CIK: 0001693789
申告総資産額
$10.6億
上位200銘柄を表示中(全436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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 19.86% | +0.69% | +109.24% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 17.48% | -2.28% | +204.86% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 13.77% | +0.50% | +103.22% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 13.39% | -0.95% | +106.90% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 7.65% | -0.14% | +102.75% | |
| 6 | IAU | Ishares Gold Trust | ETF-コモディティ | 5.07% | — | — | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 2.10% | — | +93.81% | |
| 8 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.97% | -0.13% | -8.23% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.90% | -0.43% | — | |
| 10 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.24% | -0.04% | -34.69% | |
| 11 | AAPL | Apple INC | 株式-IT | 0.62% | +0.15% | -18.73% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 0.58% | +0.07% | -2.00% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.53% | -0.08% | +27.93% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.48% | -0.06% | -3.81% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.46% | -0.08% | -3.66% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.45% | +0.02% | -7.81% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | — | -3.67% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.35% | -0.17% | -6.47% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.32% | +0.01% | +1.80% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.24% | +0.02% | +5.92% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.22% | -0.06% | -14.24% | |
| 22 | T | At&t INC | 株式-通信サービス | 0.22% | -0.02% | -3.18% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.20% | +0.02% | -60.18% | |
| 24 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.20% | — | -0.78% | |
| 25 | BA | Boeing Co/the | 株式-資本財 | 0.19% | — | -6.53% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.19% | — | +0.84% | |
| 27 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.19% | — | -2.49% | |
| 28 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.18% | — | +69.22% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.18% | — | +9.18% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.18% | — | +0.33% | |
| 31 | ECL | Ecolab INC | 株式-素材 | 0.17% | — | — | |
| 32 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.17% | — | +152.26% | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.16% | — | +15.46% | |
| 34 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.15% | — | — | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.15% | — | -4.71% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.15% | — | -2.87% | |
| 37 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 0.14% | — | +2.41% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.14% | — | -3.49% | |
| 39 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.14% | — | -3.49% | |
| 40 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.14% | — | — | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.14% | +0.01% | +14.22% | |
| 42 | RTX | Rtx CORP | 株式-資本財 | 0.14% | — | -18.30% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.13% | — | -3.81% | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.13% | — | +14.46% | |
| 45 | AMGN | Amgen INC | 株式-ヘルスケア | 0.13% | — | -12.35% | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.12% | — | -3.00% | |
| 47 | BAC | Bank Of America CORP | 株式-金融 | 0.12% | — | -10.11% | |
| 48 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.12% | -0.06% | — | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.11% | — | +5.07% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.11% | +0.01% | -1.10% |