CIK: 0001569173
申告総資産額
$3.3億
上位200銘柄を表示中（全380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 | SCHH | Schwab US Reit ETF | ETF-その他 | 6.09% | -0.63% | -0.16% | |
| 2 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 4.46% | -0.11% | +1.19% | |
| 3 | FISV | Fiserv INC | 株式-その他 | 2.96% | -0.01% | -6.70% | |
| 4 | TYGEUR | Tortoise Energy Infrastruct | 株式-その他 | 2.78% | — | -4.82% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.47% | +0.02% | +7.16% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.25% | -0.01% | -0.08% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.25% | +0.76% | -0.81% | |
| 8 | EMLP | First Trust North American E | ETF-その他 | 2.16% | +0.67% | +9.45% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.13% | — | +2.05% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.11% | +0.41% | -2.89% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.87% | -0.03% | -5.77% | |
| 12 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.87% | +0.03% | +4.15% | |
| 13 | XLE | Ss Energy Select Sector | ETF-その他 | 1.85% | -0.21% | +3.51% | |
| 14 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 1.78% | -0.47% | +0.18% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.77% | — | +4.73% | |
| 16 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.70% | -0.34% | -8.62% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.60% | — | +0.86% | |
| 18 | INTC | Intel CORP | 株式-IT | 1.58% | +0.10% | -10.04% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.57% | — | -0.17% | |
| 20 | UNP | Union Pacific CORP | 株式-資本財 | 1.54% | +0.02% | -3.89% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.54% | +0.03% | -2.76% | |
| 22 | AXP | American Express Company | 株式-金融 | 1.48% | — | -5.28% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.46% | +0.05% | +3.74% | |
| 24 | AFL | Aflac INC | 株式-金融 | 1.45% | — | -1.60% | |
| 25 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.35% | +0.15% | +3.56% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.26% | — | -9.74% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.24% | — | -1.67% | |
| 28 | ADP | Automatic Data Processing | 株式-IT | 1.18% | — | -1.16% | |
| 29 | ITW | Illinois Tool Works | 株式-資本財 | 1.17% | +0.08% | -9.21% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 1.08% | — | -2.69% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 1.06% | — | -0.76% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 1.05% | -0.25% | -8.71% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.04% | — | -1.69% | |
| 34 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.03% | — | -6.23% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.02% | — | +1.75% | |
| 36 | DHR | Danaher CORP | 株式-ヘルスケア | 1.02% | — | -1.98% | |
| 37 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.01% | -0.36% | -0.49% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.96% | — | -1.47% | |
| 39 | VDE | Vanguard Energy ETF | ETF-その他 | 0.93% | +0.22% | -4.97% | |
| 40 | ACN | Accenture plc | 株式-IT | 0.91% | — | -1.48% | |
| 41 | OMC | Omnicom Group | 株式-通信サービス | 0.87% | -0.39% | -3.02% | |
| 42 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.86% | +0.02% | -3.36% | |
| 43 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.80% | — | — | |
| 44 | HUBG | Hub Group Inc-cl A | 株式-その他 | 0.79% | — | -0.52% | |
