CIK: 0001543536
申告総資産額
$6.8億
上位200銘柄を表示中（全702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 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 6.76% | +0.26% | -0.93% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.71% | +0.25% | +0.80% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.60% | -0.25% | +0.00% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.64% | — | +4.84% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 4.88% | — | +1.67% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 4.26% | — | +37.79% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.42% | — | +3.00% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.39% | -0.14% | +2.74% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.96% | — | +2.85% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.70% | — | +1.10% | |
| 11 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 2.69% | — | +2.50% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.26% | -0.24% | -2.55% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.76% | — | +2.75% | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 1.41% | — | +8.75% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.39% | +0.20% | +8.99% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.35% | — | -16.99% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.25% | — | -23.86% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.24% | — | -18.08% | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 1.21% | +0.07% | +12.54% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.18% | — | -16.61% | |
| 21 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.17% | +0.09% | +8.59% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 1.00% | -0.11% | +10.77% | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.98% | — | +40048.80% | |
| 24 | PPL | Ppl CORP | 株式-公益事業 | 0.97% | — | +65.05% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.97% | +0.14% | +17.62% | |
| 26 | SJB | Proshares Short High Yield | ETF-ハイイールド債 | 0.94% | — | +26.45% | |
| 27 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.93% | — | -18.50% | |
| 28 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.93% | — | +81.95% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.91% | — | -0.34% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.86% | +0.07% | +14.86% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.84% | — | -14.15% | |
| 32 | T | At&t INC | 株式-通信サービス | 0.81% | — | +105.31% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.80% | -0.10% | -1.28% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.79% | -0.09% | -0.12% | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.78% | — | -7.78% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.72% | — | +17.64% | |
| 37 | IBM | Intl Business Machines CORP | 株式-IT | 0.69% | -0.20% | +20.46% | |
| 38 | PENN | PENN Entertainment, Inc. | 株式-一般消費財 | 0.66% | — | -1.39% | |
| 39 | BA | Boeing Co/the | 株式-資本財 | 0.65% | — | +4.49% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.63% | — | +21.54% | |
| 41 | CAT | Caterpillar INC | 株式-資本財 | 0.61% | +0.16% | +0.57% | |
| 42 | MTB | M & T Bank CORP | 株式-金融 | 0.61% | — | +0.18% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | +0.09% | — | |
| 44 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.47% | — | -23.33% | |
| 45 | GOLD | Gold.com, Inc. | 株式-その他 | 0.46% | — | -30.47% | |
| 46 | MSFT | Microsoft CORP | 株式-IT | 0.43% | -0.19% | -5.18% | |
| 47 | WFC | Wells Fargo & Co | 株式-金融 | 0.43% | — | -17.01% | |
| 48 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 0.40% | -0.63% | EXIT | |
| 49 | UNP | Union Pacific CORP | 株式-資本財 | 0.37% | — | — | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.34% | +0.11% | +1.45% |