CIK: 0001541897
申告総資産額
$6.2億
上位200銘柄を表示中(全581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 | 13.81% | — | +9.28% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 6.12% | — | -0.58% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.38% | — | +15.15% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.10% | — | +5.57% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.07% | — | -5.38% | |
| 6 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 2.81% | — | — | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.71% | — | +5.88% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.56% | — | +29.80% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.53% | — | +4.82% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.22% | — | +21.42% | |
| 11 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.97% | — | +0.42% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.66% | — | +13.27% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.48% | — | +1.82% | |
| 14 | MO | Altria Group INC | 株式-生活必需品 | 1.47% | — | +0.12% | |
| 15 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 1.39% | — | +44.15% | |
| 16 | MLAB | Mesa Laboratories INC | 株式-その他 | 1.37% | — | -27.62% | |
| 17 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.28% | — | -5.53% | |
| 18 | IDV | Ishares International Select | ETF-その他 | 1.26% | — | -7.47% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.22% | — | -0.26% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.21% | — | +0.05% | |
| 21 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.17% | — | -1.04% | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 1.04% | — | -1.61% | |
| 23 | VFH | Vanguard Financials ETF | ETF-その他 | 1.02% | — | +23.73% | |
| 24 | PM | Philip Morris International | 株式-生活必需品 | 0.90% | — | +13.95% | |
| 25 | ✓ | Airgas INC | 株式-その他 | 0.89% | — | +0.36% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.87% | — | -15.09% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 0.84% | — | -11.27% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.82% | — | +1.25% | |
| 29 | T | At&t INC | 株式-通信サービス | 0.75% | — | +22.23% | |
| 30 | PNC | Pnc Financial Services Group | 株式-金融 | 0.73% | — | +0.34% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.71% | — | +18.74% | |
| 32 | REYN | Reynolds Consumer Products Inc. | 株式-その他 | 0.70% | — | — | |
| 33 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.67% | — | -0.97% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.66% | — | +1.66% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.62% | — | -1.16% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.58% | — | +0.46% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.51% | — | -9.33% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.51% | — | -4.97% | |
| 39 | CI | The Cigna Group | 株式-ヘルスケア | 0.50% | — | -2.69% | |
| 40 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.46% | — | +2.01% | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.44% | — | +10.30% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | — | — | |
| 43 | NYCBEUR | New York Community Bancorp | 株式-その他 | 0.44% | — | +43.70% | |
| 44 | UTXZ | United Tech CORP | 株式-その他 | 0.42% | — | +2.21% | |
| 45 | WFC | Wells Fargo & Co | 株式-金融 | 0.41% | — | +3.45% | |
| 46 | VUG | Vanguard Growth ETF | ETF-その他 | 0.41% | — | — | |
| 47 | AXP | American Express Company | 株式-金融 | 0.39% | — | +2.10% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.38% | — | -5.88% | |
| 49 | IXC | Ishares Global Energy ETF | ETF-その他 | 0.36% | — | -6.92% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.35% | — | +7.17% |