CIK: 0001461564
申告総資産額
$8739.4万
| # | 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 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.73% | -1.88% | +0.53% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 6.01% | — | -22.93% | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 5.18% | — | -3.92% | |
| 4 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 4.42% | — | -10.55% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.86% | +0.23% | -3.07% | |
| 6 | GAP | Gap Inc/the | 株式-一般消費財 | 3.65% | — | — | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.18% | — | -22.92% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.99% | — | -25.04% | |
| 9 | CSM | Proshares Large Cap Core Plu | ETF-大型株・グロース | 1.93% | — | +14.15% | |
| 10 | PM | Philip Morris International | 株式-生活必需品 | 1.66% | +0.24% | +0.94% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.58% | — | -3.69% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.45% | -0.16% | -4.57% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.36% | — | -0.85% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.35% | — | -51.91% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.29% | — | -1.06% | |
| 16 | MO | Altria Group INC | 株式-生活必需品 | 1.23% | -0.12% | +0.14% | |
| 17 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.23% | -0.50% | +1.20% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.15% | -0.22% | +1.75% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 1.13% | -0.08% | +0.24% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.09% | — | — | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.98% | — | -11.06% | |
| 22 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.95% | -0.34% | +6.75% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 0.90% | — | +0.21% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.89% | — | -33.07% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.88% | — | +1.67% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.86% | -0.64% | -0.60% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.78% | — | -2.86% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.78% | — | +0.21% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.76% | +0.25% | NEW | |
| 30 | MMM | 3m Co | 株式-資本財 | 0.75% | -0.18% | -1.29% | |
| 31 | SHLXUSD | Shell Midstream Partners LP | 株式-その他 | 0.73% | +1.12% | NEW | |
| 32 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.72% | +0.07% | -3.67% | |
| 33 | GEL | Genesis Energy L.p. | 株式-その他 | 0.67% | +0.77% | +7.31% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.67% | — | — | |
| 35 | TRGP | Targa Resources CORP | 株式-エネルギー | 0.67% | -0.98% | +5.56% | |
| 36 | WEP | Magellan Midstream Partners | 株式-その他 | 0.67% | — | +9.36% | |
| 37 | INTC | Intel CORP | 株式-IT | 0.65% | — | -3.29% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.65% | — | +0.32% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | -0.28% | EXIT | |
| 40 | SUN | Sunoco LP | 株式-その他 | 0.62% | — | +7.36% | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.59% | — | -11.31% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.58% | — | -70.12% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | -0.30% | EXIT | |
| 44 | 0E41 | Enlink Midstream LLC | 株式-その他 | 0.57% | +1.85% | +8.79% | |
| 45 | PAA | Plains All American Pipeline, L.P. | 株式-エネルギー | 0.56% | -0.03% | +6.76% | |
| 46 | ✓ | Google INC Class C | 株式-その他 | 0.56% | -0.29% | EXIT | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | -0.37% | +6.19% | |
| 48 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.49% | — | +25.51% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.48% | — | -56.42% | |
| 50 | BPLUSD | Buckeye Partners LP | 株式-その他 | 0.48% | +1.99% | NEW |