| 45 | UTXZ | United Tech CORP | 株式-その他 | 0.75% | +0.01% | -1.38% | |
| 46 | JRS | Nuveen Real Estate Income | 株式-その他 | 0.67% | -0.11% | -4.84% | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.66% | — | -3.69% | |
| 48 | WEP | Magellan Midstream Partners | 株式-その他 | 0.60% | — | +31.45% | |
| 49 | TROW | T Rowe Price Group INC | 株式-金融 | 0.59% | -0.29% | -0.81% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.59% | — | -1.57% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SCHH | Schwab US Reit ETF | +0.5% | -0.16% | 減少 |
| 2 | EMLP | First Trust North American E | +0.3% | +9.45% | 増加 |
| 3 | XLE | Ss Energy Select Sector | +0.3% | +3.51% | 増加 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +7.16% | 増加 |
| 5 | KYN | Kayne Anderson Energy Infra | +0.2% | +0.18% | 増加 |
| 6 | WEP | Magellan Midstream Partners | +0.2% | +31.45% | 増加 |
| 7 | AAPL | Apple INC | +0.2% | -0.81% | 減少 |
| 8 | ADP | Automatic Data Processing | +0.2% | -1.16% | 減少 |
| 9 | IWD | Ishares Russell 1000 Value E | +0.2% | +91.25% | 増加 |
| 10 | EPD | Enterprise Products Partners | +0.2% | +86.85% | 増加 |
| 11 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +4.15% | 増加 |
| 12 | HUBG | Hub Group Inc-cl A | +0.1% | -0.52% | 減少 |
| 13 | MSFT | Microsoft CORP | +0.1% | -2.89% | 減少 |
| 14 | TJX | Tjx Companies INC | +0.1% | +22.66% | 増加 |
| 15 | SCHA | Schwab US Small-cap ETF | +0.1% | -0.17% | 減少 |
| 16 | CVS | Cvs Health CORP | +0.1% | +3.56% | 増加 |
| 17 | HD | Home Depot INC | +0.1% | -0.76% | 減少 |
| 18 | BDX | Becton Dickinson And Co | +0.1% | — | 変化なし |
| 19 | AXP | American Express Company | +0.1% | -5.28% | 減少 |
| 20 | CVX | Chevron CORP | +0.1% | -1.47% | 減少 |
| 21 | MDY | State Street Spdr S&p Midcap | +0.1% | +0.86% | 増加 |
| 22 | VDE | Vanguard Energy ETF | +0.1% | -4.97% | 減少 |
| 23 | CSX | Csx CORP | +0.1% | — | 変化なし |
| 24 | JWNUSD | Nordstrom INC | -0.1% | -32.07% | 減少 |
| 25 | NWL | Newell Brands INC | -0.1% | -18.02% | 減少 |
| 26 | VNQ | Vanguard Real Estate ETF | -0.1% | -88.55% | 減少 |
| 27 | VEA | Vanguard Ftse Developed ETF | -0.1% | -0.08% | 減少 |
| 28 | MMM | 3m Co | -0.1% | -4.71% | 減少 |
| 29 | NTRS | Northern Trust CORP | -0.1% | -25.91% | 減少 |
| 30 | AEP | American Electric Power Company, Inc. | -0.1% | -51.18% | 減少 |
| 31 | FISV | Fiserv INC | -0.1% | -6.70% | 減少 |
| 32 | RTN1USD | Raytheon Company | -0.1% | -13.09% | 減少 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +2.05% | 増加 |
| 34 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +1.75% | 増加 |
| 35 | CAG | Conagra Brands INC | -0.1% | -37.11% | 減少 |
| 36 | IBM | Intl Business Machines CORP | -0.1% | -16.29% | 減少 |
| 37 | ORCL | Oracle CORP | -0.2% | -8.71% | 減少 |
| 38 | MCD | Mcdonald's CORP | -0.2% | -8.62% | 減少 |
| 39 | WBA | Walgreens Boots Alliance INC | -0.2% | -6.23% | 減少 |
| 40 | BMY | Bristol-myers Squibb Co | -0.2% | -17.43% | 減少 |
| 41 | ABBV | Abbvie INC | -0.2% | -5.77% | 減少 |
| 42 | VNQI | Vanguard Glbl Ex-us Real Est | -0.2% | +1.19% | 増加 |
| 43 | INTC | Intel CORP | -0.3% | -10.04% | 減少 |
| 44 | ITW | Illinois Tool Works | -0.3% | -9.21% | 減少 |
| 45 | DBC | Invesco Db Commodity Index T | — | NEW | 新規購入 |
| 46 | ✓ | Powershares | — | EXIT | 全売却 |
| 47 | UGI | Ugi CORP | — | NEW | 新規購入 |
| 48 | ET | Energy Transfer LP | — | NEW | 新規購入 |
| 49 | PAYX | Paychex INC | — | NEW | 新規購入 |
| 50 | META | Meta Platforms Inc-class A | — | EXIT | 全売却 |