CIK: 0001616664
申告総資産額
$4.5億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.24% | -0.05% | +4.02% | |
| 2 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.90% | +0.17% | -2.56% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.85% | -0.11% | -2.10% | |
| 4 | BA | Boeing Co/the | 株式-資本財 | 2.82% | — | -3.75% | |
| 5 | PFE | Pfizer INC | 株式-ヘルスケア | 2.50% | +0.14% | -1.77% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.43% | -0.43% | -4.68% | |
| 7 | PEP | Pepsico INC | 株式-生活必需品 | 2.19% | — | -4.49% | |
| 8 | ✓ | Invsc Water Resc Portfolio ETF | ETF-その他 | 2.17% | — | +2.98% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.17% | +0.21% | +20.32% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.06% | -0.08% | +0.24% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.86% | -0.08% | +6.30% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.86% | +0.27% | -2.00% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.82% | +0.23% | -2.63% | |
| 14 | IDV | Ishares International Select | ETF-その他 | 1.67% | — | +10.16% | |
| 15 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.58% | — | +0.88% | |
| 16 | VZ | Verizon Communications INC | 株式-通信サービス | 1.57% | +0.09% | -0.59% | |
| 17 | PNC | Pnc Financial Services Group | 株式-金融 | 1.49% | — | -1.82% | |
| 18 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.46% | — | -11.53% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.41% | — | +2.78% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.41% | +0.21% | -4.18% | |
| 21 | T | At&t INC | 株式-通信サービス | 1.36% | — | +5.36% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.25% | +0.45% | +2.85% | |
| 23 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.25% | — | +2.37% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.24% | -0.31% | -0.52% | |
| 25 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.23% | — | +86.11% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.21% | — | -3.18% | |
| 27 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 1.17% | — | -5.56% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.11% | — | +497.39% | |
| 29 | INTC | Intel CORP | 株式-IT | 1.10% | — | -1.39% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.10% | -0.10% | -2.72% | |
| 31 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 1.07% | — | -2.81% | |
| 32 | HRSEUR | L3harris Technologies INC | 株式-その他 | 1.03% | — | -5.34% | |
| 33 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.99% | — | -15.17% | |
| 34 | PRU | Prudential Financial INC | 株式-金融 | 0.99% | — | -4.07% | |
| 35 | EWG | Ishares Msci Germany ETF | ETF-その他 | 0.93% | — | -0.85% | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.91% | -0.76% | +0.05% | |
| 37 | WM | Waste Management INC | 株式-資本財 | 0.87% | — | -1.88% | |
| 38 | HON | Honeywell International INC | 株式-資本財 | 0.87% | — | -3.37% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.87% | — | +24.59% | |
| 40 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.86% | — | -3.00% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.84% | -0.14% | -0.26% | |
| 42 | PM | Philip Morris International | 株式-生活必需品 | 0.83% | — | +3.88% | |
| 43 | UL | Unilever PLC | 株式-生活必需品 | 0.82% | — | -13.07% | |
| 44 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.82% | — | -5.31% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.81% | -0.06% | -7.65% | |
