CIK: 0001706028
申告総資産額
$10.0億
上位200銘柄を表示中（全411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 | 13.66% | +0.09% | +0.17% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.02% | — | -7.65% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.49% | -0.65% | -1.63% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.27% | -1.13% | -0.73% | |
| 5 | TIP | Ishares Tips Bond ETF | ETF-その他 | 3.22% | — | +0.59% | |
| 6 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 3.08% | — | +2.01% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.18% | -0.33% | -0.76% | |
| 8 | PAYC | Paycom Software INC | 株式-IT | 1.86% | — | — | |
| 9 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.62% | -0.17% | -1.57% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.62% | — | -1.01% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.51% | +0.56% | -0.75% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.47% | -0.24% | -0.58% | |
| 13 | QCOM | Qualcomm INC | 株式-IT | 1.43% | -0.40% | +1.33% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.39% | — | +0.20% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.37% | +0.30% | +1.04% | |
| 16 | VAW | Vanguard Materials ETF | ETF-その他 | 1.35% | — | +0.68% | |
| 17 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.33% | — | +0.34% | |
| 18 | VPU | Vanguard Utilities ETF | ETF-その他 | 1.32% | — | -0.20% | |
| 19 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.28% | — | +0.41% | |
| 20 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.26% | — | -1.75% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 1.22% | — | -1.06% | |
| 22 | PFE | Pfizer INC | 株式-ヘルスケア | 1.15% | — | -0.35% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.15% | — | +2.50% | |
| 24 | DHR | Danaher CORP | 株式-ヘルスケア | 1.15% | -0.14% | +1.60% | |
| 25 | IBM | Intl Business Machines CORP | 株式-IT | 1.12% | — | -0.06% | |
| 26 | WFC | Wells Fargo & Co | 株式-金融 | 1.11% | — | -3.34% | |
| 27 | ITW | Illinois Tool Works | 株式-資本財 | 1.11% | — | -0.52% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.09% | — | +1.37% | |
| 29 | GM | General Motors Co | 株式-一般消費財 | 1.08% | -0.11% | +0.24% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.06% | — | -0.71% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 1.05% | +0.13% | +2.69% | |
| 32 | TPR | Tapestry INC | 株式-一般消費財 | 0.93% | — | +2.45% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.92% | — | -10.71% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.92% | +0.18% | +0.34% | |
| 35 | VOX | Vanguard Communication Servi | ETF-その他 | 0.91% | — | -0.33% | |
| 36 | BBTUSD | Bb&t CORP | 株式-その他 | 0.87% | — | +0.02% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.87% | — | +5.20% | |
| 38 | ICE | Intercontinental Exchange In | 株式-金融 | 0.82% | — | -1.00% | |
| 39 | HON | Honeywell International INC | 株式-資本財 | 0.77% | — | +3.06% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.76% | -0.16% | +0.38% | |
| 41 | MET | Metlife INC | 株式-金融 | 0.74% | — | +0.51% | |
| 42 | CAT | Caterpillar INC | 株式-資本財 | 0.73% | +0.20% | -0.33% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.67% | — | +0.53% | |
| 44 | PB | Prosperity Bancshares INC | 株式-金融 | 0.65% | — | — | |
| 45 | SLB | Slb LTD | 株式-エネルギー | 0.61% | — | +2.25% | |
