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 | 3.85% | — | +19.16% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.00% | -0.44% | +12.88% | |
| 3 | VZ | Verizon Communications INC | 株式-通信サービス | 2.83% | +0.14% | +9.61% | |
| 4 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.73% | +0.13% | +178.66% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.69% | -0.74% | -6.79% | |
| 6 | PFE | Pfizer INC | 株式-ヘルスケア | 2.55% | — | +40.03% | |
| 7 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.41% | — | +51.28% | |
| 8 | CSCO | Cisco Systems INC | 株式-IT | 2.38% | — | +65.03% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.26% | -0.35% | +17.99% | |
| 10 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 2.10% | — | +4.25% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 2.06% | — | +42.99% | |
| 12 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.89% | — | +93.06% | |
| 13 | ETN | Eaton Corporation plc | 株式-資本財 | 1.86% | +0.11% | +12.04% | |
| 14 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.73% | — | +17240.00% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.73% | +0.11% | +12.75% | |
| 16 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.72% | -1.16% | EXIT | |
| 17 | ORCL | Oracle CORP | 株式-IT | 1.71% | — | +18.85% | |
| 18 | BAC | Bank Of America CORP | 株式-金融 | 1.67% | -0.30% | +80.54% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.59% | — | +686.63% | |
| 20 | BLKCHF | Blackrock INC | 株式-その他 | 1.55% | — | +10.40% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.51% | -0.25% | +10.90% | |
| 22 | XYL | Xylem INC | 株式-資本財 | 1.48% | -0.17% | +11.93% | |
| 23 | GLW | Corning INC | 株式-IT | 1.47% | — | +16.74% | |
| 24 | CIEN | Ciena CORP | 株式-IT | 1.45% | — | +10.87% | |
| 25 | MS | Morgan Stanley | 株式-金融 | 1.44% | — | — | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 1.38% | +1.18% | +2194.24% | |
| 27 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.38% | +1.21% | — | |
| 28 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.36% | -0.28% | +10.42% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.34% | -0.22% | +12.12% | |
| 30 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.34% | -0.32% | +11.60% | |
| 31 | HON | Honeywell International INC | 株式-資本財 | 1.33% | — | +10.58% | |
| 32 | FTV | Fortive CORP | 株式-IT | 1.33% | — | -1.18% | |
| 33 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 1.31% | +0.13% | -10.93% | |
| 34 | NTAP | Netapp INC | 株式-IT | 1.24% | — | — | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.24% | — | +25.74% | |
| 36 | TGT | Target CORP | 株式-一般消費財 | 1.24% | +0.14% | +31467.14% | |
| 37 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.23% | — | +10.76% | |
| 38 | FFIV | F5 INC | 株式-IT | 1.22% | — | +10.67% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.14% | — | +0.57% | |
| 40 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 1.14% | — | +47.07% | |
| 41 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 1.08% | — | +12321.85% | |
| 42 | DUK | Duke Energy CORP | 株式-公益事業 | 1.07% | +0.09% | +14.48% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.06% | — | +24.29% | |
| 44 | GO | Grocery Outlet Holding CORP | 株式-その他 | 1.01% | — | — | |
