CIK: 0001569173
申告総資産額
$3.3億
上位200銘柄を表示中（全405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 | 12.70% | — | — | |
| 2 | SCHH | Schwab US Reit ETF | ETF-その他 | 4.26% | -0.63% | +0.14% | |
| 3 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 3.45% | -0.11% | +15.65% | |
| 4 | TYGEUR | Tortoise Energy Infrastruct | 株式-その他 | 3.26% | — | -0.08% | |
| 5 | FISV | Fiserv INC | 株式-その他 | 2.14% | -0.01% | -0.19% | |
| 6 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 2.03% | — | -0.62% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.90% | +0.02% | +9.04% | |
| 8 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.89% | +0.15% | -0.09% | |
| 9 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 1.56% | -0.47% | -9.71% | |
| 10 | AXP | American Express Company | 株式-金融 | 1.52% | — | +4.34% | |
| 11 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.47% | -0.34% | -1.11% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.41% | — | -0.35% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.38% | — | +23.63% | |
| 14 | RWX | State Street Spdr Dow Jones | ETF-その他 | 1.33% | — | -28.57% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.33% | — | +30.89% | |
| 16 | INTC | Intel CORP | 株式-IT | 1.28% | +0.10% | -1.71% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.27% | +0.41% | -2.09% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.27% | +0.05% | +6.45% | |
| 19 | XLE | Ss Energy Select Sector | ETF-その他 | 1.21% | -0.21% | -10.27% | |
| 20 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.20% | — | — | |
| 21 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.20% | +0.03% | — | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.17% | — | +9.29% | |
| 23 | AFL | Aflac INC | 株式-金融 | 1.07% | — | +0.53% | |
| 24 | AAPL | Apple INC | 株式-IT | 1.06% | +0.76% | -1.51% | |
| 25 | ITW | Illinois Tool Works | 株式-資本財 | 1.05% | +0.08% | -0.87% | |
| 26 | UTXZ | United Tech CORP | 株式-その他 | 1.04% | +0.01% | +10.23% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.01% | -0.03% | -2.73% | |
| 28 | UNP | Union Pacific CORP | 株式-資本財 | 0.98% | +0.02% | +1.86% | |
| 29 | OMC | Omnicom Group | 株式-通信サービス | 0.96% | -0.39% | +18.14% | |
| 30 | DHR | Danaher CORP | 株式-ヘルスケア | 0.94% | — | +4.18% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.92% | — | -0.39% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.92% | +0.03% | +0.43% | |
| 33 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.91% | — | — | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.90% | — | — | |
| 35 | IBM | Intl Business Machines CORP | 株式-IT | 0.89% | — | -4.33% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.87% | — | -1.55% | |
| 37 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.84% | — | +0.84% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.83% | — | +0.01% | |
| 39 | ADP | Automatic Data Processing | 株式-IT | 0.82% | — | -0.58% | |
| 40 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 0.81% | — | -0.61% | |
| 41 | ORCL | Oracle CORP | 株式-IT | 0.77% | -0.25% | -1.49% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.75% | — | +0.00% | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.70% | — | +12.65% | |
| 44 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.70% | +0.02% | -1.66% | |
