CIK: 0001541897
申告総資産額
$6.2億
上位200銘柄を表示中（全799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 | 17.54% | — | +0.74% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.48% | — | +2.97% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.52% | — | +0.16% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.14% | — | -1.48% | |
| 5 | WST | West Pharmaceutical Services | 株式-ヘルスケア | 2.76% | — | — | |
| 6 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.73% | — | +0.72% | |
| 7 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 2.53% | — | +17.82% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.50% | — | -0.73% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.00% | — | +2.85% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.73% | — | -2.39% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.69% | — | -0.74% | |
| 12 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.65% | — | +7.66% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.54% | — | +0.84% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.53% | — | +0.03% | |
| 15 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.48% | — | +3.20% | |
| 16 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 1.31% | — | -0.75% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.30% | — | -1.29% | |
| 18 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.21% | — | -3.80% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.16% | — | -5.20% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.07% | — | +2.83% | |
| 21 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.00% | — | +0.12% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 0.90% | — | +0.63% | |
| 23 | PFFD | Global X US Preferred ETF | ETF-その他 | 0.88% | — | +5.61% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.83% | — | +2.52% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.79% | — | +4.30% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.77% | — | +4.96% | |
| 27 | FDX | Fedex CORP | 株式-資本財 | 0.74% | — | +2.78% | |
| 28 | CCK | Crown Holdings INC | 株式-一般消費財 | 0.72% | — | — | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.68% | — | +2087.10% | |
| 30 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.65% | — | +6.37% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.61% | — | +8.17% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | — | +4.27% | |
| 33 | AMGN | Amgen INC | 株式-ヘルスケア | 0.57% | — | +4.78% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | — | +2.18% | |
| 35 | PFS | Provident Financial Services | 株式-その他 | 0.51% | — | +0.01% | |
| 36 | WTRG | Essential Utilities INC | 株式-公益事業 | 0.49% | — | — | |
| 37 | VFH | Vanguard Financials ETF | ETF-その他 | 0.49% | — | +6.37% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | — | -5.02% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.47% | — | -5.85% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.46% | — | +49.56% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.43% | — | -1.11% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.42% | — | -0.05% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.42% | — | -10.44% | |
| 44 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.41% | — | +21.25% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.41% | — | — | |
| 46 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.39% | — | +4.43% | |
| 47 | CAT | Caterpillar INC | 株式-資本財 | 0.38% | — | +0.13% | |
| 48 | FDBC | Fidelity D&d Bancorp INC | 株式-その他 | 0.36% | — | — | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.35% | — | +3.59% | |
| 50 | CI | THE Cigna Group | 株式-ヘルスケア | 0.33% | — | -1.65% |