CIK: 0001640485
申告総資産額
$1.6億
上位200銘柄を表示中（全653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 | 4.33% | +0.16% | +0.01% | |
| 2 | DCMSX | Dfa Commodity Strategy Port | 株式-その他 | 3.62% | -1.18% | -0.78% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.70% | +0.04% | +18.15% | |
| 4 | DFGEX | Dfa Glbl Rl Est Secs | 株式-その他 | 2.35% | — | +4.84% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.31% | -0.81% | -0.48% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.05% | +0.52% | +0.92% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.01% | +0.12% | +2.44% | |
| 8 | INTC | Intel CORP | 株式-IT | 1.74% | — | -0.07% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.73% | -0.45% | +0.01% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.67% | +0.26% | -0.50% | |
| 11 | DFQTX | Dfa US Core Eqty 2 Port-inst | 株式-その他 | 1.66% | +0.02% | -2.84% | |
| 12 | DFIEX | International Core Equity 2 | 株式-その他 | 1.64% | +0.08% | +0.73% | |
| 13 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.43% | +0.05% | +14.05% | |
| 14 | T | At&t INC | 株式-通信サービス | 1.41% | -0.10% | +0.14% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.35% | — | -4.25% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.34% | — | -1.01% | |
| 17 | NEE | Nextera Energy INC | 株式-公益事業 | 1.32% | +0.03% | -5.28% | |
| 18 | DFSCX | Dfa US Micro Cap Port-inst | 株式-その他 | 1.32% | — | -2.27% | |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.31% | — | -10.86% | |
| 20 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.31% | +0.07% | -2.21% | |
| 21 | O | Realty Income CORP | 株式-不動産 | 1.31% | — | -8.97% | |
| 22 | AEPFX | Eupac Fund-f-2 | 株式-その他 | 1.29% | +0.08% | +0.68% | |
| 23 | AMGN | Amgen INC | 株式-ヘルスケア | 1.24% | +0.10% | — | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 1.11% | +0.09% | -0.27% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.10% | +0.09% | +1.57% | |
| 26 | DFCEX | Emerging Markets Core Equity | 株式-その他 | 1.09% | +0.11% | +0.42% | |
| 27 | WGIFX | Af Cap Wlrd Gr & Inc-f2 | 株式-その他 | 1.07% | +0.05% | +2.98% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.07% | +0.05% | +0.03% | |
| 29 | SLB | Slb LTD | 株式-エネルギー | 1.05% | -0.10% | -0.52% | |
| 30 | FDRXX | Fidelity Govt Cash Reserv | 株式-その他 | 0.99% | -0.99% | EXIT | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.97% | -0.14% | -2.04% | |
| 32 | SGENEUR | Seagen INC | 株式-その他 | 0.87% | +0.15% | +0.08% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.87% | -0.15% | +0.07% | |
| 34 | DISVX | Dfa Intl Sm Cap Val Port-ins | 株式-その他 | 0.84% | +0.08% | +3.42% | |
| 35 | DFGBX | Dfa Five-year Glbl Fxd INC | 株式-その他 | 0.82% | — | +0.71% | |
| 36 | NUE | Nucor CORP | 株式-素材 | 0.80% | — | +0.06% | |
| 37 | ELME | Elme Communities | 株式-その他 | 0.80% | — | — | |
| 38 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.73% | +0.05% | +5.88% | |
| 39 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.72% | — | +0.04% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.71% | +0.09% | -6.95% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.69% | — | +0.18% | |
| 42 | INCY | Incyte CORP | 株式-ヘルスケア | 0.65% | +0.24% | +2.24% | |
| 43 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.65% | — | -0.36% | |
| 44 | SMCFX | Amer Fnd Smallcap Wrld-f2 | 株式-その他 | 0.62% | — | +0.63% | |
