CIK: 0001600035
申告総資産額
$14.3億
上位200銘柄を表示中（全958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 | AAPL | Apple INC | 株式-IT | 4.18% | -0.41% | -4.62% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.39% | -0.27% | -7.82% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.31% | -0.10% | -1.23% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.31% | -0.23% | -3.05% | |
| 5 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.21% | — | -3.50% | |
| 6 | HD | Home Depot INC | 株式-一般消費財 | 1.92% | — | -4.99% | |
| 7 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.83% | — | -4.21% | |
| 8 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.80% | -0.12% | -3.99% | |
| 9 | HON | Honeywell International INC | 株式-資本財 | 1.71% | +0.14% | -10.32% | |
| 10 | IVZ | Invesco Ltd. | 株式-金融 | 1.65% | — | -2.05% | |
| 11 | BBTUSD | Bb&t CORP | 株式-その他 | 1.62% | — | -3.15% | |
| 12 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.60% | -0.15% | -7.97% | |
| 13 | BLKCHF | Blackrock INC | 株式-その他 | 1.56% | — | -4.59% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.54% | -0.20% | -6.54% | |
| 15 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.51% | -0.11% | -6.06% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.49% | +0.20% | -2.14% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.41% | -0.58% | -2.07% | |
| 18 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.41% | — | -3.42% | |
| 19 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.37% | — | -4.46% | |
| 20 | MDT | Medtronic plc | 株式-ヘルスケア | 1.30% | -0.08% | +0.01% | |
| 21 | IBM | Intl Business Machines CORP | 株式-IT | 1.30% | -0.07% | -0.51% | |
| 22 | INTC | Intel CORP | 株式-IT | 1.30% | — | +0.47% | |
| 23 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 1.29% | — | +10.93% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.28% | — | +1.17% | |
| 25 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 1.27% | — | +10.63% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.26% | +0.22% | -0.69% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.24% | +0.14% | -4.75% | |
| 28 | D | Dominion Energy INC | 株式-公益事業 | 1.23% | — | -4.87% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.20% | — | +2.57% | |
| 30 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.16% | +0.08% | -1.13% | |
| 31 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 1.16% | — | +8.77% | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 1.15% | +0.19% | -3.22% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 1.13% | — | -2.49% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.13% | -0.21% | -5.24% | |
| 35 | BP | Bp Plc-spons Adr | 株式-エネルギー | 1.08% | — | +1.88% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 1.08% | — | -0.62% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 1.08% | — | -4.93% | |
| 38 | QCOM | Qualcomm INC | 株式-IT | 1.07% | -0.36% | -1.27% | |
| 39 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.02% | — | -5.72% | |
| 40 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.98% | — | -1.64% | |
| 41 | FDX | Fedex CORP | 株式-資本財 | 0.97% | — | +0.18% | |
| 42 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.97% | — | +1.93% | |
