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 | WFC | Wells Fargo & Co | 株式-金融 | 18.89% | — | +188.20% | |
| 2 | JPM | Jpmorgan Chase & Co | 株式-金融 | 16.96% | -0.07% | — | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 5.88% | — | -4.11% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.32% | -0.11% | +2.77% | |
| 5 | BAC | Bank Of America CORP | 株式-金融 | 3.20% | — | — | |
| 6 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.99% | -0.68% | +3.29% | |
| 7 | CVX | Chevron CORP | 株式-エネルギー | 1.96% | — | +2.87% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.91% | — | +3.36% | |
| 9 | BA | Boeing Co/the | 株式-資本財 | 1.82% | +0.03% | NEW | |
| 10 | UTXZ | United Tech CORP | 株式-その他 | 1.82% | — | +3.10% | |
| 11 | EMR | Emerson Electric Co | 株式-資本財 | 1.67% | — | +5.91% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.66% | — | +4.36% | |
| 13 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.64% | — | +2.97% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 1.64% | — | +4.30% | |
| 15 | TGT | Target CORP | 株式-一般消費財 | 1.63% | — | +14.34% | |
| 16 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.62% | — | +4.23% | |
| 17 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.62% | — | +4.16% | |
| 18 | HON | Honeywell International INC | 株式-資本財 | 1.61% | — | +4.18% | |
| 19 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.59% | — | +3.48% | |
| 20 | CAH | Cardinal Health INC | 株式-ヘルスケア | 1.58% | — | +3.64% | |
| 21 | DUK | Duke Energy CORP | 株式-公益事業 | 1.55% | — | +3.78% | |
| 22 | SYY | Sysco CORP | 株式-生活必需品 | 1.54% | — | +8.31% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 1.54% | — | +4.43% | |
| 24 | VFC | Vf CORP | 株式-一般消費財 | 1.54% | — | +45.48% | |
| 25 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.50% | — | -5.96% | |
| 26 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 1.42% | — | — | |
| 27 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.33% | — | +2.93% | |
| 28 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 1.28% | — | +5.23% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 1.27% | — | -11.27% | |
| 30 | ✓ | 株式-その他 | 1.27% | — | — | ||
| 31 | CG | The Carlyle Group Inc. | 株式-金融 | 1.21% | — | +16.77% | |
| 32 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.20% | — | — | |
| 33 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 1.13% | — | +3.64% | |
| 34 | PSX | Phillips 66 | 株式-エネルギー | 0.89% | — | +34.46% | |
| 35 | COP | Conocophillips | 株式-エネルギー | 0.81% | — | -0.87% | |
| 36 | VLO | Valero Energy CORP | 株式-エネルギー | 0.80% | — | +30.83% | |
| 37 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.69% | +0.12% | — | |
| 38 | WKC | World Kinect CORP | 株式-その他 | 0.45% | — | — | |
| 39 | CFFN | Capitol Federal Financial In | 株式-その他 | 0.36% | — | — | |
| 40 | LUV | Southwest Airlines Co | 株式-資本財 | 0.35% | — | — | |
| 41 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.34% | — | +81.64% | |
| 42 | AN | Autonation INC | 株式-一般消費財 | 0.33% | — | +3.63% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.31% | — | +328.11% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.28% | — | -83.96% | |
| 45 | OII | Oceaneering Intl INC | 株式-エネルギー | 0.27% | — | — | |
