CIK: 0001541897
申告総資産額
$6.2億
上位200銘柄を表示中（全685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 | 18.97% | — | -0.32% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.30% | — | +0.47% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.55% | — | -0.04% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.50% | — | -1.79% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.18% | — | -2.73% | |
| 6 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 3.09% | — | — | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.08% | — | +8.55% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.05% | — | +5.52% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.01% | — | -1.10% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.01% | — | -2.10% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.99% | — | +3.28% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.96% | — | +46.37% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.51% | — | -0.47% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.45% | — | +20.56% | |
| 15 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.36% | — | +2.52% | |
| 16 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 1.31% | — | +21.55% | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.30% | — | +22.92% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.25% | — | +0.82% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.09% | — | +3.64% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.05% | — | +2.44% | |
| 21 | CCK | Crown Holdings INC | 株式-一般消費財 | 0.92% | — | — | |
| 22 | FDX | Fedex CORP | 株式-資本財 | 0.89% | — | -0.16% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.86% | — | +3.43% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 0.82% | — | +5.60% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.80% | — | -2.02% | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 0.76% | — | -0.61% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.74% | — | +1.85% | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.74% | — | -2.13% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.68% | — | -0.54% | |
| 30 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.61% | — | +2.39% | |
| 31 | PFS | Provident Financial Services | 株式-その他 | 0.61% | — | +42.14% | |
| 32 | WTRG | Essential Utilities INC | 株式-公益事業 | 0.57% | — | — | |
| 33 | CAT | Caterpillar INC | 株式-資本財 | 0.57% | — | +35.58% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.57% | — | -1.23% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | -0.13% | |
| 36 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.53% | — | +0.34% | |
| 37 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.51% | — | — | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.50% | — | +48.16% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.49% | — | +4.93% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.47% | — | +0.10% | |
| 41 | VUG | Vanguard Growth ETF | ETF-その他 | 0.46% | — | +2.69% | |
| 42 | CI | THE Cigna Group | 株式-ヘルスケア | 0.44% | — | -1.60% | |
| 43 | TGT | Target CORP | 株式-一般消費財 | 0.44% | — | +3.08% | |
| 44 | VFH | Vanguard Financials ETF | ETF-その他 | 0.42% | — | -8.00% | |
| 45 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.41% | — | -6.92% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.38% | — | +1.88% | |
| 47 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 0.38% | — | +6.00% | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.37% | — | +11.60% | |
| 49 | C | Citigroup INC | 株式-金融 | 0.37% | — | +3.34% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.35% | — | +8.53% |