CIK: 0001632187
申告総資産額
$8.4億
上位200銘柄を表示中（全471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 | 6.73% | -0.14% | +46.87% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.72% | -0.83% | +9.57% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.70% | — | +13.25% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.88% | — | -10.94% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.82% | -0.73% | +5.64% | |
| 6 | IBM | Intl Business Machines CORP | 株式-IT | 2.49% | -0.61% | +0.95% | |
| 7 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.90% | +0.14% | +6.18% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.81% | +0.20% | +4.79% | |
| 9 | INTC | Intel CORP | 株式-IT | 1.75% | — | +12.90% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.70% | — | -0.01% | |
| 11 | VZ | Verizon Communications INC | 株式-通信サービス | 1.66% | +0.22% | +13.26% | |
| 12 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.56% | +0.21% | +14.54% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.53% | — | +7.77% | |
| 14 | T | At&t INC | 株式-通信サービス | 1.47% | +0.07% | +15.39% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.46% | +0.09% | +12.81% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.45% | +0.33% | +31.83% | |
| 17 | CSCO | Cisco Systems INC | 株式-IT | 1.36% | — | +4.74% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.33% | -0.11% | +2.82% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.31% | — | +6.43% | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.18% | — | +16.13% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.18% | -0.23% | +40.84% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.17% | -0.08% | +0.58% | |
| 23 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.11% | — | -0.03% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.08% | — | +0.35% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.07% | -0.09% | -0.09% | |
| 26 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.02% | — | -14.52% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.95% | — | +8.18% | |
| 28 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.90% | — | — | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.86% | — | +18.64% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.86% | +0.33% | +7.07% | |
| 31 | MMM | 3m Co | 株式-資本財 | 0.84% | — | +5.67% | |
| 32 | D | Dominion Energy INC | 株式-公益事業 | 0.82% | — | +4.16% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.80% | -0.09% | +23.61% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.80% | +0.11% | +8.31% | |
| 35 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.74% | — | +1.79% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.74% | — | +9.09% | |
| 37 | ITW | Illinois Tool Works | 株式-資本財 | 0.69% | — | -1.46% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.67% | — | +9.56% | |
| 39 | TXN | Texas Instruments INC | 株式-IT | 0.62% | +0.06% | +3.43% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.61% | +0.22% | +15.71% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.59% | — | +42.20% | |
| 42 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.59% | — | +0.61% | |
| 43 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.58% | — | +63.14% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.56% | — | +25.64% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.55% | — | +10.71% | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.55% | — | — | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.54% | +0.06% | -0.33% | |
| 48 | EMR | Emerson Electric Co | 株式-資本財 | 0.54% | — | +3.06% | |
| 49 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.52% | — | +35.09% | |
| 50 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.49% | — | +341.43% |