CIK: 0001631930
申告総資産額
$3.4億
| # | 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 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.09% | +0.23% | -1.85% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.75% | +0.13% | -2.94% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.73% | — | +0.92% | |
| 4 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 4.40% | — | +1.02% | |
| 5 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 3.97% | — | +2.81% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.96% | -0.57% | -0.91% | |
| 7 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 3.78% | +0.17% | -0.76% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.78% | -0.09% | -1.54% | |
| 9 | AAPL | Apple INC | 株式-IT | 3.47% | -0.46% | -1.14% | |
| 10 | ORCL | Oracle CORP | 株式-IT | 3.39% | -0.92% | -0.61% | |
| 11 | CVS | Cvs Health CORP | 株式-ヘルスケア | 3.17% | -0.05% | +0.68% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.87% | -0.06% | +0.51% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.76% | +0.17% | — | |
| 14 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.68% | — | -0.88% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.52% | — | -1.86% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 2.04% | +0.21% | -3.55% | |
| 17 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 1.77% | +0.18% | -0.79% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.76% | -0.48% | -0.75% | |
| 19 | SNI | Scripps Networks Inter-cl A | 株式-その他 | 1.60% | — | -0.09% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 1.51% | +0.13% | +0.86% | |
| 21 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 1.48% | — | — | |
| 22 | TGT | Target CORP | 株式-一般消費財 | 1.35% | +0.09% | -1.34% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.34% | -0.17% | -3.88% | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.30% | +0.06% | -0.40% | |
| 25 | IBM | Intl Business Machines CORP | 株式-IT | 1.26% | — | -1.65% | |
| 26 | BAC | Bank Of America CORP | 株式-金融 | 1.26% | -0.15% | -1.82% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.24% | -0.11% | — | |
| 28 | ALL | Allstate CORP | 株式-金融 | 1.21% | — | — | |
| 29 | MMM | 3m Co | 株式-資本財 | 1.19% | — | -17.67% | |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.18% | -0.01% | -2.02% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 1.17% | -0.88% | -6.15% | |
| 32 | ACN | Accenture plc | 株式-IT | 1.16% | -0.14% | — | |
| 33 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.16% | — | -0.78% | |
| 34 | MET | Metlife INC | 株式-金融 | 1.14% | — | -8.83% | |
| 35 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.03% | -0.08% | +75.88% | |
| 36 | GM | General Motors Co | 株式-一般消費財 | 0.98% | -0.08% | -0.36% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.96% | — | -6.04% | |
| 38 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.92% | -0.06% | -13.47% | |
| 39 | WFC | Wells Fargo & Co | 株式-金融 | 0.90% | -0.05% | -6.43% | |
| 40 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.89% | — | -8.25% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.81% | — | — | |
| 42 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.81% | — | +1.61% | |
| 43 | AXP | American Express Company | 株式-金融 | 0.74% | — | -17.48% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.70% | -0.14% | — | |
| 45 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.67% | — | +1.56% | |
| 46 | DE | Deere & Co | 株式-資本財 | 0.65% | — | -16.94% | |
| 47 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.59% | — | -10.32% | |
| 48 | COP | Conocophillips | 株式-エネルギー | 0.57% | +0.05% | -16.83% | |
| 49 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.52% | — | — | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.49% | — | — |