CIK: 0001715740
申告総資産額
$26.0億
上位200銘柄を表示中（全359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 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 17.33% | +0.33% | +84.82% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 14.75% | -0.43% | +28.17% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 10.85% | +1.26% | +0.21% | |
| 4 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 7.04% | — | +53.34% | |
| 5 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 6.33% | — | +998514.81% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.57% | — | +12310.02% | |
| 7 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.37% | — | +2.17% | |
| 8 | CSCO | Cisco Systems INC | 株式-IT | 1.24% | — | +2.46% | |
| 9 | VZ | Verizon Communications INC | 株式-通信サービス | 1.20% | +0.11% | +0.59% | |
| 10 | WELL | Welltower INC | 株式-不動産 | 1.16% | — | +1.89% | |
| 11 | DUK | Duke Energy CORP | 株式-公益事業 | 1.07% | — | +1.43% | |
| 12 | CAT | Caterpillar INC | 株式-資本財 | 1.05% | — | +5.35% | |
| 13 | AEP | American Electric Power | 株式-公益事業 | 1.05% | — | +3.20% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.02% | +0.32% | +2.90% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.01% | — | +0.53% | |
| 16 | SPG | Simon Property Group INC | 株式-不動産 | 1.00% | — | +1.47% | |
| 17 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.99% | — | +3.37% | |
| 18 | CCI | Crown Castle INC | 株式-不動産 | 0.98% | — | +0.75% | |
| 19 | BMO | Bank Of Montreal | 株式-金融 | 0.97% | — | +2.23% | |
| 20 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.94% | +0.07% | +1.58% | |
| 21 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.93% | -0.15% | +6.76% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.92% | — | +2.04% | |
| 23 | IBM | Intl Business Machines CORP | 株式-IT | 0.92% | +0.11% | +2598.66% | |
| 24 | HSBC | Hsbc Holdings Plc-spons Adr | 株式-金融 | 0.91% | — | +1.88% | |
| 25 | BCE | Bce INC | 株式-通信サービス | 0.91% | — | +4.81% | |
| 26 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.87% | — | +2.06% | |
| 27 | ETN | Eaton Corporation plc | 株式-資本財 | 0.87% | — | +1.45% | |
| 28 | MO | Altria Group INC | 株式-生活必需品 | 0.81% | — | +2.31% | |
| 29 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.79% | — | +1.66% | |
| 30 | WEP | Magellan Midstream Partners | 株式-その他 | 0.73% | — | +2.73% | |
| 31 | VUG | Vanguard Growth ETF | ETF-その他 | 0.71% | — | — | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.55% | — | +1.41% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.52% | -0.14% | +0.52% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.47% | -0.17% | +1.93% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | — | +0.36% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.43% | — | -12.78% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.42% | — | +6.00% | |
| 38 | NEE | Nextera Energy INC | 株式-公益事業 | 0.33% | — | +0.31% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.33% | — | +12.81% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.32% | — | -0.31% | |
| 41 | MDT | Medtronic plc | 株式-ヘルスケア | 0.30% | — | +0.17% | |
| 42 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.30% | — | +161.82% | |
| 43 | EMR | Emerson Electric Co | 株式-資本財 | 0.28% | — | +0.32% | |
| 44 | QCOM | Qualcomm INC | 株式-IT | 0.28% | — | +0.76% | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.26% | — | +1.79% | |
| 46 | TXN | Texas Instruments INC | 株式-IT | 0.26% | — | +0.83% | |
| 47 | SKYY | First Trust Cloud Computing | ETF-その他 | 0.26% | — | — | |
| 48 | ORCL | Oracle CORP | 株式-IT | 0.25% | — | — | |
| 49 | PM | Philip Morris International | 株式-生活必需品 | 0.24% | +0.16% | +5.30% | |
| 50 | USB | US Bancorp | 株式-金融 | 0.24% | — | +0.75% |