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 | 3.18% | +0.65% | -13.28% | |
| 2 | INTC | Intel CORP | 株式-IT | 3.07% | -0.10% | +376.58% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.70% | — | +80.17% | |
| 4 | CSCO | Cisco Systems INC | 株式-IT | 2.56% | -0.15% | +337.84% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.04% | -0.28% | +43.33% | |
| 6 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.95% | +0.52% | +99.26% | |
| 7 | PFE | Pfizer INC | 株式-ヘルスケア | 1.93% | +0.51% | +95.34% | |
| 8 | MMM | 3m Co | 株式-資本財 | 1.92% | — | +176.40% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.86% | -0.07% | +218.61% | |
| 10 | ODFL | Old Dominion Freight Line | 株式-資本財 | 1.66% | — | +462.98% | |
| 11 | UTXZ | United Tech CORP | 株式-その他 | 1.66% | — | +30.39% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.65% | +0.62% | +1.21% | |
| 13 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.57% | — | +152.76% | |
| 14 | IBM | Intl Business Machines CORP | 株式-IT | 1.55% | — | +142.25% | |
| 15 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 1.54% | -0.30% | +468.13% | |
| 16 | SO | Southern Co/the | 株式-公益事業 | 1.41% | — | +138.29% | |
| 17 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.41% | — | +314.66% | |
| 18 | T | At&t INC | 株式-通信サービス | 1.40% | — | +20.80% | |
| 19 | CAT | Caterpillar INC | 株式-資本財 | 1.33% | +0.31% | +347.73% | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.31% | -0.57% | +70.39% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.31% | -0.22% | +78.13% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.27% | -0.11% | +446.66% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.10% | — | +115.32% | |
| 24 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 1.10% | — | +821.13% | |
| 25 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.05% | +0.34% | +597.70% | |
| 26 | PM | Philip Morris International | 株式-生活必需品 | 1.05% | — | +171.06% | |
| 27 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.05% | — | +253.61% | |
| 28 | UL | Unilever PLC | 株式-生活必需品 | 1.04% | — | +786.13% | |
| 29 | WM | Waste Management INC | 株式-資本財 | 1.04% | — | — | |
| 30 | APH | Amphenol Corp-cl A | 株式-IT | 0.97% | -0.76% | EXIT | |
| 31 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.95% | — | +117.96% | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.94% | — | +17.81% | |
| 33 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.88% | — | +758.02% | |
| 34 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.85% | — | — | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.85% | — | +17.29% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.85% | -0.55% | +33.63% | |
| 37 | PSI1GBP | Invesco Dynamic Semiconducto | ETF-その他 | 0.82% | — | +19.75% | |
| 38 | GIS | General Mills INC | 株式-生活必需品 | 0.80% | — | +776.39% | |
| 39 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.79% | — | +42.94% | |
| 40 | EMR | Emerson Electric Co | 株式-資本財 | 0.78% | — | +5.38% | |
| 41 | NFLX | Netflix INC | 株式-通信サービス | 0.77% | — | +92.92% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.77% | — | +148.84% | |
| 43 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.76% | — | +93.51% | |
| 44 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.72% | — | — | |
