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 | 5.79% | +0.23% | +0.39% | |
| 2 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 5.43% | — | +1.82% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.14% | +0.13% | -0.52% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.20% | -0.57% | -4.46% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.08% | — | +2.89% | |
| 6 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 3.74% | +0.18% | +16.30% | |
| 7 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.35% | -0.09% | -0.74% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.18% | -0.46% | -18.35% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.17% | -0.06% | +3.17% | |
| 10 | ORCL | Oracle CORP | 株式-IT | 3.07% | -0.92% | -2.32% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.89% | — | +41.19% | |
| 12 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 2.86% | — | +28.36% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 2.66% | -0.88% | -5.37% | |
| 14 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 2.45% | +0.17% | +0.51% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.32% | -0.48% | -1.95% | |
| 16 | BAC | Bank Of America CORP | 株式-金融 | 2.29% | -0.15% | -0.82% | |
| 17 | CVS | Cvs Health CORP | 株式-ヘルスケア | 2.11% | -0.05% | -0.21% | |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.73% | +0.06% | — | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 1.60% | +0.21% | -1.14% | |
| 20 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 1.60% | — | -3.69% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.56% | -0.11% | +4.16% | |
| 22 | WFC | Wells Fargo & Co | 株式-金融 | 1.54% | -0.05% | +62.80% | |
| 23 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.53% | — | +1.76% | |
| 24 | ALL | Allstate CORP | 株式-金融 | 1.53% | — | +2.14% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.41% | -0.17% | -0.71% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.34% | -0.01% | -4.54% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 1.33% | +0.13% | +4.72% | |
| 28 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.21% | — | +42.47% | |
| 29 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.20% | -0.08% | -4.79% | |
| 30 | GM | General Motors Co | 株式-一般消費財 | 1.18% | -0.08% | -0.78% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.14% | +0.17% | -1.20% | |
| 32 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.05% | — | +2.67% | |
| 33 | ACN | Accenture plc | 株式-IT | 1.01% | -0.14% | -4.59% | |
| 34 | MMM | 3m Co | 株式-資本財 | 1.00% | — | +1.41% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.98% | -0.14% | +0.79% | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.97% | -0.06% | +3.38% | |
| 37 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.95% | — | — | |
| 38 | ROP | Roper Technologies INC | 株式-IT | 0.89% | -0.11% | +45.77% | |
| 39 | VLO | Valero Energy CORP | 株式-エネルギー | 0.86% | +0.18% | +5.21% | |
| 40 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.81% | — | +12.66% | |
| 41 | CELG | Celgene CORP | 株式-その他 | 0.77% | — | +24.23% | |
| 42 | UNM | Unum Group | 株式-金融 | 0.72% | -0.03% | +48.17% | |
| 43 | TGT | Target CORP | 株式-一般消費財 | 0.70% | +0.09% | -0.94% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.70% | — | +21.43% | |
| 45 | NFLX | Netflix INC | 株式-通信サービス | 0.66% | — | — | |
| 46 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.62% | — | -0.96% | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.61% | — | +56.13% | |
| 48 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.58% | — | — | |
| 49 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.55% | — | — | |
| 50 | COP | Conocophillips | 株式-エネルギー | 0.51% | +0.05% | — |