CIK: 0001577773
申告総資産額
$4.0億
上位200銘柄を表示中（全553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 | MSFT | Microsoft CORP | 株式-IT | 8.69% | -0.03% | +2.99% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.13% | +0.34% | -2.84% | |
| 3 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.90% | +0.04% | +2.12% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.87% | -0.11% | -2.79% | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.87% | +1.72% | +8851.95% | |
| 6 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.53% | -1.41% | +78.76% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.16% | -0.37% | +9.24% | |
| 8 | WM | Waste Management INC | 株式-資本財 | 2.10% | — | +23.28% | |
| 9 | VZ | Verizon Communications INC | 株式-通信サービス | 1.97% | — | +0.38% | |
| 10 | CCI | Crown Castle INC | 株式-不動産 | 1.87% | -0.26% | +27.38% | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.85% | -0.06% | +0.98% | |
| 12 | RSG | Republic Services INC | 株式-資本財 | 1.83% | — | +61.89% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.82% | +0.05% | +1.37% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.80% | — | +3.01% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.78% | -0.85% | +7.46% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.65% | — | +12.80% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.64% | — | +0.68% | |
| 18 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.50% | — | +0.75% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.36% | -0.74% | +1.55% | |
| 20 | PFE | Pfizer INC | 株式-ヘルスケア | 1.33% | — | +2.91% | |
| 21 | ORCL | Oracle CORP | 株式-IT | 1.28% | +1.07% | +3.50% | |
| 22 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.21% | — | +1.47% | |
| 23 | IBM | Intl Business Machines CORP | 株式-IT | 1.20% | — | +0.60% | |
| 24 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.15% | — | +1.59% | |
| 25 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.15% | — | -21.21% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.14% | -1.02% | +3.00% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.07% | — | +30.39% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 1.01% | — | +2.08% | |
| 29 | EVRG | Evergy INC | 株式-公益事業 | 1.00% | -0.96% | +1.79% | |
| 30 | RTN1USD | Raytheon Company | 株式-その他 | 0.98% | -0.24% | +1.15% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.96% | -0.17% | -1.89% | |
| 32 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.91% | — | — | |
| 33 | SU | Suncor Energy INC | 株式-エネルギー | 0.91% | — | +284.91% | |
| 34 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.90% | -0.47% | +5035.86% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.90% | -0.21% | -29.54% | |
| 36 | GLPI | Gaming And Leisure Propertie | 株式-不動産 | 0.87% | -0.58% | +2.64% | |
| 37 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.86% | -0.97% | +4.31% | |
| 38 | DG | Dollar General CORP | 株式-生活必需品 | 0.86% | — | -30.74% | |
| 39 | GIS | General Mills INC | 株式-生活必需品 | 0.83% | — | +3.81% | |
| 40 | T | At&t INC | 株式-通信サービス | 0.81% | — | +0.32% | |
| 41 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.80% | — | +3.05% | |
| 42 | DUK | Duke Energy CORP | 株式-公益事業 | 0.78% | -0.51% | +0.35% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.78% | -0.74% | +2.95% | |
