CIK: 0001650654
申告総資産額
$10.7億
| # | 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 | 13.98% | — | +2.68% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 10.58% | — | -15.60% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 3.63% | — | +1.85% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.77% | — | +7.73% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.75% | — | +23.41% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.48% | — | +10.83% | |
| 7 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 2.14% | — | +29.51% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.53% | — | +1.33% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.52% | — | +24.43% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.52% | — | -4.60% | |
| 11 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.46% | — | +3.49% | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 1.27% | — | +41.96% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.26% | — | +6.17% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.23% | — | — | |
| 15 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.17% | — | +51.35% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.12% | — | -3.07% | |
| 17 | UTXZ | United Tech CORP | 株式-その他 | 1.10% | — | +45.71% | |
| 18 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.01% | — | +3.07% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.01% | — | -1.76% | |
| 20 | MMM | 3m Co | 株式-資本財 | 0.93% | — | +63.49% | |
| 21 | ACN | Accenture plc | 株式-IT | 0.92% | — | +36.11% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 0.87% | — | +1.64% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.84% | — | +51.95% | |
| 24 | FICO | Fair Isaac CORP | 株式-IT | 0.84% | — | +26.77% | |
| 25 | USB | US Bancorp | 株式-金融 | 0.82% | — | -4.11% | |
| 26 | BKIEUR | Black Knight INC | 株式-その他 | 0.82% | — | +26.91% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.81% | — | +37.20% | |
| 28 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.79% | — | -6.71% | |
| 29 | VAREUR | Varian Medical Systems INC | 株式-その他 | 0.74% | — | +11.34% | |
| 30 | MCHP | Microchip Technology INC | 株式-IT | 0.73% | — | +22.32% | |
| 31 | UHS | Universal Health Services-b | 株式-ヘルスケア | 0.72% | — | +10.74% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.68% | — | -1.60% | |
| 33 | WAFD | Wafd INC | 株式-その他 | 0.67% | — | +26.80% | |
| 34 | TFX | Teleflex INC | 株式-ヘルスケア | 0.66% | — | +26.45% | |
| 35 | FAST | Fastenal Co | 株式-資本財 | 0.65% | — | +11.87% | |
| 36 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.63% | — | +108.51% | |
| 37 | INTC | Intel CORP | 株式-IT | 0.63% | — | -0.84% | |
| 38 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.61% | — | +97.84% | |
| 39 | CFR | Cullen/frost Bankers INC | 株式-金融 | 0.61% | — | +28.70% | |
| 40 | FNF | Fidelity National Financial | 株式-金融 | 0.61% | — | +8.19% | |
| 41 | ES | Eversource Energy | 株式-公益事業 | 0.60% | — | +23.80% | |
| 42 | FUL | H.b. Fuller Co. | 株式-素材 | 0.60% | — | +27.87% | |
| 43 | VFC | Vf CORP | 株式-一般消費財 | 0.58% | — | +101.00% | |
| 44 | ARW | Arrow Electronics INC | 株式-IT | 0.57% | — | +26.81% | |
| 45 | CONE1EUR | Cyrusone INC | 株式-その他 | 0.57% | — | +27.15% | |
