CIK: 0001591122
申告総資産額
$25.6億
上位200銘柄を表示中（全442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 | 27.48% | -0.03% | +0.25% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 13.54% | -0.07% | +9.18% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 7.07% | — | +1.98% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.91% | +1.15% | +4.19% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 3.91% | — | +9.58% | |
| 6 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 3.09% | — | +1.30% | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 2.66% | +0.20% | +4.00% | |
| 8 | MKL | Markel Group INC | 株式-金融 | 2.63% | -0.11% | -18.04% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.98% | +0.43% | +0.71% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.72% | -0.07% | +10.11% | |
| 11 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.28% | — | -7.24% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.09% | -0.41% | +2.15% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.09% | — | +5.45% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.06% | -1.14% | -1.87% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.81% | -0.52% | +14.49% | |
| 16 | PM | Philip Morris International | 株式-生活必需品 | 0.75% | — | -2.55% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.73% | +0.06% | +15.61% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.72% | — | -0.11% | |
| 19 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.72% | — | -2.88% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.72% | -0.27% | +13.82% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.70% | — | +11.80% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 0.68% | -0.22% | +11.80% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.64% | — | +7.98% | |
| 24 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.63% | — | +12.65% | |
| 25 | MO | Altria Group INC | 株式-生活必需品 | 0.63% | — | -0.10% | |
| 26 | UNP | Union Pacific CORP | 株式-資本財 | 0.52% | -0.18% | +16.96% | |
| 27 | UTXZ | United Tech CORP | 株式-その他 | 0.51% | — | +18.84% | |
| 28 | UDR | Udr INC | 株式-不動産 | 0.50% | — | — | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.46% | -1.51% | +12.11% | |
| 30 | MDT | Medtronic plc | 株式-ヘルスケア | 0.45% | — | +16.96% | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 0.45% | -0.85% | -1.62% | |
| 32 | USB | US Bancorp | 株式-金融 | 0.41% | — | +21.72% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.40% | — | +5.32% | |
| 34 | AUB | Atlantic Union Bankshares Co | 株式-金融 | 0.33% | — | -2.92% | |
| 35 | PGR | Progressive CORP | 株式-金融 | 0.32% | -0.37% | +2079.51% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.31% | — | -8.69% | |
| 37 | ✓ | 株式-その他 | 0.30% | — | -15.54% | ||
| 38 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.26% | — | -3.32% | |
| 39 | BIP | Brookfield Infrastructure Partners L.P. | 株式-公益事業 | 0.25% | — | +0.53% | |
| 40 | D | Dominion Energy INC | 株式-公益事業 | 0.24% | — | +2.06% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.23% | -0.22% | +27.48% | |
| 42 | CSX | Csx CORP | 株式-資本財 | 0.23% | — | — | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.23% | -0.56% | +53.13% | |
| 44 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.22% | — | — | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.22% | — | -6.56% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.21% | — | +30.51% | |
| 47 | WEP | Magellan Midstream Partners | 株式-その他 | 0.21% | — | +1.21% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.21% | -0.25% | +34.90% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.21% | — | +1501.54% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.20% | — | +8.90% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +0.7% | +9.18% | 増加 |
| 2 | PGR | Progressive CORP | +0.3% | +2079.51% | 増加 |
| 3 | ITB | Ishares U.s. Home Constructi | +0.3% | +1.30% | 増加 |
| 4 | SCHP | Schwab U.s. Tips ETF | +0.2% | +9.58% | 増加 |
| 5 | IWR | Ishares Russell Mid-cap ETF | +0.2% | +1501.54% | 増加 |
| 6 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +10.11% | 増加 |
| 7 | ICSH | Ishares Ultra Short Duration | +0.1% | +1099.72% | 増加 |
| 8 | AAPL | Apple INC | +0.1% | +2.15% | 増加 |
| 9 | WMT | Walmart INC | +0.1% | +11.80% | 増加 |
| 10 | MDT | Medtronic plc | +0.1% | +16.96% | 増加 |
| 11 | UTXZ | United Tech CORP | +0.1% | +18.84% | 増加 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +12.11% | 増加 |
| 13 | USB | US Bancorp | +0.1% | +21.72% | 増加 |
| 14 | PEP | Pepsico INC | +0.1% | +5.45% | 増加 |
| 15 | EFA | Ishares Msci Eafe ETF | +0.1% | +53.13% | 増加 |
| 16 | HD | Home Depot INC | +0.1% | +34.90% | 増加 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +14.49% | 増加 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +11.80% | 増加 |
| 19 | PFF | Ishares Preferred & Income S | +0.1% | +93.02% | 増加 |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +1741.27% | 増加 |
| 21 | MCD | Mcdonald's CORP | +0.1% | +27.48% | 増加 |
| 22 | CMCSA | Comcast Corp-class A | +0.1% | +120.28% | 増加 |
| 23 | WM | Waste Management INC | +0.1% | +338.28% | 増加 |
| 24 | UNP | Union Pacific CORP | 0% | +16.96% | 増加 |
| 25 | JPM | Jpmorgan Chase & Co | 0% | +33.61% | 増加 |
| 26 | DEO | Diageo Plc-sponsored Adr | 0% | +52.91% | 増加 |
| 27 | CVX | Chevron CORP | 0% | +30.51% | 増加 |
| 28 | IWS | Ishares Russell Mid-cap Valu | 0% | +4.00% | 増加 |
| 29 | XOM | Exxon Mobil CORP | 0% | +15.61% | 増加 |
| 30 | JNJ | Johnson & Johnson | 0% | +13.82% | 増加 |
| 31 | UDR | Udr INC | 0% | — | 変化なし |
| 32 | IEFA | Ishares Core Msci Eafe ETF | 0% | +4.19% | 増加 |
| 33 | SCHB | Schwab US Broad Market ETF | -0.1% | -63.90% | 減少 |
| 34 | AMZN | Amazon.com INC | -0.1% | -16.25% | 減少 |
| 35 | SCHX | Schwab US Large-cap ETF | -0.1% | -36.87% | 減少 |
| 36 | XLV | Ss Health Care Select Sector | -0.1% | -44.64% | 減少 |
| 37 | PM | Philip Morris International | -0.1% | -2.55% | 減少 |
| 38 | MO | Altria Group INC | -0.1% | -0.10% | 減少 |
| 39 | NEAR | Ishares Sh Dba ETF Usd INC | -0.2% | -7.24% | 減少 |
| 40 | IEMG | Ishares Core Msci Emerging | -0.2% | +0.71% | 増加 |
| 41 | IWM | Ishares Russell 2000 ETF | -0.3% | +1.98% | 増加 |
| 42 | MRK | Merck & Co. INC. | -0.4% | -81.03% | 減少 |
| 43 | MKL | Markel Group INC | -0.4% | -18.04% | 減少 |
| 44 | PFE | Pfizer INC | -0.5% | -84.88% | 減少 |
| 45 | IVV | Ishares Core S&p 500 ETF | -0.7% | +0.25% | 増加 |
| 46 | VNQ | Vanguard Real Estate ETF | — | NEW | 新規購入 |
| 47 | ✓ | 22nd Century Group INC Com | — | NEW | 新規購入 |
| 48 | PFG | Principal Financial Group | — | NEW | 新規購入 |
| 49 | SPG | Simon Property Group INC | — | NEW | 新規購入 |
| 50 | BPYPN | Brookfield Property Partners L.P. | — | NEW | 新規購入 |