CIK: 0001632187
申告総資産額
$8.4億
上位200銘柄を表示中（全425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 | AAPL | Apple INC | 株式-IT | 5.20% | -0.83% | -0.62% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.59% | -0.14% | — | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.74% | — | -1.47% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.63% | — | -1.60% | |
| 5 | IBM | Intl Business Machines CORP | 株式-IT | 2.91% | -0.61% | -1.43% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.20% | -0.73% | -1.49% | |
| 7 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 2.00% | +0.14% | +231.68% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.89% | +0.20% | -1.47% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.86% | — | -0.02% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.76% | — | -1.57% | |
| 11 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.68% | +0.21% | -0.13% | |
| 12 | T | At&t INC | 株式-通信サービス | 1.67% | +0.07% | -0.10% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.66% | +0.22% | -0.24% | |
| 14 | INTC | Intel CORP | 株式-IT | 1.63% | — | -1.02% | |
| 15 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.50% | — | -4.92% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.44% | +0.33% | -4.39% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.41% | +0.09% | +4.19% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.37% | — | -2.90% | |
| 19 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-その他 | 1.34% | — | -4.08% | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 1.34% | — | +1.03% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.32% | — | +0.10% | |
| 22 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.31% | — | -1.74% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.30% | -0.23% | -1.66% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.30% | -0.08% | -2.78% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.29% | +0.33% | -2.66% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.25% | -0.11% | -0.43% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 1.08% | — | +6.27% | |
| 28 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.04% | — | -4.42% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.00% | -0.09% | +2.99% | |
| 30 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.94% | — | — | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.93% | — | -0.82% | |
| 32 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.91% | — | -1.64% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.86% | — | -0.07% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.86% | — | -5.84% | |
| 35 | MMM | 3m Co | 株式-資本財 | 0.82% | — | +7.50% | |
| 36 | UTXZ | United Tech CORP | 株式-その他 | 0.82% | — | -2.71% | |
| 37 | D | Dominion Energy INC | 株式-公益事業 | 0.81% | — | -0.15% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.78% | +0.11% | -4.56% | |
| 39 | ITW | Illinois Tool Works | 株式-資本財 | 0.76% | — | -1.09% | |
| 40 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.73% | — | +0.52% | |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.72% | — | -2.62% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.71% | +0.22% | +0.93% | |
| 43 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.69% | — | -4.34% | |
| 44 | EMR | Emerson Electric Co | 株式-資本財 | 0.68% | — | -0.39% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.64% | -0.09% | +4.10% | |
| 46 | USB | US Bancorp | 株式-金融 | 0.62% | — | +7.14% | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.58% | +0.06% | -2.58% | |
| 48 | ADP | Automatic Data Processing | 株式-IT | 0.56% | -0.07% | -1.76% | |
| 49 | DOW | Dow INC | 株式-素材 | 0.55% | +0.08% | +24.99% | |
| 50 | CMI | Cummins INC | 株式-資本財 | 0.53% | — | — |