CIK: 0001536446
申告総資産額
$11.0億
上位200銘柄を表示中（全222銘柄）
| # | 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 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 12.93% | — | -7.06% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 10.47% | +0.02% | -22.61% | |
| 3 | ✓ | 株式-その他 | 10.42% | — | +68.59% | ||
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 10.23% | — | -6.39% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.76% | -0.57% | -2.35% | |
| 6 | CVX | Chevron CORP | 株式-エネルギー | 1.67% | — | +50.24% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.63% | -0.14% | -35.01% | |
| 8 | VTR | Ventas INC | 株式-不動産 | 1.63% | — | — | |
| 9 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.62% | — | -8.22% | |
| 10 | INTC | Intel CORP | 株式-IT | 1.62% | -0.01% | -15.81% | |
| 11 | T | At&t INC | 株式-通信サービス | 1.62% | — | -4.45% | |
| 12 | DOC | Healthpeak Properties, Inc. | 株式-不動産 | 1.61% | — | +39.73% | |
| 13 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.59% | — | +19.17% | |
| 14 | ARCC | Ares Capital CORP | 株式-金融 | 1.59% | — | +24.38% | |
| 15 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.58% | — | +2.11% | |
| 16 | AFL | Aflac Incorporated | 株式-金融 | 1.58% | — | -15.85% | |
| 17 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.58% | — | +68.81% | |
| 18 | SYY | Sysco CORP | 株式-生活必需品 | 1.57% | — | -21.76% | |
| 19 | WM | Waste Management INC | 株式-資本財 | 1.56% | — | -7.40% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 1.56% | — | +9.84% | |
| 21 | UL | Unilever PLC | 株式-生活必需品 | 1.56% | — | -1.88% | |
| 22 | BCE | Bce INC | 株式-通信サービス | 1.55% | — | +12.19% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.54% | — | -24.86% | |
| 24 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.54% | — | -31.48% | |
| 25 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 1.54% | — | +5.37% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.53% | -0.43% | -6.87% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.52% | — | +18.01% | |
| 28 | WFC | Wells Fargo & Co | 株式-金融 | 1.51% | — | +43.55% | |
| 29 | CLX | Clorox Company | 株式-生活必需品 | 1.49% | — | -36.42% | |
| 30 | ✓ | Astrazeneca PLC Sponsored Adr | 株式-その他 | 1.44% | — | +30.29% | |
| 31 | ✓ | 株式-その他 | 1.22% | — | — | ||
| 32 | FSICUSD | Fs Kkr Capital CORP | 株式-その他 | 0.94% | — | +245.47% | |
| 33 | BIDU | Baidu, Inc. | 株式-通信サービス | 0.91% | — | -12.91% | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.91% | -0.10% | +1210.30% | |
| 35 | ✓ | 株式-その他 | 0.85% | — | +1.49% | ||
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.80% | — | -12.83% | |
| 37 | KMX | Carmax INC | 株式-一般消費財 | 0.76% | — | -12.78% | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.72% | — | -12.76% | |
| 39 | BLKCHF | Blackrock INC | 株式-その他 | 0.71% | — | -12.93% | |
| 40 | CERNCHF | Cerner CORP | 株式-その他 | 0.69% | — | — | |
| 41 | GWW | Ww Grainger INC | 株式-資本財 | 0.67% | — | -12.97% | |
| 42 | AAPL | Apple Computer | 株式-IT | 0.61% | — | +4.90% | |
| 43 | PYPL | Paypal Holdings INC | 株式-金融 | 0.48% | — | -13.08% | |
| 44 | ✓ | FS Global Credit Opptys Fd D SWM | 株式-その他 | 0.46% | — | +1.83% | |
