CIK: 0001598011
申告総資産額
$2.1億
| # | 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 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 6.50% | — | +117.64% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.98% | — | -31.96% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.28% | — | +732.07% | |
| 4 | USB | US Bancorp | 株式-金融 | 2.77% | — | +993.59% | |
| 5 | SYK | Stryker CORP | 株式-ヘルスケア | 2.67% | — | -2.28% | |
| 6 | INTC | Intel CORP | 株式-IT | 2.64% | — | +19.57% | |
| 7 | SLB | Slb LTD | 株式-エネルギー | 2.52% | — | +34.29% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.51% | — | +85.45% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.50% | — | +40.38% | |
| 10 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 2.47% | — | — | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.47% | — | +39.85% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.40% | — | +28.58% | |
| 13 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 2.38% | — | +152.41% | |
| 14 | WFC | Wells Fargo & Co | 株式-金融 | 2.35% | — | +96.61% | |
| 15 | CVS | Cvs Health CORP | 株式-ヘルスケア | 2.34% | — | +20.97% | |
| 16 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.27% | — | — | |
| 17 | TROW | T Rowe Price Group INC | 株式-金融 | 2.16% | — | +93.05% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.16% | — | -4.63% | |
| 19 | ITW | Illinois Tool Works | 株式-資本財 | 2.15% | — | -8.67% | |
| 20 | ROK | Rockwell Automation INC | 株式-資本財 | 2.14% | — | — | |
| 21 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.07% | — | +1169.78% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 2.01% | — | — | |
| 23 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.98% | — | +26.70% | |
| 24 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.96% | — | +6.21% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 1.96% | — | +12.71% | |
| 26 | UTXZ | United Tech CORP | 株式-その他 | 1.89% | — | +15.97% | |
| 27 | BIIB | Biogen INC | 株式-ヘルスケア | 1.83% | — | — | |
| 28 | MDT | Medtronic plc | 株式-ヘルスケア | 1.81% | — | — | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 1.77% | — | -7.18% | |
| 30 | DHR | Danaher CORP | 株式-ヘルスケア | 1.73% | — | +2.66% | |
| 31 | APD | Air Products & Chemicals INC | 株式-素材 | 1.63% | — | -2.69% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.60% | — | -21.15% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.60% | — | +13.06% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 1.55% | — | -7.03% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.52% | — | +15.58% | |
| 36 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 1.51% | — | +52.31% | |
| 37 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.51% | — | -2.28% | |
| 38 | JWNUSD | Nordstrom INC | 株式-その他 | 1.48% | — | +21.70% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.48% | — | — | |
| 40 | ORCL | Oracle CORP | 株式-IT | 1.38% | — | -4.18% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.16% | — | +20.28% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.09% | — | — | |
| 43 | PYPL | Paypal Holdings INC | 株式-金融 | 0.98% | — | — | |
| 44 | ADP | Automatic Data Processing | 株式-IT | 0.88% | — | -18.59% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.78% | — | -70.86% | |
| 46 | GIS | General Mills INC | 株式-生活必需品 | 0.77% | — | -55.24% | |
| 47 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.63% | — | -0.19% | |
| 48 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.52% | — | +91.01% | |
| 49 | PODD | Insulet CORP | 株式-ヘルスケア | 0.51% | — | — | |
| 50 | FTV | Fortive CORP | 株式-IT | 0.50% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MDY | State Street Spdr S&p Midcap | +3.7% | +117.64% | 増加 |
| 2 | USB | US Bancorp | +2.5% | +993.59% | 増加 |
| 3 | CMCSA | Comcast Corp-class A | +1.9% | +1169.78% | 増加 |
| 4 | IJR | Ishares Core S&p Small-cap E | +1.3% | +85.45% | 増加 |
| 5 | WFC | Wells Fargo & Co | +1.2% | +96.61% | 増加 |
| 6 | MSFT | Microsoft CORP | +1.1% | +28.58% | 増加 |
| 7 | AAPL | Apple INC | +1.1% | +732.07% | 増加 |
| 8 | JPM | Jpmorgan Chase & Co | +1.1% | +39.85% | 増加 |
| 9 | INTC | Intel CORP | +0.8% | +19.57% | 増加 |
| 10 | TROW | T Rowe Price Group INC | +0.7% | +93.05% | 増加 |
| 11 | SYK | Stryker CORP | +0.7% | -2.28% | 減少 |
| 12 | CTSH | Cognizant Tech Solutions-a | +0.4% | +152.41% | 増加 |
| 13 | HD | Home Depot INC | +0.4% | -7.18% | 減少 |
| 14 | TRV | Travelers Cos Inc/the | +0.4% | +6.21% | 増加 |
| 15 | PEP | Pepsico INC | +0.4% | +12.71% | 増加 |
| 16 | CVS | Cvs Health CORP | +0.3% | +20.97% | 増加 |
| 17 | ITW | Illinois Tool Works | +0.3% | -8.67% | 減少 |
| 18 | EEM | Ishares Msci Emerging Market | -0.7% | -58.25% | 減少 |
| 19 | AXP | American Express Company | -0.8% | -56.25% | 減少 |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.8% | -85.24% | 減少 |
| 21 | GIS | General Mills INC | -0.8% | -55.24% | 減少 |
| 22 | CL | Colgate-palmolive Co | -1.2% | -68.80% | 減少 |
| 23 | AFL | Aflac INC | -1.3% | -87.63% | 減少 |
| 24 | ✓ | Laboratory CORP Amer Hldgs | -1.3% | -86.95% | 減少 |
| 25 | MRK | Merck & Co. INC. | -1.8% | -70.86% | 減少 |
| 26 | VWO | Vanguard Ftse Emerging Marke | -3.5% | -96.32% | 減少 |
| 27 | EFA | Ishares Msci Eafe ETF | -3.8% | -31.96% | 減少 |
| 28 | BKNG | Booking Hldgs INC | — | NEW | 新規購入 |
| 29 | TJX | Tjx Companies INC | — | NEW | 新規購入 |
| 30 | ROK | Rockwell Automation INC | — | NEW | 新規購入 |
| 31 | VZ | Verizon Communications INC | — | NEW | 新規購入 |
| 32 | NOVEUR | National Oilwell Varco INC | — | EXIT | 全売却 |
| 33 | BIIB | Biogen INC | — | NEW | 新規購入 |
| 34 | MDT | Medtronic plc | — | NEW | 新規購入 |
| 35 | GOOG | Alphabet A | — | EXIT | 全売却 |
| 36 | MDT | Medtronic plc | — | EXIT | 全売却 |
| 37 | EBAY | Ebay INC | — | EXIT | 全売却 |
| 38 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 39 | TGT | Target CORP | — | EXIT | 全売却 |
| 40 | ✓ | — | EXIT | 全売却 | |
| 41 | GLW | Corning INC | — | EXIT | 全売却 |
| 42 | SYY | Sysco CORP | — | EXIT | 全売却 |
| 43 | EXPD | Expeditors Intl Wash INC | — | EXIT | 全売却 |
| 44 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 45 | STT | State Street CORP | — | EXIT | 全売却 |
| 46 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 47 | EMR | Emerson Electric Co | — | EXIT | 全売却 |
| 48 | ABT | Abbott Laboratories | — | EXIT | 全売却 |
| 49 | CVE | Cenovus Energy INC | — | EXIT | 全売却 |
| 50 | PODD | Insulet CORP | — | NEW | 新規購入 |