CIK: 0001599330
申告総資産額
$30.2億
上位200銘柄を表示中（全214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 | 26.69% | +0.96% | -0.42% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 8.61% | — | -0.64% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.74% | +0.07% | +0.50% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.62% | +0.24% | +1.00% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.19% | -0.05% | +1.80% | |
| 6 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.82% | +0.04% | -1.62% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.66% | -0.21% | +3.91% | |
| 8 | XEVTX | Eaton Vance Tax-adv Dvd INC | 株式-その他 | 2.50% | — | -4.44% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.43% | -0.13% | +0.63% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.33% | -0.17% | -0.92% | |
| 11 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 2.00% | -0.08% | +8.81% | |
| 12 | IACIEUR | Iac/interactivecorp | 株式-その他 | 1.15% | — | — | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.11% | +0.10% | -2.62% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 0.88% | -0.42% | -0.74% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.85% | — | -4.16% | |
| 16 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.80% | — | +0.13% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.73% | -0.11% | +2.58% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.72% | — | +0.13% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | -0.41% | -1.56% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.65% | -0.05% | +14.43% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.63% | +0.12% | +0.78% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.62% | -0.41% | +9.40% | |
| 23 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.60% | -0.05% | -4.93% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.58% | +0.12% | -3.48% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.58% | +0.22% | +4.11% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.58% | -0.03% | +3.09% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.57% | — | +42.09% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.55% | — | +2.05% | |
| 29 | WFC | Wells Fargo & Co | 株式-金融 | 0.47% | — | +75.18% | |
| 30 | T | At&t INC | 株式-通信サービス | 0.46% | — | -0.06% | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 0.44% | — | +2.01% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.43% | +0.03% | -2.36% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.39% | — | +0.16% | |
| 34 | MMM | 3m Co | 株式-資本財 | 0.39% | — | +0.28% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.39% | — | -5.57% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.36% | +0.03% | -1.15% | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.33% | — | +3.01% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.33% | — | -0.23% | |
| 39 | NEE | Nextera Energy INC | 株式-公益事業 | 0.33% | +0.03% | -8.05% | |
| 40 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.32% | — | +129.89% | |
| 41 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.31% | — | +0.31% | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.30% | — | -5.44% | |
| 43 | INTC | Intel CORP | 株式-IT | 0.29% | — | +2.01% | |
| 44 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.28% | — | -2.28% | |
| 45 | MS | Morgan Stanley | 株式-金融 | 0.27% | — | +0.05% | |
| 46 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 0.26% | — | +0.29% | |
| 47 | ROST | Ross Stores INC | 株式-一般消費財 | 0.26% | — | — | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.26% | — | -2.86% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.24% | — | -0.11% | |
| 50 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.24% | — | -33.10% |