| 45 | PDM | Piedmont Realty Trust INC | 株式-その他 | 0.39% | — | +2117.65% | |
| 46 | TWXCHF | Time Warner INC | 株式-その他 | 0.34% | — | -16.22% | |
| 47 | EBAY | Ebay INC | 株式-一般消費財 | 0.30% | — | -12.70% | |
| 48 | CXPUSD | Columbia Property Trust INC | 株式-その他 | 0.08% | — | — | |
| 49 | ✓ | Futures Portfolio Cl B LP | 株式-その他 | 0.07% | — | — | |
| 50 | ✓ | 株式-その他 | 0.06% | — | -1.96% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | +9.7% | +68.59% | 増加 | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | +0.8% | +1210.30% | 増加 |
| 3 | FSICUSD | Fs Kkr Capital CORP | +0.7% | +245.47% | 増加 |
| 4 | CVX | Chevron CORP | +0.6% | +50.24% | 増加 |
| 5 | ABT | Abbott Laboratories | +0.6% | +68.81% | 増加 |
| 6 | BCE | Bce INC | +0.4% | +12.19% | 増加 |
| 7 | PDM | Piedmont Realty Trust INC | +0.4% | +2117.65% | 増加 |
| 8 | UPS | United Parcel Service-cl B | +0.4% | +19.17% | 増加 |
| 9 | ARCC | Ares Capital CORP | +0.4% | +24.38% | 増加 |
| 10 | VZ | Verizon Communications INC | +0.3% | +9.84% | 増加 |
| 11 | WFC | Wells Fargo & Co | +0.3% | +43.55% | 増加 |
| 12 | PG | Procter & Gamble Co/the | +0.3% | +18.01% | 増加 |
| 13 | DOC | Healthpeak Properties, Inc. | +0.2% | +39.73% | 増加 |
| 14 | KO | Coca-cola Co/the | +0.1% | +2.11% | 増加 |
| 15 | T | At&t INC | +0.1% | -4.45% | 減少 |
| 16 | ✓ | Astrazeneca PLC Sponsored Adr | +0.1% | +30.29% | 増加 |
| 17 | GSK | GSK plc ADRhedged | +0.1% | +5.37% | 増加 |
| 18 | AAPL | Apple Computer | +0.1% | +4.90% | 増加 |
| 19 | UL | Unilever PLC | 0% | -1.88% | 減少 |
| 20 | WM | Waste Management INC | 0% | -7.40% | 減少 |
| 21 | BIV | Vanguard Intermediate-term B | 0% | -2.35% | 減少 |
| 22 | TWXCHF | Time Warner INC | 0% | -16.22% | 減少 |
| 23 | PYPL | Paypal Holdings INC | 0% | -13.08% | 減少 |
| 24 | EBAY | Ebay INC | -0.1% | -12.70% | 減少 |
| 25 | BLKCHF | Blackrock INC | -0.1% | -12.93% | 減少 |
| 26 | AEP | American Electric Power Company, Inc. | -0.1% | -8.22% | 減少 |
| 27 | BIDU | Baidu, Inc. | -0.1% | -12.91% | 減少 |
| 28 | MA | Mastercard INC - A | -0.2% | -12.83% | 減少 |
| 29 | KMX | Carmax INC | -0.2% | -12.78% | 減少 |
| 30 | SYY | Sysco CORP | -0.2% | -21.76% | 減少 |
| 31 | AFL | Aflac Incorporated | -0.2% | -15.85% | 減少 |
| 32 | JNJ | Johnson & Johnson | -0.4% | -24.86% | 減少 |
| 33 | INTC | Intel CORP | -0.5% | -15.81% | 減少 |
| 34 | IJH | Ishares Core S&p Midcap ETF | -0.6% | -6.39% | 減少 |
| 35 | KMB | Kimberly-clark CORP | -0.6% | -31.48% | 減少 |
| 36 | VYM | Vanguard High Dvd Yield ETF | -0.7% | -7.06% | 減少 |
| 37 | COP | Conocophillips | -0.8% | -99.84% | 減少 |
| 38 | CLX | Clorox Company | -0.9% | -36.42% | 減少 |
| 39 | MSFT | Microsoft CORP | -0.9% | -35.01% | 減少 |
| 40 | VTI | Vanguard Total Stock Mkt ETF | -3.1% | -22.61% | 減少 |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -9.5% | -6.87% | 減少 |
| 42 | VTR | Ventas INC | — | NEW | 新規購入 |
| 43 | ✓ | — | NEW | 新規購入 | |
| 44 | CERNCHF | Cerner CORP | — | NEW | 新規購入 |
| 45 | DVA | Davita INC | — | NEW | 新規購入 |
| 46 | ✓ | Bp P.l.c. | — | NEW | 新規購入 |
| 47 | FCFS | FirstCash Holdings, Inc. | — | NEW | 新規購入 |
| 48 | SUN | Sunoco LP | — | NEW | 新規購入 |
| 49 | IJT | Ishares S&p Small-cap 600 Gr | — | NEW | 新規購入 |
| 50 | ✓ | Powershares Qqq Trust Ser 1 | — | EXIT | 全売却 |