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 | 4.83% | -0.05% | -0.59% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.73% | -0.11% | -3.60% | |
| 3 | BA | Boeing Co/the | 株式-資本財 | 2.58% | — | -21.95% | |
| 4 | PFE | Pfizer INC | 株式-ヘルスケア | 2.48% | +0.14% | -1.10% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.36% | +0.17% | -7.46% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.32% | -0.43% | -1.55% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.20% | +0.21% | +7.26% | |
| 8 | ✓ | Invsc Water Resc Portfolio ETF | ETF-その他 | 2.05% | — | -4.46% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.99% | -0.08% | -3.15% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 1.97% | — | -7.75% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.79% | -0.08% | -5.79% | |
| 12 | VZ | Verizon Communications INC | 株式-通信サービス | 1.71% | +0.09% | -0.85% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.69% | +0.23% | -3.40% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.68% | +0.27% | +0.12% | |
| 15 | IDV | Ishares International Select | ETF-その他 | 1.68% | — | -0.85% | |
| 16 | PNC | Pnc Financial Services Group | 株式-金融 | 1.66% | — | -0.97% | |
| 17 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.65% | — | +1.17% | |
| 18 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.51% | — | +0.99% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.45% | +0.45% | -1.45% | |
| 20 | T | At&t INC | 株式-通信サービス | 1.44% | — | +6.34% | |
| 21 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.38% | +0.21% | -1.19% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.25% | — | -3.43% | |
| 23 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.25% | — | -0.84% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.22% | -0.31% | -3.08% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.21% | — | -0.93% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.19% | — | +150.67% | |
| 27 | INTC | Intel CORP | 株式-IT | 1.11% | — | -9.32% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.10% | -0.27% | +5.10% | |
| 29 | BAC | Bank Of America CORP | 株式-金融 | 1.08% | -0.21% | +35.26% | |
| 30 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 1.07% | — | -0.85% | |
| 31 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 1.03% | — | -12.10% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.01% | -0.10% | -5.98% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 1.01% | -0.76% | -0.48% | |
| 34 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.95% | — | -0.22% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.94% | -0.14% | +2.14% | |
| 36 | HRSEUR | L3harris Technologies INC | 株式-その他 | 0.92% | — | -13.21% | |
| 37 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.91% | — | -1.70% | |
| 38 | WM | Waste Management INC | 株式-資本財 | 0.90% | — | -0.76% | |
| 39 | EWG | Ishares Msci Germany ETF | ETF-その他 | 0.90% | — | -2.58% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.88% | — | +0.87% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.88% | — | +2.74% | |
| 42 | PM | Philip Morris International | 株式-生活必需品 | 0.82% | — | +7.02% | |
| 43 | PRU | Prudential Financial INC | 株式-金融 | 0.81% | — | -9.73% | |
| 44 | HON | Honeywell International INC | 株式-資本財 | 0.81% | — | -6.40% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.78% | — | -29.32% | |
