CIK: 0001541897
申告総資産額
$6.2億
上位200銘柄を表示中(全577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 | 17.59% | — | +1.82% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.64% | — | +1.65% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.44% | — | +3.03% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 4.89% | — | +1.43% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.11% | — | -0.58% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.62% | — | +4.22% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.48% | — | -2.66% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.29% | — | +1.30% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.15% | — | -3.99% | |
| 10 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 1.91% | — | -2.42% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.90% | — | -4.89% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.55% | — | -1.85% | |
| 13 | VFH | Vanguard Financials ETF | ETF-その他 | 1.05% | — | +0.85% | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.02% | — | -2.78% | |
| 15 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.99% | — | -1.17% | |
| 16 | AMGN | Amgen INC | 株式-ヘルスケア | 0.97% | — | -4.87% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 0.95% | — | -0.11% | |
| 18 | MO | Altria Group INC | 株式-生活必需品 | 0.93% | — | -4.19% | |
| 19 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.78% | — | -6.06% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.76% | — | +1.82% | |
| 21 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.73% | — | -7.13% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.72% | — | -1.88% | |
| 23 | WTRG | Essential Utilities, Inc. | 株式-公益事業 | 0.71% | — | — | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.70% | — | -7.85% | |
| 25 | UTXZ | United Tech CORP | 株式-その他 | 0.70% | — | +9.40% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | — | +1.92% | |
| 27 | PFS | Provident Financial Services | 株式-その他 | 0.66% | — | — | |
| 28 | T | At&t INC | 株式-通信サービス | 0.65% | — | -0.28% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.63% | — | -12.45% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.61% | — | -1.07% | |
| 31 | IDV | Ishares International Select | ETF-その他 | 0.60% | — | -8.08% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | -2.39% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.57% | — | -0.97% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | +2.31% | |
| 35 | PM | Philip Morris International | 株式-生活必需品 | 0.54% | — | -4.26% | |
| 36 | BA | Boeing Co/the | 株式-資本財 | 0.54% | — | -0.72% | |
| 37 | FDX | Fedex CORP | 株式-資本財 | 0.51% | — | +45.93% | |
| 38 | CAT | Caterpillar INC | 株式-資本財 | 0.49% | — | +0.82% | |
| 39 | INTC | Intel CORP | 株式-IT | 0.48% | — | -4.68% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.48% | — | -3.47% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.47% | — | -12.76% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.47% | — | +9.51% | |
| 43 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.45% | — | +18.25% | |
| 44 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.43% | — | -11.81% | |
| 45 | CI | The Cigna Group | 株式-ヘルスケア | 0.43% | — | -1.98% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.42% | — | -1.98% | |
| 47 | PNC | Pnc Financial Services Group | 株式-金融 | 0.40% | — | -1.17% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.40% | — | -7.68% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.39% | — | -2.76% | |
| 50 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.38% | — | -10.47% |