CIK: 0001541897
申告総資産額
$6.2億
上位200銘柄を表示中（全580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 | 19.82% | — | +10.41% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.71% | — | -2.06% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 4.64% | — | +9.54% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.53% | — | -2.03% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.42% | — | +4.42% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.24% | — | +13.11% | |
| 7 | MLAB | Mesa Laboratories INC | 株式-その他 | 2.73% | — | +2072.69% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.41% | — | +1.55% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.35% | — | +1.88% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.00% | — | -0.80% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.75% | — | -3.13% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.62% | — | +16.83% | |
| 13 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.38% | — | -1.44% | |
| 14 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 1.25% | — | +5.16% | |
| 15 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 1.19% | — | -49.35% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.05% | — | -4.22% | |
| 17 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.91% | — | +30.76% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.88% | — | +18.20% | |
| 19 | AMGN | Amgen INC | 株式-ヘルスケア | 0.87% | — | -0.48% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.86% | — | +0.17% | |
| 21 | VFH | Vanguard Financials ETF | ETF-その他 | 0.84% | — | +2.56% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.80% | — | +3.02% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.77% | — | +2.26% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.74% | — | +22.63% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.70% | — | -2.36% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.68% | — | +2.61% | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.68% | — | -1.90% | |
| 28 | T | At&t INC | 株式-通信サービス | 0.68% | — | +3.74% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.67% | — | +2.01% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.67% | — | +7.26% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.66% | — | -9.68% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.65% | — | -7.81% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.65% | — | +19.92% | |
| 34 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.62% | — | +2.67% | |
| 35 | FDX | Fedex CORP | 株式-資本財 | 0.60% | — | +22.45% | |
| 36 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.60% | — | -1.73% | |
| 37 | UTXZ | United Tech CORP | 株式-その他 | 0.59% | — | -14.68% | |
| 38 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.58% | — | +36.99% | |
| 39 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.52% | — | -1.47% | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.51% | — | -17.16% | |
| 41 | CI | THE Cigna Group | 株式-ヘルスケア | 0.47% | — | -1.18% | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.47% | — | +8.23% | |
| 43 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.45% | — | +238.42% | |
| 44 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.42% | — | — | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.42% | — | -0.30% | |
| 46 | MO | Altria Group INC | 株式-生活必需品 | 0.41% | — | +1.81% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.41% | — | +7.07% | |
| 48 | CAT | Caterpillar INC | 株式-資本財 | 0.38% | — | +0.01% | |
| 49 | AFL | Aflac INC | 株式-金融 | 0.34% | — | -15.59% | |
| 50 | TGT | Target CORP | 株式-一般消費財 | 0.33% | — | +12.60% |