| 46 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.58% | — | -0.53% | |
| 47 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.58% | — | +1.09% | |
| 48 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.58% | — | +3.73% | |
| 49 | COF | Capital One Financial CORP | 株式-金融 | 0.57% | -0.14% | +1.07% | |
| 50 | PSX | Phillips 66 | 株式-エネルギー | 0.55% | +0.21% | -0.60% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.3% | -1.63% | 減少 |
| 2 | MSFT | Microsoft CORP | +0.2% | -0.73% | 減少 |
| 3 | GOOG | Alphabet Inc-cl C | +0.2% | -0.76% | 減少 |
| 4 | XOM | Exxon Mobil CORP | +0.2% | +1.04% | 増加 |
| 5 | META | Meta Platforms Inc-class A | +0.1% | +0.38% | 増加 |
| 6 | DVN | Devon Energy CORP | +0.1% | +1.86% | 増加 |
| 7 | VNQ | Vanguard Real Estate ETF | +0.1% | +0.20% | 増加 |
| 8 | HD | Home Depot INC | +0.1% | -1.06% | 減少 |
| 9 | CVX | Chevron CORP | +0.1% | +0.34% | 増加 |
| 10 | DON | Wisdomtree US Midcap Dividen | +0.1% | +5988.60% | 増加 |
| 11 | GM | General Motors Co | +0.1% | +0.24% | 増加 |
| 12 | PSX | Phillips 66 | +0.1% | -0.60% | 減少 |
| 13 | DIS | Walt Disney Co/the | +0.1% | +2.50% | 増加 |
| 14 | COP | Conocophillips | +0.1% | -1.00% | 減少 |
| 15 | IVV | Ishares Core S&p 500 ETF | +0.1% | +5.20% | 増加 |
| 16 | VLO | Valero Energy CORP | +0.1% | -0.03% | 減少 |
| 17 | TGT | Target CORP | +0.1% | +56.67% | 増加 |
| 18 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +55.46% | 増加 |
| 19 | VPU | Vanguard Utilities ETF | +0.1% | -0.20% | 減少 |
| 20 | CSCO | Cisco Systems INC | +0.1% | +30.52% | 増加 |
| 21 | SCZ | Ishares Msci Eafe Small-cap | 0% | +2.01% | 増加 |
| 22 | PB | Prosperity Bancshares INC | 0% | — | 変化なし |
| 23 | ABBV | Abbvie INC | -0.1% | -1.57% | 減少 |
| 24 | EEM | Ishares Msci Emerging Market | -0.1% | -0.06% | 減少 |
| 25 | VNQI | Vanguard Glbl Ex-us Real Est | -0.1% | +0.41% | 増加 |
| 26 | CAT | Caterpillar INC | -0.1% | -0.33% | 減少 |
| 27 | CCL1EUR | Carnival CORP LTD | -0.1% | +0.88% | 増加 |
| 28 | GILD | Gilead Sciences INC | -0.1% | +0.34% | 増加 |
| 29 | JPM | Jpmorgan Chase & Co | -0.1% | -0.58% | 減少 |
| 30 | JNJ | Johnson & Johnson | -0.1% | -0.75% | 減少 |
| 31 | TPR | Tapestry INC | -0.1% | +2.45% | 増加 |
| 32 | IBM | Intl Business Machines CORP | -0.1% | -0.06% | 減少 |
| 33 | PM | Philip Morris International | -0.1% | -0.01% | 減少 |
| 34 | KO | Coca-cola Co/the | -0.1% | -10.71% | 減少 |
| 35 | ITW | Illinois Tool Works | -0.1% | -0.52% | 減少 |
| 36 | PAYC | Paycom Software INC | -0.2% | — | 変化なし |
| 37 | IEMG | Ishares Core Msci Emerging | -0.2% | -1.01% | 減少 |
| 38 | VEA | Vanguard Ftse Developed ETF | -0.3% | +0.17% | 増加 |
| 39 | VWO | Vanguard Ftse Emerging Marke | -1.4% | -7.65% | 減少 |
| 40 | SHW | Sherwin-williams Co/the | — | NEW | 新規購入 |
| 41 | PTF | Invesco Dorsey Wright Tech | — | NEW | 新規購入 |
| 42 | ✓ | Powershares ETF Trust | — | EXIT | 全売却 |
| 43 | PEJ | Invesco Leisure & Entertainm | — | NEW | 新規購入 |
| 44 | ✓ | Powershares ETF Trust | — | EXIT | 全売却 |
| 45 | RZG | Invesco S&p Smallcap 600 Pur | — | NEW | 新規購入 |
| 46 | ✓ | Rydex ETF Trust | — | EXIT | 全売却 |
| 47 | RFG | Invesco S&p Midcap 400 Pure | — | NEW | 新規購入 |
| 48 | ✓ | Rydex ETF Trust | — | EXIT | 全売却 |
| 49 | PDP | Invesco Dorsey Wright Moment | — | NEW | 新規購入 |
| 50 | PDP | Invesco Dwa Momentum ETF | — | EXIT | 全売却 |