CIK: 0001541897
申告総資産額
$6.2億
上位200銘柄を表示中（全583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 | VV | Vanguard Large-cap ETF | ETF-その他 | 7.94% | — | +14.18% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 5.46% | — | +8.15% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.15% | — | +13.33% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.87% | — | -0.06% | |
| 5 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 3.54% | — | +100.00% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.54% | — | +0.64% | |
| 7 | IDV | Ishares International Select | ETF-その他 | 2.30% | — | +17.52% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.15% | — | +2.57% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.99% | — | +1.62% | |
| 10 | MLAB | Mesa Laboratories INC | 株式-その他 | 1.98% | — | — | |
| 11 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.95% | — | +0.70% | |
| 12 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.76% | — | +27.38% | |
| 13 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.65% | — | -14.87% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.63% | — | -17.94% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.61% | — | -0.06% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.55% | — | +3.70% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.55% | — | -22.66% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.38% | — | +3.14% | |
| 19 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.37% | — | +4.52% | |
| 20 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 1.22% | — | -23.81% | |
| 21 | AMGN | Amgen INC | 株式-ヘルスケア | 1.15% | — | +0.05% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.08% | — | -6.31% | |
| 23 | NYCBEUR | New York Community Bancorp | 株式-その他 | 0.97% | — | +11.36% | |
| 24 | IXC | Ishares Global Energy ETF | ETF-その他 | 0.95% | — | +57.98% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.93% | — | +0.65% | |
| 26 | MO | Altria Group INC | 株式-生活必需品 | 0.92% | — | +2.45% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.89% | — | -2.27% | |
| 28 | ✓ | Airgas INC | 株式-その他 | 0.89% | — | -4.91% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.89% | — | +6.09% | |
| 30 | IBM | Intl Business Machines CORP | 株式-IT | 0.88% | — | +4.23% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.87% | — | +2.84% | |
| 32 | PNC | Pnc Financial Services Group | 株式-金融 | 0.86% | — | -5.35% | |
| 33 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.86% | — | +2.47% | |
| 34 | KMI | Kinder Morgan, Inc. | 株式-エネルギー | 0.81% | — | +15.18% | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.74% | — | -46.82% | |
| 36 | PM | Philip Morris International | 株式-生活必需品 | 0.72% | — | +7.31% | |
| 37 | CAT | Caterpillar INC | 株式-資本財 | 0.64% | — | +2.15% | |
| 38 | UTXZ | United Tech CORP | 株式-その他 | 0.61% | — | +5.34% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.57% | — | -6.54% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | — | — | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.52% | — | -55.23% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.50% | — | +16.72% | |
| 43 | CI | The Cigna Group | 株式-ヘルスケア | 0.49% | — | — | |
| 44 | AXP | American Express Company | 株式-金融 | 0.47% | — | +3.49% | |
| 45 | T | At&t INC | 株式-通信サービス | 0.45% | — | -1.97% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.45% | — | -0.94% | |
