CIK: 0001706028
申告総資産額
$10.0億
上位200銘柄を表示中（全339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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 12.20% | +0.09% | — | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.66% | — | — | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.53% | — | — | |
| 4 | AAPL | Apple INC | 株式-IT | 3.27% | -0.65% | — | |
| 5 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.74% | — | — | |
| 6 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.63% | — | — | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.61% | -1.13% | — | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.98% | — | — | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.75% | +0.56% | — | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.73% | -0.33% | — | |
| 11 | IBM | Intl Business Machines CORP | 株式-IT | 1.71% | — | — | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.63% | — | — | |
| 13 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.57% | — | — | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.55% | +0.30% | — | |
| 15 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.54% | — | — | |
| 16 | QCOM | Qualcomm INC | 株式-IT | 1.53% | -0.40% | — | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.49% | — | — | |
| 18 | VPU | Vanguard Utilities ETF | ETF-その他 | 1.42% | — | — | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.41% | -0.24% | — | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.40% | — | — | |
| 21 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.37% | — | — | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.36% | -0.17% | — | |
| 23 | VAW | Vanguard Materials ETF | ETF-その他 | 1.34% | — | — | |
| 24 | WFC | Wells Fargo & Co | 株式-金融 | 1.34% | — | — | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 1.18% | — | — | |
| 26 | ITW | Illinois Tool Works | 株式-資本財 | 1.16% | — | — | |
| 27 | VOX | Vanguard Communication Servi | ETF-その他 | 1.11% | — | — | |
| 28 | PAYC | Paycom Software INC | 株式-IT | 1.10% | — | — | |
| 29 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.08% | — | — | |
| 30 | MET | Metlife INC | 株式-金融 | 1.05% | — | — | |
| 31 | DHR | Danaher CORP | 株式-ヘルスケア | 1.04% | -0.14% | — | |
| 32 | GM | General Motors Co | 株式-一般消費財 | 1.04% | -0.11% | — | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 1.01% | — | — | |
| 34 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.92% | — | — | |
| 35 | BBTUSD | Bb&t CORP | 株式-その他 | 0.90% | — | — | |
| 36 | TPR | Tapestry, Inc. | 株式-一般消費財 | 0.87% | — | — | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.87% | — | — | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.83% | — | — | |
| 39 | SLB | Slb LTD | 株式-エネルギー | 0.83% | — | — | |
| 40 | ICE | Intercontinental Exchange In | 株式-金融 | 0.80% | — | — | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.80% | +0.13% | — | |
| 42 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.77% | — | — | |
| 43 | AXP | American Express Company | 株式-金融 | 0.77% | — | — | |
| 44 | HON | Honeywell International INC | 株式-資本財 | 0.73% | — | — | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.73% | +0.18% | — | |
| 46 | PM | Philip Morris International | 株式-生活必需品 | 0.71% | — | — | |
| 47 | PB | Prosperity Bancshares INC | 株式-金融 | 0.70% | — | — | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.65% | +0.20% | — | |
| 49 | PRU | Prudential Financial INC | 株式-金融 | 0.59% | — | — | |
| 50 | FISV | Fiserv INC | 株式-その他 | 0.59% | — | — |