CIK: 0001703100
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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.63% | +0.65% | +10.87% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.95% | +0.62% | -0.12% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.89% | -0.28% | -3.66% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.88% | — | +0.51% | |
| 5 | UTXZ | United Tech CORP | 株式-その他 | 2.33% | — | -3.05% | |
| 6 | XLF | Ss Financial Select Sector | ETF-その他 | 2.22% | -0.16% | EXIT | |
| 7 | T | At&t INC | 株式-通信サービス | 2.16% | — | +2.36% | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 2.04% | — | +0.79% | |
| 9 | XLI | Ss Industrial Select Sector | ETF-その他 | 2.02% | — | +6.41% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.97% | +0.52% | -3.03% | |
| 11 | MO | Altria Group INC | 株式-生活必需品 | 1.79% | -0.18% | EXIT | |
| 12 | PFE | Pfizer INC | 株式-ヘルスケア | 1.77% | +0.51% | +5.05% | |
| 13 | APH | Amphenol Corp-cl A | 株式-IT | 1.71% | -0.76% | EXIT | |
| 14 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.62% | — | +2.26% | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 1.52% | — | -3.79% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.40% | -0.57% | -4.40% | |
| 17 | EMR | Emerson Electric Co | 株式-資本財 | 1.36% | — | +3.16% | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.33% | — | -0.08% | |
| 19 | MMM | 3m Co | 株式-資本財 | 1.32% | — | +1.31% | |
| 20 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 1.29% | — | -1.14% | |
| 21 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.21% | — | +13.23% | |
| 22 | PSI1GBP | Invesco Dynamic Semiconducto | ETF-その他 | 1.20% | — | +11.70% | |
| 23 | IBM | Intl Business Machines CORP | 株式-IT | 1.19% | — | +2.65% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.19% | +0.25% | +1.89% | |
| 25 | BA | Boeing Co/the | 株式-資本財 | 1.18% | — | +1.18% | |
| 26 | GD | General Dynamics CORP | 株式-資本財 | 1.17% | — | -0.75% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.12% | — | +1.59% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.10% | -0.22% | -7.89% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 1.10% | -0.55% | +3.18% | |
| 30 | SO | Southern Co/the | 株式-公益事業 | 1.09% | — | +2.63% | |
| 31 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.08% | -0.41% | EXIT | |
| 32 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.02% | — | -22.97% | |
| 33 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 1.01% | +0.17% | NEW | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.99% | — | +18.07% | |
| 35 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.99% | — | +10.50% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.98% | -0.07% | +12.88% | |
| 37 | INTC | Intel CORP | 株式-IT | 0.96% | -0.10% | +2.92% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.96% | — | -2.44% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.95% | -0.15% | -3.21% | |
| 40 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.94% | — | +48.35% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.93% | +0.66% | +3.38% | |
| 42 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.88% | +0.19% | +17.11% | |
| 43 | ✓ | 株式-その他 | 0.86% | — | +1.96% | ||
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.82% | — | +16.16% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.76% | -0.17% | +0.50% | |
| 46 | FULT | Fulton Financial CORP | 株式-金融 | 0.71% | — | — | |
| 47 | PM | Philip Morris International | 株式-生活必需品 | 0.71% | — | +1.80% | |
| 48 | BUSD | Barnes Group INC | 株式-その他 | 0.70% | — | — | |
| 49 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.70% | — | -0.04% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.69% | — | -0.14% |