| 45 | NWL | Newell Brands INC | 株式-生活必需品 | 0.68% | — | -3.77% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.67% | — | +60.89% | |
| 47 | SLB | Slb LTD | 株式-エネルギー | 0.64% | -0.07% | -5.41% | |
| 48 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.64% | +0.12% | +0.02% | |
| 49 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.62% | — | — | |
| 50 | JRS | Nuveen Real Estate Income | 株式-その他 | 0.61% | -0.11% | +0.02% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VNQI | Vanguard Glbl Ex-us Real Est | +0.4% | +15.65% | 増加 |
| 2 | EFA | Ishares Msci Eafe ETF | +0.3% | +30.89% | 増加 |
| 3 | MDY | State Street Spdr S&p Midcap | +0.2% | +60.89% | 増加 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +23.63% | 増加 |
| 5 | OMC | Omnicom Group | +0.2% | +18.14% | 増加 |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +9.04% | 増加 |
| 7 | MSFT | Microsoft CORP | +0.2% | -2.09% | 減少 |
| 8 | MCD | Mcdonald's CORP | +0.2% | -1.11% | 減少 |
| 9 | PG | Procter & Gamble Co/the | +0.2% | +9.29% | 増加 |
| 10 | JNJ | Johnson & Johnson | +0.1% | +6.45% | 増加 |
| 11 | AEP | American Electric Power Company, Inc. | +0.1% | +0.84% | 増加 |
| 12 | UTXZ | United Tech CORP | +0.1% | +10.23% | 増加 |
| 13 | DFSEUR | Discover Financial Services | +0.1% | +45.45% | 増加 |
| 14 | AXP | American Express Company | +0.1% | +4.34% | 増加 |
| 15 | SCHH | Schwab US Reit ETF | +0.1% | +0.14% | 増加 |
| 16 | INTC | Intel CORP | +0.1% | -1.71% | 減少 |
| 17 | KO | Coca-cola Co/the | +0.1% | +12.65% | 増加 |
| 18 | DHR | Danaher CORP | +0.1% | +4.18% | 増加 |
| 19 | TROW | T Rowe Price Group INC | +0.1% | +18.77% | 増加 |
| 20 | TEVA | Teva Pharmaceutical-sp Adr | +0.1% | -0.61% | 減少 |
| 21 | CME | Cme Group INC | +0.1% | +733.33% | 増加 |
| 22 | ITW | Illinois Tool Works | +0.1% | -0.87% | 減少 |
| 23 | HD | Home Depot INC | +0.1% | +0.01% | 増加 |
| 24 | CVX | Chevron CORP | +0.1% | +0.00% | 増加 |
| 25 | BMY | Bristol-myers Squibb Co | +0.1% | +0.02% | 増加 |
| 26 | WFC | Wells Fargo & Co | +0.1% | +21.00% | 増加 |
| 27 | ✓ | +0.1% | +5.52% | 増加 | |
| 28 | EPD | Enterprise Products Partners | +0.1% | +35.82% | 増加 |
| 29 | BDX | Becton Dickinson And Co | +0.1% | — | 変化なし |
| 30 | KMB | Kimberly-clark CORP | +0.1% | +0.02% | 増加 |
| 31 | ABT | Abbott Laboratories | 0% | -1.55% | 減少 |
| 32 | WEP | Magellan Midstream Partners | 0% | — | 変化なし |
| 33 | FISV | Fiserv INC | 0% | -0.19% | 減少 |
| 34 | TYGEUR | Tortoise Energy Infrastruct | -0.1% | -0.08% | 減少 |
| 35 | JWNUSD | Nordstrom INC | -0.1% | +28.95% | 増加 |
| 36 | AAPL | Apple INC | -0.1% | -1.51% | 減少 |
| 37 | IBM | Intl Business Machines CORP | -0.1% | -4.33% | 減少 |
| 38 | UNP | Union Pacific CORP | -0.2% | +1.86% | 増加 |
| 39 | PFE | Pfizer INC | -0.2% | — | 変化なし |
| 40 | XLE | Ss Energy Select Sector | -0.2% | -10.27% | 減少 |
| 41 | KMI | Kinder Morgan INC | -0.5% | -43.76% | 減少 |
| 42 | RWX | State Street Spdr Dow Jones | -0.6% | -28.57% | 減少 |
| 43 | EEM | Ishares Msci Emerging Market | -0.6% | -68.07% | 減少 |
| 44 | KYN | Kayne Anderson Energy Infra | -0.9% | -9.71% | 減少 |
| 45 | ✓ | Ega Emerging Global Shs Tr | -0.9% | -62.19% | 減少 |
| 46 | SCHA | Schwab US Small-cap ETF | — | NEW | 新規購入 |
| 47 | WTW | Willis Towers Watson Public Limited Company | — | EXIT | 全売却 |
| 48 | FMB | First Trust Managed Municipa | — | NEW | 新規購入 |
| 49 | AMLPUSD | Alerian Mlp ETF | — | NEW | 新規購入 |
| 50 | VEA | Vanguard Ftse Developed ETF | — | NEW | 新規購入 |