| 43 | USB | US Bancorp | 株式-金融 | 0.97% | — | -0.18% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.97% | +0.13% | -4.81% | |
| 45 | HXL | Hexcel CORP | 株式-資本財 | 0.97% | — | -4.99% | |
| 46 | BA | Boeing Co/the | 株式-資本財 | 0.96% | — | -4.20% | |
| 47 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.90% | — | +20.26% | |
| 48 | ✓ | 株式-その他 | 0.83% | — | +4.96% | ||
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.83% | -0.30% | -4.08% | |
| 50 | SLB | Slb LTD | 株式-エネルギー | 0.78% | +0.22% | +0.94% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | +0.2% | -3.99% | 減少 |
| 2 | QCOM | Qualcomm INC | +0.2% | -1.27% | 減少 |
| 3 | BSCO | Invesco Bulletshares 2024 Cb | +0.2% | +89.91% | 増加 |
| 4 | MMM | 3m Co | +0.1% | +72.68% | 増加 |
| 5 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | +0.1% | +20.26% | 増加 |
| 6 | BSCMUSD | Invesco Bulletshares 2022 Co | +0.1% | +10.93% | 増加 |
| 7 | BSCL | Invesco Bulletshares 2021 Co | +0.1% | +10.63% | 増加 |
| 8 | HXL | Hexcel CORP | +0.1% | -4.99% | 減少 |
| 9 | STZ | Constellation Brands Inc-a | +0.1% | -1.64% | 減少 |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | -3.05% | 減少 |
| 11 | WMT | Walmart INC | +0.1% | -3.22% | 減少 |
| 12 | BSCK | Invesco Bulletshares 2020 Co | +0.1% | +8.77% | 増加 |
| 13 | META | Meta Platforms Inc-class A | +0.1% | -4.08% | 減少 |
| 14 | T | At&t INC | 0% | +4.21% | 増加 |
| 15 | USB | US Bancorp | 0% | -0.18% | 減少 |
| 16 | MDT | Medtronic plc | 0% | +0.01% | 増加 |
| 17 | TRV | Travelers Cos Inc/the | 0% | -3.42% | 減少 |
| 18 | MSFT | Microsoft CORP | — | -7.82% | 減少 |
| 19 | MCD | Mcdonald's CORP | — | -4.21% | 減少 |
| 20 | BLKCHF | Blackrock INC | — | -4.59% | 減少 |
| 21 | IVZ | Invesco Ltd. | 0% | -2.05% | 減少 |
| 22 | V | Visa Inc-class A Shares | 0% | -6.54% | 減少 |
| 23 | HD | Home Depot INC | 0% | -4.99% | 減少 |
| 24 | IVV | Ishares Core S&p 500 ETF | -0.1% | -1.23% | 減少 |
| 25 | EXC | Exelon CORP | -0.1% | -51.34% | 減少 |
| 26 | CELG | Celgene CORP | -0.1% | -10.50% | 減少 |
| 27 | SLB | Slb LTD | -0.1% | +0.94% | 増加 |
| 28 | UNH | Unitedhealth Group INC | -0.1% | -34.00% | 減少 |
| 29 | VZ | Verizon Communications INC | -0.1% | -2.49% | 減少 |
| 30 | JWNUSD | Nordstrom INC | -0.1% | +14.79% | 増加 |
| 31 | IWF | Ishares Russell 1000 Growth | -0.1% | -43.54% | 減少 |
| 32 | BA | Boeing Co/the | -0.1% | -4.20% | 減少 |
| 33 | XOM | Exxon Mobil CORP | -0.1% | -0.69% | 減少 |
| 34 | FDX | Fedex CORP | -0.2% | +0.18% | 増加 |
| 35 | ABBV | Abbvie INC | -0.2% | +2.57% | 増加 |
| 36 | ACWX | Ishares Msci Acwi Ex US ETF | -0.2% | -22.81% | 減少 |
| 37 | WM | Waste Management INC | -0.2% | -96.70% | 減少 |
| 38 | EEM | Ishares Msci Emerging Market | -0.2% | -59.87% | 減少 |
| 39 | NKE | Nike INC -cl B | -0.2% | -6.06% | 減少 |
| 40 | INTC | Intel CORP | -0.2% | +0.47% | 増加 |
| 41 | IJR | Ishares Core S&p Small-cap E | -0.2% | -87.76% | 減少 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.2% | -2.07% | 減少 |
| 43 | APC3EUR | Anadarko Petroleum CORP | -0.3% | -98.83% | 減少 |
| 44 | ✓ | -0.3% | -99.33% | 減少 | |
| 45 | DD | DuPont de Nemours, Inc. | — | EXIT | 全売却 |
| 46 | XNEAX | Nuveen Amt-fr Qlty Muni INC | — | NEW | 新規購入 |
| 47 | 6D8 | Dupont De Nemours INC | — | NEW | 新規購入 |
| 48 | DOW | Dow INC | — | NEW | 新規購入 |
| 49 | F | Ford Motor Co | — | NEW | 新規購入 |
| 50 | CTVA | Corteva INC | — | NEW | 新規購入 |