CIK: 0001462245
申告総資産額
$942.2億
上位200銘柄を表示中（全1989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 | AAPL | Apple INC | 株式-IT | 2.45% | — | +21.57% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.84% | +0.43% | +42.41% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 1.72% | -0.66% | +4.14% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.54% | +1.83% | +3.85% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.37% | +0.23% | +1.50% | |
| 6 | T | At&t INC | 株式-通信サービス | 1.35% | — | +1.12% | |
| 7 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.16% | — | +1.12% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.16% | — | +23.46% | |
| 9 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.98% | — | +5.29% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.96% | — | +7.79% | |
| 11 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.92% | — | -4.06% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.91% | -0.14% | +4.98% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.88% | -0.11% | +24.84% | |
| 14 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.83% | — | +3.19% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.82% | -0.08% | +8.06% | |
| 16 | VZ | Verizon Communications INC | 株式-通信サービス | 0.81% | +0.04% | -5.84% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 0.79% | — | +6.42% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 0.76% | +0.07% | +7.48% | |
| 19 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.76% | — | +0.42% | |
| 20 | IBM | Intl Business Machines CORP | 株式-IT | 0.74% | -0.11% | +0.93% | |
| 21 | INTC | Intel CORP | 株式-IT | 0.67% | — | -3.76% | |
| 22 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.62% | — | +5.28% | |
| 23 | WEP | Magellan Midstream Partners | 株式-その他 | 0.60% | — | +13.65% | |
| 24 | WFC | Wells Fargo & Co | 株式-金融 | 0.59% | -0.08% | +9.22% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.58% | +0.21% | +15.76% | |
| 26 | DY | Dycom Industries INC | 株式-資本財 | 0.55% | — | +85.79% | |
| 27 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.55% | — | +2408.52% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.54% | — | -50.93% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.54% | -0.18% | — | |
| 30 | PNC | Pnc Financial Services Group | 株式-金融 | 0.50% | — | +9.73% | |
| 31 | AWK | American Water Works Co INC | 株式-公益事業 | 0.50% | — | +3.32% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.50% | — | +0.48% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.50% | -0.14% | +21.05% | |
| 34 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.49% | — | +46.36% | |
| 35 | VUG | Vanguard Growth ETF | ETF-その他 | 0.48% | -0.10% | +8.39% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.48% | — | +12.42% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.48% | — | +49.22% | |
| 38 | MO | Altria Group INC | 株式-生活必需品 | 0.47% | — | -18.44% | |
| 39 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.46% | +0.04% | +12.41% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.45% | — | +0.36% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.45% | — | +7.99% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.45% | +0.20% | +46.86% | |
| 43 | BA | Boeing Co/the | 株式-資本財 | 0.45% | — | +0.16% | |
| 44 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.43% | — | +0.94% | |
| 45 | PM | Philip Morris International | 株式-生活必需品 | 0.40% | — | -8.99% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.39% | — | +63.18% | |
| 47 | AMGN | Amgen INC | 株式-ヘルスケア | 0.38% | — | +17.14% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.38% | — | +30.98% | |
| 49 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.37% | — | +5.87% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.37% | — | +1717.44% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | +0.5% | +2408.52% | 増加 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +42.41% | 増加 |
| 3 | VV | Vanguard Large-cap ETF | +0.4% | +1717.44% | 増加 |
| 4 | VGT | Vanguard Info Tech ETF | +0.3% | +315.54% | 増加 |
| 5 | SCHB | Schwab US Broad Market ETF | +0.3% | +1309.75% | 増加 |
| 6 | SCHX | Schwab US Large-cap ETF | +0.3% | +1240.39% | 増加 |
| 7 | MSFT | Microsoft CORP | +0.3% | +4.14% | 増加 |
| 8 | ✓ | Powershares ETF Tr Ii | +0.2% | +1868.65% | 増加 |
| 9 | APD | Air Products & Chemicals INC | +0.2% | +1501.43% | 増加 |
| 10 | DLN | Wisdomtree US Largecap Divid | +0.2% | +7486.11% | 増加 |
| 11 | DY | Dycom Industries INC | +0.2% | +85.79% | 増加 |
| 12 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +23.46% | 増加 |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | +24.84% | 増加 |
| 14 | IWD | Ishares Russell 1000 Value E | +0.1% | +49.22% | 増加 |
| 15 | VTV | Vanguard Value ETF | +0.1% | +268.93% | 増加 |
| 16 | VNQ | Vanguard Real Estate ETF | +0.1% | +46.36% | 増加 |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.1% | +46.86% | 増加 |
| 18 | EFA | Ishares Msci Eafe ETF | +0.1% | +63.18% | 増加 |
| 19 | AEP | American Electric Power Company, Inc. | +0.1% | +1.12% | 増加 |
| 20 | IWB | Ishares Russell 1000 ETF | +0.1% | +60.39% | 増加 |
| 21 | VGSH | Vanguard Short-term Treasury | +0.1% | +450.33% | 増加 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +21.05% | 増加 |
| 23 | CVX | Chevron CORP | +0.1% | +15.76% | 増加 |
| 24 | WEP | Magellan Midstream Partners | +0.1% | +13.65% | 増加 |
| 25 | MCD | Mcdonald's CORP | +0.1% | +12.42% | 増加 |
| 26 | CMCSA | Comcast Corp-class A | +0.1% | +48.73% | 増加 |
| 27 | AMGN | Amgen INC | +0.1% | +17.14% | 増加 |
| 28 | PG | Procter & Gamble Co/the | +0.1% | +7.79% | 増加 |
| 29 | BMY | Bristol-myers Squibb Co | +0.1% | +3.19% | 増加 |
| 30 | JNJ | Johnson & Johnson | 0% | +3.85% | 増加 |
| 31 | IWF | Ishares Russell 1000 Growth | 0% | +8.06% | 増加 |
| 32 | MRK | Merck & Co. INC. | 0% | +5.29% | 増加 |
| 33 | REYN | Reynolds Consumer Products Inc. | -0.1% | -64.28% | 減少 |
| 34 | KMI | Kinder Morgan INC | -0.2% | -26.72% | 減少 |
| 35 | GENNQ | Genesis Healthcare INC | -0.2% | — | 変化なし |
| 36 | VDC | Vanguard Consumer Staple ETF | -0.2% | -89.09% | 減少 |
| 37 | VCR | Vanguard Consumer Discre ETF | -0.2% | -92.78% | 減少 |
| 38 | SDY | Ss Spdr S&p Dividend ETF | -0.3% | -48.60% | 減少 |
| 39 | WMB | Williams Cos INC | -0.3% | -36.05% | 減少 |
| 40 | ✓ | Proshares | -0.5% | -98.66% | 減少 |
| 41 | AGG | Ishares Core U.s. Aggregate | -0.7% | -50.93% | 減少 |
| 42 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 43 | C | Citigroup Inc. | — | EXIT | 全売却 |
| 44 | HPQ | Hp INC | — | NEW | 新規購入 |
| 45 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 46 | MTUM | Ishares Msci USA Momentum Fa | — | EXIT | 全売却 |
| 47 | ✓ | Citigroup INC New | — | EXIT | 全売却 |
| 48 | GPRE | Green Plains INC | — | NEW | 新規購入 |
| 49 | TGT | Target CORP | — | NEW | 新規購入 |
| 50 | CMCSA | Comcast Corporation | — | EXIT | 全売却 |