CIK: 0001541897
申告総資産額
$6.2億
上位200銘柄を表示中（全524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 | 15.43% | — | +0.56% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 5.15% | — | +0.22% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.15% | — | +0.33% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.07% | — | +7.89% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.25% | — | +1.33% | |
| 6 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 2.80% | — | — | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.69% | — | +1.70% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.60% | — | -3.51% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.40% | — | -0.38% | |
| 10 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 2.16% | — | +9.73% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.04% | — | +18.23% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.03% | — | -1.37% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.70% | — | -6.45% | |
| 14 | VFH | Vanguard Financials ETF | ETF-その他 | 1.45% | — | +0.44% | |
| 15 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.41% | — | +3.17% | |
| 16 | MO | Altria Group INC | 株式-生活必需品 | 1.38% | — | -0.18% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.36% | — | -0.99% | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.27% | — | -2.50% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.23% | — | +1.04% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.12% | — | +0.41% | |
| 21 | AMGN | Amgen INC | 株式-ヘルスケア | 0.93% | — | +3.66% | |
| 22 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.89% | — | -1.02% | |
| 23 | PNC | Pnc Financial Services Group | 株式-金融 | 0.86% | — | +0.27% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.85% | — | +1.46% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.83% | — | +2.20% | |
| 26 | IDV | Ishares International Select | ETF-その他 | 0.83% | — | -12.44% | |
| 27 | PM | Philip Morris International | 株式-生活必需品 | 0.79% | — | +0.58% | |
| 28 | REYN | Reynolds Consumer Products Inc. | 株式-その他 | 0.74% | — | +0.00% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.74% | — | +6.34% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.69% | — | -2.71% | |
| 31 | MLAB | Mesa Laboratories INC | 株式-その他 | 0.65% | — | -37.05% | |
| 32 | T | At&t INC | 株式-通信サービス | 0.62% | — | +2.75% | |
| 33 | VUG | Vanguard Growth ETF | ETF-その他 | 0.60% | — | +1.71% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.58% | — | -2.46% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | — | +1.70% | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.53% | — | -1.95% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.48% | — | +30.03% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.48% | — | -3.65% | |
| 39 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.48% | — | -5.65% | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.46% | — | -5.69% | |
| 41 | UTXZ | United Tech CORP | 株式-その他 | 0.46% | — | +1.39% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.45% | — | +0.84% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.44% | — | -3.78% | |
| 44 | CI | The Cigna Group | 株式-ヘルスケア | 0.44% | — | -2.84% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.43% | — | -3.52% | |
| 46 | WFC | Wells Fargo & Co | 株式-金融 | 0.40% | — | -0.09% | |
| 47 | CELG | Celgene CORP | 株式-その他 | 0.39% | — | +4.11% | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.37% | — | -0.22% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.37% | — | -0.09% | |
| 50 | MMM | 3m Co | 株式-資本財 | 0.34% | — | +0.19% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.4% | +7.89% | 増加 |
| 2 | VV | Vanguard Large-cap ETF | +0.3% | +0.56% | 増加 |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +18.23% | 増加 |
| 4 | AAPL | Apple INC | +0.3% | -1.37% | 減少 |
| 5 | SCHD | Schwab U.S. Dividend Equity ETF | +0.2% | +9.73% | 増加 |
| 6 | PM | Philip Morris International | +0.1% | +0.58% | 増加 |
| 7 | AMGN | Amgen INC | +0.1% | +3.66% | 増加 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +30.03% | 増加 |
| 9 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +1.33% | 増加 |
| 10 | JNJ | Johnson & Johnson | +0.1% | -0.38% | 減少 |
| 11 | IBB | Ishares Biotechnology ETF | +0.1% | +38.73% | 増加 |
| 12 | MRK | Merck & Co. INC. | +0.1% | +1.04% | 増加 |
| 13 | REYN | Reynolds Consumer Products Inc. | +0.1% | +0.00% | 増加 |
| 14 | PFE | Pfizer INC | +0.1% | +6.34% | 増加 |
| 15 | IDXX | Idexx Laboratories INC | +0.1% | — | 変化なし |
| 16 | IWF | Ishares Russell 1000 Growth | +0.1% | +1.46% | 増加 |
| 17 | VUG | Vanguard Growth ETF | 0% | +1.71% | 増加 |
| 18 | BABA | Alibaba Group Holding-sp Adr | 0% | +1.98% | 増加 |
| 19 | META | Meta Platforms Inc-class A | 0% | — | 変化なし |
| 20 | PG | Procter & Gamble Co/the | 0% | +0.41% | 増加 |
| 21 | PEP | Pepsico INC | 0% | -0.99% | 減少 |
| 22 | CELG | Celgene CORP | 0% | +4.11% | 増加 |
| 23 | SBUX | Starbucks CORP | 0% | +18.96% | 増加 |
| 24 | SLB | Slb LTD | 0% | +26.75% | 増加 |
| 25 | MO | Altria Group INC | 0% | -0.18% | 減少 |
| 26 | GOOGL | Alphabet Inc-cl A | 0% | +1.70% | 増加 |
| 27 | SDY | Ss Spdr S&p Dividend ETF | 0% | +0.22% | 増加 |
| 28 | PAYX | Paychex INC | 0% | -75.09% | 減少 |
| 29 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +0.33% | 増加 |
| 30 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -3.51% | 減少 |
| 31 | ZTS | Zoetis INC | -0.1% | -32.45% | 減少 |
| 32 | NFLX | Netflix INC | -0.1% | -99.07% | 減少 |
| 33 | NYCBEUR | New York Community Bancorp | -0.1% | +0.07% | 増加 |
| 34 | AXP | American Express Company | -0.1% | -16.19% | 減少 |
| 35 | TGT | Target CORP | -0.1% | -44.52% | 減少 |
| 36 | AEP | American Electric Power Company, Inc. | -0.1% | +3.17% | 増加 |
| 37 | ✓ | -0.1% | — | 変化なし | |
| 38 | VZ | Verizon Communications INC | -0.1% | -5.69% | 減少 |
| 39 | IDV | Ishares International Select | -0.1% | -12.44% | 減少 |
| 40 | CVX | Chevron CORP | -0.1% | +2.20% | 増加 |
| 41 | VXF | Vanguard Extended Market ETF | -0.1% | -6.45% | 減少 |
| 42 | WST | West Pharmaceutical Services | -0.2% | — | 変化なし |
| 43 | XOM | Exxon Mobil CORP | -0.3% | +1.70% | 増加 |
| 44 | MLAB | Mesa Laboratories INC | -0.4% | -37.05% | 減少 |
| 45 | ✓ | — | EXIT | 全売却 | |
| 46 | JBLU | Jetblue Airways CORP | — | NEW | 新規購入 |
| 47 | ET | Energy Transfer LP | — | EXIT | 全売却 |
| 48 | ✓ | — | EXIT | 全売却 | |
| 49 | ENB | Enbridge INC | — | NEW | 新規購入 |
| 50 | ✓ | Powershares ETF Trust | — | NEW | 新規購入 |