CIK: 0001641866
申告総資産額
$55.4億
上位200銘柄を表示中（全4096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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.45% | — | +136.04% | |
| 2 | AAPL | Apple INC | 株式-IT | 1.84% | -0.02% | -0.41% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.80% | — | -0.96% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 1.67% | — | -5.71% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.58% | — | -0.98% | |
| 6 | T | At&t INC | 株式-通信サービス | 1.39% | — | +0.68% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.18% | — | -1.25% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.08% | — | -3.39% | |
| 9 | VZ | Verizon Communications INC | 株式-通信サービス | 0.90% | — | -6.59% | |
| 10 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.89% | — | +15.33% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.89% | — | +18.05% | |
| 12 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.88% | — | -3.80% | |
| 13 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.87% | — | -5.37% | |
| 14 | OPK | Opko Health INC | 株式-その他 | 0.80% | — | +10.60% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.79% | — | +249.64% | |
| 16 | MO | Altria Group INC | 株式-生活必需品 | 0.77% | — | +0.17% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.76% | — | -0.44% | |
| 18 | ✓ | Powershares | 株式-その他 | 0.73% | — | +7.77% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.71% | — | +6.13% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 0.71% | — | -6.90% | |
| 21 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.65% | — | +114.85% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.59% | — | +17.90% | |
| 23 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.58% | — | -9.24% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.58% | — | -7.03% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.58% | — | +15.30% | |
| 26 | VUG | Vanguard Growth ETF | ETF-その他 | 0.56% | -0.03% | +4.46% | |
| 27 | VTV | Vanguard Value ETF | ETF-その他 | 0.53% | — | +12.82% | |
| 28 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.53% | — | +16.39% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.52% | — | -3.21% | |
| 30 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.50% | — | +7.88% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.49% | — | -1.95% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.48% | — | +4.95% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | — | -1.16% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.46% | — | -1.52% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.45% | — | -0.49% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.45% | — | -8.22% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.45% | — | -3.23% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.44% | — | — | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.44% | — | +1.20% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.43% | — | +4.98% | |
| 41 | DUK | Duke Energy CORP | 株式-公益事業 | 0.43% | — | +10.09% | |
| 42 | PM | Philip Morris International | 株式-生活必需品 | 0.43% | — | +1.28% | |
| 43 | VFC | Vf CORP | 株式-一般消費財 | 0.43% | — | -0.14% | |
| 44 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.42% | -0.17% | +29.23% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.42% | — | +756.46% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.41% | — | +27.96% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.41% | — | +0.66% | |
| 48 | NLYEUR | Annaly Capital Management In | 株式-その他 | 0.41% | — | +9.04% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.40% | — | +24.52% | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.40% | — | +63.73% |