CIK: 0001632187
申告総資産額
$8.4億
上位200銘柄を表示中（全700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 | 8.80% | -0.83% | -0.29% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.72% | -0.14% | -0.08% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.45% | — | -1.36% | |
| 4 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 2.88% | — | -9.88% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.47% | -0.73% | +1.78% | |
| 6 | IBM | Intl Business Machines CORP | 株式-IT | 2.42% | -0.61% | +0.51% | |
| 7 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 2.22% | +0.14% | +1.76% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.82% | — | +21.25% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.79% | +0.20% | +1.64% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.76% | — | -0.00% | |
| 11 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.61% | +0.21% | +1.89% | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 1.54% | +0.09% | -0.76% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.41% | +0.33% | +10.28% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 1.29% | +0.22% | +0.57% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.28% | -0.23% | +3.17% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.25% | — | -5.54% | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.23% | — | +0.50% | |
| 18 | CBU | Community Financial System I | 株式-その他 | 1.22% | — | -0.56% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.20% | — | +2.58% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.15% | -0.09% | -0.24% | |
| 21 | CSCO | Cisco Systems INC | 株式-IT | 1.15% | — | +0.05% | |
| 22 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.06% | — | -5.55% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 1.05% | — | +0.81% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.02% | -0.08% | +3.79% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 0.93% | +0.11% | +1.50% | |
| 26 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.83% | — | -1.67% | |
| 27 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.83% | — | -3.21% | |
| 28 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.79% | +0.32% | +5.19% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.79% | +0.33% | -0.12% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.78% | +0.22% | -1.07% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.78% | -0.11% | +1.05% | |
| 32 | TXN | Texas Instruments INC | 株式-IT | 0.74% | +0.06% | +0.79% | |
| 33 | NUE | Nucor CORP | 株式-素材 | 0.73% | — | -0.57% | |
| 34 | NEE | Nextera Energy INC | 株式-公益事業 | 0.70% | +0.06% | -0.87% | |
| 35 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.70% | — | -3.43% | |
| 36 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.69% | — | -0.26% | |
| 37 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.67% | — | +0.59% | |
| 38 | EMR | Emerson Electric Co | 株式-資本財 | 0.66% | — | +2.48% | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.66% | -0.09% | -0.45% | |
| 40 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.65% | — | +5.09% | |
| 41 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.65% | — | +2.81% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.64% | — | +0.19% | |
| 43 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.63% | — | -0.94% | |
| 44 | ITW | Illinois Tool Works | 株式-資本財 | 0.62% | — | -0.11% | |
| 45 | D | Dominion Energy INC | 株式-公益事業 | 0.61% | — | -0.40% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.59% | — | -1.24% | |
| 47 | GIS | General Mills INC | 株式-生活必需品 | 0.59% | — | -4.35% | |
| 48 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.58% | — | -0.32% | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.58% | -0.14% | +2017.66% | |
| 50 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.57% | — | -1.98% |