CIK: 0001730817
申告総資産額
$10.0億
上位200銘柄を表示中(全247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 | 6.07% | — | -14.19% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.18% | +0.02% | -1.85% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.45% | — | +13.23% | |
| 4 | BA | Boeing Co/the | 株式-資本財 | 2.22% | — | -3.05% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.17% | — | +1.03% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.09% | — | +2.07% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.08% | -0.08% | +1.06% | |
| 8 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.68% | — | -15.18% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 1.64% | — | -1.34% | |
| 10 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.64% | — | +7.89% | |
| 11 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.60% | — | +5.54% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.55% | — | -2.75% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.42% | — | +1.21% | |
| 14 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.32% | +0.02% | +1.07% | |
| 15 | IDV | Ishares International Select | ETF-その他 | 1.32% | — | +6.04% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.20% | — | -6.17% | |
| 17 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.03% | — | -2.23% | |
| 18 | IOO | Ishares Global 100 ETF | ETF-その他 | 1.03% | — | +8.65% | |
| 19 | PFE | Pfizer INC | 株式-ヘルスケア | 1.01% | — | +1.90% | |
| 20 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.99% | — | -8.64% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | +0.11% | -6.46% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.94% | — | +37.54% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.92% | -0.03% | +10.74% | |
| 24 | T | At&t INC | 株式-通信サービス | 0.89% | — | -1.88% | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.88% | — | +6.79% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.83% | — | -2.06% | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 0.80% | — | -10.59% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.79% | — | -7.31% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.77% | — | +1.79% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.76% | -0.21% | +25.63% | |
| 31 | DWX | State Street Spdr S&p Intern | ETF-その他 | 0.73% | — | -4.52% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.68% | — | +3.64% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.67% | — | -1.56% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.66% | — | -3.99% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.65% | — | +2.83% | |
| 36 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.65% | — | -2.37% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.62% | — | -2.96% | |
| 38 | UTXZ | United Tech CORP | 株式-その他 | 0.61% | — | -2.69% | |
| 39 | BAC | Bank Of America CORP | 株式-金融 | 0.61% | — | -0.52% | |
| 40 | REET | Ishares Global Reit ETF | ETF-その他 | 0.60% | — | +0.42% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.60% | — | +11.50% | |
| 42 | UNP | Union Pacific CORP | 株式-資本財 | 0.60% | — | -2.86% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.59% | — | -2.70% | |
| 44 | RING | Ishares Msci Global Gold Min | ETF-コモディティ | 0.58% | -0.47% | +15.77% | |
| 45 | CB | Chubb Limited | 株式-金融 | 0.58% | — | -3.52% | |
| 46 | MBB | Ishares Mbs ETF | ETF-その他 | 0.55% | — | +3.58% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.55% | — | -2.25% | |
| 48 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.54% | — | -2.66% | |
| 49 | TD | Toronto-dominion Bank | 株式-金融 | 0.53% | — | -7.99% | |
| 50 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.52% | — | +13.43% |