CIK: 0001730814
申告総資産額
$6.1億
上位200銘柄を表示中（全251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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.51% | — | +8.56% | |
| 2 | INTC | Intel CORP | 株式-IT | 3.04% | — | +93.94% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.83% | -0.44% | +4.58% | |
| 4 | PFE | Pfizer INC | 株式-ヘルスケア | 2.43% | — | +3.76% | |
| 5 | ORCL | Oracle CORP | 株式-IT | 2.42% | — | +19.09% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.92% | +0.11% | +13.59% | |
| 7 | CVX | Chevron CORP | 株式-エネルギー | 1.82% | +0.21% | -1.58% | |
| 8 | EOG | Eog Resources INC | 株式-エネルギー | 1.72% | — | +5.05% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.70% | -0.35% | +5.64% | |
| 10 | HON | Honeywell International INC | 株式-資本財 | 1.68% | — | +5.00% | |
| 11 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.64% | -1.16% | EXIT | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.58% | — | -0.73% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.55% | -0.25% | +5.34% | |
| 14 | IR | Ingersoll-rand PLC | 株式-資本財 | 1.52% | — | +2.99% | |
| 15 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.51% | — | +12.61% | |
| 16 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.48% | — | +3.58% | |
| 17 | BLKCHF | Blackrock INC | 株式-その他 | 1.47% | — | +4.54% | |
| 18 | CWH | Camping World Holdings Inc-a | 株式-その他 | 1.47% | — | — | |
| 19 | BBTUSD | Bb&t CORP | 株式-その他 | 1.46% | — | +12.10% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.46% | — | +4.21% | |
| 21 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.45% | +0.13% | +17.13% | |
| 22 | GLW | Corning INC | 株式-IT | 1.44% | — | +18.53% | |
| 23 | CELG | Celgene CORP | 株式-その他 | 1.43% | — | +46.14% | |
| 24 | USB | US Bancorp | 株式-金融 | 1.37% | — | +3.54% | |
| 25 | XYL | Xylem INC | 株式-資本財 | 1.35% | -0.17% | +6.16% | |
| 26 | MAS | Masco CORP | 株式-資本財 | 1.32% | — | +15.40% | |
| 27 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.32% | -0.32% | +4.75% | |
| 28 | SYY | Sysco CORP | 株式-生活必需品 | 1.30% | -1.04% | EXIT | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.29% | -0.22% | +4.79% | |
| 30 | APTV | Aptiv PLC | 株式-一般消費財 | 1.28% | — | +4.57% | |
| 31 | ACM | Aecom | 株式-資本財 | 1.25% | — | +5.38% | |
| 32 | MET | Metlife INC | 株式-金融 | 1.25% | — | +12.95% | |
| 33 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.25% | — | +13.79% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.24% | — | +6.88% | |
| 35 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.23% | — | +5.88% | |
| 36 | FFIV | F5 INC | 株式-IT | 1.15% | — | -26.35% | |
| 37 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 1.14% | +0.13% | +5.05% | |
| 38 | KEY | Keycorp | 株式-金融 | 1.11% | — | +5.35% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 1.09% | +0.14% | +4.05% | |
| 40 | AMAT | Applied Materials INC | 株式-IT | 1.08% | — | — | |
| 41 | ALLY | Ally Financial INC | 株式-金融 | 1.08% | — | +6.02% | |
| 42 | HAL | Halliburton Co | 株式-エネルギー | 1.07% | — | +6.24% | |
| 43 | T | At&t INC | 株式-通信サービス | 1.06% | +0.10% | +7.90% | |
| 44 | MHK | Mohawk Industries INC | 株式-一般消費財 | 0.98% | — | +4.65% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.97% | — | +2.90% | |