| 46 | VFH | Vanguard Financials ETF | ETF-その他 | 0.76% | — | +41.47% | |
| 47 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.75% | — | +0.12% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.72% | -0.06% | -10.25% | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.70% | -0.08% | — | |
| 50 | VDE | Vanguard Energy ETF | ETF-その他 | 0.68% | +0.09% | +55.97% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.7% | +150.67% | 増加 |
| 2 | BAC | Bank Of America CORP | +0.3% | +35.26% | 増加 |
| 3 | AMZN | Amazon.com INC | +0.3% | +5.10% | 増加 |
| 4 | VFH | Vanguard Financials ETF | +0.2% | +41.47% | 増加 |
| 5 | VDE | Vanguard Energy ETF | +0.2% | +55.97% | 増加 |
| 6 | CMCSA | Comcast Corp-class A | +0.2% | +100.01% | 増加 |
| 7 | ✓ | Powershares Active Mng ETF T | +0.2% | +92.38% | 増加 |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.2% | +75.80% | 増加 |
| 9 | VXUS | Vanguard Total Intl Stock | +0.2% | +7.26% | 増加 |
| 10 | IXG | Ishares Global Financials Et | +0.2% | +68.49% | 増加 |
| 11 | TJX | Tjx Companies INC | +0.1% | +0.99% | 増加 |
| 12 | IVV | Ishares Core S&p 500 ETF | -0.1% | -5.79% | 減少 |
| 13 | HON | Honeywell International INC | -0.1% | -6.40% | 減少 |
| 14 | AXP | American Express Co | -0.1% | -8.42% | 減少 |
| 15 | VOD | Vodafone Group Plc-sp Adr | -0.1% | -17.45% | 減少 |
| 16 | DIS | Walt Disney Co/the | -0.1% | -5.98% | 減少 |
| 17 | CELG | Celgene CORP | -0.1% | -31.48% | 減少 |
| 18 | VNQ | Vanguard Real Estate ETF | -0.1% | -3.43% | 減少 |
| 19 | VZ | Verizon Communications INC | -0.2% | -0.85% | 減少 |
| 20 | PRU | Prudential Financial INC | -0.2% | -9.73% | 減少 |
| 21 | IWM | Ishares Russell 2000 ETF | -0.2% | -33.41% | 減少 |
| 22 | XOM | Exxon Mobil CORP | -0.2% | +0.12% | 増加 |
| 23 | UL | Unilever PLC | -0.2% | -25.77% | 減少 |
| 24 | AXP | American Express Company | -0.2% | -44.70% | 減少 |
| 25 | CVX | Chevron CORP | -0.2% | -3.40% | 減少 |
| 26 | LMT | Lockheed Martin CORP | -0.3% | -44.27% | 減少 |
| 27 | CVS | Cvs Health CORP | -0.3% | -26.16% | 減少 |
| 28 | PEP | Pepsico INC | -0.3% | -7.75% | 減少 |
| 29 | BA | Boeing Co/the | -0.3% | -21.95% | 減少 |
| 30 | JNJ | Johnson & Johnson | -0.4% | -7.46% | 減少 |
| 31 | PG | Procter & Gamble Co/the | -0.5% | -29.32% | 減少 |
| 32 | AEP | American Electric Power Company, Inc. | -0.6% | -50.34% | 減少 |
| 33 | UNH | Unitedhealth Group INC | — | NEW | 新規購入 |
| 34 | WY | Weyerhaeuser Co | — | EXIT | 全売却 |
| 35 | ✓ | Powershares ETF Tr Ii | — | NEW | 新規購入 |
| 36 | IEUR | Ishares Core Msci Europe ETF | — | NEW | 新規購入 |
| 37 | ADSK | Autodesk INC | — | NEW | 新規購入 |
| 38 | EMN | Eastman Chemical Co | — | NEW | 新規購入 |
| 39 | STX | Seagate Technology Holdings plc | — | NEW | 新規購入 |
| 40 | ✓ | — | NEW | 新規購入 | |
| 41 | UNUSD | Unilever N V -ny Shares | — | EXIT | 全売却 |
| 42 | VRTX | Vertex Pharmaceuticals INC | — | NEW | 新規購入 |
| 43 | BUD | Anheuser-busch Inbev-spn Adr | — | EXIT | 全売却 |
| 44 | ✓ | — | NEW | 新規購入 | |
| 45 | APC3EUR | Anadarko Petroleum CORP | — | NEW | 新規購入 |
| 46 | CTXSEUR | Citrix Systems INC | — | NEW | 新規購入 |
| 47 | NUE | Nucor CORP | — | NEW | 新規購入 |
| 48 | FLOT | Ishares Floating Rate Bond E | — | NEW | 新規購入 |
| 49 | LSXMKUSD | Liberty Media Cor-siriusxm C | — | NEW | 新規購入 |
| 50 | TEL | TE Connectivity plc | — | NEW | 新規購入 |