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 | 5.54% | +0.23% | -0.74% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.04% | +0.13% | -0.84% | |
| 3 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 5.00% | — | +2.93% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.29% | -0.57% | +1.13% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.20% | — | -1.27% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.78% | -0.46% | -17.27% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.36% | -0.09% | -6.84% | |
| 8 | ORCL | Oracle CORP | 株式-IT | 3.13% | -0.92% | -0.55% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.01% | -0.06% | -0.85% | |
| 10 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 2.99% | +0.18% | +7.68% | |
| 11 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 2.59% | — | -15.45% | |
| 12 | CVS | Cvs Health CORP | 株式-ヘルスケア | 2.38% | -0.05% | -6.55% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.32% | -0.48% | -2.45% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 2.26% | -0.88% | -2.80% | |
| 15 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 2.23% | +0.17% | -11.66% | |
| 16 | BAC | Bank Of America CORP | 株式-金融 | 2.19% | -0.15% | -0.82% | |
| 17 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 2.16% | — | +57.57% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.99% | — | +39.18% | |
| 19 | SNI | Scripps Networks Inter-cl A | 株式-その他 | 1.92% | — | -15.03% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.71% | +0.21% | -1.11% | |
| 21 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.64% | +0.06% | +2.64% | |
| 22 | ALL | Allstate CORP | 株式-金融 | 1.59% | — | -1.98% | |
| 23 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 1.52% | — | -1.77% | |
| 24 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.42% | — | +3.58% | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.40% | -0.01% | — | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.40% | -0.11% | — | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.38% | -0.17% | -8.32% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 1.35% | +0.13% | -1.77% | |
| 29 | GM | General Motors Co | 株式-一般消費財 | 1.29% | -0.08% | -1.29% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.22% | +0.17% | -31.89% | |
| 31 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.19% | -0.08% | — | |
| 32 | MET | Metlife INC | 株式-金融 | 1.16% | — | -1.32% | |
| 33 | WFC | Wells Fargo & Co | 株式-金融 | 1.05% | -0.05% | -3.73% | |
| 34 | MMM | 3m Co | 株式-資本財 | 1.02% | — | -5.84% | |
| 35 | ACN | Accenture plc | 株式-IT | 1.02% | -0.14% | — | |
| 36 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.00% | — | -2.69% | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.93% | — | +0.51% | |
| 38 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.91% | -0.06% | -0.15% | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.87% | -0.14% | -1.48% | |
| 40 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.87% | — | -37.23% | |
| 41 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.83% | — | +17.75% | |
| 42 | VLO | Valero Energy CORP | 株式-エネルギー | 0.78% | +0.18% | — | |
| 43 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.77% | — | +58.51% | |
| 44 | CELG | Celgene CORP | 株式-その他 | 0.70% | — | +3.07% | |
| 45 | TGT | Target CORP | 株式-一般消費財 | 0.64% | +0.09% | — | |
| 46 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.59% | — | -0.11% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.56% | — | — | |
| 48 | ROP | Roper Technologies INC | 株式-IT | 0.54% | -0.11% | +6.52% | |
| 49 | UNM | Unum Group | 株式-金融 | 0.54% | -0.03% | — | |
| 50 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.54% | — | -5.46% |