| 44 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 0.77% | +0.89% | -33.53% | |
| 45 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.76% | — | -9.83% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.75% | — | -44.71% | |
| 47 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.73% | -0.66% | +2.75% | |
| 48 | TU | Telus CORP | 株式-その他 | 0.71% | -0.34% | +3.95% | |
| 49 | BNS | Bank Of Nova Scotia | 株式-金融 | 0.70% | -0.66% | +2.07% | |
| 50 | SPGI | S&p Global INC | 株式-金融 | 0.68% | +0.68% | -35.88% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +2.8% | +8851.95% | 増加 |
| 2 | KO | Coca-cola Co/the | +1.1% | +78.76% | 増加 |
| 3 | DEO | Diageo Plc-sponsored Adr | +0.9% | +5035.86% | 増加 |
| 4 | SU | Suncor Energy INC | +0.7% | +284.91% | 増加 |
| 5 | RSG | Republic Services INC | +0.6% | +61.89% | 増加 |
| 6 | MSFT | Microsoft CORP | +0.5% | +2.99% | 増加 |
| 7 | CCI | Crown Castle INC | +0.4% | +27.38% | 増加 |
| 8 | STAYUSD | Extended Stay America INC | +0.3% | +135.30% | 増加 |
| 9 | WM | Waste Management INC | +0.3% | +23.28% | 増加 |
| 10 | ABBV | Abbvie INC | +0.2% | +30.39% | 増加 |
| 11 | CSCO | Cisco Systems INC | +0.2% | +79.76% | 増加 |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +3.01% | 増加 |
| 13 | AAPL | Apple INC | +0.2% | -2.84% | 減少 |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +9.24% | 増加 |
| 15 | HD | Home Depot INC | +0.1% | +0.68% | 増加 |
| 16 | COST | Costco Wholesale CORP | +0.1% | +0.98% | 増加 |
| 17 | RTN1USD | Raytheon Company | +0.1% | +1.15% | 増加 |
| 18 | EVRG | Evergy INC | +0.1% | +1.79% | 増加 |
| 19 | T | At&t INC | +0.1% | +0.32% | 増加 |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +0.75% | 増加 |
| 21 | WPC | Wp Carey INC | 0% | +2.88% | 増加 |
| 22 | UPS | United Parcel Service-cl B | 0% | -8.68% | 減少 |
| 23 | DLR | Digital Realty Trust INC | 0% | +4.17% | 増加 |
| 24 | VNQ | Vanguard Real Estate ETF | 0% | +2.95% | 増加 |
| 25 | GIS | General Mills INC | 0% | +3.81% | 増加 |
| 26 | DUK | Duke Energy CORP | 0% | +0.35% | 増加 |
| 27 | INTC | Intel CORP | 0% | +8.01% | 増加 |
| 28 | SHW | Sherwin-williams Co/the | 0% | -9.83% | 減少 |
| 29 | VZ | Verizon Communications INC | 0% | +0.38% | 増加 |
| 30 | STZ | Constellation Brands Inc-a | 0% | +1.59% | 増加 |
| 31 | IBM | Intl Business Machines CORP | 0% | +0.60% | 増加 |
| 32 | PFF | Ishares Preferred & Income S | -0.1% | +2.12% | 増加 |
| 33 | FDX | Fedex CORP | -0.1% | +2.63% | 増加 |
| 34 | XOM | Exxon Mobil CORP | -0.1% | +3.00% | 増加 |
| 35 | MO | Altria Group INC | -0.2% | -5.18% | 減少 |
| 36 | Z | Zillow Group INC - C | -0.2% | — | 変化なし |
| 37 | UNH | Unitedhealth Group INC | -0.2% | +1.55% | 増加 |
| 38 | DG | Dollar General CORP | -0.3% | -30.74% | 減少 |
| 39 | SPLV | Invesco S&p 500 Low Volatili | -0.3% | -21.21% | 減少 |
| 40 | PFE | Pfizer INC | -0.3% | +2.91% | 増加 |
| 41 | SPGI | S&p Global INC | -0.4% | -35.88% | 減少 |
| 42 | CHTR | Charter Communications Inc-a | -0.4% | -33.53% | 減少 |
| 43 | CVX | Chevron CORP | -0.5% | -29.54% | 減少 |
| 44 | SLB | Slb LTD | -0.6% | -99.73% | 減少 |
| 45 | USB | US Bancorp | -0.7% | -99.73% | 減少 |
| 46 | META | Meta Platforms Inc-class A | -0.8% | -44.71% | 減少 |
| 47 | HSY | Hershey Co/the | -1% | -99.54% | 減少 |
| 48 | HON | Honeywell International INC | -1% | -96.88% | 減少 |
| 49 | JPM | Jpmorgan Chase & Co | -1.6% | -98.03% | 減少 |
| 50 | ULTA | Ulta Beauty INC | — | NEW | 新規購入 |