CIK: 0001534561
申告総資産額
$14.5億
| # | 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 | F | Ford Motor Co | 株式-一般消費財 | 55.38% | — | -0.08% | |
| 2 | DVY | Ishares Select Dividend ETF | ETF-その他 | 6.51% | — | +1.96% | |
| 3 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 5.12% | -0.01% | — | |
| 4 | ✓ | J P Morgan Chase And Co | 株式-その他 | 2.13% | — | — | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.11% | — | +2.70% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.30% | — | -0.22% | |
| 7 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.25% | +0.25% | +3.38% | |
| 8 | ✓ | 3m Co | 株式-その他 | 1.16% | — | — | |
| 9 | ✓ | ConocoPhillips | 株式-その他 | 1.15% | — | — | |
| 10 | INTC | Intel CORP | 株式-IT | 1.12% | — | +4.73% | |
| 11 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.08% | -0.68% | +4.35% | |
| 12 | UTXZ | United Tech CORP | 株式-その他 | 1.06% | — | +4.19% | |
| 13 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.06% | — | +4.24% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.04% | — | +7.11% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.03% | +0.16% | +2.27% | |
| 16 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.02% | — | +4.59% | |
| 17 | ✓ | Alps Group Inc | 株式-その他 | 1.01% | — | — | |
| 18 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.01% | — | +4.53% | |
| 19 | HON | Honeywell International INC | 株式-資本財 | 1.00% | — | +4.51% | |
| 20 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.96% | — | +4.52% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 0.96% | — | +4.94% | |
| 22 | ✓ | Duke Energy Corporation | 株式-その他 | 0.94% | — | — | |
| 23 | ✓ | Verizon Communications Inc. | 株式-その他 | 0.94% | — | — | |
| 24 | ✓ | Exxon Mobil Corporation | 株式-その他 | 0.94% | — | — | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.93% | — | +5.27% | |
| 26 | EMR | Emerson Electric Co | 株式-資本財 | 0.93% | — | +4.84% | |
| 27 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.93% | — | +7.71% | |
| 28 | ✓ | The Kraft Heinz Company | 株式-その他 | 0.91% | — | — | |
| 29 | ✓ | AT & T, Inc. New | 株式-その他 | 0.88% | — | — | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.87% | — | +5.22% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.86% | — | +5.36% | |
| 32 | ✓ | Capitol Federal Financial Inc | 株式-その他 | 0.75% | — | — | |
| 33 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.35% | +0.12% | — | |
| 34 | GM | General Motors Co | 株式-一般消費財 | 0.24% | — | — | |
| 35 | ✓ | Prophase Labs INC | 株式-その他 | 0.22% | — | — | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.20% | — | — | |
| 37 | FISV | Fiserv INC | 株式-その他 | 0.13% | — | — | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.13% | — | -17.60% | |
| 39 | C | Citigroup INC | 株式-金融 | 0.11% | — | — | |
| 40 | AAPL | Apple INC | 株式-IT | 0.11% | -0.11% | +600.00% | |
| 41 | MFAUSD | Mfa Financial INC | 株式-その他 | 0.06% | — | — | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.06% | — | -10.90% | |
| 43 | ZION | Zions Bancorp NA | 株式-金融 | 0.04% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | F | Ford Motor Co | +0.8% | -0.08% | 減少 |
| 2 | INTC | Intel CORP | +0.1% | +4.73% | 増加 |
| 3 | JNJ | Johnson & Johnson | +0.1% | +7.11% | 増加 |
| 4 | CVX | Chevron CORP | +0.1% | +5.27% | 増加 |
| 5 | PEP | Pepsico INC | 0% | +4.94% | 増加 |
| 6 | LLY | Eli Lilly & Co | 0% | +4.35% | 増加 |
| 7 | UPS | United Parcel Service-cl B | 0% | +4.24% | 増加 |
| 8 | AAPL | Apple INC | 0% | +600.00% | 増加 |
| 9 | CL | Colgate-palmolive Co | — | +4.59% | 増加 |
| 10 | KMB | Kimberly-clark CORP | 0% | +7.71% | 増加 |
| 11 | MCD | Mcdonald's CORP | 0% | +4.53% | 増加 |
| 12 | GM | General Motors Co | 0% | — | 変化なし |
| 13 | IBM | Intl Business Machines CORP | 0% | -10.90% | 減少 |
| 14 | FISV | Fiserv INC | 0% | — | 変化なし |
| 15 | KO | Coca-cola Co/the | 0% | -17.60% | 減少 |
| 16 | ORLY | O'reilly Automotive INC | 0% | — | 変化なし |
| 17 | HON | Honeywell International INC | 0% | +4.51% | 増加 |
| 18 | VYM | Vanguard High Dvd Yield ETF | -0.1% | -0.22% | 減少 |
| 19 | MSFT | Microsoft CORP | -0.1% | +2.27% | 増加 |
| 20 | EMR | Emerson Electric Co | -0.1% | +4.84% | 増加 |
| 21 | WMT | Walmart INC | -0.1% | +5.36% | 増加 |
| 22 | ✓ | Prophase Labs INC | -0.1% | — | 変化なし |
| 23 | PG | Procter & Gamble Co/the | -0.1% | +5.22% | 増加 |
| 24 | UTXZ | United Tech CORP | -0.1% | +4.19% | 増加 |
| 25 | DUK | Du Pont E I De Nemour&Co | -0.1% | +4.52% | 増加 |
| 26 | LMT | Lockheed Martin CORP | -0.1% | +3.38% | 増加 |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | +2.70% | 増加 |
| 28 | DVY | Ishares Select Dividend ETF | -0.1% | +1.96% | 増加 |
| 29 | TM | Toyota Motor CORP -spon Adr | -0.2% | — | 変化なし |
| 30 | JPM | Jpmorgan Chase & Co | — | EXIT | 全売却 |
| 31 | ✓ | J P Morgan Chase And Co | — | NEW | 新規購入 |
| 32 | ✓ | 3m Co | — | NEW | 新規購入 |
| 33 | ✓ | ConocoPhillips | — | NEW | 新規購入 |
| 34 | MMM | 3m Co | — | EXIT | 全売却 |
| 35 | ✓ | Alps Group Inc | — | NEW | 新規購入 |
| 36 | ✓ | Duke Energy Corporation | — | NEW | 新規購入 |
| 37 | ✓ | Verizon Communications Inc. | — | NEW | 新規購入 |
| 38 | ✓ | Exxon Mobil Corporation | — | NEW | 新規購入 |
| 39 | ✓ | The Kraft Heinz Company | — | NEW | 新規購入 |
| 40 | COP | Conocophillips | — | EXIT | 全売却 |
| 41 | AMLPUSD | Alerian Mlp ETF | — | EXIT | 全売却 |
| 42 | ✓ | AT & T, Inc. New | — | NEW | 新規購入 |
| 43 | VZ | Verizon Communications INC | — | EXIT | 全売却 |
| 44 | XOM | Exxon Mobil CORP | — | EXIT | 全売却 |
| 45 | DUK | Duke Energy CORP | — | EXIT | 全売却 |
| 46 | T | At&t INC | — | EXIT | 全売却 |
| 47 | KHC | The Kraft Heinz Company | — | EXIT | 全売却 |
| 48 | CFFN | Capitol Federal Financial In | — | EXIT | 全売却 |
| 49 | ✓ | Capitol Federal Financial Inc | — | NEW | 新規購入 |
| 50 | VNQ | Vanguard Real Estate ETF | — | NEW | 新規購入 |