CIK: 0001541897
申告総資産額
$6.2億
上位200銘柄を表示中（全586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 | 8.46% | — | +4.63% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 5.66% | — | +5.96% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.49% | — | +7.72% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 4.35% | — | +2.92% | |
| 5 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 3.93% | — | — | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.50% | — | -0.07% | |
| 7 | IDV | Ishares International Select | ETF-その他 | 2.29% | — | +2.27% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.26% | — | +11.56% | |
| 9 | MLAB | Mesa Laboratories INC | 株式-その他 | 2.21% | — | +3.74% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.16% | — | +0.17% | |
| 11 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.13% | — | +0.12% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.72% | — | +12.40% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.54% | — | +2.29% | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.53% | — | -10.97% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.48% | — | -9.75% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.43% | — | -5.44% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.39% | — | +5.17% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.18% | — | -0.85% | |
| 19 | AMGN | Amgen INC | 株式-ヘルスケア | 1.09% | — | +0.02% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.06% | — | -27.97% | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.04% | — | -10.30% | |
| 22 | MO | Altria Group INC | 株式-生活必需品 | 0.97% | — | +0.68% | |
| 23 | IXC | Ishares Global Energy ETF | ETF-その他 | 0.95% | — | +2.05% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.93% | — | +4.46% | |
| 25 | ✓ | Airgas INC | 株式-その他 | 0.87% | — | — | |
| 26 | IBM | Intl Business Machines CORP | 株式-IT | 0.86% | — | +3.99% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.85% | — | -1.27% | |
| 28 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.85% | — | -24.17% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.84% | — | -7.38% | |
| 30 | PNC | Pnc Financial Services Group | 株式-金融 | 0.83% | — | -3.28% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.81% | — | -4.14% | |
| 32 | NYCBEUR | New York Community Bancorp | 株式-その他 | 0.80% | — | -20.60% | |
| 33 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.79% | — | -6.64% | |
| 34 | KMI | Kinder Morgan, Inc. | 株式-エネルギー | 0.79% | — | +3.75% | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.69% | — | +1.94% | |
| 36 | PM | Philip Morris International | 株式-生活必需品 | 0.69% | — | +2.04% | |
| 37 | CAT | Caterpillar INC | 株式-資本財 | 0.66% | — | +1.48% | |
| 38 | UTXZ | United Tech CORP | 株式-その他 | 0.60% | — | +0.09% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.56% | — | — | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.54% | — | -2.42% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | — | -3.55% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.52% | — | +4.31% | |
| 43 | AXP | American Express Company | 株式-金融 | 0.52% | — | +4.39% | |
| 44 | T | At&t INC | 株式-通信サービス | 0.51% | — | +16.41% | |
| 45 | CI | The Cigna Group | 株式-ヘルスケア | 0.48% | — | -6.36% | |
| 46 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.47% | — | -2.77% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.46% | — | -0.37% | |
| 48 | INTC | Intel CORP | 株式-IT | 0.45% | — | +1.92% | |
| 49 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.44% | — | +1.39% | |
| 50 | QCOM | Qualcomm INC | 株式-IT | 0.40% | — | +3.92% |
| # | 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 | +0.5% | +4.63% | 増加 |
| 2 | XOM | Exxon Mobil CORP | +0.5% | +2.92% | 増加 |
| 3 | WST | West Pharmaceutical Services | +0.4% | — | 変化なし |
| 4 | VIG | Vanguard Dividend Apprec ETF | +0.3% | +7.72% | 増加 |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +11.56% | 増加 |
| 6 | MLAB | Mesa Laboratories INC | +0.2% | +3.74% | 増加 |
| 7 | SDY | Ss Spdr S&p Dividend ETF | +0.2% | +5.96% | 増加 |
| 8 | AEP | American Electric Power Company, Inc. | +0.2% | +0.12% | 増加 |
| 9 | AAPL | Apple INC | +0.1% | -0.85% | 減少 |
| 10 | CVS | Cvs Health CORP | +0.1% | +8.89% | 増加 |
| 11 | MINT | Pimco Enhanced Short Maturit | +0.1% | +12.40% | 増加 |
| 12 | T | At&t INC | +0.1% | +16.41% | 増加 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +11.99% | 増加 |
| 14 | MO | Altria Group INC | +0.1% | +0.68% | 増加 |
| 15 | AXP | American Express Company | +0.1% | +4.39% | 増加 |
| 16 | ✓ | Salix Pharmaceuticals INC | +0.1% | — | 変化なし |
| 17 | PG | Procter & Gamble Co/the | 0% | +4.46% | 増加 |
| 18 | DIS | Walt Disney Co/the | 0% | +3.87% | 増加 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +15.25% | 増加 |
| 20 | INTC | Intel CORP | 0% | +1.92% | 増加 |
| 21 | ABBV | Abbvie INC | 0% | +1.86% | 増加 |
| 22 | CAT | Caterpillar INC | 0% | +1.48% | 増加 |
| 23 | KO | Coca-cola Co/the | 0% | +4.31% | 増加 |
| 24 | VYM | Vanguard High Dvd Yield ETF | 0% | +0.17% | 増加 |
| 25 | CVX | Chevron CORP | 0% | +5.17% | 増加 |
| 26 | IXC | Ishares Global Energy ETF | — | +2.05% | 増加 |
| 27 | IDV | Ishares International Select | 0% | +2.27% | 増加 |
| 28 | PEP | Pepsico INC | 0% | +2.29% | 増加 |
| 29 | JNJ | Johnson & Johnson | 0% | -0.07% | 減少 |
| 30 | EXC | Exelon CORP | -0.1% | -10.90% | 減少 |
| 31 | FLOT | Ishares Floating Rate Bond E | -0.1% | -94.89% | 減少 |
| 32 | VTV | Vanguard Value ETF | -0.1% | -51.11% | 減少 |
| 33 | PFF | Ishares Preferred & Income S | -0.1% | -73.23% | 減少 |
| 34 | USCI | United States Commodity Inde | -0.1% | -59.53% | 減少 |
| 35 | IJK | Ishares S&p Mid-cap 400 Grow | -0.1% | -25.43% | 減少 |
| 36 | VNQ | Vanguard Real Estate ETF | -0.1% | -4.14% | 減少 |
| 37 | EWC | Ishares Msci Canada ETF | -0.1% | -39.07% | 減少 |
| 38 | NYCBEUR | New York Community Bancorp | -0.2% | -20.60% | 減少 |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | -5.44% | 減少 |
| 40 | MRK | Merck & Co. INC. | -0.2% | -10.97% | 減少 |
| 41 | GLD | Spdr Gold Shares | -0.3% | -10.30% | 減少 |
| 42 | DEM | Wisdomtree Emerging Markets | -0.4% | -24.17% | 減少 |
| 43 | VWO | Vanguard Ftse Emerging Marke | -0.5% | -27.97% | 減少 |
| 44 | VOO | Vanguard S&p 500 ETF | — | NEW | 新規購入 |
| 45 | ✓ | Lo Jack CORP | — | EXIT | 全売却 |
| 46 | HPP | Hudson Pacific Properties, Inc. | — | NEW | 新規購入 |
| 47 | ✓ | — | NEW | 新規購入 | |
| 48 | ✓ | Actavis INC Com | — | EXIT | 全売却 |
| 49 | DGS | Wisdomtree Em Small Cap | — | EXIT | 全売却 |
| 50 | BND | Vanguard Total Bond Market | — | EXIT | 全売却 |