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 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.28% | — | +43.70% | |
| 2 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.80% | — | +8.26% | |
| 3 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 2.62% | — | — | |
| 4 | AAPL | Apple INC | 株式-IT | 2.39% | — | -0.81% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.39% | — | -3.63% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.24% | — | -1.89% | |
| 7 | BA | Boeing Co/the | 株式-資本財 | 1.99% | — | -19.87% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.96% | — | -0.61% | |
| 9 | INTC | Intel CORP | 株式-IT | 1.94% | — | -0.29% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.91% | — | -1.33% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.91% | — | +3.95% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.86% | — | +0.46% | |
| 13 | CAT | Caterpillar INC | 株式-資本財 | 1.79% | — | -1.33% | |
| 14 | CSCO | Cisco Systems INC | 株式-IT | 1.66% | — | +1.54% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.64% | — | -1.23% | |
| 16 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.64% | — | -2.20% | |
| 17 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.58% | — | +0.17% | |
| 18 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.41% | — | -2.36% | |
| 19 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 1.36% | — | -2.76% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.34% | — | — | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.33% | — | -0.81% | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 1.30% | — | -0.81% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 1.29% | — | -1.23% | |
| 24 | C | Citigroup INC | 株式-金融 | 1.28% | — | +0.59% | |
| 25 | EMR | Emerson Electric Co | 株式-資本財 | 1.27% | — | +0.85% | |
| 26 | PYPL | Paypal Holdings INC | 株式-金融 | 1.25% | — | -6.74% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 1.23% | — | -2.25% | |
| 28 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.19% | — | -3.97% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 1.06% | — | -1.08% | |
| 30 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.05% | — | — | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.04% | — | +0.60% | |
| 32 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.03% | — | +0.05% | |
| 33 | DEO | Diageo plc | 株式-生活必需品 | 1.02% | — | — | |
| 34 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.01% | — | +7.61% | |
| 35 | F | Ford Motor Co | 株式-一般消費財 | 0.99% | — | +15.77% | |
| 36 | O | Realty Income CORP | 株式-不動産 | 0.98% | — | — | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.98% | — | -2.59% | |
| 38 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.97% | — | +0.65% | |
| 39 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.95% | — | -11.00% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.95% | — | — | |
| 41 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.95% | — | +20.65% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.87% | — | — | |
| 43 | BLKCHF | Blackrock INC | 株式-その他 | 0.86% | — | -5.15% | |
| 44 | EXC | Exelon CORP | 株式-公益事業 | 0.83% | — | -1.43% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.83% | — | -2.56% | |
| 46 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.83% | — | +3.81% | |
| 47 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.82% | — | — | |
| 48 | DOC | Healthpeak Properties, Inc. | 株式-不動産 | 0.82% | — | +6.74% | |
| 49 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.80% | — | +0.12% | |
| 50 | IPFFEUR | Ishares International Prefer | ETF-その他 | 0.75% | — | -1.87% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | FLOT | Ishares Floating Rate Bond E | +0.9% | +43.70% | 増加 |
| 2 | CAT | Caterpillar INC | +0.3% | -1.33% | 減少 |
| 3 | INTC | Intel CORP | +0.3% | -0.29% | 減少 |
| 4 | MSFT | Microsoft CORP | +0.2% | -1.89% | 減少 |
| 5 | CSCO | Cisco Systems INC | +0.2% | +1.54% | 増加 |
| 6 | NKE | Nike INC -cl B | +0.1% | +0.05% | 増加 |
| 7 | F | Ford Motor Co | +0.1% | +15.77% | 増加 |
| 8 | UA | Under Armour Inc-class C | +0.1% | +262.04% | 増加 |
| 9 | HD | Home Depot INC | +0.1% | -1.23% | 減少 |
| 10 | SCHW | Schwab (charles) CORP | +0.1% | -3.97% | 減少 |
| 11 | AMLPUSD | Alerian Mlp ETF | +0.1% | +20.65% | 増加 |
| 12 | WMT | Walmart INC | +0.1% | -1.04% | 減少 |
| 13 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | +8.26% | 増加 |
| 14 | AAPL | Apple INC | +0.1% | -0.81% | 減少 |
| 15 | EMR | Emerson Electric Co | +0.1% | +0.85% | 増加 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -3.63% | 減少 |
| 17 | DEO | Diageo plc | +0.1% | — | 変化なし |
| 18 | LOW | Lowe's Cos INC | +0.1% | -0.05% | 減少 |
| 19 | IVV | Ishares Core S&p 500 ETF | +0.1% | +13.69% | 増加 |
| 20 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +59.15% | 増加 |
| 21 | GOOG | Alphabet Inc-cl C | 0% | -1.23% | 減少 |
| 22 | MCD | Mcdonald's CORP | 0% | -2.20% | 減少 |
| 23 | IJR | Ishares Core S&p Small-cap E | 0% | +7.81% | 増加 |
| 24 | PYPL | Paypal Holdings INC | 0% | -6.74% | 減少 |
| 25 | BLKCHF | Blackrock INC | 0% | -5.15% | 減少 |
| 26 | BDX | Becton Dickinson And Co | 0% | — | 変化なし |
| 27 | SCHA | Schwab US Small-cap ETF | 0% | +5.33% | 増加 |
| 28 | JNJ | Johnson & Johnson | 0% | -1.33% | 減少 |
| 29 | SCHF | Schwab Intl Equity ETF | 0% | +3.95% | 増加 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.61% | 減少 |
| 31 | IWP | Ishares Russell Mid-cap Grow | 0% | — | 変化なし |
| 32 | IWS | Ishares Russell Mid-cap Valu | 0% | — | 変化なし |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +0.46% | 増加 |
| 34 | NOK | Nokia Corp-spon Adr | -0.1% | -30.07% | 減少 |
| 35 | ✓ | Cliffs Natural Resources Inc. | -0.1% | -30.97% | 減少 |
| 36 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -13.03% | 減少 |
| 37 | ✓ | Orbital Atk Inc | -0.1% | -43.40% | 減少 |
| 38 | TER | Teradyne INC | -0.1% | -22.81% | 減少 |
| 39 | GILD | Gilead Sciences INC | -0.1% | +3.81% | 増加 |
| 40 | MRK | Merck & Co. INC. | -0.1% | +0.09% | 増加 |
| 41 | SJNK | Ss Spdr Bb St Hi Yield ETF | -0.1% | -2.76% | 減少 |
| 42 | POT1EUR | Potash CORP Of Saskatchewan | -0.2% | -22.89% | 減少 |
| 43 | CVS | Cvs Health CORP | -0.2% | +0.65% | 増加 |
| 44 | AMGN | Amgen INC | -0.2% | -0.81% | 減少 |
| 45 | BA | Boeing Co/the | -0.3% | -19.87% | 減少 |
| 46 | AEP | American Electric Power Company, Inc. | -0.4% | +7.61% | 増加 |
| 47 | IYG | Ishares U.s. Financial Servi | — | NEW | 新規購入 |
| 48 | AMAT | Applied Materials INC | — | EXIT | 全売却 |
| 49 | IJH | Ishares Core S&p Midcap ETF | — | NEW | 新規購入 |
| 50 | DE | Deere & Co | — | NEW | 新規購入 |