CIK: 0001641652
申告総資産額
$5.2億
上位200銘柄を表示中(全527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 | MSFT | Microsoft CORP | 株式-IT | 4.24% | — | +13.58% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.89% | — | -1.75% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.75% | — | +6.47% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.88% | — | +0.72% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.79% | — | +3.65% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.59% | — | -5.51% | |
| 7 | PFE | Pfizer INC | 株式-ヘルスケア | 2.37% | — | -1.69% | |
| 8 | IBM | Intl Business Machines CORP | 株式-IT | 1.94% | — | +51.60% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.94% | — | -0.66% | |
| 10 | RTN1USD | Raytheon Company | 株式-その他 | 1.80% | — | -6.54% | |
| 11 | CNI | Canadian Natl Railway Co | 株式-資本財 | 1.66% | — | -1.30% | |
| 12 | MMM | 3m Co | 株式-資本財 | 1.60% | — | +10.66% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.46% | — | +1.19% | |
| 14 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.42% | — | — | |
| 15 | CSCO | Cisco Systems INC | 株式-IT | 1.40% | — | -5.33% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.37% | — | +0.78% | |
| 17 | ADP | Automatic Data Processing | 株式-IT | 1.29% | — | +0.52% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.27% | — | -1.23% | |
| 19 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.26% | — | -6.02% | |
| 20 | NEE | Nextera Energy INC | 株式-公益事業 | 1.24% | — | -4.16% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.17% | — | +26.41% | |
| 22 | INTC | Intel CORP | 株式-IT | 1.14% | — | +20.52% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.12% | — | +18.98% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 1.09% | — | +5.98% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.06% | — | +14.00% | |
| 26 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.04% | — | +2.35% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.97% | — | +12.95% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.88% | — | -3.78% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.86% | — | +0.08% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.86% | — | +14.89% | |
| 31 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.84% | — | -3.68% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | — | +4.79% | |
| 33 | BA | Boeing Co/the | 株式-資本財 | 0.79% | — | +0.48% | |
| 34 | APD | Air Products & Chemicals INC | 株式-素材 | 0.79% | — | +11.99% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.76% | — | -11.81% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.75% | — | +7.85% | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.74% | — | +13.23% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.69% | — | +8.93% | |
| 39 | ROP | Roper Technologies INC | 株式-IT | 0.66% | — | -3.55% | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.64% | — | +12.49% | |
| 41 | T | At&t INC | 株式-通信サービス | 0.62% | — | -3.43% | |
| 42 | CB | Chubb Limited | 株式-金融 | 0.62% | — | +7.21% | |
| 43 | UTXZ | United Tech CORP | 株式-その他 | 0.62% | — | +4.73% | |
| 44 | UNP | Union Pacific CORP | 株式-資本財 | 0.61% | — | -0.40% | |
| 45 | GIS | General Mills INC | 株式-生活必需品 | 0.60% | — | -0.98% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.58% | — | -0.60% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.58% | — | -0.39% | |
| 48 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.57% | — | -0.59% | |
| 49 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.53% | — | +3.47% | |
| 50 | NTRS | Northern Trust CORP | 株式-金融 | 0.53% | — | +0.96% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.7% | +13.58% | 増加 |
| 2 | IBM | Intl Business Machines CORP | +0.6% | +51.60% | 増加 |
| 3 | AAPL | Apple INC | +0.3% | -1.75% | 減少 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +26.41% | 増加 |
| 5 | PFE | Pfizer INC | +0.2% | -1.69% | 減少 |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.2% | +18.98% | 増加 |
| 7 | CAT | Caterpillar INC | +0.2% | +57.54% | 増加 |
| 8 | ABT | Abbott Laboratories | +0.2% | +13.23% | 増加 |
| 9 | JNJ | Johnson & Johnson | +0.1% | +0.72% | 増加 |
| 10 | V | Visa Inc-class A Shares | +0.1% | +14.89% | 増加 |
| 11 | M | Macy's INC | +0.1% | +513.81% | 増加 |
| 12 | AMZN | Amazon.com INC | +0.1% | -0.66% | 減少 |
| 13 | MMM | 3m Co | +0.1% | +10.66% | 増加 |
| 14 | CMCSA | Comcast Corp-class A | +0.1% | +86.00% | 増加 |
| 15 | CVS | Cvs Health CORP | +0.1% | +62.67% | 増加 |
| 16 | ORCL | Oracle CORP | +0.1% | +12.49% | 増加 |
| 17 | MRK | Merck & Co. INC. | +0.1% | +7.85% | 増加 |
| 18 | BHP | Bhp Group Ltd-spon Adr | +0.1% | +642.31% | 増加 |
| 19 | MCD | Mcdonald's CORP | +0.1% | +12.95% | 増加 |
| 20 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +434.55% | 増加 |
| 21 | WFC | Wells Fargo & Co | +0.1% | +39.38% | 増加 |
| 22 | LMT | Lockheed Martin CORP | +0.1% | +15.67% | 増加 |
| 23 | JPM | Jpmorgan Chase & Co | +0.1% | +3.65% | 増加 |
| 24 | APD | Air Products & Chemicals INC | +0.1% | +11.99% | 増加 |
| 25 | ABBV | Abbvie INC | +0.1% | +14.00% | 増加 |
| 26 | INTC | Intel CORP | +0.1% | +20.52% | 増加 |
| 27 | NSC | Norfolk Southern CORP | +0.1% | +3.47% | 増加 |
| 28 | BMY | Bristol-myers Squibb Co | +0.1% | +2.35% | 増加 |
| 29 | ADP | Automatic Data Processing | 0% | +0.52% | 増加 |
| 30 | GOOG | Alphabet Inc-cl C | 0% | +8.93% | 増加 |
| 31 | UTXZ | United Tech CORP | 0% | +4.73% | 増加 |
| 32 | GOOGL | Alphabet Inc-cl A | 0% | +4.79% | 増加 |
| 33 | DIS | Walt Disney Co/the | 0% | +0.08% | 増加 |
| 34 | XOM | Exxon Mobil CORP | — | +6.47% | 増加 |
| 35 | CNI | Canadian Natl Railway Co | 0% | -1.30% | 減少 |
| 36 | PG | Procter & Gamble Co/the | 0% | +1.19% | 増加 |
| 37 | CSCO | Cisco Systems INC | 0% | -5.33% | 減少 |
| 38 | HD | Home Depot INC | 0% | +0.78% | 増加 |
| 39 | CCL1EUR | Carnival CORP LTD | -0.1% | -93.17% | 減少 |
| 40 | OGCP | Empire State Realty Op-s60 | -0.1% | -50.00% | 減少 |
| 41 | ✓ | -0.1% | -53.91% | 減少 | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | -0.2% | -39.78% | 減少 |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | -96.46% | 減少 |
| 44 | META | Meta Platforms Inc-class A | -0.2% | -0.39% | 減少 |
| 45 | DD | DuPont de Nemours, Inc. | -0.2% | -6.02% | 減少 |
| 46 | AEP | American Electric Power Company, Inc. | -0.3% | -3.68% | 減少 |
| 47 | EFA | Ishares Msci Eafe ETF | -0.4% | -5.51% | 減少 |
| 48 | CLNSEUR | Colony Capital INC | — | NEW | 新規購入 |
| 49 | NOC | Northrop Grumman CORP | — | EXIT | 全売却 |
| 50 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | — | EXIT | 全売却 |