CIK: 0001583751
申告総資産額
$18.8億
上位200銘柄を表示中（全1010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 | 7.60% | -0.25% | +1.20% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.89% | — | +8.00% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.59% | +0.12% | -1.54% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.90% | -0.06% | +2.60% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.57% | — | -1.67% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.18% | +0.04% | -0.38% | |
| 7 | CVX | Chevron CORP | 株式-エネルギー | 2.06% | +0.07% | +1.78% | |
| 8 | IBM | Intl Business Machines CORP | 株式-IT | 2.02% | — | -4.15% | |
| 9 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.79% | — | +5.91% | |
| 10 | MMM | 3m Co | 株式-資本財 | 1.70% | — | +5.23% | |
| 11 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.59% | — | +0.01% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.56% | -0.04% | -2.22% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.40% | — | -6.35% | |
| 14 | T | At&t INC | 株式-通信サービス | 1.39% | — | +11.53% | |
| 15 | PFE | Pfizer INC | 株式-ヘルスケア | 1.38% | — | +3.25% | |
| 16 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.34% | — | +0.65% | |
| 17 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.25% | — | +3.03% | |
| 18 | HON | Honeywell International INC | 株式-資本財 | 1.21% | +0.02% | — | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.18% | -0.10% | +13.66% | |
| 20 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.18% | — | +6.55% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.18% | -0.28% | +12.49% | |
| 22 | BIIB | Biogen INC | 株式-ヘルスケア | 1.17% | — | — | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.14% | -0.06% | — | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.10% | — | +26.75% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 1.09% | — | +1.12% | |
| 26 | ZION | Zions Bancorp NA | 株式-金融 | 1.01% | — | — | |
| 27 | COR | Cencora INC | 株式-ヘルスケア | 0.98% | +0.02% | NEW | |
| 28 | AMGN | Amgen INC | 株式-ヘルスケア | 0.95% | — | +15.54% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.91% | — | +2.72% | |
| 30 | ✓ | Mylan N V | 株式-その他 | 0.88% | — | -0.37% | |
| 31 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.87% | — | +0.49% | |
| 32 | GOOG | Alphabet A | 株式-通信サービス | 0.83% | — | +6.89% | |
| 33 | CAT | Caterpillar INC | 株式-資本財 | 0.82% | +0.08% | +1.08% | |
| 34 | SM | Sm Energy Co | 株式-エネルギー | 0.80% | — | — | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.72% | -0.15% | +22.24% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.70% | -0.06% | +101.71% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.68% | — | +2.15% | |
| 38 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.67% | — | -2.63% | |
| 39 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.66% | — | +0.29% | |
| 40 | MDT | Medtronic plc | 株式-ヘルスケア | 0.65% | — | -1.24% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.64% | — | +6.14% | |
| 42 | ✓ | Google INC Class C | 株式-その他 | 0.63% | — | +6.88% | |
| 43 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.60% | — | -4.62% | |
| 44 | MO | Altria Group INC | 株式-生活必需品 | 0.60% | — | +0.30% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.58% | — | -9.49% | |
