CIK: 0001569173
申告総資産額
$3.3億
上位200銘柄を表示中（全257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 | 5.78% | -0.63% | -0.37% | |
| 2 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 3.52% | -0.11% | +3.96% | |
| 3 | FISV | Fiserv INC | 株式-その他 | 3.05% | -0.01% | -5.62% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.67% | +0.02% | +13.18% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.38% | — | -0.76% | |
| 6 | EMLP | First Trust North American E | ETF-その他 | 2.34% | +0.67% | +18.13% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.21% | +0.76% | +3.81% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.21% | +0.41% | -1.72% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.17% | — | +0.91% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.97% | -0.01% | +2.52% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.78% | +0.03% | -0.71% | |
| 12 | TYGEUR | Tortoise Energy Infrastruct | 株式-その他 | 1.76% | — | +1.07% | |
| 13 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.74% | -0.34% | -7.80% | |
| 14 | UNP | Union Pacific CORP | 株式-資本財 | 1.73% | +0.02% | +3.68% | |
| 15 | XLE | Ss Energy Select Sector | ETF-その他 | 1.67% | -0.21% | +5.77% | |
| 16 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 1.60% | -0.47% | +8.92% | |
| 17 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.53% | — | +10.02% | |
| 18 | AFL | Aflac INC | 株式-金融 | 1.52% | — | -1.37% | |
| 19 | INTC | Intel CORP | 株式-IT | 1.50% | +0.10% | -4.25% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.50% | +0.03% | -1.29% | |
| 21 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.48% | — | -1.13% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.44% | -0.03% | -4.92% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.42% | +0.05% | -10.09% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.31% | — | +11.09% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 1.29% | — | +4.06% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.29% | — | +1.01% | |
| 27 | DHR | Danaher CORP | 株式-ヘルスケア | 1.26% | — | -1.41% | |
| 28 | ADP | Automatic Data Processing | 株式-IT | 1.26% | — | -0.84% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 1.19% | -0.25% | -4.11% | |
| 30 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.18% | — | +5.19% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.14% | — | +10.57% | |
| 32 | ITW | Illinois Tool Works | 株式-資本財 | 1.13% | +0.08% | -0.69% | |
| 33 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.11% | +0.15% | +13.81% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.09% | — | +0.19% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 1.07% | — | +11.85% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.97% | — | -8.77% | |
| 37 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.94% | +0.02% | -2.78% | |
| 38 | ACN | Accenture plc | 株式-IT | 0.88% | — | -3.91% | |
| 39 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.87% | -0.36% | -1.97% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.85% | — | -0.96% | |
| 41 | CI | THE Cigna Group | 株式-ヘルスケア | 0.85% | +0.37% | +21.66% | |
| 42 | UTXZ | United Tech CORP | 株式-その他 | 0.81% | +0.01% | +14.82% | |
| 43 | OMC | Omnicom Group | 株式-通信サービス | 0.79% | -0.39% | +3.38% | |
| 44 | VDE | Vanguard Energy ETF | ETF-その他 | 0.79% | +0.22% | +8.20% | |
