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 | 6.19% | +0.23% | -0.16% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.31% | +0.13% | +0.79% | |
| 3 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 5.03% | — | +1.25% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.45% | — | +2.31% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.34% | -0.57% | +1.69% | |
| 6 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 3.75% | +0.18% | +14.98% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.42% | -0.46% | -1.38% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.40% | -0.09% | +1.33% | |
| 9 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.26% | -0.06% | +5.19% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.21% | — | +16.98% | |
| 11 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 2.81% | — | +5.75% | |
| 12 | ORCL | Oracle CORP | 株式-IT | 2.81% | -0.92% | -3.60% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.50% | -0.48% | — | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 2.46% | -0.88% | -8.36% | |
| 15 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 2.25% | +0.17% | -0.92% | |
| 16 | CVS | Cvs Health CORP | 株式-ヘルスケア | 2.09% | -0.05% | -3.41% | |
| 17 | BAC | Bank Of America CORP | 株式-金融 | 2.06% | -0.15% | -3.33% | |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.77% | +0.06% | +1.01% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 1.70% | +0.21% | -2.79% | |
| 20 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.60% | — | -2.67% | |
| 21 | ALL | Allstate CORP | 株式-金融 | 1.45% | — | — | |
| 22 | WFC | Wells Fargo & Co | 株式-金融 | 1.44% | -0.05% | -10.61% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.43% | -0.11% | -1.80% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.42% | -0.17% | -1.26% | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.36% | -0.01% | -1.98% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 1.36% | +0.13% | -1.79% | |
| 27 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 1.32% | — | -6.35% | |
| 28 | GM | General Motors Co | 株式-一般消費財 | 1.25% | -0.08% | -1.47% | |
| 29 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.24% | -0.08% | — | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.16% | — | +3.39% | |
| 31 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.11% | — | — | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 1.04% | -0.14% | — | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.04% | +0.17% | -2.85% | |
| 34 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.97% | -0.06% | +1.28% | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.95% | — | -6.08% | |
| 36 | VLO | Valero Energy CORP | 株式-エネルギー | 0.95% | +0.18% | -7.17% | |
| 37 | ACN | Accenture plc | 株式-IT | 0.94% | -0.14% | -11.56% | |
| 38 | ROP | Roper Technologies INC | 株式-IT | 0.87% | -0.11% | +0.80% | |
| 39 | MMM | 3m Co | 株式-資本財 | 0.87% | — | -1.75% | |
| 40 | NFLX | Netflix INC | 株式-通信サービス | 0.86% | — | — | |
| 41 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.75% | — | -1.57% | |
| 42 | TGT | Target CORP | 株式-一般消費財 | 0.75% | +0.09% | -1.58% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.74% | — | — | |
| 44 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.74% | — | +25.08% | |
| 45 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.60% | — | — | |
| 46 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.59% | — | -0.51% | |
| 47 | CELG | Celgene CORP | 株式-その他 | 0.59% | — | -13.15% | |
| 48 | COP | Conocophillips | 株式-エネルギー | 0.59% | +0.05% | — | |
| 49 | UNM | Unum Group | 株式-金融 | 0.57% | -0.03% | +2.72% | |
| 50 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.53% | — | — |