2% | -1.32% | 減少 |
| 29 | MDY | State Street Spdr S&p Midcap | -0.2% | -18.18% | 減少 |
| 30 | AEP | American Electric Power Company, Inc. | -0.3% | -1.86% | 減少 |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.5% | -83.02% | 減少 |
| 32 | SJNK | Ss Spdr Bb St Hi Yield ETF | — | NEW | 新規購入 |
| 33 | CAT | Caterpillar INC | — | NEW | 新規購入 |
| 34 | ✓ | Caterpillar INC | — | EXIT | 全売却 |
| 35 | DEO | Diageo plc | — | NEW | 新規購入 |
| 36 | DEO | Diageo Plc-sponsored Adr | — | EXIT | 全売却 |
| 37 | NZF | Nuveen Municipal Credit Income Fund | — | NEW | 新規購入 |
| 38 | ✓ | Nuveen Michigan Quality | — | EXIT | 全売却 |
| 39 | TER | Teradyne INC | — | NEW | 新規購入 |
| 40 | ✓ | Teradyne Incorporate | — | EXIT | 全売却 |
| 41 | DIA | Ss Spdr Dow Jones Indus Avg | — | EXIT | 全売却 |
| 42 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | 新規購入 |
| 43 | ERFGBP | Enerplus CORP | — | EXIT | 全売却 |
| 44 | ✓ | Enerplus Corporation | — | NEW | 新規購入 |
| 45 | ✓ | Powershares Build America ETF | — | EXIT | 全売却 |
| 46 | BABUSD | Invesco Taxable Municipal Bo | — | NEW | 新規購入 |
| 47 | ✓ | Market Vectors ETF Tr | — | EXIT | 全売却 |
| 48 | ENB | Enbridge INC | — | NEW | 新規購入 |
| 49 | ✓ | — | EXIT | 全売却 | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | 新規購入 |