CIK: 0001632554
申告総資産額
$11.1億
上位200銘柄を表示中（全304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 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.56% | +0.26% | -20.36% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.11% | — | -17.80% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.91% | +0.05% | +2.30% | |
| 4 | XLF | Ss Financial Select Sector | ETF-その他 | 3.53% | — | -4.80% | |
| 5 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 3.16% | — | -11.36% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.94% | -0.62% | -12.92% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.70% | -0.27% | -6.60% | |
| 8 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 2.63% | — | -6.46% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.36% | — | -42.70% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-その他 | 2.17% | — | -0.80% | |
| 11 | JKHY | Jack Henry & Associates INC | 株式-IT | 2.17% | -0.18% | — | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.17% | — | -13.91% | |
| 13 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 2.08% | — | -53.49% | |
| 14 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.62% | — | +3.34% | |
| 15 | XLB | Ss Materials Select Sector | ETF-その他 | 1.51% | — | -4.68% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.47% | — | -8.96% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 1.37% | +0.64% | — | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.35% | -0.06% | -14.55% | |
| 19 | INTC | Intel CORP | 株式-IT | 1.34% | — | -23.99% | |
| 20 | AMT | American Tower CORP | 株式-不動産 | 1.22% | — | -33.81% | |
| 21 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.17% | — | +16.00% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 1.15% | — | -16.61% | |
| 23 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.11% | — | -29.42% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 1.10% | — | +2.14% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.09% | -0.04% | +14.13% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 1.08% | — | +50.13% | |
| 27 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 1.07% | — | -14.75% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.06% | — | +3.16% | |
| 29 | LARK | Landmark Bancorp INC | 株式-その他 | 0.99% | — | -4.75% | |
| 30 | AMGN | Amgen INC | 株式-ヘルスケア | 0.96% | — | +10.77% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 0.95% | — | -27.34% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.93% | — | -2.13% | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 0.89% | — | +10.27% | |
| 34 | XLE | Ss Energy Select Sector | ETF-その他 | 0.81% | — | -30.09% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.80% | — | -12.20% | |
| 36 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.80% | — | +13.80% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.80% | — | -6.71% | |
| 38 | BLKCHF | Blackrock INC | 株式-その他 | 0.79% | — | +233.33% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.77% | — | +325.98% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.76% | +0.30% | — | |
| 41 | UNP | Union Pacific CORP | 株式-資本財 | 0.73% | — | -5.23% | |
| 42 | CERNCHF | Cerner CORP | 株式-その他 | 0.72% | — | +55.83% | |
| 43 | VTV | Vanguard Value ETF | ETF-その他 | 0.71% | +0.31% | — | |
| 44 | DE | Deere & Co | 株式-資本財 | 0.70% | -0.06% | +19.36% | |
| 45 | T | At&t INC | 株式-通信サービス | 0.69% | — | +138.31% | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.68% | — | +65.24% | |
| 47 | CAT | Caterpillar INC | 株式-資本財 | 0.64% | +0.05% | +18.60% | |
| 48 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.63% | — | +3460.35% | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.61% | -0.11% | +370.03% | |
| 50 | ORCL | Oracle CORP | 株式-IT | 0.61% | — | +678.27% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CVS | Cvs Health CORP | +0.6% | +3460.35% | 増加 |
| 2 | BLKCHF | Blackrock INC | +0.6% | +233.33% | 増加 |
| 3 | MRK | Merck & Co. INC. | +0.6% | +325.98% | 増加 |
| 4 | ORCL | Oracle CORP | +0.5% | +678.27% | 増加 |
| 5 | ADP | Automatic Data Processing | +0.5% | +801.99% | 増加 |
| 6 | MCD | Mcdonald's CORP | +0.5% | +370.03% | 増加 |
| 7 | KMB | Kimberly-clark CORP | +0.4% | +343.70% | 増加 |
| 8 | KO | Coca-cola Co/the | +0.4% | +289.45% | 増加 |
| 9 | T | At&t INC | +0.4% | +138.31% | 増加 |
| 10 | PEP | Pepsico INC | +0.3% | +50.13% | 増加 |
| 11 | UNH | Unitedhealth Group INC | +0.3% | +65.24% | 増加 |
| 12 | SBUX | Starbucks CORP | +0.3% | +188.06% | 増加 |
| 13 | GS | Goldman Sachs Group INC | +0.3% | +229.90% | 増加 |
| 14 | CERNCHF | Cerner CORP | +0.2% | +55.83% | 増加 |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.2% | +2.30% | 増加 |
| 16 | AAPL | Apple INC | +0.2% | -12.92% | 減少 |
| 17 | VZ | Verizon Communications INC | +0.2% | +72.64% | 増加 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +89.36% | 増加 |
| 19 | KHC | Kraft Heinz Co/the | +0.2% | +61.31% | 増加 |
| 20 | PSA | Public Storage | +0.2% | +4790.00% | 増加 |
| 21 | HD | Home Depot INC | +0.2% | +2.14% | 増加 |
| 22 | KEL | Kellanova | +0.2% | +53.76% | 増加 |
| 23 | VUG | Vanguard Growth ETF | +0.1% | — | 変化なし |
| 24 | AMGN | Amgen INC | +0.1% | +10.77% | 増加 |
| 25 | DE | Deere & Co | +0.1% | +19.36% | 増加 |
| 26 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.16% | 増加 |
| 27 | BMY | Bristol-myers Squibb Co | +0.1% | +16.00% | 増加 |
| 28 | JKHY | Jack Henry & Associates INC | +0.1% | — | 変化なし |
| 29 | XLB | Ss Materials Select Sector | 0% | -4.68% | 減少 |
| 30 | AMZN | Amazon.com INC | 0% | -17.80% | 減少 |
| 31 | XLY | Ss Consumer Disc Select Sect | 0% | -11.36% | 減少 |
| 32 | XLI | Ss Industrial Select Sector | 0% | -0.80% | 減少 |
| 33 | XLC | Ss Comm Select Sector Spdr | 0% | -6.46% | 減少 |
| 34 | MSFT | Microsoft CORP | -0.1% | -13.91% | 減少 |
| 35 | XLF | Ss Financial Select Sector | -0.3% | -4.80% | 減少 |
| 36 | INTC | Intel CORP | -0.5% | -23.99% | 減少 |
| 37 | AMT | American Tower CORP | -0.6% | -33.81% | 減少 |
| 38 | EFAV | Ishares Msci Eafe Min Vol Fa | -0.6% | -29.42% | 減少 |
| 39 | XLK | Ss Technology Select Sector | -0.7% | -20.36% | 減少 |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.7% | -6.60% | 減少 |
| 41 | XLV | Ss Health Care Select Sector | -1.9% | -42.70% | 減少 |
| 42 | XLP | Ss Consumer Staples Sel Sect | -2.7% | -53.49% | 減少 |
| 43 | VMWEUR | Vmware Inc-class A | — | NEW | 新規購入 |
| 44 | AMAT | Applied Materials INC | — | NEW | 新規購入 |
| 45 | CTSH | Cognizant Tech Solutions-a | — | NEW | 新規購入 |
| 46 | COST | Costco Wholesale CORP | — | NEW | 新規購入 |
| 47 | TROW | T Rowe Price Group INC | — | NEW | 新規購入 |
| 48 | BSV | Vanguard Short-term Bond ETF | — | NEW | 新規購入 |
| 49 | RTN1USD | Raytheon Company | — | EXIT | 全売却 |
| 50 | SPG | Simon Property Group INC | — | NEW | 新規購入 |