| 46 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.93% | — | +2.94% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.93% | — | +7.65% | |
| 48 | DREUSD | Duke Realty CORP | 株式-その他 | 0.92% | — | +3.56% | |
| 49 | ARCC | Ares Capital CORP | 株式-金融 | 0.92% | — | +2.48% | |
| 50 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.89% | — | +7.50% |
| # | 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 | +1.3% | +93.94% | 増加 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +337.78% | 増加 |
| 3 | CELG | Celgene CORP | +0.3% | +46.14% | 増加 |
| 4 | EOG | Eog Resources INC | +0.2% | +5.05% | 増加 |
| 5 | SNY | Sanofi-adr | +0.2% | +46.02% | 増加 |
| 6 | AAPL | Apple INC | +0.2% | +4.58% | 増加 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +183.13% | 増加 |
| 8 | ORCL | Oracle CORP | +0.2% | +19.09% | 増加 |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.2% | +8.56% | 増加 |
| 10 | SYY | Sysco CORP | +0.1% | +5.04% | 増加 |
| 11 | VB | Vanguard Small-cap ETF | +0.1% | +180.50% | 増加 |
| 12 | BDX | Becton Dickinson And Co | +0.1% | +4.17% | 増加 |
| 13 | GLW | Corning INC | +0.1% | +18.53% | 増加 |
| 14 | MRK | Merck & Co. INC. | +0.1% | +3.58% | 増加 |
| 15 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | +933.68% | 増加 |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +5.64% | 増加 |
| 17 | HD | Home Depot INC | +0.1% | +4.21% | 増加 |
| 18 | AKTSQ | Akoustis Technologies INC | +0.1% | +10.82% | 増加 |
| 19 | CMCSA | Comcast Corp-class A | +0.1% | +17.13% | 増加 |
| 20 | APTV | Aptiv PLC | +0.1% | +4.57% | 増加 |
| 21 | EPD | Enterprise Products Partners | +0.1% | +3.60% | 増加 |
| 22 | WEP | Magellan Midstream Partners | +0.1% | +3.47% | 増加 |
| 23 | MDLZ | Mondelez International Inc-a | +0.1% | +12.61% | 増加 |
| 24 | DREUSD | Duke Realty CORP | +0.1% | +3.56% | 増加 |
| 25 | S76 | Store Capital CORP | +0.1% | +2.24% | 増加 |
| 26 | IEFA | Ishares Core Msci Eafe ETF | 0% | +13.59% | 増加 |
| 27 | CVX | Chevron CORP | 0% | -1.58% | 減少 |
| 28 | XOM | Exxon Mobil CORP | 0% | -0.73% | 減少 |
| 29 | DIS | Walt Disney Co/the | 0% | +4.79% | 増加 |
| 30 | VZ | Verizon Communications INC | 0% | +4.05% | 増加 |
| 31 | BBTUSD | Bb&t CORP | 0% | +12.10% | 増加 |
| 32 | IR | Ingersoll-rand PLC | 0% | +2.99% | 増加 |
| 33 | ZBRA | Zebra Technologies Corp-cl A | 0% | +5.05% | 増加 |
| 34 | MET | Metlife INC | — | +12.95% | 増加 |
| 35 | MAS | Masco CORP | — | +15.40% | 増加 |
| 36 | PFE | Pfizer INC | 0% | +3.76% | 増加 |
| 37 | XYL | Xylem INC | -0.2% | +6.16% | 増加 |
| 38 | SBUX | Starbucks CORP | -0.2% | +5.88% | 増加 |
| 39 | FFIV | F5 INC | -0.3% | -26.35% | 減少 |
| 40 | AMAT | Applied Materials INC | -0.3% | — | 変化なし |
| 41 | MSFT | Microsoft CORP | -1.4% | -91.34% | 減少 |
| 42 | CWH | Camping World Holdings Inc-a | — | NEW | 新規購入 |
| 43 | MDT | Medtronic plc | — | EXIT | 全売却 |
| 44 | ✓ | Microsemi CORP Com | — | EXIT | 全売却 |
| 45 | VLO | Valero Energy CORP | — | EXIT | 全売却 |
| 46 | KHC | Kraft Heinz Co/the | — | NEW | 新規購入 |
| 47 | VO | Vanguard Mid-cap ETF | — | NEW | 新規購入 |
| 48 | PM | Philip Morris International | — | NEW | 新規購入 |
| 49 | XLK | Ss Technology Select Sector | — | NEW | 新規購入 |
| 50 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | 新規購入 |