CIK: 0001541897
申告総資産額
$6.2億
上位200銘柄を表示中（全639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 | 10.24% | — | +19.34% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 6.00% | — | +6.64% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.07% | — | +27.43% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.52% | — | +1.02% | |
| 5 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 3.19% | — | — | |
| 6 | IDV | Ishares International Select | ETF-その他 | 3.12% | — | +34.20% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.07% | — | +43.86% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.73% | — | +4.91% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.23% | — | +5.31% | |
| 10 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.81% | — | +7.81% | |
| 11 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.57% | — | +0.96% | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 1.56% | — | +0.96% | |
| 13 | MLAB | Mesa Laboratories INC | 株式-その他 | 1.51% | — | +0.05% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.39% | — | +2.74% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.34% | — | -3.47% | |
| 16 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.33% | — | +21.09% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.31% | — | +11.40% | |
| 18 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.22% | — | +39.88% | |
| 19 | AMGN | Amgen INC | 株式-ヘルスケア | 1.16% | — | -0.56% | |
| 20 | MO | Altria Group INC | 株式-生活必需品 | 1.10% | — | +11.32% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.01% | — | -4.14% | |
| 22 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.96% | — | +1.90% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.94% | — | +7.31% | |
| 24 | IXC | Ishares Global Energy ETF | ETF-その他 | 0.91% | — | +7.76% | |
| 25 | KMI | Kinder Morgan, Inc. | 株式-エネルギー | 0.87% | — | -0.38% | |
| 26 | PNC | Pnc Financial Services Group | 株式-金融 | 0.82% | — | +0.34% | |
| 27 | IBM | Intl Business Machines CORP | 株式-IT | 0.81% | — | +2.11% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.79% | — | +5.17% | |
| 29 | ✓ | Airgas INC | 株式-その他 | 0.79% | — | — | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.77% | — | -4.98% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.76% | — | -4.18% | |
| 32 | PM | Philip Morris International | 株式-生活必需品 | 0.68% | — | +21.53% | |
| 33 | NYCBEUR | New York Community Bancorp | 株式-その他 | 0.67% | — | — | |
| 34 | PFS | Provident Financial Services | 株式-その他 | 0.65% | — | +4159.60% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.59% | — | +13.73% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.57% | — | +11.68% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | — | +1.23% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.52% | — | +2.72% | |
| 39 | UTXZ | United Tech CORP | 株式-その他 | 0.51% | — | +2.90% | |
| 40 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.50% | — | +16.73% | |
| 41 | AXP | American Express Company | 株式-金融 | 0.47% | — | +2.10% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.46% | — | -5.22% | |
| 43 | T | At&t INC | 株式-通信サービス | 0.45% | — | +25.53% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.44% | — | +34.06% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.43% | — | -0.03% | |
| 46 | WFC | Wells Fargo & Co | 株式-金融 | 0.43% | — | +12.13% | |
| 47 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.42% | — | +5.69% | |
| 48 | CI | The Cigna Group | 株式-ヘルスケア | 0.42% | — | — | |
| 49 | PAA | Plains All Amer Pipeline LP | 株式-エネルギー | 0.41% | — | +16.37% | |
| 50 | QCOM | Qualcomm INC | 株式-IT | 0.41% | — | +17.06% |