CIK: 0001640485
申告総資産額
$1.6億
上位200銘柄を表示中（全649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 | MMM | 3m Co | 株式-資本財 | 3.43% | +0.16% | — | |
| 2 | DCMSX | Dfa Commodity Strategy Port | 株式-その他 | 3.21% | -1.18% | +12.51% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.88% | +0.52% | +124.66% | |
| 4 | ✓ | 株式-その他 | 2.80% | — | — | ||
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.38% | +0.12% | -1.32% | |
| 6 | DFGEX | Dfa Glbl Rl Est Secs | 株式-その他 | 2.32% | — | +2.24% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.21% | +0.26% | -0.26% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.86% | — | +10.63% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.78% | -0.81% | +1.53% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.66% | -0.45% | +2.64% | |
| 11 | O | Realty Income CORP | 株式-不動産 | 1.64% | — | +0.52% | |
| 12 | INTC | Intel CORP | 株式-IT | 1.57% | — | -0.43% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.56% | +0.04% | +0.43% | |
| 14 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.53% | — | +1.21% | |
| 15 | AEPFX | Eupac Fund-f-2 | 株式-その他 | 1.51% | +0.08% | +3.17% | |
| 16 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.50% | +0.05% | -1.54% | |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.46% | — | +2.26% | |
| 18 | DFQTX | Dfa US Core Eqty 2 Port-inst | 株式-その他 | 1.46% | +0.02% | +2.60% | |
| 19 | AMGN | Amgen INC | 株式-ヘルスケア | 1.32% | +0.10% | — | |
| 20 | NEE | Nextera Energy INC | 株式-公益事業 | 1.29% | +0.03% | +0.04% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 1.24% | +0.09% | +0.00% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.24% | +0.09% | +130.45% | |
| 23 | T | At&t INC | 株式-通信サービス | 1.19% | -0.10% | +0.10% | |
| 24 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.13% | +0.07% | — | |
| 25 | WGIFX | Af Cap Wlrd Gr & Inc-f2 | 株式-その他 | 1.09% | +0.05% | +1.54% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.06% | +0.05% | -0.74% | |
| 27 | AAPL | Apple INC | 株式-IT | 1.05% | — | -0.60% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.04% | — | +5.22% | |
| 29 | SLB | Slb LTD | 株式-エネルギー | 0.99% | -0.10% | -1.57% | |
| 30 | DFSCX | Dfa US Micro Cap Port-inst | 株式-その他 | 0.91% | — | +6.06% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.90% | -0.14% | -3.11% | |
| 32 | FDRXX | Fidelity Govt Cash Reserv | 株式-その他 | 0.83% | -0.99% | EXIT | |
| 33 | NFFFX | Amer Fnds New World-f2 | 株式-その他 | 0.81% | — | +0.87% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.81% | — | +0.16% | |
| 35 | UTHR | United Therapeutics CORP | 株式-ヘルスケア | 0.80% | — | -2.49% | |
| 36 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.73% | — | +0.02% | |
| 37 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.72% | — | +4.21% | |
| 38 | DISVX | Dfa Intl Sm Cap Val Port-ins | 株式-その他 | 0.71% | +0.08% | +12.61% | |
| 39 | SGENEUR | Seagen INC | 株式-その他 | 0.69% | +0.15% | +15.55% | |
| 40 | ✓ | Google INC Class C | 株式-その他 | 0.67% | — | — | |
| 41 | ELME | Elme Communities | 株式-その他 | 0.67% | — | -6.01% | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.66% | +0.09% | +7.12% | |
| 43 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.65% | — | -1.71% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.64% | -0.15% | -5.67% | |
