CIK: 0001541897
申告総資産額
$6.2億
上位200銘柄を表示中（全735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 | 9.28% | — | +3.52% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 6.25% | — | -0.33% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.38% | — | -6.22% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 4.06% | — | -2.21% | |
| 5 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 3.27% | — | — | |
| 6 | IDV | Ishares International Select | ETF-その他 | 2.82% | — | +7.25% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.78% | — | -0.05% | |
| 8 | MLAB | Mesa Laboratories INC | 株式-その他 | 2.38% | — | +3.99% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.32% | — | -0.83% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.32% | — | -0.55% | |
| 11 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.88% | — | +0.97% | |
| 12 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.65% | — | +0.05% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.61% | — | +0.02% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.50% | — | -0.21% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.40% | — | +3.88% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.36% | — | +614.19% | |
| 17 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.20% | — | -30.30% | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.15% | — | -15.31% | |
| 19 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.13% | — | +1.96% | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 1.07% | — | +0.03% | |
| 21 | IXC | Ishares Global Energy ETF | ETF-その他 | 1.02% | — | -1.37% | |
| 22 | MO | Altria Group INC | 株式-生活必需品 | 0.99% | — | +0.49% | |
| 23 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.95% | — | +10.71% | |
| 24 | PNC | Pnc Financial Services Group | 株式-金融 | 0.92% | — | +0.34% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.92% | — | +1.75% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.89% | — | +0.04% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.88% | — | -0.36% | |
| 28 | ✓ | Airgas INC | 株式-その他 | 0.84% | — | +2.70% | |
| 29 | KMI | Kinder Morgan, Inc. | 株式-エネルギー | 0.84% | — | +8.63% | |
| 30 | IBM | Intl Business Machines CORP | 株式-IT | 0.82% | — | -0.61% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.82% | — | +0.50% | |
| 32 | CAT | Caterpillar INC | 株式-資本財 | 0.76% | — | +0.37% | |
| 33 | NYCBEUR | New York Community Bancorp | 株式-その他 | 0.74% | — | +0.55% | |
| 34 | PM | Philip Morris International | 株式-生活必需品 | 0.61% | — | -0.63% | |
| 35 | UTXZ | United Tech CORP | 株式-その他 | 0.59% | — | +0.07% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.57% | — | -9.65% | |
| 37 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.56% | — | -2.11% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | +0.63% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.54% | — | +0.81% | |
| 40 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.49% | — | -0.12% | |
| 41 | AXP | American Express Company | 株式-金融 | 0.49% | — | -2.55% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.47% | — | -0.14% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.47% | — | — | |
| 44 | CI | The Cigna Group | 株式-ヘルスケア | 0.46% | — | — | |
| 45 | WFC | Wells Fargo & Co | 株式-金融 | 0.42% | — | +0.16% | |
| 46 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.41% | — | — | |
| 47 | QCOM | Qualcomm INC | 株式-IT | 0.41% | — | -5.42% | |
| 48 | PAA | Plains All Amer Pipeline LP | 株式-エネルギー | 0.39% | — | +5.29% | |
| 49 | T | At&t INC | 株式-通信サービス | 0.39% | — | -3.29% | |
| 50 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.39% | — | -35.42% |
| # | 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% | +3.52% | 増加 |
| 2 | AAPL | Apple INC | +0.2% | +614.19% | 増加 |
| 3 | IDV | Ishares International Select | +0.2% | +7.25% | 増加 |
| 4 | CELG | Celgene CORP | +0.2% | +472.17% | 増加 |
| 5 | CVX | Chevron CORP | +0.1% | +3.88% | 増加 |
| 6 | KMI | Kinder Morgan, Inc. | +0.1% | +8.63% | 増加 |
| 7 | HDV | Ishares Core High Dividend E | +0.1% | +10.71% | 増加 |
| 8 | JNJ | Johnson & Johnson | +0.1% | -0.05% | 減少 |
| 9 | MO | Altria Group INC | +0.1% | +0.49% | 増加 |
| 10 | PEP | Pepsico INC | +0.1% | +0.02% | 増加 |
| 11 | IXC | Ishares Global Energy ETF | +0.1% | -1.37% | 減少 |
| 12 | INTC | Intel CORP | +0.1% | -0.14% | 減少 |
| 13 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | -0.33% | 減少 |
| 14 | CAT | Caterpillar INC | +0.1% | +0.37% | 増加 |
| 15 | 9990302D | Apache CORP | +0.1% | +0.96% | 増加 |
| 16 | VNQ | Vanguard Real Estate ETF | 0% | +1.75% | 増加 |
| 17 | SLB | Slb LTD | 0% | — | 変化なし |
| 18 | PAA | Plains All Amer Pipeline LP | 0% | +5.29% | 増加 |
| 19 | ET | Energy Transfer LP | 0% | +41.12% | 増加 |
| 20 | VYM | Vanguard High Dvd Yield ETF | 0% | -0.83% | 減少 |
| 21 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.55% | 減少 |
| 22 | IWF | Ishares Russell 1000 Growth | 0% | -0.21% | 減少 |
| 23 | GLD | Spdr Gold Shares | 0% | +1.96% | 増加 |
| 24 | COP | Conocophillips | 0% | — | 変化なし |
| 25 | CI | The Cigna Group | 0% | — | 変化なし |
| 26 | AEP | American Electric Power Company, Inc. | — | +0.97% | 増加 |
| 27 | TPR | Tapestry, Inc. | 0% | -24.83% | 減少 |
| 28 | ✓ | Dct Industrial Trust INC Com | -0.1% | -53.88% | 減少 |
| 29 | VPU | Vanguard Utilities ETF | -0.1% | -29.41% | 減少 |
| 30 | AXP | American Express Company | -0.1% | -2.55% | 減少 |
| 31 | PFE | Pfizer INC | -0.1% | +0.50% | 増加 |
| 32 | IBM | Intl Business Machines CORP | -0.1% | -0.61% | 減少 |
| 33 | AMGN | Amgen INC | -0.1% | +0.03% | 増加 |
| 34 | GOOG | Alphabet A | -0.1% | — | 変化なし |
| 35 | ✓ | Guggenheim S&p 500 Pure Growth | -0.1% | -29.10% | 減少 |
| 36 | MLAB | Mesa Laboratories INC | -0.2% | +3.99% | 増加 |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | -0.2% | -44.56% | 減少 |
| 38 | DEM | Wisdomtree Emerging Markets | -0.2% | -35.42% | 減少 |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | -15.31% | 減少 |
| 40 | WST | West Pharmaceutical Services | -0.2% | — | 変化なし |
| 41 | VIG | Vanguard Dividend Apprec ETF | -0.3% | -6.22% | 減少 |
| 42 | VCIT | Vanguard Int-term Corporate | -0.3% | -45.79% | 減少 |
| 43 | MINT | Pimco Enhanced Short Maturit | -0.6% | -30.30% | 減少 |
| 44 | SIRIEUR | Sirius Xm Holdings INC | — | NEW | 新規購入 |
| 45 | SIRI | Sirius XM Holdings Inc. | — | EXIT | 全売却 |
| 46 | TWTRUSD | Twitter INC | — | NEW | 新規購入 |
| 47 | ✓ | Google INC Class C | — | NEW | 新規購入 |
| 48 | BND | Vanguard Total Bond Market | — | NEW | 新規購入 |
| 49 | VOD | Vodafone Group Public Limited Company | — | EXIT | 全売却 |
| 50 | VOD | Vodafone Group Plc-sp Adr | — | NEW | 新規購入 |