CIK: 0001541897
申告総資産額
$6.2億
上位200銘柄を表示中（全750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 | 14.12% | — | +8.98% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 5.84% | — | -1.23% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.82% | — | +15.47% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.31% | — | +3.56% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.94% | — | +15.10% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.93% | — | +26.42% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.85% | — | -1.42% | |
| 8 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 2.83% | — | — | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.61% | — | -0.14% | |
| 10 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.81% | — | +0.60% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.78% | — | -15.32% | |
| 12 | MLAB | Mesa Laboratories INC | 株式-その他 | 1.66% | — | +3.38% | |
| 13 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 1.62% | — | +23.16% | |
| 14 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.56% | — | +32.25% | |
| 15 | MO | Altria Group INC | 株式-生活必需品 | 1.49% | — | +0.05% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.45% | — | +2.58% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.44% | — | +7.34% | |
| 18 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.23% | — | +1.53% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.20% | — | +3.67% | |
| 20 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.08% | — | -4.70% | |
| 21 | IDV | Ishares International Select | ETF-その他 | 1.06% | — | -6.96% | |
| 22 | VFH | Vanguard Financials ETF | ETF-その他 | 0.97% | — | +1.05% | |
| 23 | AMGN | Amgen INC | 株式-ヘルスケア | 0.97% | — | -0.41% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.96% | — | +771.78% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.90% | — | +5.06% | |
| 26 | PM | Philip Morris International | 株式-生活必需品 | 0.82% | — | -4.80% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.80% | — | -0.48% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.78% | — | +2.53% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.77% | — | +5.47% | |
| 30 | T | At&t INC | 株式-通信サービス | 0.76% | — | +0.03% | |
| 31 | REYN | Reynolds Consumer Products Inc. | 株式-その他 | 0.69% | — | +0.00% | |
| 32 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.66% | — | +0.37% | |
| 33 | PNC | Pnc Financial Services Group | 株式-金融 | 0.65% | — | +0.57% | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.63% | — | -0.78% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.62% | — | +12.79% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.59% | — | -2.02% | |
| 37 | VUG | Vanguard Growth ETF | ETF-その他 | 0.50% | — | +33.85% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.49% | — | -1.28% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.47% | — | -1.37% | |
| 40 | UTXZ | United Tech CORP | 株式-その他 | 0.45% | — | +13.42% | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.45% | — | +12.08% | |
| 42 | CI | The Cigna Group | 株式-ヘルスケア | 0.43% | — | — | |
| 43 | AXP | American Express Company | 株式-金融 | 0.42% | — | +5.84% | |
| 44 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.42% | — | +6.92% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.41% | — | +0.36% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.40% | — | +17.52% | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.40% | — | +12.02% | |
| 48 | NYCBEUR | New York Community Bancorp | 株式-その他 | 0.38% | — | +0.07% | |
| 49 | WFC | Wells Fargo & Co | 株式-金融 | 0.37% | — | +1.43% | |
| 50 | MMM | 3m Co | 株式-資本財 | 0.34% | — | +0.48% |