| 45 | DFGBX | Dfa Five-year Glbl Fxd INC | 株式-その他 | 0.60% | — | +4.48% | |
| 46 | LTEFX | Am Fnd LTD Trm T/e Bnd-f2 | 株式-その他 | 0.59% | -0.13% | +0.44% | |
| 47 | D | Dominion Energy INC | 株式-公益事業 | 0.58% | — | +0.05% | |
| 48 | ✓ | Alphabet INC Cl A | 株式-その他 | 0.57% | — | — | |
| 49 | INCY | Incyte CORP | 株式-ヘルスケア | 0.57% | +0.24% | +6.06% | |
| 50 | DFREX | Dfa Rl Est Secs | 株式-その他 | 0.55% | — | +0.95% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | +1.5% | +124.66% | 増加 |
| 2 | VWO | Vanguard Ftse Emerging Marke | +0.7% | +130.45% | 増加 |
| 3 | GHDX | Genomic Health INC | +0.2% | +2381.14% | 増加 |
| 4 | FLR | Fluor CORP | +0.2% | +168.38% | 増加 |
| 5 | MCD | Mcdonald's CORP | +0.2% | +1.21% | 増加 |
| 6 | DUK | Du Pont E I De Nemour&Co | +0.2% | +27.29% | 増加 |
| 7 | VNQ | Vanguard Real Estate ETF | +0.1% | +10.63% | 増加 |
| 8 | SGENEUR | Seagen INC | +0.1% | +15.55% | 増加 |
| 9 | AEP | American Electric Power Company, Inc. | +0.1% | +4.21% | 増加 |
| 10 | AMGN | Amgen INC | +0.1% | — | 変化なし |
| 11 | AMZN | Amazon.com INC | +0.1% | +133.33% | 増加 |
| 12 | ✓ | Google INC Class C | +0.1% | — | 変化なし |
| 13 | IXC | Ishares Global Energy ETF | +0.1% | +537.43% | 増加 |
| 14 | VNQI | Vanguard Glbl Ex-us Real Est | +0.1% | +128.71% | 増加 |
| 15 | INTC | Intel CORP | +0.1% | -0.43% | 減少 |
| 16 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +114.41% | 増加 |
| 17 | ✓ | Alphabet INC Cl A | +0.1% | — | 変化なし |
| 18 | UTHR | United Therapeutics CORP | +0.1% | -2.49% | 減少 |
| 19 | DOW | Dow Chem Co | +0.1% | +1.94% | 増加 |
| 20 | WYNN | Wynn Resorts LTD | +0.1% | +97.16% | 増加 |
| 21 | MSFT | Microsoft CORP | 0% | -1.63% | 減少 |
| 22 | V | Visa Inc-class A Shares | 0% | +0.00% | 増加 |
| 23 | DISVX | Dfa Intl Sm Cap Val Port-ins | 0% | +12.61% | 増加 |
| 24 | ABBV | Abbvie INC | 0% | +9.95% | 増加 |
| 25 | O | Realty Income CORP | — | +0.52% | 増加 |
| 26 | JNJ | Johnson & Johnson | — | -0.74% | 減少 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.53% | 増加 |
| 28 | XOM | Exxon Mobil CORP | 0% | +2.64% | 増加 |
| 29 | VB | Vanguard Small-cap ETF | 0% | +5.22% | 増加 |
| 30 | NEE | Nextera Energy INC | 0% | +0.04% | 増加 |
| 31 | T | At&t INC | 0% | +0.10% | 増加 |
| 32 | DFQTX | Dfa US Core Eqty 2 Port-inst | -0.1% | +2.60% | 増加 |
| 33 | FBIN | Fortune Brands Innovations I | -0.1% | -69.24% | 減少 |
| 34 | MMM | 3m Co | -0.1% | — | 変化なし |
| 35 | DFGEX | Dfa Glbl Rl Est Secs | -0.1% | +2.24% | 増加 |
| 36 | ✓ | Powershares | -0.1% | -4.44% | 減少 |
| 37 | GLD | Spdr Gold Shares | -0.2% | — | 変化なし |
| 38 | AAPL | Apple INC | -0.2% | -0.60% | 減少 |
| 39 | BND | Vanguard Total Bond Market | -0.3% | -40.60% | 減少 |
| 40 | DFCEX | Emerging Markets Core Equity | -0.7% | -74.28% | 減少 |
| 41 | DFIEX | International Core Equity 2 | -1.6% | -99.91% | 減少 |
| 42 | ✓ | — | NEW | 新規購入 | |
| 43 | FDRXX | Fidelity Govt Cash Reserv | — | NEW | 新規購入 |
| 44 | VFSUX | Vanguard S/t Invest Grd-adm | — | EXIT | 全売却 |
| 45 | IONS | Ionis Pharmaceuticals INC | — | NEW | 新規購入 |
| 46 | ✓ | Isis Pharmaceuticals INC | — | EXIT | 全売却 |
| 47 | VWIAX | Vanguard Wellesley Inc-adm | — | EXIT | 全売却 |
| 48 | VSGDX | Vanguard Shrt Trm Fed-adm | — | EXIT | 全売却 |
| 49 | VAFAX | Invesco American Franch-a | — | NEW | 新規購入 |
| 50 | ✓ | Fidelity Pa Municipal Mmkt | — | NEW | 新規購入 |