CIK: 0001598898
申告総資産額
$1.8億
| # | 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 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 7.12% | -0.60% | -2.43% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.96% | -0.10% | +0.13% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.96% | +1.05% | +2.21% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.49% | +0.01% | +0.33% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.35% | +0.14% | +1.51% | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.04% | +0.14% | +3.17% | |
| 7 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.01% | +0.03% | +3.06% | |
| 8 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.92% | +0.10% | +0.95% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.91% | -0.22% | -1.29% | |
| 10 | ORCL | Oracle CORP | 株式-IT | 1.86% | -0.21% | -0.07% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.85% | -0.01% | -3.27% | |
| 12 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.85% | -0.07% | -0.76% | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.81% | +0.01% | -3.25% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.78% | -0.22% | +2.07% | |
| 15 | WY | Weyerhaeuser Co | 株式-不動産 | 1.75% | — | -5.28% | |
| 16 | USB | US Bancorp | 株式-金融 | 1.64% | -0.03% | +1.42% | |
| 17 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 1.55% | -0.15% | +0.15% | |
| 18 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.54% | -0.20% | -2.56% | |
| 19 | HUM | Humana INC | 株式-ヘルスケア | 1.48% | +0.44% | -0.51% | |
| 20 | FDX | Fedex CORP | 株式-資本財 | 1.47% | — | +1.42% | |
| 21 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.45% | — | +2.08% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 1.42% | — | +0.65% | |
| 23 | NEE | Nextera Energy INC | 株式-公益事業 | 1.42% | — | +2.52% | |
| 24 | CB | Chubb Limited | 株式-金融 | 1.33% | — | +2.39% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 1.23% | — | — | |
| 26 | ✓ | Snyders-lance INC Com | 株式-その他 | 1.22% | — | -0.87% | |
| 27 | MCHP | Microchip Technology INC | 株式-IT | 1.22% | +0.06% | -1.30% | |
| 28 | EPR | Epr Properties | 株式-不動産 | 1.22% | -0.35% | -0.65% | |
| 29 | ✓ | 株式-その他 | 1.18% | — | -2.70% | ||
| 30 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.16% | -0.03% | -2.88% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.16% | +0.06% | +1.43% | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.09% | +0.02% | — | |
| 33 | UTXZ | United Tech CORP | 株式-その他 | 1.09% | +0.01% | +0.27% | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.03% | — | — | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.98% | — | +18.85% | |
| 36 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.96% | -0.13% | — | |
| 37 | ✓ | Powershares | 株式-その他 | 0.96% | — | -8.06% | |
| 38 | COF | Capital One Financial CORP | 株式-金融 | 0.95% | +0.04% | +2.64% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.95% | — | +4.91% | |
| 40 | COP | Conocophillips | 株式-エネルギー | 0.94% | +0.05% | -5.38% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.90% | +0.01% | +1.07% | |
| 42 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.90% | +0.11% | +202.31% | |
| 43 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.89% | +0.05% | +36.98% | |
| 44 | COR1EUR | Coresite Realty CORP | 株式-その他 | 0.87% | -0.14% | -48.22% | |
| 45 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.86% | -0.21% | +1.03% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.86% | +0.06% | -6.29% | |
| 47 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.83% | — | — | |
| 48 | DUK | Duke Energy CORP | 株式-公益事業 | 0.82% | — | +0.48% | |
| 49 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.77% | — | — | |
| 50 | COR | Cencora INC | 株式-ヘルスケア | 0.73% | — | -10.62% |