CIK: 0001682266
申告総資産額
$16.5億
上位200銘柄を表示中（全236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 | 2.58% | +3.43% | NEW | |
| 2 | AAPL | Apple INC | 株式-IT | 2.17% | +3.92% | NEW | |
| 3 | QDF | Flexshares Quality Dividend | ETF-その他 | 1.99% | — | +7.61% | |
| 4 | CSCO | Cisco Systems INC | 株式-IT | 1.81% | — | -3.24% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.76% | — | +4.77% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.73% | +1.64% | NEW | |
| 7 | XLF | Ss Financial Select Sector | ETF-その他 | 1.60% | +1.29% | NEW | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.58% | — | -0.79% | |
| 9 | INTC | Intel CORP | 株式-IT | 1.55% | — | +1.47% | |
| 10 | AR | Antero Resources CORP | 株式-エネルギー | 1.51% | — | -10.65% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.44% | — | +18.94% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.37% | +1.35% | NEW | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.36% | +1.15% | NEW | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.32% | — | -12.72% | |
| 15 | ALL | Allstate CORP | 株式-金融 | 1.32% | — | +5.19% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.31% | — | -3.55% | |
| 17 | TER | Teradyne INC | 株式-IT | 1.29% | — | +63.30% | |
| 18 | C | Citigroup INC | 株式-金融 | 1.22% | — | +1.65% | |
| 19 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.19% | — | -10.25% | |
| 20 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.10% | +0.86% | NEW | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.09% | +1.64% | NEW | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.06% | — | -13.05% | |
| 23 | EMN | Eastman Chemical Co | 株式-素材 | 1.06% | — | +14.07% | |
| 24 | BAC | Bank Of America CORP | 株式-金融 | 1.05% | — | +178.33% | |
| 25 | PFG | Principal Financial Group | 株式-金融 | 1.03% | — | -6.01% | |
| 26 | CBRE | Cbre Group INC - A | 株式-不動産 | 1.03% | — | +6.51% | |
| 27 | USB | US Bancorp | 株式-金融 | 1.00% | — | -6.13% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.99% | — | +15.21% | |
| 29 | HPQ | Hp INC | 株式-IT | 0.98% | — | +0.46% | |
| 30 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.95% | — | +6.02% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.95% | +1.85% | NEW | |
| 32 | EXC | Exelon CORP | 株式-公益事業 | 0.94% | — | -19.69% | |
| 33 | ACN | Accenture plc | 株式-IT | 0.93% | +0.97% | NEW | |
| 34 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.86% | — | -12.25% | |
| 35 | POWL | Powell Industries INC | 株式-資本財 | 0.86% | +16.79% | NEW | |
| 36 | CNC | Centene CORP | 株式-ヘルスケア | 0.86% | — | +17.55% | |
| 37 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.85% | +0.91% | NEW | |
| 38 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.83% | — | +6.14% | |
| 39 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.81% | — | +4.22% | |
| 40 | LRCXEUR | Lam Research CORP | 株式-IT | 0.80% | — | +10.74% | |
| 41 | 9HI | Hillenbrand INC | 株式-その他 | 0.80% | — | +48.38% | |
| 42 | PRU | Prudential Financial INC | 株式-金融 | 0.79% | — | -9.84% | |
| 43 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.76% | +0.75% | NEW | |
| 44 | EEFT | Euronet Worldwide INC | 株式-IT | 0.76% | — | +1.61% | |