| 46 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.80% | — | -17.65% | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.80% | -0.27% | -2.02% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.80% | — | +0.47% | |
| 49 | WY | Weyerhaeuser Co | 株式-不動産 | 0.75% | — | -4.07% | |
| 50 | BAC | Bank Of America CORP | 株式-金融 | 0.72% | -0.21% | +4.74% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.9% | +497.39% | 増加 |
| 2 | VGK | Vanguard Ftse Europe ETF | +0.6% | +86.11% | 増加 |
| 3 | VXUS | Vanguard Total Intl Stock | +0.4% | +20.32% | 増加 |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +4.02% | 増加 |
| 5 | VGSH | Vanguard Short-term Treasury | +0.3% | +163.54% | 増加 |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +51.33% | 増加 |
| 7 | HD | Home Depot INC | +0.2% | +24.59% | 増加 |
| 8 | ✓ | Invsc Water Resc Portfolio ETF | +0.2% | +2.98% | 増加 |
| 9 | INTC | Intel CORP | +0.2% | -1.39% | 減少 |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.2% | +6.30% | 増加 |
| 11 | IDV | Ishares International Select | +0.1% | +10.16% | 増加 |
| 12 | GS | Goldman Sachs Group INC | +0.1% | +121.65% | 増加 |
| 13 | VFH | Vanguard Financials ETF | +0.1% | +27.15% | 増加 |
| 14 | VTV | Vanguard Value ETF | +0.1% | +31.38% | 増加 |
| 15 | MSFT | Microsoft CORP | +0.1% | +0.05% | 増加 |
| 16 | BAC | Bank Of America CORP | +0.1% | +4.74% | 増加 |
| 17 | BA | Boeing Co/the | +0.1% | -3.75% | 減少 |
| 18 | BMY | Bristol-myers Squibb Co | +0.1% | +0.88% | 増加 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.52% | 減少 |
| 20 | HRSEUR | L3harris Technologies INC | +0.1% | -5.34% | 減少 |
| 21 | R6C2 | Royal Dutch Shell-spon Adr-b | +0.1% | -2.81% | 減少 |
| 22 | AMZN | Amazon.com INC | +0.1% | -2.02% | 減少 |
| 23 | VGT | Vanguard Info Tech ETF | +0.1% | -0.26% | 減少 |
| 24 | VIG | Vanguard Dividend Apprec ETF | 0% | +0.24% | 増加 |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -2.10% | 減少 |
| 26 | BPLUSD | Buckeye Partners LP | -0.1% | -14.06% | 減少 |
| 27 | IVZ | Invesco Ltd. | -0.2% | -43.04% | 減少 |
| 28 | CELG | Celgene CORP | -0.2% | -5.74% | 減少 |
| 29 | T | At&t INC | -0.2% | +5.36% | 増加 |
| 30 | UL | Unilever PLC | -0.2% | -13.07% | 減少 |
| 31 | PG | Procter & Gamble Co/the | -0.2% | -3.18% | 減少 |
| 32 | WFC | Wells Fargo & Co | -0.2% | -34.73% | 減少 |
| 33 | NKE | Nike INC -cl B | -0.3% | -17.65% | 減少 |
| 34 | MRK | Merck & Co. INC. | -0.3% | -4.18% | 減少 |
| 35 | PEP | Pepsico INC | -0.3% | -4.49% | 減少 |
| 36 | CVS | Cvs Health CORP | -0.4% | -15.17% | 減少 |
| 37 | AEP | American Electric Power Company, Inc. | -0.7% | -11.53% | 減少 |
| 38 | DRI | Darden Restaurants INC | — | EXIT | 全売却 |
| 39 | IXG | Ishares Global Financials Et | — | NEW | 新規購入 |
| 40 | CMG | Chipotle Mexican Grill INC | — | EXIT | 全売却 |
| 41 | GIS | General Mills INC | — | EXIT | 全売却 |
| 42 | ✓ | Powershares Active Mng ETF T | — | NEW | 新規購入 |
| 43 | XLE | Ss Energy Select Sector | — | NEW | 新規購入 |
| 44 | KEL | Kellanova | — | EXIT | 全売却 |
| 45 | CSCO | Cisco Systems INC | — | NEW | 新規購入 |
| 46 | IBM | Intl Business Machines CORP | — | NEW | 新規購入 |
| 47 | INDA | Ishares Msci India ETF | — | EXIT | 全売却 |
| 48 | DGRO | Ishares Core Dividend Growth | — | NEW | 新規購入 |
| 49 | JWNUSD | Nordstrom INC | — | EXIT | 全売却 |
| 50 | MA | Mastercard INC - A | — | NEW | 新規購入 |