CIK: 0001650300
申告総資産額
$3.0億
上位200銘柄を表示中（全210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 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 12.37% | +0.49% | +1.65% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.94% | -0.52% | -1.42% | |
| 3 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 9.52% | — | -1.17% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.58% | — | +0.16% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.22% | -0.08% | +6.45% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-その他 | 4.47% | +0.13% | +6.44% | |
| 7 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 4.09% | — | +5.16% | |
| 8 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.38% | -0.13% | -1.36% | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 2.31% | -0.10% | -0.26% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.11% | — | +0.79% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.00% | -0.06% | +0.79% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.93% | -0.05% | +3.38% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.63% | +0.17% | -5.85% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.55% | -0.02% | +4.02% | |
| 15 | T | At&t INC | 株式-通信サービス | 1.37% | +0.04% | -7.70% | |
| 16 | XLF | Ss Financial Select Sector | ETF-その他 | 1.19% | +0.03% | +1.13% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.13% | -0.07% | +43.86% | |
| 18 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.10% | — | -24.54% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.07% | -0.02% | +0.51% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.06% | -0.65% | -3.93% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.93% | +0.19% | +7.27% | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.92% | — | +1.42% | |
| 23 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.85% | — | +12.44% | |
| 24 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.80% | +0.07% | -3.86% | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.78% | -0.04% | +25.22% | |
| 26 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.75% | +0.05% | +1.14% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | -0.02% | +28.03% | |
| 28 | AAPL | Apple INC | 株式-IT | 0.64% | -0.13% | +1.50% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.58% | -0.03% | +1657.87% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.54% | +0.06% | +11.01% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.54% | — | -3.59% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | — | -5.28% | |
| 33 | EMR | Emerson Electric Co | 株式-資本財 | 0.51% | — | +14.51% | |
| 34 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.47% | +0.06% | +14.38% | |
| 35 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.46% | — | +0.64% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.41% | +0.10% | — | |
| 37 | VUG | Vanguard Growth ETF | ETF-その他 | 0.40% | -0.05% | +95.58% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.39% | -0.06% | -6.90% | |
| 39 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.39% | — | -33.67% | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.39% | — | +0.76% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.39% | +0.03% | -2.08% | |
| 42 | MO | Altria Group INC | 株式-生活必需品 | 0.37% | — | -24.32% | |
| 43 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.36% | — | +0.54% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.34% | — | +3.38% | |
| 45 | BDJ | Blackrock Enhanced Eqty Dvd | 株式-その他 | 0.34% | — | +1.11% | |
| 46 | INTC | Intel CORP | 株式-IT | 0.34% | — | -7.46% | |
| 47 | XBXMX | Nuveen S&p 500 Buy-wr INC | 株式-その他 | 0.32% | -0.15% | EXIT | |
| 48 | CSX | Csx CORP | 株式-資本財 | 0.31% | — | +0.17% | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.30% | — | +710.26% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.27% | +0.09% | -25.69% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | +1657.87% | 増加 |
| 2 | VIG | Vanguard Dividend Apprec ETF | +0.4% | +6.45% | 増加 |
| 3 | VOO | Vanguard S&p 500 ETF | +0.3% | +43.86% | 増加 |
| 4 | AMGN | Amgen INC | +0.3% | +710.26% | 増加 |
| 5 | DVY | Ishares Select Dividend ETF | +0.2% | +6.44% | 増加 |
| 6 | VUG | Vanguard Growth ETF | +0.2% | +95.58% | 増加 |
| 7 | XLK | Ss Technology Select Sector | +0.2% | +25.22% | 増加 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +28.03% | 増加 |
| 9 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +126.74% | 増加 |
| 10 | DE | Deere & Co | +0.1% | +105.40% | 増加 |
| 11 | XLI | Ss Industrial Select Sector | +0.1% | +206.72% | 増加 |
| 12 | ✓ | Powershares ETF Tr Ii | +0.1% | +5.16% | 増加 |
| 13 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +12.44% | 増加 |
| 14 | EMR | Emerson Electric Co | +0.1% | +14.51% | 増加 |
| 15 | DIS | Walt Disney Co/the | +0.1% | +37.74% | 増加 |
| 16 | GIS | General Mills INC | +0.1% | +21.62% | 増加 |
| 17 | WMT | Walmart INC | +0.1% | — | 変化なし |
| 18 | GLW | Corning INC | +0.1% | +78.35% | 増加 |
| 19 | XLY | Ss Consumer Disc Select Sect | +0.1% | -0.26% | 減少 |
| 20 | HDV | Ishares Core High Dividend E | +0.1% | +14.38% | 増加 |
| 21 | MCD | Mcdonald's CORP | 0% | +1.42% | 増加 |
| 22 | MSFT | Microsoft CORP | 0% | -3.93% | 減少 |
| 23 | IWM | Ishares Russell 2000 ETF | 0% | +11.01% | 増加 |
| 24 | AAPL | Apple INC | 0% | +1.50% | 増加 |
| 25 | XLF | Ss Financial Select Sector | 0% | +1.13% | 増加 |
| 26 | XOM | Exxon Mobil CORP | 0% | +7.27% | 増加 |
| 27 | ABBV | Abbvie INC | 0% | -1.36% | 減少 |
| 28 | IVV | Ishares Core S&p 500 ETF | 0% | +0.79% | 増加 |
| 29 | XLV | Ss Health Care Select Sector | -0.1% | +3.38% | 増加 |
| 30 | AEP | American Electric Power | -0.1% | -51.37% | 減少 |
| 31 | VO | Vanguard Mid-cap ETF | -0.1% | +0.16% | 増加 |
| 32 | PM | Philip Morris International | -0.1% | -27.30% | 減少 |
| 33 | ENB | Enbridge INC | -0.1% | -74.13% | 減少 |
| 34 | MRK | Merck & Co. INC. | -0.1% | -2.08% | 減少 |
| 35 | CVX | Chevron CORP | -0.1% | -25.69% | 減少 |
| 36 | MO | Altria Group INC | -0.1% | -24.32% | 減少 |
| 37 | BA | Boeing Co/the | -0.1% | -78.92% | 減少 |
| 38 | PPG | Ppg Industries INC | -0.1% | -46.64% | 減少 |
| 39 | SDY | Ss Spdr S&p Dividend ETF | -0.2% | +1.65% | 増加 |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -1.42% | 減少 |
| 41 | SCHD | Schwab U.S. Dividend Equity ETF | -0.2% | -1.17% | 減少 |
| 42 | T | At&t INC | -0.2% | -7.70% | 減少 |
| 43 | NEAR | Ishares Sh Dba ETF Usd INC | -0.5% | -24.54% | 減少 |
| 44 | AEP | American Electric Power Company, Inc. | -0.5% | -33.67% | 減少 |
| 45 | CVS | Cvs Health CORP | — | EXIT | 全売却 |
| 46 | BTI | British American Tob-sp Adr | — | EXIT | 全売却 |
| 47 | ITW | Illinois Tool Works | — | NEW | 新規購入 |
| 48 | DHI | Dr Horton INC | — | NEW | 新規購入 |
| 49 | RDS-A | Shell Plc-spon Adr-a | — | EXIT | 全売却 |
| 50 | SYK | Stryker CORP | — | NEW | 新規購入 |