CIK: 0001569173
申告総資産額
$3.3億
上位200銘柄を表示中（全279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 | PFE | Pfizer INC | 株式-ヘルスケア | 12.42% | — | +166.87% | |
| 2 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 5.50% | -0.11% | — | |
| 3 | TYGEUR | Tortoise Energy Infrastruct | 株式-その他 | 4.95% | — | +0.60% | |
| 4 | SCHH | Schwab US Reit ETF | ETF-その他 | 4.42% | -0.63% | +18.64% | |
| 5 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 3.97% | -0.47% | -1.31% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.73% | +0.02% | +0.02% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.68% | — | +0.68% | |
| 8 | ✓ | 株式-その他 | 1.65% | — | -1.52% | ||
| 9 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.59% | +0.15% | -2.25% | |
| 10 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.44% | -0.34% | -0.29% | |
| 11 | IBM | Intl Business Machines CORP | 株式-IT | 1.43% | — | +0.54% | |
| 12 | FISV | Fiserv INC | 株式-その他 | 1.40% | -0.01% | +1.30% | |
| 13 | INTC | Intel CORP | 株式-IT | 1.27% | +0.10% | -0.76% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.24% | +0.05% | +0.14% | |
| 15 | UNP | Union Pacific CORP | 株式-資本財 | 1.20% | +0.02% | -0.96% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.20% | +0.76% | +0.82% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.14% | — | +0.01% | |
| 18 | AXP | American Express Company | 株式-金融 | 1.13% | — | -0.13% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.12% | — | +0.33% | |
| 20 | ITW | Illinois Tool Works | 株式-資本財 | 1.11% | +0.08% | -0.29% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 1.09% | — | -0.30% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.09% | +0.41% | -0.36% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.09% | — | +0.76% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.04% | — | +0.26% | |
| 25 | AFL | Aflac INC | 株式-金融 | 1.03% | — | -1.65% | |
| 26 | UTXZ | United Tech CORP | 株式-その他 | 0.97% | +0.01% | +2.21% | |
| 27 | ORCL | Oracle CORP | 株式-IT | 0.88% | -0.25% | -1.11% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.88% | -0.03% | +1.06% | |
| 29 | ADP | Automatic Data Processing | 株式-IT | 0.88% | — | -1.30% | |
| 30 | ✓ | Powershares | 株式-その他 | 0.87% | — | +0.71% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.85% | +0.03% | -0.21% | |
| 32 | JRS | Nuveen Real Estate Income | 株式-その他 | 0.79% | -0.11% | +15.31% | |
| 33 | OMC | Omnicom Group | 株式-通信サービス | 0.75% | -0.39% | -4.05% | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.74% | — | +2.54% | |
| 35 | XLE | Ss Energy Select Sector | ETF-その他 | 0.72% | -0.21% | +1.78% | |
| 36 | WEP | Magellan Midstream Partners | 株式-その他 | 0.72% | — | — | |
| 37 | SLB | Slb LTD | 株式-エネルギー | 0.72% | -0.07% | +0.29% | |
| 38 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.71% | — | — | |
| 39 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.71% | — | — | |
| 40 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 0.67% | — | -8.57% | |
| 41 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.67% | — | +18.05% | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.66% | — | -2.44% | |
| 43 | DHR | Danaher CORP | 株式-ヘルスケア | 0.66% | — | +9.88% | |
| 44 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.63% | — | +36.51% | |
