CIK: 0001633024
申告総資産額
$13.8億
上位200銘柄を表示中（全461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 | TIP | Ishares Tips Bond ETF | ETF-その他 | 6.54% | -0.29% | +4.44% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 6.00% | +0.25% | +3.41% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.54% | -0.07% | +7.20% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.50% | -0.06% | +4.96% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 5.30% | -0.01% | +7.57% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 4.96% | -0.21% | +6.31% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.41% | +0.23% | +6.73% | |
| 8 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.24% | -0.12% | +7.77% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.09% | -0.02% | +5.88% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.82% | -0.17% | +9.03% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.77% | -0.12% | +8.61% | |
| 12 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.71% | -0.10% | +2.04% | |
| 13 | ✓ | 株式-その他 | 1.65% | — | +7.03% | ||
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.58% | — | -1.42% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.57% | -0.16% | +4.08% | |
| 16 | VLO | Valero Energy CORP | 株式-エネルギー | 1.40% | — | +66.07% | |
| 17 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 1.25% | — | +4.02% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.12% | — | -4.10% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.01% | — | -1.36% | |
| 20 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.00% | — | +135.79% | |
| 21 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.99% | — | -3.60% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.96% | — | -0.28% | |
| 23 | IBND | State Street Spdr Bloomberg | ETF-その他 | 0.88% | — | +3.41% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.87% | — | +7.63% | |
| 25 | KSS | Kohls CORP | 株式-一般消費財 | 0.85% | — | +2.26% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.82% | — | +9.94% | |
| 27 | ✓ | Xl Group LTD Com | 株式-その他 | 0.76% | — | +2.18% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.75% | — | -8.53% | |
| 29 | ROST | Ross Stores INC | 株式-一般消費財 | 0.71% | — | +3.88% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.71% | — | +3.66% | |
| 31 | STX | Seagate Technology Holdings plc | 株式-IT | 0.70% | — | +3.17% | |
| 32 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.69% | — | +4.58% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.68% | — | +5.29% | |
| 34 | ✓ | Andeavor Logistics LP | 株式-その他 | 0.68% | — | +406.67% | |
| 35 | RTN1USD | Raytheon Company | 株式-その他 | 0.67% | — | +3.49% | |
| 36 | ATR | Aptargroup INC | 株式-ヘルスケア | 0.66% | — | +4.08% | |
| 37 | BA | Boeing Co/the | 株式-資本財 | 0.66% | — | +3.70% | |
| 38 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.66% | -0.26% | +3.85% | |
| 39 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.66% | — | +4.76% | |
| 40 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.65% | +0.01% | +4.66% | |
| 41 | AFL | Aflac INC | 株式-金融 | 0.64% | — | +4.23% | |
| 42 | KR | Kroger Co | 株式-生活必需品 | 0.64% | -0.22% | +6.38% | |
| 43 | AIZ | Assurant INC | 株式-金融 | 0.64% | — | +5.81% | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.63% | — | +14.27% | |
| 45 | AON | Aon plc | 株式-金融 | 0.63% | — | +4.64% | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.62% | — | -0.93% | |
| 47 | JWNUSD | Nordstrom INC | 株式-その他 | 0.62% | — | +5.37% | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | — | +5.28% | |
| 49 | ✓ | 株式-その他 | 0.58% | — | +477.14% | ||
| 50 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.58% | — | +5.49% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VLO | Valero Energy CORP | +0.6% | +66.07% | 増加 |
| 2 | ✓ | Andeavor Logistics LP | +0.6% | +406.67% | 増加 |
| 3 | CVS | Cvs Health CORP | +0.6% | +135.79% | 増加 |
| 4 | ✓ | +0.5% | +477.14% | 増加 | |
| 5 | SDA | Sealed Air CORP | +0.5% | +451.65% | 増加 |
| 6 | WBA | Walgreens Boots Alliance INC | +0.5% | +628.23% | 増加 |
| 7 | MPC | Marathon Petroleum CORP | +0.4% | +467.12% | 増加 |
| 8 | VNQ | Vanguard Real Estate ETF | +0.2% | +8.61% | 増加 |
| 9 | KR | Kroger Co | +0.1% | +6.38% | 増加 |
| 10 | TJX | Tjx Companies INC | +0.1% | +4.58% | 増加 |
| 11 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +6.73% | 増加 |
| 12 | AIZ | Assurant INC | +0.1% | +5.81% | 増加 |
| 13 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +7.63% | 増加 |
| 14 | CTLEUR | Centurylink INC | +0.1% | +8.85% | 増加 |
| 15 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +3.41% | 増加 |
| 16 | VBR | Vanguard Small-cap Value ETF | +0.1% | +9.94% | 増加 |
| 17 | KSS | Kohls CORP | +0.1% | +2.26% | 増加 |
| 18 | CNI | Canadian Natl Railway Co | +0.1% | +4.66% | 増加 |
| 19 | HD | Home Depot INC | 0% | +3.66% | 増加 |
| 20 | ROST | Ross Stores INC | 0% | +3.88% | 増加 |
| 21 | IVE | Ishares S&p 500 Value ETF | 0% | +7.57% | 増加 |
| 22 | ✓ | 0% | +7.03% | 増加 | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +14.27% | 増加 |
| 24 | PEG | Public Service Enterprise Gp | 0% | +4.76% | 増加 |
| 25 | JWNUSD | Nordstrom INC | 0% | +5.37% | 増加 |
| 26 | VOE | Vanguard Mid-cap Value ETF | 0% | +7.77% | 増加 |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | +9.03% | 増加 |
| 28 | BND | Vanguard Total Bond Market | -0.1% | +6.31% | 増加 |
| 29 | MUB | Ishares National Muni Bond E | -0.1% | -8.53% | 減少 |
| 30 | BSV | Vanguard Short-term Bond ETF | -0.2% | +4.96% | 増加 |
| 31 | AAL | American Airlines Group INC | -0.2% | +6.10% | 増加 |
| 32 | VEA | Vanguard Ftse Developed ETF | -0.2% | +7.20% | 増加 |
| 33 | TIP | Ishares Tips Bond ETF | -0.2% | +4.44% | 増加 |
| 34 | VWO | Vanguard Ftse Emerging Marke | -0.3% | +5.88% | 増加 |
| 35 | PDCOEUR | Patterson Cos INC | -0.3% | -99.76% | 減少 |
| 36 | KHC | Kraft Heinz Co/the | -0.3% | -98.41% | 減少 |
| 37 | GILD | Gilead Sciences INC | -0.5% | -97.98% | 減少 |
| 38 | AES | Aes CORP | -0.5% | -88.50% | 減少 |
| 39 | ABBV | Abbvie INC | -0.6% | -94.03% | 減少 |
| 40 | MSI | Motorola Solutions INC | -0.6% | -87.27% | 減少 |
| 41 | DVY | Ishares Select Dividend ETF | -1.9% | -76.49% | 減少 |
| 42 | JNP | Juniper Networks INC | — | NEW | 新規購入 |
| 43 | GIS | General Mills INC | — | NEW | 新規購入 |
| 44 | IP | International Paper Co | — | NEW | 新規購入 |
| 45 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新規購入 |
| 46 | ✓ | Powershares Qqq Trust Ser 1 | — | EXIT | 全売却 |
| 47 | ✓ | Powershares Global ETF Trust | — | EXIT | 全売却 |
| 48 | PZA | Invesco National Amt-free Mu | — | NEW | 新規購入 |
| 49 | ✓ | Powershares Global ETF Trust | — | EXIT | 全売却 |
| 50 | IFLN | Invesco Bloomberg Enhanced F | — | NEW | 新規購入 |