CIK: 0001534843
申告総資産額
$4.6億
上位200銘柄を表示中（全234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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 21.44% | — | +1.53% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 18.73% | — | +0.40% | |
| 3 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.10% | — | +0.72% | |
| 4 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 3.99% | — | +0.87% | |
| 5 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 3.92% | — | +1.23% | |
| 6 | FHLC | Fidelity Msci Health Care | ETF-その他 | 3.71% | — | +0.73% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.88% | — | +8.79% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.75% | — | +7.49% | |
| 9 | CSCO | Cisco Systems INC | 株式-IT | 1.47% | — | +9.13% | |
| 10 | BA | Boeing Co/the | 株式-資本財 | 1.46% | — | +5.87% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.45% | — | +8.26% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.27% | — | +16.31% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.27% | — | +0.27% | |
| 14 | ACN | Accenture plc | 株式-IT | 1.27% | — | +10.10% | |
| 15 | NEE | Nextera Energy INC | 株式-公益事業 | 1.26% | — | +3.38% | |
| 16 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.21% | — | +7.06% | |
| 17 | TXN | Texas Instruments INC | 株式-IT | 1.19% | — | +7.87% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.10% | — | +4.71% | |
| 19 | MA | Mastercard INC - A | 株式-金融 | 1.02% | — | +7.69% | |
| 20 | ADP | Automatic Data Processing | 株式-IT | 1.00% | — | +7.07% | |
| 21 | SPG | Simon Property Group INC | 株式-不動産 | 0.96% | — | +1.82% | |
| 22 | TGT | Target CORP | 株式-一般消費財 | 0.91% | — | +9.01% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.88% | — | -2.65% | |
| 24 | IPG | Interpublic Group Of Cos INC | 株式-その他 | 0.82% | — | +3.60% | |
| 25 | ADBE | Adobe INC | 株式-IT | 0.81% | — | +3.50% | |
| 26 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.77% | — | — | |
| 27 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.77% | — | +8.33% | |
| 28 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.77% | — | +23.47% | |
| 29 | WM | Waste Management INC | 株式-資本財 | 0.73% | — | +3.08% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | — | +6.03% | |
| 31 | VLO | Valero Energy CORP | 株式-エネルギー | 0.69% | — | +1.81% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.68% | — | +7.36% | |
| 33 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.61% | — | +7.94% | |
| 34 | MSCI | Msci INC | 株式-金融 | 0.57% | — | +5.06% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.56% | — | -0.21% | |
| 36 | CCI | Crown Castle INC | 株式-不動産 | 0.54% | — | +2.04% | |
| 37 | O | Realty Income CORP | 株式-不動産 | 0.50% | — | +5.11% | |
| 38 | SYY | Sysco CORP | 株式-生活必需品 | 0.50% | — | +4.68% | |
| 39 | BBY | Best Buy Co INC | 株式-一般消費財 | 0.46% | — | — | |
| 40 | CBRL | Cracker Barrel Old Country | 株式-その他 | 0.39% | — | +8.67% | |
| 41 | S76 | Store Capital CORP | 株式-その他 | 0.38% | — | — | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.37% | — | -28.21% | |
| 43 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-その他 | 0.37% | — | +186.94% | |
| 44 | VUG | Vanguard Growth ETF | ETF-その他 | 0.34% | — | — | |