| 45 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.68% | -0.17% | +63.30% | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.67% | — | — | |
| 47 | ADP | Automatic Data Processing | 株式-IT | 0.67% | -0.10% | +234.40% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.65% | +0.25% | -5.92% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.64% | +0.33% | +110.68% | |
| 50 | BA | Boeing Co/the | 株式-資本財 | 0.62% | — | -13.19% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | INTC | Intel CORP | +2.1% | +376.58% | 増加 |
| 2 | CSCO | Cisco Systems INC | +1.6% | +337.84% | 増加 |
| 3 | ODFL | Old Dominion Freight Line | +1.2% | +462.98% | 増加 |
| 4 | DEM | Wisdomtree Emerging Markets | +1.1% | +468.13% | 増加 |
| 5 | BUD | Anheuser-busch Inbev-spn Adr | +0.9% | +821.13% | 増加 |
| 6 | MSFT | Microsoft CORP | +0.9% | +218.61% | 増加 |
| 7 | ABBV | Abbvie INC | +0.9% | +446.66% | 増加 |
| 8 | UL | Unilever PLC | +0.8% | +786.13% | 増加 |
| 9 | NSC | Norfolk Southern CORP | +0.8% | +597.70% | 増加 |
| 10 | CAT | Caterpillar INC | +0.8% | +347.73% | 増加 |
| 11 | DD | DuPont de Nemours, Inc. | +0.7% | +314.66% | 増加 |
| 12 | KHC | Kraft Heinz Co/the | +0.7% | +758.02% | 増加 |
| 13 | MMM | 3m Co | +0.6% | +176.40% | 増加 |
| 14 | GIS | General Mills INC | +0.6% | +776.39% | 増加 |
| 15 | KMB | Kimberly-clark CORP | +0.5% | +253.61% | 増加 |
| 16 | MRK | Merck & Co. INC. | +0.5% | +152.76% | 増加 |
| 17 | DUK | Duke Energy CORP | +0.4% | +480.42% | 増加 |
| 18 | IBM | Intl Business Machines CORP | +0.4% | +142.25% | 増加 |
| 19 | QCOM | Qualcomm INC | +0.4% | +506.91% | 増加 |
| 20 | PM | Philip Morris International | +0.3% | +171.06% | 増加 |
| 21 | SO | Southern Co/the | +0.3% | +138.29% | 増加 |
| 22 | ADP | Automatic Data Processing | +0.3% | +234.40% | 増加 |
| 23 | NFLX | Netflix INC | +0.3% | +92.92% | 増加 |
| 24 | AMZN | Amazon.com INC | +0.2% | +78.13% | 増加 |
| 25 | PFE | Pfizer INC | +0.2% | +95.34% | 増加 |
| 26 | MCD | Mcdonald's CORP | +0.1% | +115.32% | 増加 |
| 27 | PG | Procter & Gamble Co/the | 0% | +99.26% | 増加 |
| 28 | DVY | Ishares Select Dividend ETF | -0.1% | +70.39% | 増加 |
| 29 | JNJ | Johnson & Johnson | -0.2% | +80.17% | 増加 |
| 30 | PFF | Ishares Preferred & Income S | -0.9% | -78.05% | 減少 |
| 31 | GD | General Dynamics CORP | -0.9% | -68.24% | 減少 |
| 32 | ✓ | Powershares ETF Tr Ii | -1.2% | -84.69% | 減少 |
| 33 | MO | Altria Group INC | -1.2% | -36.58% | 減少 |
| 34 | XLF | Ss Financial Select Sector | -1.6% | -50.96% | 減少 |
| 35 | HD | Home Depot INC | -1.6% | -61.49% | 減少 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -3.5% | -13.28% | 減少 |
| 37 | XLI | Ss Industrial Select Sector | — | EXIT | 全売却 |
| 38 | WM | Waste Management INC | — | NEW | 新規購入 |
| 39 | GSK | GSK plc ADRhedged | — | NEW | 新規購入 |
| 40 | VT | Vanguard Tot World Stk ETF | — | NEW | 新規購入 |
| 41 | MGK | Vanguard Mega Cap Growth ETF | — | EXIT | 全売却 |
| 42 | AMGN | Amgen INC | — | NEW | 新規購入 |
| 43 | GWW | Ww Grainger INC | — | NEW | 新規購入 |
| 44 | IVV | Ishares Core S&p 500 ETF | — | NEW | 新規購入 |
| 45 | WEP | Magellan Midstream Partners | — | NEW | 新規購入 |
| 46 | DES | Wisdomtree US Smallcap Divid | — | EXIT | 全売却 |
| 47 | ADM | Archer-daniels-midland Co | — | NEW | 新規購入 |
| 48 | MGV | Vanguard Mega Cap Value ETF | — | EXIT | 全売却 |
| 49 | ADBE | Adobe INC | — | NEW | 新規購入 |
| 50 | ARW | Arrow Electronics INC | — | NEW | 新規購入 |