CIK: 0001698777
申告総資産額
$1.9億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.28% | — | +9.87% | |
| 2 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 2.98% | — | +1.66% | |
| 3 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.77% | — | +4.63% | |
| 4 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.49% | — | +67.39% | |
| 5 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.33% | -1.10% | EXIT | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.21% | — | -11.69% | |
| 7 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.13% | — | +0.76% | |
| 8 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 2.00% | — | -3.65% | |
| 9 | MO | Altria Group INC | 株式-生活必需品 | 1.96% | -1.11% | +19.62% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.96% | -2.06% | -1.18% | |
| 11 | IBM | Intl Business Machines CORP | 株式-IT | 1.87% | +0.82% | -1.60% | |
| 12 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.85% | — | -4.98% | |
| 13 | AMGN | Amgen INC | 株式-ヘルスケア | 1.84% | — | +0.60% | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.74% | — | +23.70% | |
| 15 | PM | Philip Morris International | 株式-生活必需品 | 1.71% | — | +17.33% | |
| 16 | TXN | Texas Instruments INC | 株式-IT | 1.67% | — | +105.70% | |
| 17 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.61% | — | +11.44% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.54% | — | -25.69% | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 1.45% | — | +57.98% | |
| 20 | CLX | Clorox Company | 株式-生活必需品 | 1.44% | — | -0.62% | |
| 21 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 1.40% | — | +3.79% | |
| 22 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 1.37% | — | +0.96% | |
| 23 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.37% | — | -2.47% | |
| 24 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.32% | — | -5.13% | |
| 25 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.32% | — | -1.78% | |
| 26 | HPQ | Hp INC | 株式-IT | 1.30% | +0.73% | +7.49% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 1.27% | — | -23.36% | |
| 28 | IDV | Ishares International Select | ETF-その他 | 1.26% | — | +4.29% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 1.25% | — | -0.31% | |
| 30 | GM | General Motors Co | 株式-一般消費財 | 1.25% | — | -4.55% | |
| 31 | EMHY | Ishares J.p. Morgan Em High | ETF-その他 | 1.24% | — | -13.90% | |
| 32 | T | At&t INC | 株式-通信サービス | 1.19% | — | +5.80% | |
| 33 | ADP | Automatic Data Processing | 株式-IT | 1.15% | — | -12.57% | |
| 34 | 2362120D | Sinclair Broadcast Group LLC | 株式-その他 | 1.14% | — | — | |
| 35 | CDW | Cdw Corp/de | 株式-IT | 1.14% | — | — | |
| 36 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.13% | +1.70% | NEW | |
| 37 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.12% | +1.30% | NEW | |
| 38 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 1.11% | — | -5.08% | |
| 39 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 1.09% | — | +1.99% | |
| 40 | YUM | Yum! Brands INC | 株式-一般消費財 | 1.04% | — | -5.39% | |
| 41 | PCAR | Paccar INC | 株式-資本財 | 1.04% | — | -3.15% | |
| 42 | DAL | Delta Air Lines INC | 株式-資本財 | 1.03% | — | — | |
| 43 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.00% | — | +61.18% | |
| 44 | LRCXEUR | Lam Research CORP | 株式-IT | 0.98% | — | +0.14% | |
