CIK: 0001714107
申告総資産額
$4.8億
| # | 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 | MMM | 3m Co | 株式-資本財 | 11.17% | — | +0.12% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.66% | — | +20.94% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.74% | — | -17.29% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.11% | — | -0.83% | |
| 5 | KEL | Kellanova | 株式-その他 | 3.07% | — | +7.82% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.97% | — | -16.29% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.86% | +0.58% | -5.87% | |
| 8 | T | At&t INC | 株式-通信サービス | 2.84% | — | +0.65% | |
| 9 | ETN | Eaton Corporation plc | 株式-資本財 | 2.76% | — | -0.56% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.58% | +0.11% | -1.37% | |
| 11 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 2.54% | — | +0.22% | |
| 12 | INTC | Intel CORP | 株式-IT | 2.49% | — | +0.54% | |
| 13 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 2.40% | +0.09% | -2.68% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.23% | — | -2.92% | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 2.22% | -0.93% | -27.48% | |
| 16 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 2.20% | -0.35% | +0.50% | |
| 17 | USB | US Bancorp | 株式-金融 | 2.12% | — | -0.97% | |
| 18 | MO | Altria Group INC | 株式-生活必需品 | 2.07% | — | -2.61% | |
| 19 | PFE | Pfizer INC | 株式-ヘルスケア | 1.92% | — | -20.94% | |
| 20 | IVZ | Invesco Ltd. | 株式-金融 | 1.91% | — | -3.08% | |
| 21 | DAL | Delta Air Lines INC | 株式-資本財 | 1.82% | — | -0.40% | |
| 22 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.80% | — | +0.44% | |
| 23 | F | Ford Motor Co | 株式-一般消費財 | 1.69% | — | -2.18% | |
| 24 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.48% | +1.07% | +0.35% | |
| 25 | WFC | Wells Fargo & Co | 株式-金融 | 1.45% | — | -18.18% | |
| 26 | ILMN | Illumina INC | 株式-ヘルスケア | 1.32% | — | -3.15% | |
| 27 | TEL | TE Connectivity plc | 株式-IT | 1.28% | — | +0.36% | |
| 28 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 1.21% | — | — | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 1.21% | +0.08% | +1206.17% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.19% | -0.03% | +4.05% | |
| 31 | BLKCHF | Blackrock INC | 株式-その他 | 1.18% | — | — | |
| 32 | OC | Owens Corning | 株式-資本財 | 0.99% | — | +0.36% | |
| 33 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.95% | — | -4.18% | |
| 34 | XLE | Ss Energy Select Sector | ETF-その他 | 0.94% | — | +0.87% | |
| 35 | IYT | Ishares US Transportation Et | ETF-その他 | 0.79% | — | +0.03% | |
| 36 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.79% | — | +0.02% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.77% | — | -0.83% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.76% | — | +284.59% | |
| 39 | CASH | Pathward Financial INC | 株式-その他 | 0.76% | — | +200.06% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.75% | — | +2.39% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.74% | — | +332.21% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.74% | — | — | |
| 43 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.68% | — | +0.02% | |
| 44 | EMR | Emerson Electric Co | 株式-資本財 | 0.68% | — | — | |
