CIK: 0001682266
申告総資産額
$16.5億
上位200銘柄を表示中（全248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 | MSFT | Microsoft CORP | 株式-IT | 2.19% | +3.43% | NEW | |
| 2 | AAPL | Apple INC | 株式-IT | 2.18% | +3.92% | NEW | |
| 3 | QDF | Flexshares Quality Dividend | ETF-その他 | 1.84% | — | +4.57% | |
| 4 | ACN | Accenture plc | 株式-IT | 1.72% | +0.97% | NEW | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.63% | +1.64% | NEW | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.62% | — | +100.81% | |
| 7 | CSCO | Cisco Systems INC | 株式-IT | 1.62% | — | +829.22% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.59% | — | +222.05% | |
| 9 | AR | Antero Resources CORP | 株式-エネルギー | 1.57% | — | -13.73% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.49% | — | +20.46% | |
| 11 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.43% | — | +814.76% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.37% | +1.35% | NEW | |
| 13 | ALL | Allstate CORP | 株式-金融 | 1.34% | — | — | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.34% | — | +499.74% | |
| 15 | VLO | Valero Energy CORP | 株式-エネルギー | 1.31% | — | +171.20% | |
| 16 | INTC | Intel CORP | 株式-IT | 1.31% | — | +534.42% | |
| 17 | C | Citigroup INC | 株式-金融 | 1.29% | — | +351.93% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.28% | — | +739.62% | |
| 19 | PFG | Principal Financial Group | 株式-金融 | 1.23% | — | — | |
| 20 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.22% | — | — | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.22% | +1.15% | NEW | |
| 22 | XLF | Ss Financial Select Sector | ETF-その他 | 1.21% | +1.29% | NEW | |
| 23 | EXC | Exelon CORP | 株式-公益事業 | 1.14% | — | +642.70% | |
| 24 | USB | US Bancorp | 株式-金融 | 1.10% | — | — | |
| 25 | SWK | Stanley Black & Decker INC | 株式-資本財 | 1.06% | — | +970.25% | |
| 26 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.99% | +0.86% | NEW | |
| 27 | PRU | Prudential Financial INC | 株式-金融 | 0.95% | — | — | |
| 28 | MET | Metlife INC | 株式-金融 | 0.91% | — | — | |
| 29 | HPQ | Hp INC | 株式-IT | 0.91% | — | +730.90% | |
| 30 | POWL | Powell Industries INC | 株式-資本財 | 0.89% | +16.79% | NEW | |
| 31 | CBRE | Cbre Group INC - A | 株式-不動産 | 0.86% | — | — | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.85% | — | +73.84% | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.84% | — | +7.12% | |
| 34 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.83% | +0.91% | NEW | |
| 35 | DUK | Duke Energy CORP | 株式-公益事業 | 0.80% | — | — | |
| 36 | IYC | Ishares US Consumer Discreti | ETF-その他 | 0.79% | — | +8.38% | |
| 37 | EMN | Eastman Chemical Co | 株式-素材 | 0.79% | — | — | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.78% | — | +133.53% | |
| 39 | EEFT | Euronet Worldwide INC | 株式-IT | 0.77% | — | — | |
| 40 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.77% | — | +3.75% | |
| 41 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 0.76% | — | +90.02% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.74% | +1.85% | NEW | |
| 43 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.74% | — | +5.67% | |
| 44 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 0.73% | — | — | |
