CIK: 0001541897
申告総資産額
$6.2億
上位200銘柄を表示中（全566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 | 18.29% | — | +2.28% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.65% | — | +3.93% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.43% | — | +2.82% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 4.56% | — | -0.54% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.37% | — | -0.68% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.89% | — | +2.28% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.87% | — | -0.54% | |
| 8 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 2.67% | — | — | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.50% | — | +0.93% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.19% | — | +0.48% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.97% | — | -3.71% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.46% | — | +3.02% | |
| 13 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.28% | — | -0.27% | |
| 14 | AMGN | Amgen INC | 株式-ヘルスケア | 1.12% | — | -1.30% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.01% | — | +1.92% | |
| 16 | VFH | Vanguard Financials ETF | ETF-その他 | 0.95% | — | -2.15% | |
| 17 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.88% | — | -3.21% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.78% | — | +4.04% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.78% | — | -0.21% | |
| 20 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.77% | — | +25.53% | |
| 21 | PFE | Pfizer INC | 株式-ヘルスケア | 0.76% | — | -6.67% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.76% | — | -1.50% | |
| 23 | UTXZ | United Tech CORP | 株式-その他 | 0.76% | — | +1.37% | |
| 24 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.74% | — | -6.48% | |
| 25 | VUG | Vanguard Growth ETF | ETF-その他 | 0.74% | — | +1.83% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.73% | — | +1.59% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.71% | — | -1.80% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.67% | — | +0.30% | |
| 29 | T | At&t INC | 株式-通信サービス | 0.66% | — | -0.28% | |
| 30 | MO | Altria Group INC | 株式-生活必需品 | 0.65% | — | -21.42% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | — | -0.57% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.60% | — | +9.22% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.60% | — | +1.79% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.55% | — | +22.32% | |
| 35 | FDX | Fedex CORP | 株式-資本財 | 0.54% | — | +17.05% | |
| 36 | CI | The Cigna Group | 株式-ヘルスケア | 0.53% | — | — | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | — | -8.74% | |
| 38 | CAT | Caterpillar INC | 株式-資本財 | 0.48% | — | +0.01% | |
| 39 | IDV | Ishares International Select | ETF-その他 | 0.48% | — | -9.94% | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.47% | — | -8.83% | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.42% | — | -7.18% | |
| 42 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.41% | — | — | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.41% | — | -3.29% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.41% | — | +2.81% | |
| 45 | AFL | Aflac INC | 株式-金融 | 0.40% | — | — | |
| 46 | PM | Philip Morris International | 株式-生活必需品 | 0.40% | — | -8.35% | |
| 47 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.39% | — | +3.60% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.37% | — | -2.29% | |
| 49 | PNC | Pnc Financial Services Group | 株式-金融 | 0.34% | — | -0.54% | |
| 50 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.34% | — | +30.22% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | +0.4% | +2.28% | 増加 |
| 2 | WST | West Pharmaceutical Services | +0.4% | — | 変化なし |
| 3 | AAPL | Apple INC | +0.3% | -0.54% | 減少 |
| 4 | CVS | Cvs Health CORP | +0.2% | +25.53% | 増加 |
| 5 | JNJ | Johnson & Johnson | +0.1% | +0.48% | 増加 |
| 6 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +3.93% | 増加 |
| 7 | MRK | Merck & Co. INC. | +0.1% | -0.27% | 減少 |
| 8 | VZ | Verizon Communications INC | +0.1% | +22.32% | 増加 |
| 9 | DIS | Walt Disney Co/the | +0.1% | +9.22% | 増加 |
| 10 | FDX | Fedex CORP | +0.1% | +17.05% | 増加 |
| 11 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +0.93% | 増加 |
| 12 | CI | The Cigna Group | +0.1% | — | 変化なし |
| 13 | MSFT | Microsoft CORP | +0.1% | +0.30% | 増加 |
| 14 | AMGN | Amgen INC | 0% | -1.30% | 減少 |
| 15 | PFE | Pfizer INC | 0% | -6.67% | 減少 |
| 16 | UTXZ | United Tech CORP | 0% | +1.37% | 増加 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.57% | 減少 |
| 18 | SBUX | Starbucks CORP | 0% | +9.17% | 増加 |
| 19 | AVGO | Broadcom INC | 0% | +50.71% | 増加 |
| 20 | BABA | Alibaba Group Holding-sp Adr | 0% | +30.22% | 増加 |
| 21 | TGT | Target CORP | 0% | +0.52% | 増加 |
| 22 | CSCO | Cisco Systems INC | 0% | +3.56% | 増加 |
| 23 | GOOGL | Alphabet Inc-cl A | 0% | +4.04% | 増加 |
| 24 | VUG | Vanguard Growth ETF | 0% | +1.83% | 増加 |
| 25 | CAT | Caterpillar INC | 0% | +0.01% | 増加 |
| 26 | IDXX | Idexx Laboratories INC | 0% | — | 変化なし |
| 27 | AMZN | Amazon.com INC | 0% | -3.29% | 減少 |
| 28 | VTV | Vanguard Value ETF | 0% | +7.97% | 増加 |
| 29 | AXP | American Express Company | 0% | -5.91% | 減少 |
| 30 | CELG | Celgene CORP | 0% | +2.36% | 増加 |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | +1.79% | 増加 |
| 32 | CMCSA | Comcast Corp-class A | 0% | +3.60% | 増加 |
| 33 | VXF | Vanguard Extended Market ETF | — | +3.02% | 増加 |
| 34 | IWF | Ishares Russell 1000 Growth | — | -1.80% | 減少 |
| 35 | JPM | Jpmorgan Chase & Co | 0% | -1.50% | 減少 |
| 36 | PEP | Pepsico INC | 0% | +1.92% | 増加 |
| 37 | IJH | Ishares Core S&p Midcap ETF | 0% | +2.28% | 増加 |
| 38 | LOW | Lowe's Cos INC | 0% | -48.82% | 減少 |
| 39 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -0.68% | 減少 |
| 40 | SLB | Slb LTD | -0.1% | -20.09% | 減少 |
| 41 | BSV | Vanguard Short-term Bond ETF | -0.1% | -98.06% | 減少 |
| 42 | IDV | Ishares International Select | -0.1% | -9.94% | 減少 |
| 43 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | -0.54% | 減少 |
| 44 | AEP | American Electric Power Company, Inc. | -0.1% | -17.48% | 減少 |
| 45 | GLD | Spdr Gold Shares | -0.1% | -23.72% | 減少 |
| 46 | NKE | Nike INC -cl B | -0.1% | -68.23% | 減少 |
| 47 | VEA | Vanguard Ftse Developed ETF | -0.2% | +2.82% | 増加 |
| 48 | MO | Altria Group INC | -0.2% | -21.42% | 減少 |
| 49 | PLD | Prologis INC | — | NEW | 新規購入 |
| 50 | ✓ | Dct Industrial Trust INC | — | EXIT | 全売却 |