CIK: 0001632187
申告総資産額
$8.4億
上位200銘柄を表示中（全437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 | 4.57% | -0.14% | — | |
| 2 | AAPL | Apple INC | 株式-IT | 4.31% | -0.83% | -0.69% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.89% | — | +0.05% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.84% | — | +1.05% | |
| 5 | IBM | Intl Business Machines CORP | 株式-IT | 3.45% | -0.61% | -1.24% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.13% | -0.73% | -1.43% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.86% | — | -0.01% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.84% | +0.20% | -1.09% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.79% | — | +0.87% | |
| 10 | VZ | Verizon Communications INC | 株式-通信サービス | 1.77% | +0.22% | +5.32% | |
| 11 | T | At&t INC | 株式-通信サービス | 1.74% | +0.07% | +0.25% | |
| 12 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.68% | +0.21% | -0.99% | |
| 13 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.67% | — | -1.05% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.64% | +0.33% | +0.12% | |
| 15 | INTC | Intel CORP | 株式-IT | 1.53% | — | +0.35% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.52% | — | -1.60% | |
| 17 | CSCO | Cisco Systems INC | 株式-IT | 1.47% | — | +0.20% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 1.46% | +0.09% | -1.09% | |
| 19 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-その他 | 1.44% | — | +0.39% | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.42% | — | -0.77% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.35% | +0.33% | -0.18% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.33% | — | -3.91% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.33% | -0.08% | -3.06% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.22% | -0.11% | -3.25% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.21% | -0.23% | +0.05% | |
| 26 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.14% | — | +49.90% | |
| 27 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.05% | — | -0.60% | |
| 28 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.01% | — | — | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 1.01% | — | +0.72% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.91% | — | -5.25% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.90% | — | +0.87% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.90% | -0.09% | +0.70% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.88% | — | -0.13% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.88% | +0.11% | -1.46% | |
| 35 | D | Dominion Energy INC | 株式-公益事業 | 0.85% | — | +2.03% | |
| 36 | UTXZ | United Tech CORP | 株式-その他 | 0.82% | — | +3.96% | |
| 37 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.80% | — | -0.04% | |
| 38 | MMM | 3m Co | 株式-資本財 | 0.76% | — | +0.83% | |
| 39 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.76% | — | +0.61% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.74% | +0.22% | +0.81% | |
| 41 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.74% | — | +0.99% | |
| 42 | ITW | Illinois Tool Works | 株式-資本財 | 0.72% | — | -0.69% | |
| 43 | EMR | Emerson Electric Co | 株式-資本財 | 0.64% | — | +5.05% | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.64% | -0.09% | -1.36% | |
| 45 | NEE | Nextera Energy INC | 株式-公益事業 | 0.61% | +0.06% | -2.55% | |
| 46 | USB | US Bancorp | 株式-金融 | 0.58% | — | +0.38% | |
| 47 | ADP | Automatic Data Processing | 株式-IT | 0.58% | -0.07% | -2.13% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.56% | — | -1.70% | |
| 49 | TXN | Texas Instruments INC | 株式-IT | 0.54% | +0.06% | -0.33% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.53% | — | -1.36% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.4% | -0.69% | 減少 |
| 2 | IAUUSD | Ishares Gold Trust | +0.4% | +49.90% | 増加 |
| 3 | T | At&t INC | +0.2% | +0.25% | 増加 |
| 4 | VZ | Verizon Communications INC | +0.2% | +5.32% | 増加 |
| 5 | PG | Procter & Gamble Co/the | +0.1% | -1.60% | 減少 |
| 6 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +0.05% | 増加 |
| 7 | IBM | Intl Business Machines CORP | +0.1% | -1.24% | 減少 |
| 8 | INTC | Intel CORP | +0.1% | +0.35% | 増加 |
| 9 | SYY | Sysco CORP | +0.1% | +9.16% | 増加 |
| 10 | VGT | Vanguard Info Tech ETF | +0.1% | +45.66% | 増加 |
| 11 | KO | Coca-cola Co/the | +0.1% | -0.77% | 減少 |
| 12 | BMY | Bristol-myers Squibb Co | +0.1% | +2.45% | 増加 |
| 13 | CVS | Cvs Health CORP | +0.1% | +7.16% | 増加 |
| 14 | NKE | Nike INC -cl B | +0.1% | -4.28% | 減少 |
| 15 | UTXZ | United Tech CORP | +0.1% | +3.96% | 増加 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +0.05% | 増加 |
| 17 | NEE | Nextera Energy INC | +0.1% | -2.55% | 減少 |
| 18 | TXN | Texas Instruments INC | +0.1% | -0.33% | 減少 |
| 19 | DOW | Dow INC | +0.1% | +20.02% | 増加 |
| 20 | UPS | United Parcel Service-cl B | +0.1% | -0.44% | 減少 |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | +21.67% | 増加 |
| 22 | D | Dominion Energy INC | 0% | +2.03% | 増加 |
| 23 | WMT | Walmart INC | 0% | -1.46% | 減少 |
| 24 | HD | Home Depot INC | 0% | +0.56% | 増加 |
| 25 | PPL | Ppl CORP | 0% | +34.20% | 増加 |
| 26 | NWFL | Norwood Financial CORP | 0% | +645.24% | 増加 |
| 27 | PEG | Public Service Enterprise Gp | 0% | -0.60% | 減少 |
| 28 | PEP | Pepsico INC | 0% | -1.09% | 減少 |
| 29 | ABBV | Abbvie INC | 0% | +0.70% | 増加 |
| 30 | NBTB | N B T Bancorp INC | 0% | +14.11% | 増加 |
| 31 | BBTUSD | Bb&t CORP | 0% | +19.05% | 増加 |
| 32 | MSFT | Microsoft CORP | 0% | -1.43% | 減少 |
| 33 | IVV | Ishares Core S&p 500 ETF | — | — | 変化なし |
| 34 | BSV | Vanguard Short-term Bond ETF | 0% | -16.54% | 減少 |
| 35 | AEP | American Electric Power Company, Inc. | 0% | -15.01% | 減少 |
| 36 | AXP | American Express Co | -0.1% | -21.78% | 減少 |
| 37 | CMI | Cummins INC | -0.1% | -1.89% | 減少 |
| 38 | KHC | Kraft Heinz Co/the | -0.1% | -81.14% | 減少 |
| 39 | MDY | State Street Spdr S&p Midcap | -0.1% | -3.91% | 減少 |
| 40 | DIS | Walt Disney Co/the | -0.1% | -5.25% | 減少 |
| 41 | FLRN | Ss Spdr Bb Ig Float Rt ETF | -0.2% | -94.76% | 減少 |
| 42 | XOM | Exxon Mobil CORP | -0.2% | +0.12% | 増加 |
| 43 | CSCO | Cisco Systems INC | -0.2% | +0.20% | 増加 |
| 44 | JNJ | Johnson & Johnson | -0.2% | -1.09% | 減少 |
| 45 | PFE | Pfizer INC | -0.2% | +0.72% | 増加 |
| 46 | JPIN | JPM Diversified Ret Intl Eq | — | EXIT | 全売却 |
| 47 | BOTZ | Global X Robotics & Artifici | — | NEW | 新規購入 |
| 48 | IEF | Ishares 7-10 Year Treasury B | — | NEW | 新規購入 |
| 49 | EMLC | Vaneck JPM Em Local Curr Bnd | — | NEW | 新規購入 |
| 50 | STIP | Ishares 0-5 Year Tips Bond E | — | EXIT | 全売却 |