| 45 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.96% | — | +2.85% | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.94% | — | -62.32% | |
| 47 | AAPL | Apple INC | 株式-IT | 0.89% | -1.05% | +0.42% | |
| 48 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.87% | — | -5.52% | |
| 49 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.85% | — | +12.56% | |
| 50 | AVGO | Broadcom INC | 株式-IT | 0.80% | — | -62.84% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | TXN | Texas Instruments INC | +0.9% | +105.70% | 増加 |
| 2 | LOW | Lowe's Cos INC | +0.9% | +67.39% | 増加 |
| 3 | VZ | Verizon Communications INC | +0.5% | +57.98% | 増加 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.5% | +9.87% | 増加 |
| 5 | GOVT | Ishares US Treasury Bond ETF | +0.4% | +61.18% | 増加 |
| 6 | MRK | Merck & Co. INC. | +0.4% | +23.70% | 増加 |
| 7 | INTC | Intel CORP | +0.2% | +66.44% | 増加 |
| 8 | IEMG | Ishares Core Msci Emerging | +0.2% | +108.71% | 増加 |
| 9 | HPQ | Hp INC | +0.2% | +7.49% | 増加 |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +26.63% | 増加 |
| 11 | ACN | Accenture plc | +0.2% | +22.06% | 増加 |
| 12 | EMHY | Ishares J.p. Morgan Em High | -0.1% | -13.90% | 減少 |
| 13 | XLNXEUR | Xilinx INC | -0.2% | -17.74% | 減少 |
| 14 | ABBV | Abbvie INC | -0.2% | +0.76% | 増加 |
| 15 | UBNTEUR | Ubiquiti Networks INC | -0.2% | -18.45% | 減少 |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | -0.2% | -11.69% | 減少 |
| 17 | BTI | British American Tob-sp Adr | -0.2% | +0.96% | 増加 |
| 18 | GIS | General Mills INC | -0.2% | -55.09% | 減少 |
| 19 | HD | Home Depot INC | -0.2% | -23.36% | 減少 |
| 20 | MSFT | Microsoft CORP | -0.3% | -25.69% | 減少 |
| 21 | LMT | Lockheed Martin CORP | -0.5% | -45.32% | 減少 |
| 22 | MBB | Ishares Mbs ETF | -0.7% | -80.00% | 減少 |
| 23 | PAYX | Paychex INC | -1.1% | -63.06% | 減少 |
| 24 | BA | Boeing Co/the | -1.3% | -85.50% | 減少 |
| 25 | AVGO | Broadcom INC | -1.4% | -62.84% | 減少 |
| 26 | CSCO | Cisco Systems INC | -1.5% | -62.32% | 減少 |
| 27 | GRMN | Garmin Ltd. | — | EXIT | 全売却 |
| 28 | 2362120D | Sinclair Broadcast Group LLC | — | NEW | 新規購入 |
| 29 | CDW | Cdw Corp/de | — | NEW | 新規購入 |
| 30 | CDK | Cdk Global INC | — | EXIT | 全売却 |
| 31 | UNP | Union Pacific CORP | — | EXIT | 全売却 |
| 32 | PG | Procter & Gamble Co/the | — | EXIT | 全売却 |
| 33 | DAL | Delta Air Lines INC | — | NEW | 新規購入 |
| 34 | STX | Seagate Technology Holdings plc | — | NEW | 新規購入 |
| 35 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | 新規購入 |
| 36 | OTEX | Open Text CORP | — | NEW | 新規購入 |
| 37 | CMCSA | Comcast Corp-class A | — | NEW | 新規購入 |
| 38 | HRB | H&r Block INC | — | EXIT | 全売却 |
| 39 | FAST | Fastenal Co | — | NEW | 新規購入 |
| 40 | KLAC | Kla CORP | — | NEW | 新規購入 |
| 41 | TROW | T Rowe Price Group INC | — | NEW | 新規購入 |
| 42 | BHC | Bausch Health Cos INC | — | NEW | 新規購入 |
| 43 | DEO | Diageo Plc-sponsored Adr | — | EXIT | 全売却 |
| 44 | DRI | Darden Restaurants INC | — | EXIT | 全売却 |
| 45 | MOH | Molina Healthcare INC | — | EXIT | 全売却 |
| 46 | CROX | Crocs INC | — | EXIT | 全売却 |
| 47 | EFG | Ishares Msci Eafe Growth ETF | — | NEW | 新規購入 |
| 48 | HSY | Hershey Co/the | — | EXIT | 全売却 |
| 49 | IGIB | Ishares 5-10y Inv Grade CORP | — | NEW | 新規購入 |
| 50 | SGI | Somnigroup International INC | — | NEW | 新規購入 |