CIK: 0001632187
申告総資産額
$8.4億
上位200銘柄を表示中（全486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 | 4.37% | -0.14% | — | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.08% | — | +4.31% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.70% | — | +0.05% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.54% | -0.83% | -0.12% | |
| 5 | IBM | Intl Business Machines CORP | 株式-IT | 3.29% | -0.61% | -1.42% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.22% | +0.20% | -1.33% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.95% | — | -0.56% | |
| 8 | VZ | Verizon Communications INC | 株式-通信サービス | 1.85% | +0.22% | -0.81% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.84% | — | +1.22% | |
| 10 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.81% | — | +0.35% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.78% | +0.33% | -1.09% | |
| 12 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.71% | +0.21% | +2.53% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.68% | -0.73% | +5.73% | |
| 14 | INTC | Intel CORP | 株式-IT | 1.61% | — | +1.12% | |
| 15 | T | At&t INC | 株式-通信サービス | 1.54% | +0.07% | -0.40% | |
| 16 | CSCO | Cisco Systems INC | 株式-IT | 1.48% | — | -0.72% | |
| 17 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-その他 | 1.44% | — | +0.08% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.43% | +0.33% | +0.14% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.41% | — | -1.07% | |
| 20 | PFE | Pfizer INC | 株式-ヘルスケア | 1.41% | — | +6.46% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.40% | — | -1.31% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.34% | -0.08% | -0.26% | |
| 23 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.32% | — | +0.24% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 1.32% | +0.09% | -0.35% | |
| 25 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 1.32% | — | +0.10% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.26% | -0.09% | +2.19% | |
| 27 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.20% | — | — | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.16% | -0.11% | +0.17% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.15% | -0.23% | +0.05% | |
| 30 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.05% | — | -1.07% | |
| 31 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.01% | — | -0.25% | |
| 32 | MMM | 3m Co | 株式-資本財 | 1.00% | — | +1.94% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.94% | — | +12.55% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.88% | — | +10.50% | |
| 35 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.87% | — | +0.14% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.86% | — | +0.80% | |
| 37 | D | Dominion Energy INC | 株式-公益事業 | 0.81% | — | +4.35% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.79% | +0.11% | +0.72% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.79% | +0.22% | +1.30% | |
| 40 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.78% | — | — | |
| 41 | UTXZ | United Tech CORP | 株式-その他 | 0.74% | — | +0.85% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.73% | — | -6.54% | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.71% | — | +3.10% | |
| 44 | ITW | Illinois Tool Works | 株式-資本財 | 0.70% | — | +4.06% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.67% | -0.09% | -2.71% | |
| 46 | NUE | Nucor CORP | 株式-素材 | 0.58% | — | -0.35% | |
| 47 | ADP | Automatic Data Processing | 株式-IT | 0.58% | -0.07% | -14.66% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.57% | — | -0.56% | |
| 49 | NEE | Nextera Energy INC | 株式-公益事業 | 0.56% | +0.06% | +3.62% | |
| 50 | USB | US Bancorp | 株式-金融 | 0.55% | — | +1.66% |