CIK: 0001666741
申告総資産額
$940.0億
上位200銘柄を表示中（全277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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.38% | -0.11% | +2.88% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 2.85% | — | +8.12% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.20% | — | +45.48% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.16% | -0.16% | +1.98% | |
| 5 | T | At&t INC | 株式-通信サービス | 2.05% | — | +2.68% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.95% | -0.10% | -10.81% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 1.74% | +0.07% | +4.07% | |
| 8 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.69% | — | -1.34% | |
| 9 | IGE | Ishares North American Natur | ETF-その他 | 1.48% | — | +6.06% | |
| 10 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.39% | — | +0.74% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.37% | +0.04% | +3.89% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.36% | — | +9.60% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.34% | — | -6.60% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.31% | +0.06% | +92.78% | |
| 15 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 1.28% | — | -5.54% | |
| 16 | PPL | Ppl CORP | 株式-公益事業 | 1.26% | — | +3.24% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.20% | — | +1.86% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.20% | — | +3.54% | |
| 19 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 1.17% | — | -4.34% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.16% | +0.12% | +25.76% | |
| 21 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.99% | — | +16.98% | |
| 22 | MO | Altria Group INC | 株式-生活必需品 | 0.99% | — | +7.07% | |
| 23 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.97% | — | -39.06% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 0.91% | +0.07% | +5.43% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.89% | — | -4.18% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.84% | -0.33% | +15.79% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.84% | — | +14.74% | |
| 28 | INTC | Intel CORP | 株式-IT | 0.83% | — | -3.36% | |
| 29 | BA | Boeing Co/the | 株式-資本財 | 0.81% | — | -4.75% | |
| 30 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.78% | — | +8.36% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.77% | -0.08% | -5.55% | |
| 32 | PM | Philip Morris International | 株式-生活必需品 | 0.76% | — | +2.48% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.76% | — | +7.75% | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.76% | — | -0.24% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.73% | — | +10.12% | |
| 36 | F | Ford Motor Co | 株式-一般消費財 | 0.68% | — | +0.49% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.65% | — | +40.00% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.64% | — | -6.28% | |
| 39 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.63% | — | -5.71% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | — | +26.94% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.59% | — | +4.65% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.59% | — | +9.03% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.58% | — | +2.08% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.58% | — | -13.41% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.58% | — | -4.06% | |
| 46 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.57% | — | +0.87% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.57% | — | +4.52% | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.56% | — | +4.44% | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.56% | — | +6.97% | |
| 50 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.55% | — | +3.48% |