CIK: 0001632554
申告総資産額
$11.1億
上位200銘柄を表示中（全368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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.32% | +0.30% | +484.10% | |
| 2 | IFGL | Ishares International Develo | ETF-その他 | 3.36% | — | -16.34% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.69% | -0.62% | +32.00% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.61% | -0.06% | +33.72% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.14% | — | +60.05% | |
| 6 | PEP | Pepsico INC | 株式-生活必需品 | 2.02% | — | +28.51% | |
| 7 | AMT | American Tower CORP | 株式-不動産 | 1.98% | — | +36.88% | |
| 8 | BLKCHF | Blackrock INC | 株式-その他 | 1.97% | — | +64.00% | |
| 9 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.92% | — | +37.15% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.90% | -0.22% | EXIT | |
| 11 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.89% | — | +5.69% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.89% | — | +46.85% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.79% | — | +31.18% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 1.77% | -0.06% | +56.39% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.71% | — | +49.79% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.70% | — | +56.04% | |
| 17 | WFC | Wells Fargo & Co | 株式-金融 | 1.67% | — | +53.42% | |
| 18 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.66% | -0.09% | +53.75% | |
| 19 | DFSEUR | Discover Financial Services | 株式-その他 | 1.62% | — | +56.48% | |
| 20 | INTC | Intel CORP | 株式-IT | 1.62% | — | +52.78% | |
| 21 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.62% | — | +87.43% | |
| 22 | SNY | Sanofi-adr | 株式-ヘルスケア | 1.61% | — | +42.20% | |
| 23 | VFC | Vf CORP | 株式-一般消費財 | 1.60% | — | +51.47% | |
| 24 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.59% | — | +19.19% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.59% | — | +0.38% | |
| 26 | ALL | Allstate CORP | 株式-金融 | 1.59% | — | +92.88% | |
| 27 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 1.58% | — | +112.91% | |
| 28 | GOOG | Alphabet A | 株式-通信サービス | 1.57% | — | +19.81% | |
| 29 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.56% | — | +40.68% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 1.55% | — | +24.13% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 1.40% | — | +86.37% | |
| 32 | CSX | Csx CORP | 株式-資本財 | 1.40% | — | +58.09% | |
| 33 | UTXZ | United Tech CORP | 株式-その他 | 1.35% | — | +51.97% | |
| 34 | WM | Waste Management INC | 株式-資本財 | 1.32% | — | +21.91% | |
| 35 | ✓ | 株式-その他 | 1.30% | — | +21.43% | ||
| 36 | AXP | American Express Company | 株式-金融 | 1.30% | — | +18.50% | |
| 37 | FLR | Fluor CORP | 株式-資本財 | 1.29% | — | +157.38% | |
| 38 | QCOM | Qualcomm INC | 株式-IT | 1.29% | — | +85.52% | |
| 39 | AVGO | Broadcom Inc. | 株式-IT | 1.28% | — | +5.55% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 1.26% | — | +47.51% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.24% | +0.05% | +92.02% | |
| 42 | SO | Southern Co/the | 株式-公益事業 | 1.23% | — | +15.54% | |
| 43 | T | At&t INC | 株式-通信サービス | 1.20% | — | +7.58% | |
| 44 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.13% | — | +4.04% | |