| 45 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.60% | +0.02% | +9.33% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.60% | — | -0.78% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.59% | — | +1.59% | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.58% | — | +0.53% | |
| 49 | NEE | Nextera Energy INC | 株式-公益事業 | 0.56% | — | — | |
| 50 | BAX | Baxter International INC | 株式-ヘルスケア | 0.56% | — | -1.73% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PFE | Pfizer INC | +7.1% | +166.87% | 増加 |
| 2 | VIG | Vanguard Dividend Apprec ETF | +0.4% | +272.71% | 増加 |
| 3 | TROW | T Rowe Price Group INC | +0.1% | +64.54% | 増加 |
| 4 | AEP | American Electric Power Company, Inc. | +0.1% | +36.51% | 増加 |
| 5 | TSLA | Tesla INC | +0.1% | +34.26% | 増加 |
| 6 | ✓ | Powershares Qqq Trust Ser 1 | +0.1% | +50.08% | 増加 |
| 7 | KMI | Kinder Morgan INC | +0.1% | +18.05% | 増加 |
| 8 | GIEQ | Goldman Sachs Data Enhanced International Equity ETF | +0.1% | +39.52% | 増加 |
| 9 | HD | Home Depot INC | 0% | +1.59% | 増加 |
| 10 | SCHH | Schwab US Reit ETF | 0% | +18.64% | 増加 |
| 11 | NWL | Newell Brands INC | 0% | +0.53% | 増加 |
| 12 | INTC | Intel CORP | 0% | -0.76% | 減少 |
| 13 | MSFT | Microsoft CORP | 0% | -0.36% | 減少 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +0.76% | 増加 |
| 15 | JRS | Nuveen Real Estate Income | -0.1% | +15.31% | 増加 |
| 16 | AAPL | Apple INC | -0.1% | +0.82% | 増加 |
| 17 | FISV | Fiserv INC | -0.1% | +1.30% | 増加 |
| 18 | PG | Procter & Gamble Co/the | -0.1% | +0.26% | 増加 |
| 19 | UNP | Union Pacific CORP | -0.1% | -0.96% | 減少 |
| 20 | FFBC | First Financial Bancorp | -0.1% | -24.81% | 減少 |
| 21 | PLMKW | Plum Acquisition Corp. IV | -0.1% | -45.88% | 減少 |
| 22 | SYTUSD | Syngenta Ag-adr | -0.1% | -9.90% | 減少 |
| 23 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | -0.1% | -12.76% | 減少 |
| 24 | HYS | Pimco 0-5 Year H/y CORP Bond | -0.1% | -12.75% | 減少 |
| 25 | IBM | Intl Business Machines CORP | -0.1% | +0.54% | 増加 |
| 26 | CAT | Caterpillar INC | -0.2% | +0.53% | 増加 |
| 27 | DLS | Wisdomtree Intl S/c Dvd Fund | -0.2% | — | 変化なし |
| 28 | OMC | Omnicom Group | -0.2% | -4.05% | 減少 |
| 29 | DES | Wisdomtree US Smallcap Divid | -0.2% | — | 変化なし |
| 30 | XLE | Ss Energy Select Sector | -0.2% | +1.78% | 増加 |
| 31 | HUBG | Hub Group Inc-cl A | -0.2% | -0.18% | 減少 |
| 32 | ORCL | Oracle CORP | -0.2% | -1.11% | 減少 |
| 33 | UTXZ | United Tech CORP | -0.2% | +2.21% | 増加 |
| 34 | KEL | Kellanova | -0.2% | -34.04% | 減少 |
| 35 | SLB | Slb LTD | -0.2% | +0.29% | 増加 |
| 36 | AFL | Aflac INC | -0.3% | -1.65% | 減少 |
| 37 | EFA | Ishares Msci Eafe ETF | -0.3% | +0.33% | 増加 |
| 38 | ✓ | Powershares | -0.3% | +0.71% | 増加 |
| 39 | CVX | Chevron CORP | -0.3% | -0.30% | 減少 |
| 40 | MCD | Mcdonald's CORP | -0.3% | -0.29% | 減少 |
| 41 | XOM | Exxon Mobil CORP | -0.4% | +0.68% | 増加 |
| 42 | KYN | Kayne Anderson Energy Infra | -0.5% | -1.31% | 減少 |
| 43 | ✓ | -0.8% | -1.52% | 減少 | |
| 44 | TYGEUR | Tortoise Energy Infrastruct | -0.9% | +0.60% | 増加 |
| 45 | VNQI | Vanguard Glbl Ex-us Real Est | — | NEW | 新規購入 |
| 46 | DEM | Wisdomtree Emerging Markets | — | EXIT | 全売却 |
| 47 | SIEGY | Siemens Ag-spons Adr | — | EXIT | 全売却 |
| 48 | ✓ | Ega Emerging Global Shs Tr | — | NEW | 新規購入 |
| 49 | DFSEUR | Discover Financial Services | — | NEW | 新規購入 |
| 50 | AMXN | America Movil-spn Adr Cl L | — | NEW | 新規購入 |