CIK: 0001641652
申告総資産額
$5.2億
上位200銘柄を表示中（全518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 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.99% | — | -3.44% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.41% | — | -2.01% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.29% | — | +1.81% | |
| 4 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 3.14% | — | -0.16% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.84% | — | +20.74% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.71% | — | +1.40% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.62% | — | +0.09% | |
| 8 | PFE | Pfizer INC | 株式-ヘルスケア | 2.23% | — | -0.36% | |
| 9 | IBM | Intl Business Machines CORP | 株式-IT | 2.19% | — | +17.31% | |
| 10 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 2.14% | — | -0.63% | |
| 11 | CNI | Canadian Natl Railway Co | 株式-資本財 | 1.92% | — | -1.58% | |
| 12 | RTN1USD | Raytheon Company | 株式-その他 | 1.87% | — | +0.53% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.85% | — | +2.03% | |
| 14 | MMM | 3m Co | 株式-資本財 | 1.60% | — | -1.26% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.36% | — | — | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.35% | — | -0.23% | |
| 17 | NEE | Nextera Energy INC | 株式-公益事業 | 1.34% | — | -8.61% | |
| 18 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 1.26% | — | -4.75% | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 1.12% | — | +3.02% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.10% | — | +138.77% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 1.09% | — | +1.33% | |
| 22 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.02% | — | -0.50% | |
| 23 | ADP | Automatic Data Processing | 株式-IT | 1.02% | — | -4.47% | |
| 24 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.00% | — | +8.38% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.99% | — | +6.25% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.94% | — | +8.01% | |
| 27 | CB | Chubb Limited | 株式-金融 | 0.91% | — | -0.93% | |
| 28 | NTRS | Northern Trust CORP | 株式-金融 | 0.91% | — | -2.05% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.90% | — | -0.01% | |
| 30 | GIS | General Mills INC | 株式-生活必需品 | 0.89% | — | -10.48% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.86% | — | +4.26% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.81% | — | +0.21% | |
| 33 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.77% | — | -18.09% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.75% | — | +0.32% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.74% | — | -0.29% | |
| 36 | INTC | Intel CORP | 株式-IT | 0.73% | — | +2.01% | |
| 37 | APD | Air Products & Chemicals INC | 株式-素材 | 0.72% | — | -0.11% | |
| 38 | UTXZ | United Tech CORP | 株式-その他 | 0.72% | — | +0.64% | |
| 39 | T | At&t INC | 株式-通信サービス | 0.71% | — | +3.23% | |
| 40 | ROP | Roper Technologies INC | 株式-IT | 0.70% | — | — | |
| 41 | ORCL | Oracle CORP | 株式-IT | 0.69% | — | +214.79% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | — | +40.38% | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.67% | — | -17.79% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.63% | — | -16.08% | |
| 45 | WFC | Wells Fargo & Co | 株式-金融 | 0.59% | — | +2.20% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.55% | — | +7.59% | |
| 47 | ITW | Illinois Tool Works | 株式-資本財 | 0.55% | — | — | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.54% | — | +7.60% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.54% | — | -3.94% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.51% | — | -0.06% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +0.7% | +138.77% | 増加 |
| 2 | ORCL | Oracle CORP | +0.5% | +214.79% | 増加 |
| 3 | AAPL | Apple INC | +0.4% | +20.74% | 増加 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.2% | +40.38% | 増加 |
| 5 | JNJ | Johnson & Johnson | +0.2% | +1.81% | 増加 |
| 6 | GILD | Gilead Sciences INC | +0.1% | +59.11% | 増加 |
| 7 | MSFT | Microsoft CORP | +0.1% | +1.40% | 増加 |
| 8 | ✓ | +0.1% | +33.63% | 増加 | |
| 9 | CNI | Canadian Natl Railway Co | +0.1% | -1.58% | 減少 |
| 10 | MCD | Mcdonald's CORP | +0.1% | -0.29% | 減少 |
| 11 | MO | Altria Group INC | +0.1% | +22.35% | 増加 |
| 12 | ABT | Abbott Laboratories | +0.1% | +13.23% | 増加 |
| 13 | MMM | 3m Co | +0.1% | -1.26% | 減少 |
| 14 | BMY | Bristol-myers Squibb Co | +0.1% | +8.38% | 増加 |
| 15 | CMCSA | Comcast Corp-class A | +0.1% | +34.68% | 増加 |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | +196.95% | 増加 |
| 17 | RTN1USD | Raytheon Company | +0.1% | +0.53% | 増加 |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | +7.59% | 増加 |
| 19 | NTRS | Northern Trust CORP | +0.1% | -2.05% | 減少 |
| 20 | ABBV | Abbvie INC | +0.1% | +0.32% | 増加 |
| 21 | CCL1EUR | Carnival CORP LTD | +0.1% | +32.53% | 増加 |
| 22 | ROP | Roper Technologies INC | +0.1% | — | 変化なし |
| 23 | CELG | Celgene CORP | +0.1% | +19.15% | 増加 |
| 24 | VB | Vanguard Small-cap ETF | +0.1% | +24.79% | 増加 |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | +0.09% | 増加 |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +6.25% | 増加 |
| 27 | IBM | Intl Business Machines CORP | 0% | +17.31% | 増加 |
| 28 | EFA | Ishares Msci Eafe ETF | 0% | -2.01% | 減少 |
| 29 | VZ | Verizon Communications INC | -0.1% | -8.98% | 減少 |
| 30 | META | Meta Platforms Inc-class A | -0.1% | -16.08% | 減少 |
| 31 | KO | Coca-cola Co/the | -0.1% | -17.79% | 減少 |
| 32 | BKNG | Booking Hldgs INC | -0.1% | -76.15% | 減少 |
| 33 | AXP | American Express Co | -0.1% | -40.56% | 減少 |
| 34 | SYY | Sysco CORP | -0.2% | -75.24% | 減少 |
| 35 | GIS | General Mills INC | -0.2% | -10.48% | 減少 |
| 36 | KMB | Kimberly-clark CORP | -0.2% | -18.09% | 減少 |
| 37 | SLB | Slb LTD | -0.2% | -15.44% | 減少 |
| 38 | XOM | Exxon Mobil CORP | -0.3% | -3.44% | 減少 |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | -0.4% | -55.56% | 減少 |
| 40 | D | Dominion Energy INC | -0.4% | -74.42% | 減少 |
| 41 | AEP | American Electric Power Company, Inc. | -0.4% | -0.16% | 減少 |
| 42 | TWXCHF | Time Warner INC | -0.4% | -80.64% | 減少 |
| 43 | TROW | T Rowe Price Group INC | — | EXIT | 全売却 |
| 44 | ✓ | — | EXIT | 全売却 | |
| 45 | ✓ | Privatebancorp INC Com | — | EXIT | 全売却 |
| 46 | VGK | Vanguard Ftse Europe ETF | — | NEW | 新規購入 |
| 47 | HEDJ | Wisdomtree Europe Hedged Equ | — | EXIT | 全売却 |
| 48 | CMG | Chipotle Mexican Grill INC | — | EXIT | 全売却 |
| 49 | TSLA | Tesla INC | — | NEW | 新規購入 |
| 50 | ✓ | — | EXIT | 全売却 |