CIK: 0001583751
申告総資産額
$18.8億
上位200銘柄を表示中（全911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 | 8.01% | -0.25% | +0.50% | |
| 2 | XOM | Exxon Mobil CORP | 株式-エネルギー | 4.75% | +0.12% | +0.38% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.16% | — | -2.43% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.04% | -0.06% | -0.18% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.02% | — | +0.67% | |
| 6 | CVX | Chevron CORP | 株式-エネルギー | 3.00% | +0.07% | +3.93% | |
| 7 | IBM | Intl Business Machines CORP | 株式-IT | 2.95% | — | — | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.29% | +0.04% | -0.71% | |
| 9 | SM | Sm Energy Co | 株式-エネルギー | 2.04% | — | — | |
| 10 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.73% | — | +0.36% | |
| 11 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.64% | — | -1.45% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.61% | -0.04% | +3.34% | |
| 13 | MMM | 3m Co | 株式-資本財 | 1.58% | — | -3.68% | |
| 14 | BIIB | Biogen INC | 株式-ヘルスケア | 1.42% | — | — | |
| 15 | CAT | Caterpillar INC | 株式-資本財 | 1.28% | +0.08% | -2.35% | |
| 16 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.27% | — | +5.61% | |
| 17 | T | At&t INC | 株式-通信サービス | 1.26% | — | +0.70% | |
| 18 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.25% | — | +0.82% | |
| 19 | HON | Honeywell International INC | 株式-資本財 | 1.23% | +0.02% | — | |
| 20 | PFE | Pfizer INC | 株式-ヘルスケア | 1.21% | — | +2.34% | |
| 21 | ZION | Zions Bancorp NA | 株式-金融 | 1.14% | — | — | |
| 22 | ✓ | 株式-その他 | 1.12% | — | — | ||
| 23 | MSFT | Microsoft CORP | 株式-IT | 1.11% | -0.28% | -7.46% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 1.08% | — | +1.91% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 1.08% | — | +52.23% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.07% | -0.10% | +0.37% | |
| 27 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 1.04% | — | +0.02% | |
| 28 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.98% | — | +0.34% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.92% | — | +0.41% | |
| 30 | AMGN | Amgen INC | 株式-ヘルスケア | 0.86% | — | +0.06% | |
| 31 | COR | Cencora INC | 株式-ヘルスケア | 0.86% | +0.02% | NEW | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.77% | -0.06% | — | |
| 33 | ✓ | Allergan INC | 株式-その他 | 0.74% | — | — | |
| 34 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.72% | — | — | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.71% | — | +1.02% | |
| 36 | MDT | Medtronic plc | 株式-ヘルスケア | 0.67% | — | -0.05% | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.67% | — | — | |
| 38 | GOOG | Alphabet A | 株式-通信サービス | 0.64% | — | +1.77% | |
| 39 | ✓ | Google INC Class C | 株式-その他 | 0.61% | — | -1.75% | |
| 40 | ✓ | Calavo Growers INC | 株式-その他 | 0.60% | — | — | |
| 41 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.59% | — | -0.04% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.59% | — | +0.01% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | — | +2.21% | |
| 44 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.56% | — | -0.51% | |
