CIK: 0001569173
申告総資産額
$3.3億
上位200銘柄を表示中（全387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 | 11.88% | — | +3.31% | |
| 2 | SCHH | Schwab US Reit ETF | ETF-その他 | 4.29% | -0.63% | -2.42% | |
| 3 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 3.66% | -0.11% | +2.67% | |
| 4 | TYGEUR | Tortoise Energy Infrastruct | 株式-その他 | 2.48% | — | -12.64% | |
| 5 | FISV | Fiserv INC | 株式-その他 | 2.31% | -0.01% | -2.10% | |
| 6 | CVS | Cvs Health CORP | 株式-ヘルスケア | 2.04% | +0.15% | +2.94% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.00% | +0.02% | +6.18% | |
| 8 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.92% | — | -3.16% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.71% | — | +16.95% | |
| 10 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.53% | -0.34% | -1.20% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.50% | — | +0.27% | |
| 12 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 1.34% | -0.47% | -8.90% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.34% | +0.05% | +1.74% | |
| 14 | RWX | State Street Spdr Dow Jones | ETF-その他 | 1.28% | — | -8.46% | |
| 15 | AXP | American Express Company | 株式-金融 | 1.26% | — | +6.22% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.24% | — | +3.81% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.23% | +0.41% | -1.52% | |
| 18 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.20% | — | — | |
| 19 | XLE | Ss Energy Select Sector | ETF-その他 | 1.19% | -0.21% | -3.43% | |
| 20 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.18% | +0.03% | — | |
| 21 | AFL | Aflac INC | 株式-金融 | 1.17% | — | +5.08% | |
| 22 | INTC | Intel CORP | 株式-IT | 1.16% | +0.10% | -2.15% | |
| 23 | AAPL | Apple INC | 株式-IT | 1.13% | +0.76% | +4.47% | |
| 24 | ITW | Illinois Tool Works | 株式-資本財 | 1.13% | +0.08% | -1.24% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.12% | +0.03% | +30.70% | |
| 26 | OMC | Omnicom Group | 株式-通信サービス | 1.08% | -0.39% | +3.12% | |
| 27 | UTXZ | United Tech CORP | 株式-その他 | 1.08% | +0.01% | +0.29% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.06% | — | -17.06% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.05% | -0.03% | +9.50% | |
| 30 | DHR | Danaher CORP | 株式-ヘルスケア | 1.01% | — | +6.34% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.00% | — | +11.90% | |
| 32 | UNP | Union Pacific CORP | 株式-資本財 | 0.99% | +0.02% | +1.21% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.99% | — | +5.78% | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 0.95% | — | -0.94% | |
| 35 | ORCL | Oracle CORP | 株式-IT | 0.93% | -0.25% | +9.38% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.93% | — | — | |
| 37 | ADP | Automatic Data Processing | 株式-IT | 0.85% | — | -0.19% | |
| 38 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.85% | — | -0.28% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.82% | — | -0.89% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | — | +2.82% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.80% | — | +0.51% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.75% | — | +0.23% | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.73% | — | +6.94% | |
| 44 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.72% | +0.02% | +15.94% | |
| 45 | SLB | Slb LTD | 株式-エネルギー | 0.70% | -0.07% | +4.71% | |
