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 | 13.96% | -1.88% | -29.08% | |
| 2 | META | Meta Platforms Inc-class A | 株式-通信サービス | 7.29% | +0.23% | -34.74% | |
| 3 | PM | Philip Morris International | 株式-生活必需品 | 4.47% | +0.24% | -2.14% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 4.28% | -0.22% | -36.77% | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.91% | — | -63.94% | |
| 6 | XYZ | Block INC | 株式-金融 | 3.27% | — | +71.04% | |
| 7 | MO | Altria Group INC | 株式-生活必需品 | 3.19% | -0.12% | -2.58% | |
| 8 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 3.06% | — | -58.81% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.94% | — | -55.17% | |
| 10 | CSM | Proshares Large Cap Core Plu | ETF-大型株・グロース | 2.66% | — | -49.57% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.32% | — | -43.67% | |
| 12 | PFE | Pfizer INC | 株式-ヘルスケア | 1.98% | -0.64% | -24.35% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.98% | -0.16% | -63.82% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.98% | — | -58.50% | |
| 15 | MMM | 3m Co | 株式-資本財 | 1.64% | -0.18% | -45.54% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.58% | — | -4.27% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.51% | — | -31.02% | |
| 18 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.44% | -0.50% | -36.08% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.43% | — | -67.78% | |
| 20 | ORCL | Oracle CORP | 株式-IT | 1.41% | +0.25% | NEW | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 1.39% | -0.08% | -50.20% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.22% | — | -35.41% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.13% | — | -79.08% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.12% | — | -31.80% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.11% | — | -66.31% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.01% | — | -48.80% | |
| 27 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.96% | +0.07% | -28.88% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.95% | — | -55.16% | |
| 29 | UNP | Union Pacific CORP | 株式-資本財 | 0.91% | +0.01% | -17.10% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.90% | — | -48.70% | |
| 31 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.89% | — | -1.05% | |
| 32 | INTC | Intel CORP | 株式-IT | 0.88% | — | -48.08% | |
| 33 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.82% | +0.03% | -24.43% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.78% | — | — | |
| 35 | IBM | Intl Business Machines CORP | 株式-IT | 0.78% | — | -30.63% | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.76% | — | -71.81% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.74% | — | -26.19% | |
| 38 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.73% | — | -13.49% | |
| 39 | GOOG | Alphabet A | 株式-通信サービス | 0.69% | — | -58.53% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.68% | -0.37% | -65.73% | |
| 41 | WFC | Wells Fargo & Co | 株式-金融 | 0.67% | — | -42.38% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.66% | — | -72.88% | |
| 43 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.56% | — | -20.69% | |
| 44 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.56% | — | -27.71% | |
| 45 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.54% | -0.34% | -76.34% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.53% | -0.16% | -23.39% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | — | -51.97% | |
| 48 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.52% | — | -23.49% | |
| 49 | PANW | Palo Alto Networks INC | 株式-IT | 0.49% | +0.05% | +3.72% | |
| 50 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.47% | -0.17% | -32.37% |