CIK: 0001569173
申告総資産額
$3.3億
上位200銘柄を表示中（全280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 | 12.35% | — | — | |
| 2 | SCHH | Schwab US Reit ETF | ETF-その他 | 4.71% | -0.63% | -1.07% | |
| 3 | TYGEUR | Tortoise Energy Infrastruct | 株式-その他 | 4.70% | — | +10.54% | |
| 4 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 3.88% | -0.11% | -23.98% | |
| 5 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 3.51% | -0.47% | +0.21% | |
| 6 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.88% | — | — | |
| 7 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.80% | +0.15% | -0.32% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.71% | +0.02% | +0.49% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.70% | — | +8.68% | |
| 10 | FISV | Fiserv INC | 株式-その他 | 1.47% | -0.01% | +1.85% | |
| 11 | AXP | American Express Company | 株式-金融 | 1.37% | — | +7.69% | |
| 12 | ✓ | Ega Emerging Global Shs Tr | 株式-その他 | 1.33% | — | +1161.51% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.32% | — | +123.51% | |
| 14 | RWX | State Street Spdr Dow Jones | ETF-その他 | 1.31% | — | +19118.12% | |
| 15 | UNP | Union Pacific CORP | 株式-資本財 | 1.28% | +0.02% | +2.77% | |
| 16 | INTC | Intel CORP | 株式-IT | 1.25% | +0.10% | — | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.20% | -0.34% | -10.08% | |
| 18 | ITW | Illinois Tool Works | 株式-資本財 | 1.18% | +0.08% | +0.81% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.18% | +0.05% | +2.40% | |
| 20 | IBM | Intl Business Machines CORP | 株式-IT | 1.15% | — | +0.96% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.14% | — | +1.89% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.14% | +0.76% | -8.46% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.09% | — | +2.02% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 1.04% | +0.41% | +0.30% | |
| 25 | UTXZ | United Tech CORP | 株式-その他 | 1.01% | +0.01% | +1.12% | |
| 26 | AFL | Aflac INC | 株式-金融 | 1.01% | — | -0.87% | |
| 27 | ORCL | Oracle CORP | 株式-IT | 1.00% | -0.25% | +2.25% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.98% | — | +0.87% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.95% | -0.03% | +0.92% | |
| 30 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.95% | — | +36.59% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.94% | — | -6.13% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.91% | — | -17.00% | |
| 33 | XLE | Ss Energy Select Sector | ETF-その他 | 0.85% | -0.21% | +43.42% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.85% | — | +58.91% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.84% | +0.03% | -0.21% | |
| 36 | ADP | Automatic Data Processing | 株式-IT | 0.83% | — | +0.01% | |
| 37 | OMC | Omnicom Group | 株式-通信サービス | 0.80% | -0.39% | +0.57% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.76% | — | +1.13% | |
| 39 | JRS | Nuveen Real Estate Income | 株式-その他 | 0.74% | -0.11% | -9.50% | |
| 40 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.73% | — | — | |
| 41 | DHR | Danaher CORP | 株式-ヘルスケア | 0.71% | — | +1.92% | |
| 42 | SLB | Slb LTD | 株式-エネルギー | 0.69% | -0.07% | +22.21% | |
| 43 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 0.69% | — | +1.11% | |
| 44 | WEP | Magellan Midstream Partners | 株式-その他 | 0.67% | — | — | |
