CIK: 0001541897
申告総資産額
$6.2億
上位200銘柄を表示中(全737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 | 18.61% | — | +1.43% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.98% | — | +0.06% | |
| 3 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 3.51% | — | — | |
| 4 | AAPL | Apple INC | 株式-IT | 3.49% | — | -1.86% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.21% | — | -0.75% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.02% | — | -1.29% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.85% | — | +51.17% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.12% | — | +8.61% | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.09% | — | +7.33% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.97% | — | +3.06% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.90% | — | +0.41% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.84% | — | -0.43% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.57% | — | +20.88% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.51% | — | +1.15% | |
| 15 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 1.50% | — | +18.70% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.35% | — | -0.37% | |
| 17 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.34% | — | -0.12% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.30% | — | -1.58% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.11% | — | +2.41% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.95% | — | +0.68% | |
| 21 | CCK | Crown Holdings INC | 株式-一般消費財 | 0.86% | — | — | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 0.81% | — | +6.34% | |
| 23 | FDX | Fedex CORP | 株式-資本財 | 0.81% | — | -2.86% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.81% | — | +0.31% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.77% | — | +3.31% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.72% | — | -1.51% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | — | -2.29% | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.62% | — | -1.60% | |
| 29 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.58% | — | — | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.57% | — | -0.67% | |
| 31 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.57% | — | -0.99% | |
| 32 | AMGN | Amgen INC | 株式-ヘルスケア | 0.56% | — | -15.66% | |
| 33 | PFS | Provident Financial Services | 株式-その他 | 0.56% | — | +0.01% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.55% | — | +15.63% | |
| 35 | WTRG | Essential Utilities INC | 株式-公益事業 | 0.52% | — | — | |
| 36 | VUG | Vanguard Growth ETF | ETF-その他 | 0.51% | — | +10.80% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.50% | — | +2.22% | |
| 38 | CAT | Caterpillar INC | 株式-資本財 | 0.48% | — | -0.07% | |
| 39 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.47% | — | +63.62% | |
| 40 | TGT | Target CORP | 株式-一般消費財 | 0.46% | — | -3.51% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.46% | — | +0.39% | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.44% | — | -5.45% | |
| 43 | VFH | Vanguard Financials ETF | ETF-その他 | 0.44% | — | +9.56% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.42% | — | — | |
| 45 | CI | THE Cigna Group | 株式-ヘルスケア | 0.39% | — | — | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.38% | — | +3.51% | |
| 47 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.38% | — | -1.39% | |
| 48 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.37% | — | +0.04% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.37% | — | +16.00% | |
| 50 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.36% | — | +37.88% |