CIK: 0001641866
申告総資産額
$55.4億
上位200銘柄を表示中(全4240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 | 2.22% | -0.02% | +5.06% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.72% | — | +14.75% | |
| 3 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.60% | — | +12.21% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.42% | — | +55.04% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.38% | — | +11.65% | |
| 6 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.33% | — | +8.27% | |
| 7 | T | At&t INC | 株式-通信サービス | 1.18% | — | +2.20% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.11% | — | +17.91% | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 1.07% | — | +20.79% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.00% | — | +33.20% | |
| 11 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.78% | — | +11.83% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.74% | — | +20.69% | |
| 13 | MO | Altria Group INC | 株式-生活必需品 | 0.74% | — | -1.04% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 0.74% | — | +0.27% | |
| 15 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.72% | — | +1.39% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.70% | — | +19.40% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.70% | — | +2.27% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.67% | — | +1.28% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.67% | — | +13.04% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.67% | — | -15.22% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | — | -2.65% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.62% | — | +28.41% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.61% | — | +53.44% | |
| 24 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.59% | — | +12.92% | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.59% | — | -1.41% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.54% | — | +3.77% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.54% | +0.09% | -1.98% | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 0.53% | — | +2.79% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.52% | — | +5.99% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.51% | — | +6.16% | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.50% | — | +14.70% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.49% | — | +16.15% | |
| 33 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.49% | — | -1.65% | |
| 34 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.49% | — | +5.81% | |
| 35 | NLYEUR | Annaly Capital Management In | 株式-その他 | 0.48% | — | +13.18% | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.48% | — | +0.39% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | +2.98% | |
| 38 | VUG | Vanguard Growth ETF | ETF-その他 | 0.48% | -0.03% | -1.60% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | — | +6.08% | |
| 40 | DUK | Duke Energy CORP | 株式-公益事業 | 0.47% | — | -4.41% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.45% | -0.02% | -14.60% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.45% | — | -7.53% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.43% | +0.07% | +11.29% | |
| 44 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.43% | -0.17% | +3.80% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.43% | — | +1.42% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.43% | — | +48.00% | |
| 47 | XLE | Ss Energy Select Sector | ETF-その他 | 0.40% | — | +7.66% | |
| 48 | PM | Philip Morris International | 株式-生活必需品 | 0.40% | — | -4.19% | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.38% | +0.10% | +12.66% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.38% | — | -3.83% |