| 45 | D | Dominion Energy INC | 株式-公益事業 | 0.60% | — | -1.42% | |
| 46 | TPLUSD | Texas Pacific Land Trust | 株式-その他 | 0.56% | — | -2.45% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.50% | — | -0.15% | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.49% | — | — | |
| 49 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.49% | — | +0.16% | |
| 50 | LTEFX | Am Fnd LTD Trm T/e Bnd-f2 | 株式-その他 | 0.46% | -0.13% | +0.54% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.4% | +18.15% | 増加 |
| 2 | UTHR | United Therapeutics CORP | +0.3% | +142.00% | 増加 |
| 3 | MMM | 3m Co | +0.2% | +0.01% | 増加 |
| 4 | GVI | Ishares Intermediate Governm | +0.2% | +14.05% | 増加 |
| 5 | NUE | Nucor CORP | +0.2% | +0.06% | 増加 |
| 6 | BAC | Bank Of America CORP | +0.2% | — | 変化なし |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -0.48% | 減少 |
| 8 | VBR | Vanguard Small-cap Value ETF | +0.1% | +1.57% | 増加 |
| 9 | CVX | Chevron CORP | +0.1% | +0.07% | 増加 |
| 10 | DFSCX | Dfa US Micro Cap Port-inst | +0.1% | -2.27% | 減少 |
| 11 | T | At&t INC | +0.1% | +0.14% | 増加 |
| 12 | XOM | Exxon Mobil CORP | +0.1% | +0.01% | 増加 |
| 13 | CELG | Celgene CORP | +0.1% | +60.75% | 増加 |
| 14 | TPLUSD | Texas Pacific Land Trust | +0.1% | -2.45% | 減少 |
| 15 | SLB | Slb LTD | +0.1% | -0.52% | 減少 |
| 16 | ACAD | Acadia Pharmaceuticals INC | +0.1% | +55.40% | 増加 |
| 17 | IJR | Ishares Core S&p Small-cap E | +0.1% | +4.36% | 増加 |
| 18 | INCY | Incyte CORP | +0.1% | +2.24% | 増加 |
| 19 | VFH | Vanguard Financials ETF | +0.1% | +134.00% | 増加 |
| 20 | VT | Vanguard Tot World Stk ETF | +0.1% | +31.67% | 増加 |
| 21 | DGSIX | Dfa Glbl All 60/40 Port-inst | +0.1% | +22.12% | 増加 |
| 22 | UNH | Unitedhealth Group INC | +0.1% | +0.03% | 増加 |
| 23 | INTC | Intel CORP | — | -0.07% | 減少 |
| 24 | AEPFX | Eupac Fund-f-2 | 0% | +0.68% | 増加 |
| 25 | DFCEX | Emerging Markets Core Equity | 0% | +0.42% | 増加 |
| 26 | V | Visa Inc-class A Shares | 0% | -0.27% | 減少 |
| 27 | CSCO | Cisco Systems INC | 0% | -6.39% | 減少 |
| 28 | VNQ | Vanguard Real Estate ETF | 0% | -1.01% | 減少 |
| 29 | CVS | Cvs Health CORP | 0% | +0.16% | 増加 |
| 30 | DFGEX | Dfa Glbl Rl Est Secs | -0.1% | +4.84% | 増加 |
| 31 | NEE | Nextera Energy INC | -0.1% | -5.28% | 減少 |
| 32 | DFAPX | Dfa Investment Grade Port | -0.1% | -47.28% | 減少 |
| 33 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -6.95% | 減少 |
| 34 | NVS | Novartis Ag-sponsored Adr | -0.1% | -15.61% | 減少 |
| 35 | AMGN | Amgen INC | -0.1% | — | 変化なし |
| 36 | PAAS | Pan American Silver CORP | -0.1% | -53.11% | 減少 |
| 37 | GLD | Spdr Gold Shares | -0.2% | -2.21% | 減少 |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.2% | -10.86% | 減少 |
| 39 | O | Realty Income CORP | -0.3% | -8.97% | 減少 |
| 40 | FDRXX | Fidelity Govt Cash Reserv | -0.5% | -34.72% | 減少 |
| 41 | MCD | Mcdonald's CORP | -1.2% | -86.86% | 減少 |
| 42 | ✓ | — | EXIT | 全売却 | |
| 43 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 44 | ✓ | Google INC Class C | — | EXIT | 全売却 |
| 45 | ✓ | Alphabet INC Cl A | — | EXIT | 全売却 |
| 46 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 47 | ✓ | Ims Health Holdings INC | — | EXIT | 全売却 |
| 48 | ✓ | Quintiles Transnational Holdin | — | NEW | 新規購入 |
| 49 | ✓ | Market Vectors ETF Tr | — | EXIT | 全売却 |
| 50 | MORT | Vaneck Mortgage Reit Income | — | NEW | 新規購入 |