| 45 | ✓ | Ishares Ibonds Sep 2020 Amt | 株式-その他 | 1.04% | — | +131.21% | |
| 46 | ✓ | 株式-その他 | 1.02% | — | +22.27% | ||
| 47 | ✓ | 株式-その他 | 1.00% | — | +954.56% | ||
| 48 | EXC | Exelon CORP | 株式-公益事業 | 0.99% | — | +22.40% | |
| 49 | SLB | Slb LTD | 株式-エネルギー | 0.98% | — | +10.24% | |
| 50 | NUE | Nucor CORP | 株式-素材 | 0.97% | — | +46.11% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +3.4% | +484.10% | 増加 |
| 2 | ✓ | +0.9% | +954.56% | 増加 | |
| 3 | DKS | Dick's Sporting Goods INC | +0.7% | +112.91% | 増加 |
| 4 | JNJ | Johnson & Johnson | +0.6% | +60.05% | 増加 |
| 5 | NVS | Novartis Ag-sponsored Adr | +0.6% | +87.43% | 増加 |
| 6 | FLR | Fluor CORP | +0.6% | +157.38% | 増加 |
| 7 | ALL | Allstate CORP | +0.6% | +92.88% | 増加 |
| 8 | ✓ | Ishares Ibonds Sep 2020 Amt | +0.6% | +131.21% | 増加 |
| 9 | HD | Home Depot INC | +0.5% | +46.85% | 増加 |
| 10 | CSCO | Cisco Systems INC | +0.5% | +86.37% | 増加 |
| 11 | VWO | Vanguard Ftse Emerging Marke | +0.5% | +290.30% | 増加 |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.5% | +92.02% | 増加 |
| 13 | IBMHEUR | Ishares Ibonds Sep 2019 Term | +0.5% | +140.74% | 増加 |
| 14 | INTC | Intel CORP | +0.4% | +52.78% | 増加 |
| 15 | BLKCHF | Blackrock INC | +0.4% | +64.00% | 増加 |
| 16 | VFC | Vf CORP | +0.4% | +51.47% | 増加 |
| 17 | WMT | Walmart INC | +0.4% | +56.39% | 増加 |
| 18 | QCOM | Qualcomm INC | +0.4% | +85.52% | 増加 |
| 19 | DIS | Walt Disney Co/the | +0.4% | +56.04% | 増加 |
| 20 | WFC | Wells Fargo & Co | +0.4% | +53.42% | 増加 |
| 21 | DFSEUR | Discover Financial Services | +0.4% | +56.48% | 増加 |
| 22 | GOOG | Alphabet A | +0.4% | +19.81% | 増加 |
| 23 | PG | Procter & Gamble Co/the | +0.3% | +49.79% | 増加 |
| 24 | PEP | Pepsico INC | +0.3% | +28.51% | 増加 |
| 25 | SNY | Sanofi-adr | +0.3% | +42.20% | 増加 |
| 26 | AMT | American Tower CORP | +0.3% | +36.88% | 増加 |
| 27 | MSFT | Microsoft CORP | +0.3% | +31.18% | 増加 |
| 28 | MA | Mastercard INC - A | +0.3% | +47.51% | 増加 |
| 29 | CVS | Cvs Health CORP | +0.2% | +40.68% | 増加 |
| 30 | JPM | Jpmorgan Chase & Co | +0.2% | +33.72% | 増加 |
| 31 | CSX | Csx CORP | +0.2% | +58.09% | 増加 |
| 32 | ABT | Abbott Laboratories | +0.2% | +53.75% | 増加 |
| 33 | SBUX | Starbucks CORP | +0.2% | +19.19% | 増加 |
| 34 | AAPL | Apple INC | +0.1% | +32.00% | 増加 |
| 35 | CBSH | Commerce Bancshares INC | -0.4% | -88.64% | 減少 |
| 36 | DVN | Devon Energy CORP | -0.7% | -96.75% | 減少 |
| 37 | CAT | Caterpillar INC | -0.7% | -71.73% | 減少 |
| 38 | FDX | Fedex CORP | -0.8% | -94.97% | 減少 |
| 39 | IYM | Ishares U.s. Basic Materials | -1% | -97.16% | 減少 |
| 40 | ROST | Ross Stores INC | -1% | -97.49% | 減少 |
| 41 | NDAQ | Nasdaq INC | -1.1% | -97.88% | 減少 |
| 42 | MCD | Mcdonald's CORP | -1.1% | -94.26% | 減少 |
| 43 | PRU | Prudential Financial INC | -1.2% | -91.81% | 減少 |
| 44 | UNUSD | Unilever N V -ny Shares | -1.3% | -96.49% | 減少 |
| 45 | IFGL | Ishares International Develo | -1.3% | -16.34% | 減少 |
| 46 | ELV | Elevance Health INC | -1.4% | -98.20% | 減少 |
| 47 | FLS | Flowserve CORP | — | EXIT | 全売却 |
| 48 | AMLPUSD | Alerian Mlp ETF | — | NEW | 新規購入 |
| 49 | MU | Micron Technology INC | — | EXIT | 全売却 |
| 50 | GSG | Ishares S&p Gsci Commodity I | — | EXIT | 全売却 |