CIK: 0001666239
申告総資産額
$6.8億
| # | 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 | AAPL | Apple INC | 株式-IT | 5.77% | — | +12.68% | |
| 2 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 5.16% | — | +0.48% | |
| 3 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 4.04% | — | +3.51% | |
| 4 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 3.25% | — | -0.80% | |
| 5 | DFSEUR | Discover Financial Services | 株式-その他 | 2.95% | — | +1.11% | |
| 6 | T | At&t INC | 株式-通信サービス | 2.92% | — | -1.86% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.90% | — | -1.43% | |
| 8 | PFE | Pfizer INC | 株式-ヘルスケア | 2.79% | — | -0.26% | |
| 9 | CFG | Citizens Financial Group | 株式-金融 | 2.58% | — | +2.73% | |
| 10 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 2.48% | — | -4.90% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 2.43% | -0.24% | +0.22% | |
| 12 | DD | DuPont de Nemours, Inc. | 株式-その他 | 2.40% | — | — | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.21% | — | +3.07% | |
| 14 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 2.20% | — | +1.83% | |
| 15 | BA | Boeing Co/the | 株式-資本財 | 2.20% | — | -0.94% | |
| 16 | D | Dominion Energy INC | 株式-公益事業 | 2.18% | — | +2.97% | |
| 17 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 2.14% | — | +7.90% | |
| 18 | OEF | Ishares S&p 100 ETF | ETF-その他 | 2.13% | — | +19.59% | |
| 19 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 2.02% | — | +2.12% | |
| 20 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 2.00% | — | +2.51% | |
| 21 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.99% | — | +4.23% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.93% | — | +0.07% | |
| 23 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.77% | — | +3.38% | |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.73% | — | — | |
| 25 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 1.72% | — | +13.96% | |
| 26 | WFC | Wells Fargo & Co | 株式-金融 | 1.57% | — | — | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.55% | — | +4.67% | |
| 28 | IDV | Ishares International Select | ETF-その他 | 1.54% | — | — | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 1.52% | — | — | |
| 30 | VTR | Ventas INC | 株式-不動産 | 1.51% | — | +3.25% | |
| 31 | INTC | Intel CORP | 株式-IT | 1.50% | — | +2.42% | |
| 32 | UNP | Union Pacific CORP | 株式-資本財 | 1.34% | — | -0.20% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.33% | — | +2.03% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.33% | — | -7.24% | |
| 35 | PM | Philip Morris International | 株式-生活必需品 | 1.27% | +0.44% | — | |
| 36 | PEGIEUR | Pattern Energy Group INC -a | 株式-その他 | 1.20% | — | +1.55% | |
| 37 | CELG | Celgene CORP | 株式-その他 | 1.16% | — | -2.64% | |
| 38 | DOV | Dover CORP | 株式-資本財 | 1.00% | — | +27.64% | |
| 39 | AMG | Affiliated Managers Group | 株式-金融 | 0.87% | — | +0.53% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.82% | — | +1.95% | |
| 41 | AMT | American Tower CORP | 株式-不動産 | 0.78% | — | +1.41% | |
| 42 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.74% | — | +3.04% | |
| 43 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.72% | — | -15.00% | |
| 44 | MO | Altria Group INC | 株式-生活必需品 | 0.70% | — | -2.22% | |
| 45 | ECL | Ecolab INC | 株式-素材 | 0.70% | — | +6.21% | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.67% | — | +5.79% | |
| 47 | XPH | Ss Spdr S&p Pharma ETF | ETF-その他 | 0.61% | — | — | |
| 48 | CRM | Salesforce INC | 株式-IT | 0.58% | -0.88% | EXIT | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.54% | — | +5.04% | |
| 50 | NRG | NRG Energy, Inc. | 株式-公益事業 | 0.53% | — | -2.79% |