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 | AAPL | Apple INC | 株式-IT | 5.52% | +1.05% | +0.29% | |
| 2 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 5.49% | -0.60% | -2.35% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.35% | -0.10% | +0.77% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.12% | +0.01% | +1.15% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.37% | +0.14% | +0.28% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 2.18% | -0.01% | +0.34% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.98% | -0.22% | +0.66% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.95% | +0.03% | +0.18% | |
| 9 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.93% | +0.10% | +0.74% | |
| 10 | WY | Weyerhaeuser Co | 株式-不動産 | 1.82% | — | +0.44% | |
| 11 | ORCL | Oracle CORP | 株式-IT | 1.80% | -0.21% | +0.20% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.79% | +0.14% | +1.68% | |
| 13 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.79% | -0.07% | -1.91% | |
| 14 | HUM | Humana INC | 株式-ヘルスケア | 1.73% | +0.44% | -1.60% | |
| 15 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 1.72% | -0.15% | +0.46% | |
| 16 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.69% | +0.01% | -6.86% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.65% | -0.22% | +3.17% | |
| 18 | USB | US Bancorp | 株式-金融 | 1.60% | -0.03% | +0.89% | |
| 19 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.56% | -0.03% | +0.89% | |
| 20 | NEE | Nextera Energy INC | 株式-公益事業 | 1.55% | — | +1.73% | |
| 21 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.52% | — | +2.70% | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.44% | -0.20% | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.38% | +0.06% | +9.47% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 1.35% | — | +1.02% | |
| 25 | FDX | Fedex CORP | 株式-資本財 | 1.32% | — | -0.27% | |
| 26 | MCHP | Microchip Technology INC | 株式-IT | 1.32% | +0.06% | +0.88% | |
| 27 | EPR | Epr Properties | 株式-不動産 | 1.25% | -0.35% | +0.78% | |
| 28 | CB | Chubb Limited | 株式-金融 | 1.24% | — | +1.63% | |
| 29 | COP | Conocophillips | 株式-エネルギー | 1.19% | +0.05% | -0.18% | |
| 30 | PGX | Invesco Preferred ETF | ETF-その他 | 1.17% | — | — | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 1.14% | — | +1.44% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.13% | +0.01% | +171.91% | |
| 33 | UTXZ | United Tech CORP | 株式-その他 | 1.13% | +0.01% | +2.09% | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.07% | — | -1.59% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.06% | +0.02% | — | |
| 36 | DUK | Duke Energy CORP | 株式-公益事業 | 1.03% | — | +0.29% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 1.03% | — | +5.86% | |
| 38 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.01% | +0.11% | +0.97% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.97% | — | -1.13% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.95% | +0.06% | +2.07% | |
| 41 | ODFL | Old Dominion Freight Line | 株式-資本財 | 0.95% | +0.02% | — | |
| 42 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.94% | -0.21% | +3.73% | |
| 43 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.93% | +0.04% | +1.83% | |
| 44 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.91% | — | — | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.89% | +0.01% | +0.45% | |
| 46 | COR1EUR | Coresite Realty CORP | 株式-その他 | 0.88% | -0.14% | — | |
| 47 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.88% | -0.13% | +0.89% | |
| 48 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.87% | — | +2.22% | |
| 49 | COF | Capital One Financial CORP | 株式-金融 | 0.85% | +0.04% | -0.34% | |
| 50 | MSFT | Microsoft CORP | 株式-IT | 0.83% | +0.09% | +1.14% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | +171.91% | 増加 |
| 2 | AAPL | Apple INC | +0.4% | +0.29% | 増加 |
| 3 | OXY | Occidental Petroleum CORP | +0.4% | +0.46% | 増加 |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.3% | +1.15% | 増加 |
| 5 | V | Visa Inc-class A Shares | +0.2% | +0.34% | 増加 |
| 6 | EPR | Epr Properties | +0.2% | +0.78% | 増加 |
| 7 | XOM | Exxon Mobil CORP | +0.2% | +0.66% | 増加 |
| 8 | COP | Conocophillips | +0.1% | -0.18% | 減少 |
| 9 | TJX | Tjx Companies INC | +0.1% | +1.83% | 増加 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +9.47% | 増加 |
| 11 | BGS | B&g Foods INC | +0.1% | +0.82% | 増加 |
| 12 | AMZN | Amazon.com INC | +0.1% | +3.58% | 増加 |
| 13 | HUM | Humana INC | +0.1% | -1.60% | 減少 |
| 14 | MRK | Merck & Co. INC. | +0.1% | +2.07% | 増加 |
| 15 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +0.77% | 増加 |
| 16 | XLK | Ss Technology Select Sector | +0.1% | +0.28% | 増加 |
| 17 | CVX | Chevron CORP | +0.1% | +0.45% | 増加 |
| 18 | COR1EUR | Coresite Realty CORP | +0.1% | — | 変化なし |
| 19 | LLY | Eli Lilly & Co | +0.1% | +2.94% | 増加 |
| 20 | PFE | Pfizer INC | +0.1% | +5.86% | 増加 |
| 21 | MSFT | Microsoft CORP | +0.1% | +1.14% | 増加 |
| 22 | DIS | Walt Disney Co/the | 0% | +0.74% | 増加 |
| 23 | WY | Weyerhaeuser Co | 0% | +0.44% | 増加 |
| 24 | EW | Edwards Lifesciences CORP | 0% | +0.89% | 増加 |
| 25 | NEE | Nextera Energy INC | 0% | +1.73% | 増加 |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | 変化なし |
| 27 | NOC | Northrop Grumman CORP | -0.1% | +3.73% | 増加 |
| 28 | FDX | Fedex CORP | -0.1% | -0.27% | 減少 |
| 29 | CB | Chubb Limited | -0.1% | +1.63% | 増加 |
| 30 | ORCL | Oracle CORP | -0.1% | +0.20% | 増加 |
| 31 | JPM | Jpmorgan Chase & Co | -0.1% | +1.68% | 増加 |
| 32 | VGK | Vanguard Ftse Europe ETF | -0.1% | +0.18% | 増加 |
| 33 | PM | Philip Morris International | -0.1% | -31.75% | 減少 |
| 34 | HYS | Pimco 0-5 Year H/y CORP Bond | -0.1% | -36.32% | 減少 |
| 35 | TRV | Travelers Cos Inc/the | -0.1% | +0.89% | 増加 |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | -0.2% | -6.86% | 減少 |
| 37 | IAUUSD | Ishares Gold Trust | -0.2% | -1.91% | 減少 |
| 38 | PG | Procter & Gamble Co/the | -0.4% | -2.35% | 減少 |
| 39 | ✓ | — | EXIT | 全売却 | |
| 40 | PGX | Invesco Preferred ETF | — | NEW | 新規購入 |
| 41 | ODFL | Old Dominion Freight Line | — | NEW | 新規購入 |
| 42 | ✓ | Powershares | — | EXIT | 全売却 |
| 43 | ETN | Eaton Corporation plc | — | EXIT | 全売却 |
| 44 | BKLN | Invesco Senior Loan ETF | — | NEW | 新規購入 |
| 45 | XHB | Ss Spdr S&p Homebldrs ETF | — | EXIT | 全売却 |
| 46 | SPLKCHF | Splunk INC | — | EXIT | 全売却 |
| 47 | JD | Jd.com Inc-adr | — | NEW | 新規購入 |
| 48 | XLB | Ss Materials Select Sector | — | NEW | 新規購入 |
| 49 | KR | Kroger Co | — | NEW | 新規購入 |
| 50 | MMM | 3m Co | — | EXIT | 全売却 |