| 45 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.66% | — | +12.24% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.63% | — | -1.34% | |
| 47 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.62% | — | — | |
| 48 | ✓ | Powershares | 株式-その他 | 0.62% | — | -4.66% | |
| 49 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.62% | +0.02% | +3.67% | |
| 50 | NEE | Nextera Energy INC | 株式-公益事業 | 0.61% | — | +1.33% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | RWX | State Street Spdr Dow Jones | +1.3% | +19118.12% | 増加 |
| 2 | ✓ | Ega Emerging Global Shs Tr | +1.2% | +1161.51% | 増加 |
| 3 | EEM | Ishares Msci Emerging Market | +0.7% | +123.51% | 増加 |
| 4 | VIG | Vanguard Dividend Apprec ETF | +0.3% | +58.91% | 増加 |
| 5 | SCHH | Schwab US Reit ETF | +0.3% | -1.07% | 減少 |
| 6 | KMI | Kinder Morgan INC | +0.3% | +36.59% | 増加 |
| 7 | AXP | American Express Company | +0.2% | +7.69% | 増加 |
| 8 | CVS | Cvs Health CORP | +0.2% | -0.32% | 減少 |
| 9 | XLE | Ss Energy Select Sector | +0.1% | +43.42% | 増加 |
| 10 | GIEQ | Goldman Sachs Data Enhanced International Equity ETF | +0.1% | +95.53% | 増加 |
| 11 | ORCL | Oracle CORP | +0.1% | +2.25% | 増加 |
| 12 | UNP | Union Pacific CORP | +0.1% | +2.77% | 増加 |
| 13 | FISV | Fiserv INC | +0.1% | +1.85% | 増加 |
| 14 | ITW | Illinois Tool Works | +0.1% | +0.81% | 増加 |
| 15 | ABBV | Abbvie INC | +0.1% | +0.92% | 増加 |
| 16 | KHC | The Kraft Heinz Company | +0.1% | +9.05% | 増加 |
| 17 | BDX | Becton Dickinson And Co | +0.1% | — | 変化なし |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.89% | 増加 |
| 19 | PG | Procter & Gamble Co/the | +0.1% | +2.02% | 増加 |
| 20 | DHR | Danaher CORP | +0.1% | +1.92% | 増加 |
| 21 | OMC | Omnicom Group | +0.1% | +0.57% | 増加 |
| 22 | NEE | Nextera Energy INC | +0.1% | +1.33% | 増加 |
| 23 | ✓ | Powershares Qqq Trust Ser 1 | +0.1% | +21.72% | 増加 |
| 24 | MMM | 3m Co | +0.1% | — | 変化なし |
| 25 | UTXZ | United Tech CORP | 0% | +1.12% | 増加 |
| 26 | HD | Home Depot INC | 0% | -1.34% | 減少 |
| 27 | XOM | Exxon Mobil CORP | 0% | +8.68% | 増加 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.49% | 増加 |
| 29 | PFE | Pfizer INC | -0.1% | — | 変化なし |
| 30 | FFBC | First Financial Bancorp | -0.1% | -66.50% | 減少 |
| 31 | ✓ | Nuveen Eqty Prm Opportunityf | -0.1% | EXIT | 全売却 |
| 32 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | -0.1% | -29.84% | 減少 |
| 33 | HYS | Pimco 0-5 Year H/y CORP Bond | -0.1% | -29.60% | 減少 |
| 34 | EFA | Ishares Msci Eafe ETF | -0.2% | -6.13% | 減少 |
| 35 | RDS-A | Shell Plc-spon Adr-a | -0.2% | -27.69% | 減少 |
| 36 | PEP | Pepsico INC | -0.2% | -17.00% | 減少 |
| 37 | MCD | Mcdonald's CORP | -0.2% | -10.08% | 減少 |
| 38 | ✓ | Powershares | -0.3% | -4.66% | 減少 |
| 39 | IBM | Intl Business Machines CORP | -0.3% | +0.96% | 増加 |
| 40 | ✓ | Nuveen Prem Income Mun Fd 4 | -0.3% | -93.37% | 減少 |
| 41 | ✓ | Nuveen Prem Income Mun Fd | -0.3% | -90.11% | 減少 |
| 42 | NZF | Nuveen Municipal Credit Income Fund | -0.4% | -95.01% | 減少 |
| 43 | KYN | Kayne Anderson Energy Infra | -0.5% | +0.21% | 増加 |
| 44 | VNQI | Vanguard Glbl Ex-us Real Est | -1.6% | -23.98% | 減少 |
| 45 | WBA | Walgreens Boots Alliance INC | — | NEW | 新規購入 |
| 46 | ✓ | — | EXIT | 全売却 | |
| 47 | KMI | Kinder Morgan, Inc. | — | EXIT | 全売却 |
| 48 | CDK | Cdk Global INC | — | NEW | 新規購入 |
| 49 | VYM | Vanguard High Dvd Yield ETF | — | NEW | 新規購入 |
| 50 | XBXMX | Nuveen S&p 500 Buy-wr INC | — | NEW | 新規購入 |