CIK: 0001599330
申告総資産額
$30.2億
上位200銘柄を表示中（全791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 | 29.19% | +0.96% | +4.09% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 8.36% | — | +2.39% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.84% | +0.24% | +9.27% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.77% | +0.07% | +4.34% | |
| 5 | XEVTX | Eaton Vance Tax-adv Dvd INC | 株式-その他 | 3.19% | — | +6.36% | |
| 6 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.54% | +0.04% | +4.87% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.50% | -0.05% | +44.17% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.46% | -0.21% | +1.25% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.23% | -0.13% | -1.99% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.09% | -0.17% | +287.78% | |
| 11 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.53% | -0.08% | — | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.04% | — | +0.32% | |
| 13 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.03% | — | +0.66% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.01% | +0.10% | +2.56% | |
| 15 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.94% | — | +25.31% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.93% | — | +65.16% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.82% | +0.12% | +4.41% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.57% | -0.41% | +2.08% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | -0.03% | +2.60% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | -0.41% | -0.58% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.53% | — | -7.17% | |
| 22 | T | At&t INC | 株式-通信サービス | 0.47% | — | -0.82% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.47% | -0.42% | +6.27% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 0.46% | — | +6.46% | |
| 25 | IACIEUR | Iac/interactivecorp | 株式-その他 | 0.45% | — | — | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.43% | — | +2.39% | |
| 27 | IBM | Intl Business Machines CORP | 株式-IT | 0.41% | — | +3.46% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 0.39% | — | +2.25% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.37% | — | +39.94% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.36% | -0.05% | +8.22% | |
| 31 | FRTEUR | Federal Realty Invs Trust | 株式-その他 | 0.35% | — | — | |
| 32 | ETO | Eaton Vance T/a Glbl Dvd Opp | 株式-その他 | 0.35% | — | -0.03% | |
| 33 | ROST | Ross Stores INC | 株式-一般消費財 | 0.34% | — | -15.74% | |
| 34 | CELG | Celgene CORP | 株式-その他 | 0.33% | — | — | |
| 35 | WFC | Wells Fargo & Co | 株式-金融 | 0.32% | — | -7.34% | |
| 36 | MS | Morgan Stanley | 株式-金融 | 0.32% | — | +2.62% | |
| 37 | AGO | Assured Guaranty Ltd. | 株式-金融 | 0.30% | — | +6.29% | |
| 38 | INTC | Intel CORP | 株式-IT | 0.30% | — | -6.93% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.30% | — | — | |
| 40 | MO | Altria Group INC | 株式-生活必需品 | 0.27% | — | -34.29% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.26% | — | +10.72% | |
| 42 | ✓ | Nestle Sa Cham Et Vvey Act Nom | 株式-その他 | 0.26% | — | — | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.25% | — | -1.94% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.25% | — | — | |
| 45 | NFLX | Netflix INC | 株式-通信サービス | 0.25% | — | +3.48% | |
| 46 | ✓ | Examworks Group INC | 株式-その他 | 0.25% | — | — | |
| 47 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.24% | — | — | |
| 48 | NVS | Novartis AG | 株式-ヘルスケア | 0.22% | — | — | |
| 49 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.22% | — | — | |
| 50 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 0.22% | — | +244.79% |