| 45 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.31% | — | +2.77% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.29% | — | +2.99% | |
| 47 | HPQ | Hp INC | 株式-IT | 0.28% | — | +28.31% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.27% | — | — | |
| 49 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 0.25% | — | -18.60% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.25% | — | -1.33% |
| # | 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 | +0.2% | +8.79% | 増加 |
| 2 | CORP | Pimco Inv Grade CORP Bd ETF | +0.2% | +186.94% | 増加 |
| 3 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.2% | +1290.16% | 増加 |
| 4 | HD | Home Depot INC | +0.2% | +16.31% | 増加 |
| 5 | JPM | Jpmorgan Chase & Co | +0.1% | +8.26% | 増加 |
| 6 | SBUX | Starbucks CORP | +0.1% | +7.06% | 増加 |
| 7 | UNP | Union Pacific CORP | +0.1% | +443.70% | 増加 |
| 8 | MA | Mastercard INC - A | +0.1% | +7.69% | 増加 |
| 9 | TXN | Texas Instruments INC | +0.1% | +7.87% | 増加 |
| 10 | ACN | Accenture plc | +0.1% | +10.10% | 増加 |
| 11 | DLR | Digital Realty Trust INC | +0.1% | +23.47% | 増加 |
| 12 | NKE | Nike INC -cl B | +0.1% | +709.17% | 増加 |
| 13 | MSCI | Msci INC | +0.1% | +5.06% | 増加 |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +367.21% | 増加 |
| 15 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | +96.75% | 増加 |
| 16 | LULU | Lululemon Athletica INC | +0.1% | +498.98% | 増加 |
| 17 | AAPL | Apple INC | +0.1% | +7.49% | 増加 |
| 18 | TGT | Target CORP | +0.1% | +9.01% | 増加 |
| 19 | HPQ | Hp INC | +0.1% | +28.31% | 増加 |
| 20 | ADBE | Adobe INC | +0.1% | +3.50% | 増加 |
| 21 | CSCO | Cisco Systems INC | 0% | +9.13% | 増加 |
| 22 | AMZN | Amazon.com INC | 0% | +4.71% | 増加 |
| 23 | WM | Waste Management INC | 0% | +3.08% | 増加 |
| 24 | WEC | Wec Energy Group INC | 0% | +7.94% | 増加 |
| 25 | ADP | Automatic Data Processing | 0% | +7.07% | 増加 |
| 26 | IPG | Interpublic Group Of Cos INC | 0% | +3.60% | 増加 |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +6.03% | 増加 |
| 28 | NEE | Nextera Energy INC | 0% | +3.38% | 増加 |
| 29 | XLK | Ss Technology Select Sector | -0.1% | +0.72% | 増加 |
| 30 | XLY | Ss Consumer Disc Select Sect | -0.1% | +0.87% | 増加 |
| 31 | AMLPUSD | Alerian Mlp ETF | -0.1% | -22.85% | 減少 |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.1% | +1.23% | 増加 |
| 33 | UNH | Unitedhealth Group INC | -0.2% | -66.52% | 減少 |
| 34 | SPG | Simon Property Group INC | -0.2% | +1.82% | 増加 |
| 35 | FHLC | Fidelity Msci Health Care | -0.2% | +0.73% | 増加 |
| 36 | INTC | Intel CORP | -0.5% | -89.18% | 減少 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | +1.53% | 増加 |
| 38 | AMGN | Amgen INC | -0.5% | -69.64% | 減少 |
| 39 | MDY | State Street Spdr S&p Midcap | -0.8% | +0.40% | 増加 |
| 40 | BBY | Best Buy Co INC | — | NEW | 新規購入 |
| 41 | S76 | Store Capital CORP | — | NEW | 新規購入 |
| 42 | ORLY | O'reilly Automotive INC | — | EXIT | 全売却 |
| 43 | TMO | Thermo Fisher Scientific INC | — | NEW | 新規購入 |
| 44 | NSP | Insperity INC | — | NEW | 新規購入 |
| 45 | AZO | Autozone INC | — | NEW | 新規購入 |
| 46 | ZBRA | Zebra Technologies Corp-cl A | — | EXIT | 全売却 |
| 47 | MTCHEUR | Match Group INC | — | NEW | 新規購入 |
| 48 | PAYC | Paycom Software INC | — | NEW | 新規購入 |
| 49 | WMB | Williams Cos INC | — | NEW | 新規購入 |
| 50 | LRCXEUR | Lam Research CORP | — | NEW | 新規購入 |