| 45 | APD | Air Products & Chemicals INC | 株式-素材 | 0.64% | — | +0.68% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.62% | +0.08% | +11.63% | |
| 47 | DIVYEUR | Reality Shares Divs ETF | ETF-その他 | 0.60% | — | -2.06% | |
| 48 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.56% | — | +0.66% | |
| 49 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.55% | -0.02% | +0.95% | |
| 50 | ✓ | Reality Shs ETF Tr | ETF-その他 | 0.49% | — | -26.73% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | +1206.17% | 増加 |
| 2 | MMM | 3m Co | +1% | +0.12% | 増加 |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | +332.21% | 増加 |
| 4 | RSP | Invesco S&p 500 Equal Weight | +0.6% | +284.59% | 増加 |
| 5 | TSN | Tyson Foods Inc-cl A | +0.2% | +0.50% | 増加 |
| 6 | KEL | Kellanova | +0.2% | +7.82% | 増加 |
| 7 | SJM | Jm Smucker Co/the | +0.2% | -2.68% | 減少 |
| 8 | AAPL | Apple INC | +0.1% | +20.94% | 増加 |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | -0.83% | 減少 |
| 10 | T | At&t INC | +0.1% | +0.65% | 増加 |
| 11 | USB | US Bancorp | +0.1% | -0.97% | 減少 |
| 12 | DAL | Delta Air Lines INC | +0.1% | -0.40% | 減少 |
| 13 | BMY | Bristol-myers Squibb Co | 0% | +0.22% | 増加 |
| 14 | BLKCHF | Blackrock INC | 0% | — | 変化なし |
| 15 | XLK | Ss Technology Select Sector | — | +0.35% | 増加 |
| 16 | OC | Owens Corning | 0% | +0.36% | 増加 |
| 17 | ILMN | Illumina INC | 0% | -3.15% | 減少 |
| 18 | F | Ford Motor Co | 0% | -2.18% | 減少 |
| 19 | GOOGL | Alphabet Inc-cl A | -0.1% | -5.87% | 減少 |
| 20 | MO | Altria Group INC | -0.1% | -2.61% | 減少 |
| 21 | XLE | Ss Energy Select Sector | -0.1% | +0.87% | 増加 |
| 22 | PFE | Pfizer INC | -0.1% | -20.94% | 減少 |
| 23 | CASH | Pathward Financial INC | -0.1% | +200.06% | 増加 |
| 24 | XOM | Exxon Mobil CORP | -0.1% | -2.92% | 減少 |
| 25 | ETN | Eaton Corporation plc | -0.2% | -0.56% | 減少 |
| 26 | ✓ | Reality Shs ETF Tr | -0.2% | -26.73% | 減少 |
| 27 | VZ | Verizon Communications INC | -0.2% | -27.48% | 減少 |
| 28 | WFC | Wells Fargo & Co | -0.2% | -18.18% | 減少 |
| 29 | BIDU | Baidu INC - Spon Adr | -0.2% | -4.18% | 減少 |
| 30 | JNJ | Johnson & Johnson | -0.3% | -17.29% | 減少 |
| 31 | MRK | Merck & Co. INC. | -0.3% | -61.90% | 減少 |
| 32 | IVZ | Invesco Ltd. | -0.3% | -3.08% | 減少 |
| 33 | MSFT | Microsoft CORP | -0.3% | -16.29% | 減少 |
| 34 | TIP | Ishares Tips Bond ETF | -0.4% | -71.41% | 減少 |
| 35 | AMZN | Amazon.com INC | -0.4% | -1.37% | 減少 |
| 36 | V | Visa Inc-class A Shares | -1.4% | -88.73% | 減少 |
| 37 | LYB | LyondellBasell Industries N.V. | — | NEW | 新規購入 |
| 38 | ✓ | Northern Lts Fd Tr Iv | — | EXIT | 全売却 |
| 39 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | — | EXIT | 全売却 |
| 40 | TLH | Ishares 10-20 Year Treasury | — | EXIT | 全売却 |
| 41 | UGI | Ugi CORP | — | EXIT | 全売却 |
| 42 | MU | Micron Technology INC | — | EXIT | 全売却 |
| 43 | XLV | Ss Health Care Select Sector | — | NEW | 新規購入 |
| 44 | C | Citigroup INC | — | EXIT | 全売却 |
| 45 | IYC | Ishares US Consumer Discreti | — | NEW | 新規購入 |
| 46 | IYW | Ishares Ustechnology ETF | — | NEW | 新規購入 |
| 47 | VOX | Vanguard Communication Servi | — | NEW | 新規購入 |
| 48 | FDN | First Trust Dj Internet Ind | — | NEW | 新規購入 |
| 49 | ADBE | Adobe INC | — | EXIT | 全売却 |
| 50 | MA | Mastercard INC - A | — | EXIT | 全売却 |