CIK: 0001632187
申告総資産額
$8.4億
上位200銘柄を表示中(全530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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.49% | -0.14% | -43.93% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.49% | -0.83% | -0.36% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.03% | — | -18.11% | |
| 4 | IBM | Intl Business Machines CORP | 株式-IT | 3.92% | -0.61% | +3.78% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.55% | — | +55.54% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.18% | — | -37.59% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.13% | +0.20% | -2.52% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.98% | +0.33% | -1.76% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.88% | — | — | |
| 10 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.74% | — | -20.09% | |
| 11 | T | At&t INC | 株式-通信サービス | 1.60% | +0.07% | +1.38% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.58% | -0.73% | +4.56% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.57% | +0.22% | -1.15% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.53% | +0.33% | -43.53% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.52% | — | -0.32% | |
| 16 | CSCO | Cisco Systems INC | 株式-IT | 1.48% | — | -0.84% | |
| 17 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-その他 | 1.46% | — | -20.56% | |
| 18 | INTC | Intel CORP | 株式-IT | 1.42% | — | -0.73% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.38% | -0.08% | -1.20% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.37% | +0.21% | -1.63% | |
| 21 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 1.33% | — | -6.66% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.22% | -0.11% | -1.72% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 1.19% | +0.09% | -6.49% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 1.18% | — | -1.22% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.18% | -0.23% | +0.25% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.14% | — | +0.08% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.14% | — | -8.09% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.12% | -0.09% | -0.55% | |
| 29 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.07% | — | -0.58% | |
| 30 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.05% | — | -1.13% | |
| 31 | MMM | 3m Co | 株式-資本財 | 0.96% | — | -0.52% | |
| 32 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.95% | — | -1.12% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.86% | — | -0.05% | |
| 34 | UTXZ | United Tech CORP | 株式-その他 | 0.85% | — | -0.84% | |
| 35 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.81% | — | -17.75% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.81% | — | -33.15% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.77% | +0.22% | -2.43% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.75% | — | -1.48% | |
| 39 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.72% | — | +1.05% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.70% | +0.11% | -0.52% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.69% | — | -12.65% | |
| 42 | ADP | Automatic Data Processing | 株式-IT | 0.69% | -0.07% | -0.51% | |
| 43 | D | Dominion Energy INC | 株式-公益事業 | 0.68% | — | +1.65% | |
| 44 | ITW | Illinois Tool Works | 株式-資本財 | 0.66% | — | +6.71% | |
| 45 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.64% | — | +39.29% | |
| 46 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.63% | — | +1.07% | |
| 47 | NUE | Nucor CORP | 株式-素材 | 0.63% | — | -0.69% | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.61% | -0.09% | -1.39% | |
| 49 | EMR | Emerson Electric Co | 株式-資本財 | 0.60% | — | -0.65% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.59% | — | — |