| 47 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.43% | — | +19.02% | |
| 48 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.43% | — | -3.75% | |
| 49 | INTC | Intel CORP | 株式-IT | 0.42% | — | +5.90% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.40% | — | +3.94% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | +0.9% | +14.18% | 増加 |
| 2 | IDV | Ishares International Select | +0.5% | +17.52% | 増加 |
| 3 | VIG | Vanguard Dividend Apprec ETF | +0.5% | +13.33% | 増加 |
| 4 | IXC | Ishares Global Energy ETF | +0.4% | +57.98% | 増加 |
| 5 | WST | West Pharmaceutical Services | +0.3% | +100.00% | 増加 |
| 6 | MRK | Merck & Co. INC. | +0.3% | +27.38% | 増加 |
| 7 | SDY | Ss Spdr S&p Dividend ETF | +0.3% | +8.15% | 増加 |
| 8 | MLAB | Mesa Laboratories INC | +0.3% | — | 変化なし |
| 9 | NYCBEUR | New York Community Bancorp | +0.1% | +11.36% | 増加 |
| 10 | PAA | Plains All Amer Pipeline LP | +0.1% | +58.68% | 増加 |
| 11 | AMGN | Amgen INC | +0.1% | +0.05% | 増加 |
| 12 | UTXZ | United Tech CORP | +0.1% | +5.34% | 増加 |
| 13 | VXF | Vanguard Extended Market ETF | +0.1% | +19.02% | 増加 |
| 14 | DUK | Du Pont E I De Nemour&Co | +0.1% | +24.91% | 増加 |
| 15 | TTEN | Totalenergies Se -spon Adr | +0.1% | +14.12% | 増加 |
| 16 | ETN | Eaton Corporation plc | +0.1% | +797.87% | 増加 |
| 17 | GLD | Spdr Gold Shares | +0.1% | +4.52% | 増加 |
| 18 | QCOM | Qualcomm INC | +0.1% | +19.40% | 増加 |
| 19 | MCD | Mcdonald's CORP | +0.1% | +47.31% | 増加 |
| 20 | ✓ | National Penn Bancshares INC | +0.1% | +6802.34% | 増加 |
| 21 | AAPL | Apple INC | +0.1% | -6.31% | 減少 |
| 22 | EMR | Emerson Electric Co | +0.1% | +23.49% | 増加 |
| 23 | BDX | Becton Dickinson And Co | +0.1% | +442.71% | 増加 |
| 24 | SLV | Ishares Silver Trust | +0.1% | +51.50% | 増加 |
| 25 | RCI | Rogers Communications Inc-b | +0.1% | +2068.42% | 増加 |
| 26 | SLB | Slb LTD | +0.1% | +13.11% | 増加 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +28.27% | 増加 |
| 28 | ✓ | +0.1% | +10.42% | 増加 | |
| 29 | IGF | Ishares Global Infrastructur | 0% | +12.42% | 増加 |
| 30 | CVS | Cvs Health CORP | 0% | +22.78% | 増加 |
| 31 | VTI | Vanguard Total Stock Mkt ETF | 0% | +1.62% | 増加 |
| 32 | IWF | Ishares Russell 1000 Growth | 0% | -0.06% | 減少 |
| 33 | KMI | Kinder Morgan, Inc. | 0% | +15.18% | 増加 |
| 34 | CVX | Chevron CORP | — | +3.14% | 増加 |
| 35 | VYM | Vanguard High Dvd Yield ETF | 0% | +2.57% | 増加 |
| 36 | AEP | American Electric Power Company, Inc. | -0.1% | +0.70% | 増加 |
| 37 | BND | Vanguard Total Bond Market | -0.1% | -52.94% | 減少 |
| 38 | TIP | Ishares Tips Bond ETF | -0.1% | -81.68% | 減少 |
| 39 | VZ | Verizon Communications INC | -0.1% | -6.54% | 減少 |
| 40 | MTB | M & T Bank CORP | -0.1% | -50.42% | 減少 |
| 41 | USCI | United States Commodity Inde | -0.2% | -51.83% | 減少 |
| 42 | DEM | Wisdomtree Emerging Markets | -0.4% | -23.81% | 減少 |
| 43 | MINT | Pimco Enhanced Short Maturit | -0.4% | -14.87% | 減少 |
| 44 | XOM | Exxon Mobil CORP | -0.4% | -0.06% | 減少 |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | -0.5% | -17.94% | 減少 |
| 46 | VWO | Vanguard Ftse Emerging Marke | -0.5% | -22.66% | 減少 |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | -0.7% | -55.23% | 減少 |
| 48 | VCIT | Vanguard Int-term Corporate | -0.7% | -46.82% | 減少 |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | EXIT | 全売却 |
| 50 | ✓ | Blackrock Muniyield N J Fd I | — | EXIT | 全売却 |