| 46 | NWL | Newell Brands INC | 株式-生活必需品 | 0.67% | — | -0.49% | |
| 47 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.65% | — | — | |
| 48 | NEE | Nextera Energy INC | 株式-公益事業 | 0.64% | — | — | |
| 49 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 0.64% | — | -1.65% | |
| 50 | JRS | Nuveen Real Estate Income | 株式-その他 | 0.62% | -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 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +16.95% | 増加 |
| 2 | VNQI | Vanguard Glbl Ex-us Real Est | +0.2% | +2.67% | 増加 |
| 3 | DIS | Walt Disney Co/the | +0.2% | +30.70% | 増加 |
| 4 | FISV | Fiserv INC | +0.2% | -2.10% | 減少 |
| 5 | ORCL | Oracle CORP | +0.2% | +9.38% | 増加 |
| 6 | CVS | Cvs Health CORP | +0.2% | +2.94% | 増加 |
| 7 | OMC | Omnicom Group | +0.1% | +3.12% | 増加 |
| 8 | HUBG | Hub Group Inc-cl A | +0.1% | — | 変化なし |
| 9 | EMLP | First Trust North American E | +0.1% | +225.72% | 増加 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +6.18% | 増加 |
| 11 | AFL | Aflac INC | +0.1% | +5.08% | 増加 |
| 12 | JNJ | Johnson & Johnson | +0.1% | +35.06% | 増加 |
| 13 | HSIC | Henry Schein INC | +0.1% | +18.25% | 増加 |
| 14 | VEA | Vanguard Ftse Developed ETF | +0.1% | +130.00% | 増加 |
| 15 | SCHA | Schwab US Small-cap ETF | +0.1% | +11.90% | 増加 |
| 16 | XOM | Exxon Mobil CORP | +0.1% | +0.27% | 増加 |
| 17 | EMR | Emerson Electric Co | +0.1% | +71.43% | 増加 |
| 18 | ITW | Illinois Tool Works | +0.1% | -1.24% | 減少 |
| 19 | JNJ | Johnson & Johnson | +0.1% | +1.74% | 増加 |
| 20 | PG | Procter & Gamble Co/the | +0.1% | +3.81% | 増加 |
| 21 | AAPL | Apple INC | +0.1% | +4.47% | 増加 |
| 22 | DHR | Danaher CORP | +0.1% | +6.34% | 増加 |
| 23 | NEE | Nextera Energy INC | +0.1% | — | 変化なし |
| 24 | PEP | Pepsico INC | +0.1% | +5.78% | 増加 |
| 25 | IBM | Intl Business Machines CORP | +0.1% | -0.94% | 減少 |
| 26 | MCD | Mcdonald's CORP | +0.1% | -1.20% | 減少 |
| 27 | MDY | State Street Spdr S&p Midcap | +0.1% | +6.94% | 増加 |
| 28 | SLB | Slb LTD | +0.1% | +4.71% | 増加 |
| 29 | CVX | Chevron CORP | +0.1% | +2.82% | 増加 |
| 30 | ACN | Accenture plc | +0.1% | — | 変化なし |
| 31 | KO | Coca-cola Co/the | +0.1% | +0.23% | 増加 |
| 32 | ABBV | Abbvie INC | 0% | +9.50% | 増加 |
| 33 | SCHH | Schwab US Reit ETF | 0% | -2.42% | 減少 |
| 34 | CAT | Caterpillar INC | -0.1% | -48.89% | 減少 |
| 35 | GIEQ | Goldman Sachs Data Enhanced International Equity ETF | -0.1% | -36.30% | 減少 |
| 36 | ✓ | -0.1% | — | 変化なし | |
| 37 | PRTA | Prothena Corporation plc | -0.1% | — | 変化なし |
| 38 | ABT | Abbott Laboratories | -0.1% | +0.51% | 増加 |
| 39 | PLMKW | Plum Acquisition Corp. IV | -0.1% | EXIT | 全売却 |
| 40 | RDS-A | Shell Plc-spon Adr-a | -0.1% | -52.33% | 減少 |
| 41 | WBA | Walgreens Boots Alliance INC | -0.1% | -3.16% | 減少 |
| 42 | INTC | Intel CORP | -0.1% | -2.15% | 減少 |
| 43 | TEVA | Teva Pharmaceutical-sp Adr | -0.2% | -1.65% | 減少 |
| 44 | KYN | Kayne Anderson Energy Infra | -0.2% | -8.90% | 減少 |
| 45 | EFA | Ishares Msci Eafe ETF | -0.3% | -17.06% | 減少 |
| 46 | AXP | American Express Company | -0.3% | +6.22% | 増加 |
| 47 | TYGEUR | Tortoise Energy Infrastruct | -0.8% | -12.64% | 減少 |
| 48 | PFE | Pfizer INC | -0.8% | +3.31% | 増加 |
| 49 | WTW | Willis Towers Watson Public Limited Company | — | NEW | 新規購入 |
| 50 | CB | Chubb Limited | — | EXIT | 全売却 |