| 45 | GWX | State Street Spdr S&p Intern | ETF-その他 | 0.55% | — | +3.97% | |
| 46 | MO | Altria Group INC | 株式-生活必需品 | 0.54% | — | +0.23% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.53% | — | -0.49% | |
| 48 | IMO | Imperial Oil LTD | 株式-エネルギー | 0.52% | — | — | |
| 49 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.50% | -0.15% | -3.87% | |
| 50 | ✓ | 株式-その他 | 0.49% | — | -17.65% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +1% | +0.50% | 増加 |
| 2 | PEP | Pepsico INC | +0.4% | +52.23% | 増加 |
| 3 | IBM | Intl Business Machines CORP | +0.3% | — | 変化なし |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +3.34% | 増加 |
| 5 | UNP | Union Pacific CORP | +0.2% | +101.49% | 増加 |
| 6 | ✓ | Calavo Growers INC | +0.2% | — | 変化なし |
| 7 | AMGN | Amgen INC | +0.2% | +0.06% | 増加 |
| 8 | BMY | Bristol-myers Squibb Co | +0.1% | +0.82% | 増加 |
| 9 | CELG | Celgene CORP | +0.1% | +1299.36% | 増加 |
| 10 | BIIB | Biogen INC | +0.1% | — | 変化なし |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.1% | -2.43% | 減少 |
| 12 | HD | Home Depot INC | +0.1% | +0.01% | 増加 |
| 13 | CVS | Cvs Health CORP | +0.1% | +0.34% | 増加 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +0.37% | 増加 |
| 15 | ✓ | Directv | +0.1% | +566.04% | 増加 |
| 16 | COR | Cencora INC | +0.1% | — | 変化なし |
| 17 | MO | Altria Group INC | +0.1% | +0.23% | 増加 |
| 18 | PG | Procter & Gamble Co/the | +0.1% | +2.21% | 増加 |
| 19 | NYCBEUR | New York Community Bancorp | +0.1% | +219.03% | 増加 |
| 20 | ✓ | +0.1% | — | 変化なし | |
| 21 | KMB | Kimberly-clark CORP | 0% | +0.36% | 増加 |
| 22 | MMM | 3m Co | — | -3.68% | 減少 |
| 23 | CVX | Chevron CORP | 0% | +3.93% | 増加 |
| 24 | DVY | Ishares Select Dividend ETF | 0% | -1.45% | 減少 |
| 25 | OXY | Occidental Petroleum CORP | 0% | +0.02% | 増加 |
| 26 | YUM | Yum! Brands INC | 0% | — | 変化なし |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | -0.51% | 減少 |
| 28 | MCD | Mcdonald's CORP | 0% | -4.60% | 減少 |
| 29 | EFA | Ishares Msci Eafe ETF | 0% | +0.67% | 増加 |
| 30 | IMO | Imperial Oil LTD | 0% | — | 変化なし |
| 31 | TEVA | Teva Pharmaceutical-sp Adr | -0.1% | -27.52% | 減少 |
| 32 | SONY | Sony Group CORP - Sp Adr | -0.1% | -97.16% | 減少 |
| 33 | SM | Sm Energy Co | -0.1% | — | 変化なし |
| 34 | USB | US Bancorp | -0.1% | — | 変化なし |
| 35 | SAA | Proshares Ultra Smallcap600 | -0.1% | -40.00% | 減少 |
| 36 | XOM | Exxon Mobil CORP | -0.1% | +0.38% | 増加 |
| 37 | GSK | GSK plc ADRhedged | -0.1% | — | 変化なし |
| 38 | CAT | Caterpillar INC | -0.1% | -2.35% | 減少 |
| 39 | ✓ | -0.1% | — | 変化なし | |
| 40 | HPE | Hewlett-Packard Company | -0.1% | -43.10% | 減少 |
| 41 | IP | International Paper Co | -0.2% | -99.72% | 減少 |
| 42 | ✓ | -0.2% | -17.65% | 減少 | |
| 43 | QCOM | Qualcomm INC | -3.6% | +2.80% | 増加 |
| 44 | ✓ | Uns Energy CORP Com | — | EXIT | 全売却 |
| 45 | MVV | Proshares Ultra Midcap400 | — | EXIT | 全売却 |
| 46 | ✓ | Accelerate Diagnostics Inc | — | EXIT | 全売却 |
| 47 | TEL | TE Connectivity plc | — | EXIT | 全売却 |
| 48 | MINT | Pimco Enhanced Short Maturit | — | EXIT | 全売却 |
| 49 | ✓ | Ttoo | — | NEW | 新規購入 |
| 50 | SYK | Stryker CORP | — | EXIT | 全売却 |