| 45 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.01% | — | +42.31% | |
| 46 | CCI | Crown Castle INC | 株式-不動産 | 1.00% | — | +4.48% | |
| 47 | SYY | Sysco CORP | 株式-生活必需品 | 0.98% | -1.04% | EXIT | |
| 48 | PSX | Phillips 66 | 株式-エネルギー | 0.96% | +1.38% | NEW | |
| 49 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.95% | — | +4.04% | |
| 50 | T | At&t INC | 株式-通信サービス | 0.91% | +0.10% | +2.42% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CL | Colgate-palmolive Co | +1.7% | +17240.00% | 増加 |
| 2 | CMCSA | Comcast Corp-class A | +1.6% | +178.66% | 増加 |
| 3 | AMZN | Amazon.com INC | +1.4% | +686.63% | 増加 |
| 4 | PEP | Pepsico INC | +1.3% | +2194.24% | 増加 |
| 5 | TGT | Target CORP | +1.2% | +31467.14% | 増加 |
| 6 | BAM | Brookfield Asset Management Ltd. | +1.1% | +12321.85% | 増加 |
| 7 | CSCO | Cisco Systems INC | +0.8% | +65.03% | 増加 |
| 8 | STZ | Constellation Brands Inc-a | +0.7% | +93.06% | 増加 |
| 9 | MRK | Merck & Co. INC. | +0.7% | +51.28% | 増加 |
| 10 | KO | Coca-cola Co/the | +0.6% | +2798.39% | 増加 |
| 11 | PFE | Pfizer INC | +0.6% | +40.03% | 増加 |
| 12 | HD | Home Depot INC | +0.6% | +42.99% | 増加 |
| 13 | GILD | Gilead Sciences INC | +0.5% | +4.25% | 増加 |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.5% | +183600.00% | 増加 |
| 15 | WRKUSD | Westrock Co | -0.2% | +3.97% | 増加 |
| 16 | PRU | Prudential Financial INC | -0.3% | +6.96% | 増加 |
| 17 | DIS | Walt Disney Co/the | -0.3% | +12.12% | 増加 |
| 18 | RDS-A | Shell Plc-spon Adr-a | -0.3% | +3.45% | 増加 |
| 19 | NXPI | NXP Semiconductors N.V. | -0.3% | +10.76% | 増加 |
| 20 | FTV | Fortive CORP | -0.3% | -1.18% | 減少 |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.4% | -53.33% | 減少 |
| 22 | JPM | Jpmorgan Chase & Co | -0.4% | +10.90% | 増加 |
| 23 | XOM | Exxon Mobil CORP | -0.4% | +25.74% | 増加 |
| 24 | JNJ | Johnson & Johnson | -0.4% | +0.57% | 増加 |
| 25 | APTV | Aptiv PLC | -0.4% | +11.43% | 増加 |
| 26 | SYY | Sysco CORP | -0.5% | +10.88% | 増加 |
| 27 | ZBRA | Zebra Technologies Corp-cl A | -0.5% | -10.93% | 減少 |
| 28 | CVX | Chevron CORP | -0.8% | -35.00% | 減少 |
| 29 | MAR | Marriott International -cl A | -1.8% | -98.74% | 減少 |
| 30 | GM | General Motors Co | — | EXIT | 全売却 |
| 31 | KR | Kroger Co | — | EXIT | 全売却 |
| 32 | MET | Metlife INC | — | EXIT | 全売却 |
| 33 | EOG | Eog Resources INC | — | EXIT | 全売却 |
| 34 | ALLY | Ally Financial INC | — | EXIT | 全売却 |
| 35 | MS | Morgan Stanley | — | NEW | 新規購入 |
| 36 | TJX | Tjx Companies INC | — | NEW | 新規購入 |
| 37 | NTAP | Netapp INC | — | NEW | 新規購入 |
| 38 | GO | Grocery Outlet Holding CORP | — | NEW | 新規購入 |
| 39 | ARCC | Ares Capital CORP | — | EXIT | 全売却 |
| 40 | LYB | LyondellBasell Industries N.V. | — | EXIT | 全売却 |
| 41 | CFG | Citizens Financial Group | — | EXIT | 全売却 |
| 42 | BXMT | Blackstone Mortgage Tru-cl A | — | EXIT | 全売却 |
| 43 | S76 | Store Capital CORP | — | EXIT | 全売却 |
| 44 | EPD | Enterprise Products Partners | — | EXIT | 全売却 |
| 45 | TWOEUR | Two Harbors Investment CORP | — | EXIT | 全売却 |
| 46 | NVS | Novartis Ag-sponsored Adr | — | NEW | 新規購入 |
| 47 | GIS | General Mills INC | — | NEW | 新規購入 |
| 48 | D | Dominion Energy INC | — | NEW | 新規購入 |
| 49 | AMJEUR | Jpmorgan Alerian Mlp Index | — | EXIT | 全売却 |
| 50 | WEP | Magellan Midstream Partners | — | EXIT | 全売却 |