| 45 | DHR | Danaher CORP | 株式-ヘルスケア | 0.74% | — | +24.69% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.73% | — | -3.29% | |
| 47 | LEA | Lear CORP | 株式-一般消費財 | 0.73% | — | — | |
| 48 | BA | Boeing Co/the | 株式-資本財 | 0.73% | — | +25.70% | |
| 49 | BBTUSD | Bb&t CORP | 株式-その他 | 0.73% | — | +1.25% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.72% | +1.41% | NEW |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BAC | Bank Of America CORP | +0.7% | +178.33% | 増加 |
| 2 | JPM | Jpmorgan Chase & Co | +0.6% | +108.72% | 増加 |
| 3 | TER | Teradyne INC | +0.6% | +63.30% | 増加 |
| 4 | XLF | Ss Financial Select Sector | +0.4% | +29.66% | 増加 |
| 5 | MSFT | Microsoft CORP | +0.4% | +7.19% | 増加 |
| 6 | TGT | Target CORP | +0.4% | +281.58% | 増加 |
| 7 | 9HI | Hillenbrand INC | +0.3% | +48.38% | 増加 |
| 8 | EMN | Eastman Chemical Co | +0.3% | +14.07% | 増加 |
| 9 | INTC | Intel CORP | +0.2% | +1.47% | 増加 |
| 10 | BA | Boeing Co/the | +0.2% | +25.70% | 増加 |
| 11 | AMZN | Amazon.com INC | +0.2% | -0.03% | 減少 |
| 12 | DHR | Danaher CORP | +0.2% | +24.69% | 増加 |
| 13 | CNC | Centene CORP | +0.2% | +17.55% | 増加 |
| 14 | CBRE | Cbre Group INC - A | +0.2% | +6.51% | 増加 |
| 15 | LRCXEUR | Lam Research CORP | +0.2% | +10.74% | 増加 |
| 16 | PEP | Pepsico INC | -0.2% | -37.22% | 減少 |
| 17 | DVY | Ishares Select Dividend ETF | -0.2% | -13.05% | 減少 |
| 18 | PRU | Prudential Financial INC | -0.2% | -9.84% | 減少 |
| 19 | ORCL | Oracle CORP | -0.2% | -26.25% | 減少 |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -12.72% | 減少 |
| 21 | AGNC | Agnc Investment CORP | -0.2% | -37.46% | 減少 |
| 22 | EXC | Exelon CORP | -0.2% | -19.69% | 減少 |
| 23 | PFG | Principal Financial Group | -0.2% | -6.01% | 減少 |
| 24 | SWK | Stanley Black & Decker INC | -0.2% | -12.25% | 減少 |
| 25 | OHI | Omega Healthcare Investors | -0.2% | -81.10% | 減少 |
| 26 | DD | DuPont de Nemours, Inc. | -0.2% | -10.25% | 減少 |
| 27 | CELG | Celgene CORP | -0.2% | -52.98% | 減少 |
| 28 | BNS | Bank Of Nova Scotia | -0.2% | -73.22% | 減少 |
| 29 | DUK | Duke Energy CORP | -0.3% | -28.62% | 減少 |
| 30 | BIIB | Biogen INC | -0.3% | -84.07% | 減少 |
| 31 | IYC | Ishares US Consumer Discreti | -0.6% | -76.85% | 減少 |
| 32 | VLO | Valero Energy CORP | -0.7% | -57.89% | 減少 |
| 33 | ACN | Accenture plc | -0.8% | -47.97% | 減少 |
| 34 | MET | Metlife INC | — | EXIT | 全売却 |
| 35 | CHKP | Check Point Software Technologies Ltd. | — | EXIT | 全売却 |
| 36 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新規購入 |
| 37 | XLV | Ss Health Care Select Sector | — | NEW | 新規購入 |
| 38 | AXP | American Express Company | — | NEW | 新規購入 |
| 39 | LLY | Eli Lilly & Co | — | EXIT | 全売却 |
| 40 | ETR | Entergy CORP | — | EXIT | 全売却 |
| 41 | UNUSD | Unilever N V -ny Shares | — | EXIT | 全売却 |
| 42 | ELV | Elevance Health INC | — | NEW | 新規購入 |
| 43 | MRK | Merck & Co. INC. | — | EXIT | 全売却 |
| 44 | CNUSD | Xtrackers Msci All China Equ | — | NEW | 新規購入 |
| 45 | VNQ | Vanguard Real Estate ETF | — | EXIT | 全売却 |
| 46 | CVS | Cvs Health CORP | — | EXIT | 全売却 |
| 47 | ✓ | Wisdomtree Global Smcap Divi | — | NEW | 新規購入 |
| 48 | OPLN | Openlane INC | — | NEW | 新規購入 |
| 49 | VDE | Vanguard Energy ETF | — | EXIT | 全売却 |
| 50 | FNB | Fnb CORP | — | NEW | 新規購入 |