| 45 | TER | Teradyne INC | 株式-IT | 0.70% | — | — | |
| 46 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.68% | — | — | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | +1.41% | NEW | |
| 48 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.67% | +0.75% | NEW | |
| 49 | LEA | Lear CORP | 株式-一般消費財 | 0.67% | — | — | |
| 50 | CNC | Centene CORP | 株式-ヘルスケア | 0.67% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CSCO | Cisco Systems INC | +1.3% | +829.22% | 増加 |
| 2 | ACN | Accenture plc | +1.2% | +466.45% | 増加 |
| 3 | DD | DuPont de Nemours, Inc. | +1.1% | +814.76% | 増加 |
| 4 | JNJ | Johnson & Johnson | +1% | +739.62% | 増加 |
| 5 | INTC | Intel CORP | +1% | +534.42% | 増加 |
| 6 | GOOG | Alphabet Inc-cl C | +1% | +499.74% | 増加 |
| 7 | SWK | Stanley Black & Decker INC | +0.9% | +970.25% | 増加 |
| 8 | EXC | Exelon CORP | +0.9% | +642.70% | 増加 |
| 9 | MSFT | Microsoft CORP | +0.8% | +165.65% | 増加 |
| 10 | UNH | Unitedhealth Group INC | +0.8% | +222.05% | 増加 |
| 11 | C | Citigroup INC | +0.8% | +351.93% | 増加 |
| 12 | HPQ | Hp INC | +0.7% | +730.90% | 増加 |
| 13 | AAPL | Apple INC | +0.6% | +136.51% | 増加 |
| 14 | VLO | Valero Energy CORP | +0.5% | +171.20% | 増加 |
| 15 | HD | Home Depot INC | +0.2% | +133.53% | 増加 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +100.81% | 増加 |
| 17 | ABBV | Abbvie INC | +0.1% | +89.96% | 増加 |
| 18 | PFE | Pfizer INC | -0.1% | +73.84% | 増加 |
| 19 | AR | Antero Resources CORP | -2% | -13.73% | 減少 |
| 20 | ALL | Allstate CORP | — | NEW | 新規購入 |
| 21 | PFG | Principal Financial Group | — | NEW | 新規購入 |
| 22 | DVY | Ishares Select Dividend ETF | — | NEW | 新規購入 |
| 23 | USB | US Bancorp | — | NEW | 新規購入 |
| 24 | PRU | Prudential Financial INC | — | NEW | 新規購入 |
| 25 | MET | Metlife INC | — | NEW | 新規購入 |
| 26 | POWL | Powell Industries INC | — | NEW | 新規購入 |
| 27 | CBRE | Cbre Group INC - A | — | NEW | 新規購入 |
| 28 | FPE | Ft-preferred Secur & INC ETF | — | NEW | 新規購入 |
| 29 | DUK | Duke Energy CORP | — | NEW | 新規購入 |
| 30 | EMN | Eastman Chemical Co | — | NEW | 新規購入 |
| 31 | EEFT | Euronet Worldwide INC | — | NEW | 新規購入 |
| 32 | RCL | Royal Caribbean Cruises Ltd. | — | NEW | 新規購入 |
| 33 | TER | Teradyne INC | — | NEW | 新規購入 |
| 34 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | 新規購入 |
| 35 | LEA | Lear CORP | — | NEW | 新規購入 |
| 36 | CNC | Centene CORP | — | NEW | 新規購入 |
| 37 | ORCL | Oracle CORP | — | NEW | 新規購入 |
| 38 | ETN | Eaton Corporation plc | — | NEW | 新規購入 |
| 39 | DHR | Danaher CORP | — | NEW | 新規購入 |
| 40 | MRVL | Marvell Technology, Inc. | — | NEW | 新規購入 |
| 41 | AXP | American Express Co | — | NEW | 新規購入 |
| 42 | 9HI | Hillenbrand INC | — | NEW | 新規購入 |
| 43 | WFC 7.5 PERP L | Wells Fargo & Company | — | EXIT | 全売却 |
| 44 | EPD | Enterprise Products Partners | — | NEW | 新規購入 |
| 45 | CG | The Carlyle Group Inc. | — | NEW | 新規購入 |
| 46 | AGNC | Agnc Investment CORP | — | NEW | 新規購入 |
| 47 | RDS-A | Shell Plc-spon Adr-a | — | NEW | 新規購入 |
| 48 | ETR | Entergy CORP | — | NEW | 新規購入 |
| 49 | PEP | Pepsico INC | — | NEW | 新規購入 |
| 50 | FNF | Fidelity National Financial | — | NEW | 新規購入 |