| 46 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.24% | — | -84.66% | |
| 47 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.24% | +0.25% | -85.61% | |
| 48 | MMM | 3m Co | 株式-資本財 | 0.23% | — | -84.92% | |
| 49 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.23% | — | -0.61% | |
| 50 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.23% | — | -84.96% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | WFC | Wells Fargo & Co | +13.2% | +188.20% | 増加 |
| 2 | JPM | Jpmorgan Chase & Co | +4.2% | — | 変化なし |
| 3 | AAPL | Apple INC | +1.1% | +2.77% | 増加 |
| 4 | BAC | Bank Of America CORP | +1% | — | 変化なし |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | +0.9% | -4.11% | 減少 |
| 6 | VFC | Vf CORP | +0.6% | +45.48% | 増加 |
| 7 | LLY | Eli Lilly & Co | +0.5% | +3.29% | 増加 |
| 8 | TGT | Target CORP | +0.5% | +14.34% | 増加 |
| 9 | EMR | Emerson Electric Co | +0.5% | +5.91% | 増加 |
| 10 | PG | Procter & Gamble Co/the | +0.5% | +4.36% | 増加 |
| 11 | BA | Boeing Co/the | +0.4% | +3.30% | 増加 |
| 12 | PEP | Pepsico INC | +0.4% | +4.30% | 増加 |
| 13 | CL | Colgate-palmolive Co | +0.4% | +4.23% | 増加 |
| 14 | UPS | United Parcel Service-cl B | +0.4% | +3.48% | 増加 |
| 15 | HON | Honeywell International INC | +0.4% | +4.18% | 増加 |
| 16 | PSX | Phillips 66 | +0.4% | +34.46% | 増加 |
| 17 | SYY | Sysco CORP | +0.4% | +8.31% | 増加 |
| 18 | CG | The Carlyle Group Inc. | +0.3% | +16.77% | 増加 |
| 19 | CAH | Cardinal Health INC | +0.3% | +3.64% | 増加 |
| 20 | VLO | Valero Energy CORP | +0.3% | +30.83% | 増加 |
| 21 | XOM | Exxon Mobil CORP | +0.3% | +3.36% | 増加 |
| 22 | MPC | Marathon Petroleum CORP | +0.3% | — | 変化なし |
| 23 | BXUSD | Blackstone Group Lp/the | +0.3% | +3.64% | 増加 |
| 24 | DUK | Duke Energy CORP | +0.3% | +3.78% | 増加 |
| 25 | VOO | Vanguard S&p 500 ETF | +0.3% | +328.11% | 増加 |
| 26 | TEVA | Teva Pharmaceutical-sp Adr | +0.2% | +5.23% | 増加 |
| 27 | VTWO | Vanguard Russell 2000 ETF | +0.2% | +81.64% | 増加 |
| 28 | EPD | Enterprise Products Partners | +0.1% | -5.96% | 減少 |
| 29 | WMT | Walmart INC | +0.1% | -11.27% | 減少 |
| 30 | VEA | Vanguard Ftse Developed ETF | +0.1% | +383.37% | 増加 |
| 31 | DVY | Ishares Select Dividend ETF | -0.1% | -61.63% | 減少 |
| 32 | BAX | Baxter International INC | -0.1% | -87.55% | 減少 |
| 33 | INTC | Intel CORP | -1% | -83.96% | 減少 |
| 34 | KHC | Kraft Heinz Co/the | -1% | -84.66% | 減少 |
| 35 | MMM | 3m Co | -1% | -84.92% | 減少 |
| 36 | JNJ | Johnson & Johnson | -1.1% | -85.85% | 減少 |
| 37 | T | At&t INC | -1.1% | -85.38% | 減少 |
| 38 | KMB | Kimberly-clark CORP | -1.1% | -84.96% | 減少 |
| 39 | LMT | Lockheed Martin CORP | -1.1% | -85.61% | 減少 |
| 40 | EWG | Ishares Msci Germany ETF | -5.5% | -99.55% | 減少 |
| 41 | F | Ford Motor Co | -18.2% | -99.58% | 減少 |
| 42 | TM | Toyota Motor CORP -spon Adr | — | EXIT | 全売却 |
| 43 | GSK | GSK plc ADRhedged | — | NEW | 新規購入 |
| 44 | ✓ | — | NEW | 新規購入 | |
| 45 | OXY | Occidental Petroleum CORP | — | EXIT | 全売却 |
| 46 | EOG | Eog Resources INC | — | EXIT | 全売却 |
| 47 | ✓ | Tesoro CORP | — | EXIT | 全売却 |
| 48 | FTI | TechnipFMC plc | — | EXIT | 全売却 |
| 49 | CVI | Cvr Energy INC | — | EXIT | 全売却 |
| 50 | VWO | Vanguard Ftse Emerging Marke | — | NEW | 新規購入 |