| 46 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.56% | — | +43.78% | |
| 47 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.55% | — | +19.63% | |
| 48 | ARE | Alexandria Real Estate Equit | 株式-不動産 | 0.55% | — | +28.19% | |
| 49 | LECO | Lincoln Electric Holdings | 株式-資本財 | 0.55% | — | +26.87% | |
| 50 | INTU | Intuit INC | 株式-IT | 0.53% | — | +96.00% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.6% | +7.73% | 増加 |
| 2 | IWV | Ishares Russell 3000 ETF | +0.4% | +29.51% | 増加 |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.4% | +23.41% | 増加 |
| 4 | BDX | Becton Dickinson And Co | +0.4% | +51.35% | 増加 |
| 5 | MMM | 3m Co | +0.3% | +63.49% | 増加 |
| 6 | UTXZ | United Tech CORP | +0.3% | +45.71% | 増加 |
| 7 | JNJ | Johnson & Johnson | +0.3% | +24.43% | 増加 |
| 8 | UNH | Unitedhealth Group INC | +0.3% | +3.49% | 増加 |
| 9 | NKE | Nike INC -cl B | +0.3% | +97.84% | 増加 |
| 10 | VFC | Vf CORP | +0.3% | +101.00% | 増加 |
| 11 | UPS | United Parcel Service-cl B | +0.3% | +108.51% | 増加 |
| 12 | MSFT | Microsoft CORP | +0.3% | +10.83% | 増加 |
| 13 | PFE | Pfizer INC | +0.3% | +51.95% | 増加 |
| 14 | PEP | Pepsico INC | +0.3% | +41.96% | 増加 |
| 15 | FICO | Fair Isaac CORP | +0.2% | +26.77% | 増加 |
| 16 | ACN | Accenture plc | +0.2% | +36.11% | 増加 |
| 17 | INTU | Intuit INC | +0.2% | +96.00% | 増加 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.2% | +37.20% | 増加 |
| 19 | S76 | Store Capital CORP | +0.2% | +110.96% | 増加 |
| 20 | GIS | General Mills INC | +0.2% | +80.58% | 増加 |
| 21 | TXN | Texas Instruments INC | +0.2% | +103.24% | 増加 |
| 22 | TIFEUR | Tiffany & Co | +0.2% | +50.44% | 増加 |
| 23 | BKIEUR | Black Knight INC | +0.1% | +26.91% | 増加 |
| 24 | MCHP | Microchip Technology INC | +0.1% | +22.32% | 増加 |
| 25 | TFX | Teleflex INC | +0.1% | +26.45% | 増加 |
| 26 | CFR | Cullen/frost Bankers INC | +0.1% | +28.70% | 増加 |
| 27 | LNT | Alliant Energy CORP | +0.1% | +43.78% | 増加 |
| 28 | ARW | Arrow Electronics INC | +0.1% | +26.81% | 増加 |
| 29 | OMC | Omnicom Group | +0.1% | +52.58% | 増加 |
| 30 | VAREUR | Varian Medical Systems INC | +0.1% | +11.34% | 増加 |
| 31 | FUL | H.b. Fuller Co. | +0.1% | +27.87% | 増加 |
| 32 | LECO | Lincoln Electric Holdings | +0.1% | +26.87% | 増加 |
| 33 | ENR | Energizer Holdings INC | +0.1% | +26.37% | 増加 |
| 34 | EMR | Emerson Electric Co | +0.1% | +33.12% | 増加 |
| 35 | FMC | Fmc CORP | +0.1% | +33.57% | 増加 |
| 36 | LFUS | Littelfuse INC | +0.1% | +32.52% | 増加 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +6.17% | 増加 |
| 38 | JPM | Jpmorgan Chase & Co | 0% | -4.60% | 減少 |
| 39 | IWM | Ishares Russell 2000 ETF | 0% | +1.33% | 増加 |
| 40 | IVV | Ishares Core S&p 500 ETF | -0.1% | +2.68% | 増加 |
| 41 | IWR | Ishares Russell Mid-cap ETF | -0.1% | +1.85% | 増加 |
| 42 | BAC | Bank Of America CORP | -0.3% | -53.35% | 減少 |
| 43 | TMLP | Tortoise MLP ETF | -0.3% | -70.87% | 減少 |
| 44 | IJR | Ishares Core S&p Small-cap E | -2.5% | -15.60% | 減少 |
| 45 | LULU | Lululemon Athletica INC | — | EXIT | 全売却 |
| 46 | ✓ | Clearbridge Energy Mlp Total | — | NEW | 新規購入 |
| 47 | PGR | Progressive CORP | — | EXIT | 全売却 |
| 48 | ZAYOEUR | Zayo Group Holdings INC | — | EXIT | 全売却 |
| 49 | BMY | Bristol-myers Squibb Co | — | NEW | 新規購入 |
| 50 | LKQ | Lkq CORP | — | EXIT | 全売却 |