CIK: 0001541897
申告総資産額
$6.2億
上位200銘柄を表示中(全625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 | 13.01% | — | +3.91% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 5.77% | — | +0.65% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.63% | — | +2.64% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.05% | — | -10.01% | |
| 5 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 3.51% | — | — | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.86% | — | +8.72% | |
| 7 | MLAB | Mesa Laboratories INC | 株式-その他 | 2.31% | — | +0.44% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.25% | — | +2.00% | |
| 9 | IDV | Ishares International Select | ETF-その他 | 2.19% | — | -23.04% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.02% | — | -4.53% | |
| 11 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.72% | — | +1.10% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.58% | — | +6.94% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.52% | — | +103.11% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.52% | — | -0.28% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.47% | — | +1.81% | |
| 16 | MO | Altria Group INC | 株式-生活必需品 | 1.40% | — | +11.15% | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.24% | — | +0.33% | |
| 18 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.16% | — | -6.31% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.15% | — | +49.11% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.07% | — | -14.11% | |
| 21 | AMGN | Amgen INC | 株式-ヘルスケア | 1.03% | — | -0.53% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.99% | — | +2.86% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.89% | — | -4.13% | |
| 24 | PNC | Pnc Financial Services Group | 株式-金融 | 0.84% | — | +0.29% | |
| 25 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.81% | — | -11.04% | |
| 26 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.80% | — | +38.74% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 0.77% | — | -1.33% | |
| 28 | PM | Philip Morris International | 株式-生活必需品 | 0.70% | — | +7.06% | |
| 29 | REYN | Reynolds Consumer Products Inc. | 株式-その他 | 0.67% | — | +99.99% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.65% | — | -17.47% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.64% | — | -4.48% | |
| 32 | IXC | Ishares Global Energy ETF | ETF-その他 | 0.62% | — | -5.92% | |
| 33 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.62% | — | +31.10% | |
| 34 | ✓ | Airgas INC | 株式-その他 | 0.61% | — | +0.55% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.57% | — | -0.92% | |
| 36 | CI | The Cigna Group | 株式-ヘルスケア | 0.56% | — | — | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.50% | — | -3.09% | |
| 38 | AXP | American Express Company | 株式-金融 | 0.49% | — | -3.77% | |
| 39 | VFH | Vanguard Financials ETF | ETF-その他 | 0.48% | — | +55.48% | |
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.48% | — | -2.81% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | — | -2.26% | |
| 42 | VDE | Vanguard Energy ETF | ETF-その他 | 0.44% | — | +24.27% | |
| 43 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.43% | — | — | |
| 44 | WFC | Wells Fargo & Co | 株式-金融 | 0.42% | — | +5.72% | |
| 45 | UTXZ | United Tech CORP | 株式-その他 | 0.42% | — | +2.62% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.42% | — | -7.48% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.42% | — | +5.20% | |
| 48 | T | At&t INC | 株式-通信サービス | 0.41% | — | +6.85% | |
| 49 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.40% | — | +2.87% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.38% | — | +0.09% |