| 46 | ✓ | Calavo Growers INC | 株式-その他 | 0.56% | — | — | |
| 47 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.55% | — | — | |
| 48 | WFC | Wells Fargo & Co | 株式-金融 | 0.53% | — | +32.94% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.53% | — | +22.26% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.52% | +0.04% | +6.21% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VNQ | Vanguard Real Estate ETF | +0.4% | +101.71% | 増加 |
| 2 | DLS | Wisdomtree Intl S/c Dvd Fund | +0.3% | +233.19% | 増加 |
| 3 | KMB | Kimberly-clark CORP | +0.2% | +5.91% | 増加 |
| 4 | AMZN | Amazon.com INC | +0.2% | — | 変化なし |
| 5 | GOOG | Alphabet A | +0.2% | +6.89% | 増加 |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +26.75% | 増加 |
| 7 | MSFT | Microsoft CORP | +0.2% | +12.49% | 増加 |
| 8 | KR | Kroger Co | +0.2% | +8013.27% | 増加 |
| 9 | LLY | Eli Lilly & Co | +0.2% | +22.24% | 増加 |
| 10 | MCK | Mckesson CORP | +0.2% | +340.80% | 増加 |
| 11 | NOC | Northrop Grumman CORP | +0.2% | +557.31% | 増加 |
| 12 | ✓ | Google INC Class C | +0.2% | +6.88% | 増加 |
| 13 | LMT | Lockheed Martin CORP | +0.1% | +43.05% | 増加 |
| 14 | PNW | Pinnacle West Capital | +0.1% | +158.95% | 増加 |
| 15 | TRV | Travelers Cos Inc/the | +0.1% | +213.90% | 増加 |
| 16 | SCHF | Schwab Intl Equity ETF | +0.1% | +70.01% | 増加 |
| 17 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | +629.13% | 増加 |
| 18 | ✓ | Time Warner Cable INC | +0.1% | +888.50% | 増加 |
| 19 | WFC | Wells Fargo & Co | +0.1% | +32.94% | 増加 |
| 20 | ✓ | Tesoro CORP | +0.1% | +9527.78% | 増加 |
| 21 | ✓ | Delphi Automotive PLC | +0.1% | +733.33% | 増加 |
| 22 | JNJ | Johnson & Johnson | 0% | -0.38% | 減少 |
| 23 | VTI | Vanguard Total Stock Mkt ETF | 0% | +2.60% | 増加 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -2.22% | 減少 |
| 25 | HON | Honeywell International INC | 0% | — | 変化なし |
| 26 | VSS | Vanguard Ftse All Wo X-us Sc | -0.1% | +0.49% | 増加 |
| 27 | ✓ | Calavo Growers INC | -0.1% | — | 変化なし |
| 28 | DVY | Ishares Select Dividend ETF | -0.1% | -6.35% | 減少 |
| 29 | COR | Cencora INC | -0.1% | -0.03% | 減少 |
| 30 | BMY | Bristol-myers Squibb Co | -0.1% | +0.65% | 増加 |
| 31 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | -21.26% | 減少 |
| 32 | ZION | Zions Bancorp NA | -0.1% | — | 変化なし |
| 33 | OXY | Occidental Petroleum CORP | -0.1% | -2.63% | 減少 |
| 34 | KMI | Kinder Morgan INC | -0.1% | -27.51% | 減少 |
| 35 | ✓ | Eg Dj Emrg Mkt Cnsumr Tita | -0.1% | -69.05% | 減少 |
| 36 | WWD | Woodward INC | -0.1% | — | 変化なし |
| 37 | ABT | Abbott Laboratories | -0.1% | -10.76% | 減少 |
| 38 | ABBV | Abbvie INC | -0.2% | -9.49% | 減少 |
| 39 | EFA | Ishares Msci Eafe ETF | -0.2% | -1.67% | 減少 |
| 40 | CAT | Caterpillar INC | -0.2% | +1.08% | 増加 |
| 41 | IBM | Intl Business Machines CORP | -0.2% | -4.15% | 減少 |
| 42 | XOM | Exxon Mobil CORP | -0.3% | -1.54% | 減少 |
| 43 | CVX | Chevron CORP | -0.3% | +1.78% | 増加 |
| 44 | SM | Sm Energy Co | -0.3% | — | 変化なし |
| 45 | BIIB | Biogen INC | -0.4% | — | 変化なし |
| 46 | AAPL | Apple INC | -0.5% | +1.20% | 増加 |
| 47 | ✓ | Mylan N V | -0.5% | -0.37% | 減少 |
| 48 | ✓ | Directv | — | EXIT | 全売却 |
| 49 | KHC | The Kraft Heinz Company | — | EXIT | 全売却 |
| 50 | KHC | Kraft Heinz Co/the | — | NEW | 新規購入 |