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 | 7.01% | -0.60% | -0.56% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.07% | -0.10% | +0.22% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.76% | +1.05% | -1.14% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.55% | +0.01% | -0.71% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.71% | +0.14% | +0.29% | |
| 6 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.49% | +0.10% | -0.55% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 2.30% | -0.01% | -3.38% | |
| 8 | ORCL | Oracle CORP | 株式-IT | 2.22% | -0.21% | -0.22% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.91% | +0.14% | -0.17% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.87% | -0.22% | -0.59% | |
| 11 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.83% | -0.07% | -0.04% | |
| 12 | NEE | Nextera Energy INC | 株式-公益事業 | 1.74% | — | -0.53% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.66% | — | — | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.63% | -0.22% | -2.34% | |
| 15 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.59% | +0.03% | — | |
| 16 | USB | US Bancorp | 株式-金融 | 1.59% | -0.03% | -0.19% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.59% | +0.06% | +0.65% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 1.49% | — | +0.22% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.48% | +0.09% | +0.41% | |
| 20 | HUM | Humana INC | 株式-ヘルスケア | 1.43% | +0.44% | -0.88% | |
| 21 | CB | Chubb Limited | 株式-金融 | 1.43% | — | +0.47% | |
| 22 | EPR | Epr Properties | 株式-不動産 | 1.39% | -0.35% | -0.32% | |
| 23 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.38% | — | -1.21% | |
| 24 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.37% | — | -0.73% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.33% | +0.06% | -0.55% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.28% | -0.20% | -0.48% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.27% | +0.01% | -1.41% | |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.23% | +0.01% | -0.52% | |
| 29 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.21% | -0.03% | — | |
| 30 | MCHP | Microchip Technology INC | 株式-IT | 1.20% | +0.06% | -1.71% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 1.17% | — | -0.63% | |
| 32 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.13% | -0.21% | -0.85% | |
| 33 | UTXZ | United Tech CORP | 株式-その他 | 1.12% | +0.01% | -1.03% | |
| 34 | DUK | Duke Energy CORP | 株式-公益事業 | 1.11% | — | -0.10% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 1.08% | — | -1.25% | |
| 36 | PGX | Invesco Preferred ETF | ETF-その他 | 1.05% | — | +0.02% | |
| 37 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.04% | +0.04% | +0.30% | |
| 38 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.98% | -0.13% | -1.57% | |
| 39 | COP | Conocophillips | 株式-エネルギー | 0.96% | +0.05% | -5.44% | |
| 40 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.96% | +0.11% | -0.95% | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.95% | +0.02% | — | |
| 42 | COR1EUR | Coresite Realty CORP | 株式-その他 | 0.92% | -0.14% | — | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.89% | +0.09% | +0.75% | |
| 44 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.87% | -0.15% | -10.95% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.85% | +0.05% | +0.12% | |
| 46 | FDX | Fedex CORP | 株式-資本財 | 0.83% | — | -4.26% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.82% | +0.01% | -0.45% | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.80% | — | -0.70% | |
| 49 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.79% | — | — | |
| 50 | AFL | Aflac INC | 株式-金融 | 0.77% | — | -0.42% |