| 45 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.77% | — | — | |
| 46 | JRS | Nuveen Real Estate Income | 株式-その他 | 0.74% | -0.11% | +20.08% | |
| 47 | RWX | State Street Spdr Dow Jones | ETF-その他 | 0.68% | — | +4.04% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.64% | — | +20.73% | |
| 49 | DFSEUR | Discover Financial Services | 株式-その他 | 0.62% | — | +25.10% | |
| 50 | HUBG | Hub Group Inc-cl A | 株式-その他 | 0.60% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ARKK | Ark Innovation ETF | +0.4% | +262.54% | 増加 |
| 2 | EMLP | First Trust North American E | +0.4% | +18.13% | 増加 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +378.29% | 増加 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +13.18% | 増加 |
| 5 | AMZN | Amazon.com INC | +0.2% | +82.22% | 増加 |
| 6 | AAPL | Apple INC | +0.2% | +3.81% | 増加 |
| 7 | KMI | Kinder Morgan INC | +0.2% | +111.45% | 増加 |
| 8 | JRS | Nuveen Real Estate Income | +0.2% | +20.08% | 増加 |
| 9 | KYN | Kayne Anderson Energy Infra | +0.2% | +8.92% | 増加 |
| 10 | DFSEUR | Discover Financial Services | +0.2% | +25.10% | 増加 |
| 11 | UNP | Union Pacific CORP | +0.1% | +3.68% | 増加 |
| 12 | SCHA | Schwab US Small-cap ETF | +0.1% | +10.02% | 増加 |
| 13 | UTXZ | United Tech CORP | +0.1% | +14.82% | 増加 |
| 14 | SLB | Slb LTD | +0.1% | +35.91% | 増加 |
| 15 | CBRE | Cbre Group INC - A | +0.1% | +453.33% | 増加 |
| 16 | MDY | State Street Spdr S&p Midcap | +0.1% | +11.09% | 増加 |
| 17 | DHR | Danaher CORP | +0.1% | -1.41% | 減少 |
| 18 | FMB | First Trust Managed Municipa | +0.1% | +44.66% | 増加 |
| 19 | TJX | Tjx Companies INC | +0.1% | +28.32% | 増加 |
| 20 | IWM | Ishares Russell 2000 ETF | +0.1% | +10.57% | 増加 |
| 21 | VNQI | Vanguard Glbl Ex-us Real Est | +0.1% | +3.96% | 増加 |
| 22 | XLE | Ss Energy Select Sector | +0.1% | +5.77% | 増加 |
| 23 | HD | Home Depot INC | +0.1% | +11.85% | 増加 |
| 24 | IWD | Ishares Russell 1000 Value E | +0.1% | +20.73% | 増加 |
| 25 | DD | DuPont de Nemours, Inc. | +0.1% | +54.91% | 増加 |
| 26 | TYGEUR | Tortoise Energy Infrastruct | +0.1% | +1.07% | 増加 |
| 27 | ADP | Automatic Data Processing | +0.1% | -0.84% | 減少 |
| 28 | VDE | Vanguard Energy ETF | +0.1% | +8.20% | 増加 |
| 29 | IWP | Ishares Russell Mid-cap Grow | +0.1% | -0.71% | 減少 |
| 30 | MDLZ | Mondelez International Inc-a | +0.1% | -2.78% | 減少 |
| 31 | ACN | Accenture plc | 0% | -3.91% | 減少 |
| 32 | CSCO | Cisco Systems INC | 0% | +0.39% | 増加 |
| 33 | EEM | Ishares Msci Emerging Market | 0% | +11.09% | 増加 |
| 34 | SCHH | Schwab US Reit ETF | — | -0.37% | 減少 |
| 35 | PEP | Pepsico INC | — | +4.06% | 増加 |
| 36 | PG | Procter & Gamble Co/the | 0% | +1.01% | 増加 |
| 37 | ORCL | Oracle CORP | 0% | -4.11% | 減少 |
| 38 | MSFT | Microsoft CORP | 0% | -1.72% | 減少 |
| 39 | ITW | Illinois Tool Works | 0% | -0.69% | 減少 |
| 40 | VWO | Vanguard Ftse Emerging Marke | 0% | +0.19% | 増加 |
| 41 | VEA | Vanguard Ftse Developed ETF | 0% | +2.52% | 増加 |
| 42 | FISV | Fiserv INC | -0.1% | -5.62% | 減少 |
| 43 | INTC | Intel CORP | -0.1% | -4.25% | 減少 |
| 44 | ABT | Abbott Laboratories | -0.1% | -1.13% | 減少 |
| 45 | AFL | Aflac INC | -0.1% | -1.37% | 減少 |
| 46 | EFA | Ishares Msci Eafe ETF | -0.1% | -0.76% | 減少 |
| 47 | KHC | Kraft Heinz Co/the | -0.2% | -90.43% | 減少 |
| 48 | NWL | Newell Brands INC | -0.2% | -92.61% | 減少 |
| 49 | ABBV | Abbvie INC | -0.6% | -4.92% | 減少 |
| 50 | BE | Bloom Energy Corp- A | — | NEW | 新規購入 |