CIK: 0001541897
申告総資産額
$6.2億
上位200銘柄を表示中（全776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 | 18.30% | — | +3.14% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.53% | — | -17.14% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.54% | — | -0.81% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.37% | — | -2.78% | |
| 5 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 3.25% | — | — | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.64% | — | +2.56% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.54% | — | +0.19% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.98% | — | +5.46% | |
| 9 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.86% | — | — | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.85% | — | +3.91% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.68% | — | -4.18% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.67% | — | +2.75% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.61% | — | +2.54% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.57% | — | +0.54% | |
| 15 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 1.39% | — | +1.84% | |
| 16 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.33% | — | — | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.27% | — | +7.02% | |
| 18 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.19% | — | -5.43% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.15% | — | +0.27% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.14% | — | -3.16% | |
| 21 | CCK | Crown Holdings INC | 株式-一般消費財 | 0.85% | — | — | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.83% | — | +1.12% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.82% | — | +48.70% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.81% | — | +9.67% | |
| 25 | PFFD | Global X US Preferred ETF | ETF-その他 | 0.80% | — | +311.25% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.79% | — | +6.21% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.78% | — | -2.94% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.78% | — | +0.15% | |
| 29 | FDX | Fedex CORP | 株式-資本財 | 0.63% | — | +3.55% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | — | -5.14% | |
| 31 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.59% | — | +3.86% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | — | +1.96% | |
| 33 | DOW | Dow INC | 株式-素材 | 0.48% | — | +422.84% | |
| 34 | VFH | Vanguard Financials ETF | ETF-その他 | 0.48% | — | +15.14% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.48% | — | -3.65% | |
| 36 | WTRG | Essential Utilities INC | 株式-公益事業 | 0.48% | — | — | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.47% | — | -0.78% | |
| 38 | PFS | Provident Financial Services | 株式-その他 | 0.47% | — | +0.00% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.47% | — | +0.01% | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.44% | — | +1.14% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.42% | — | +313.02% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.42% | — | -1.18% | |
| 43 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.41% | — | — | |
| 44 | TGT | Target CORP | 株式-一般消費財 | 0.41% | — | +12.11% | |
| 45 | CAT | Caterpillar INC | 株式-資本財 | 0.41% | — | +0.15% | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.40% | — | -4.13% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.40% | — | +1.26% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.39% | — | -1.90% | |
| 49 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.39% | — | +3.62% | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.36% | — | +122.69% |