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 | 6.07% | +0.23% | +0.19% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.32% | +0.13% | +3.28% | |
| 3 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 4.89% | — | +1.18% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.43% | -0.57% | +1.45% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.10% | — | -0.66% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.91% | -0.46% | -0.02% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.40% | — | +11.50% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.37% | -0.09% | +0.07% | |
| 9 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 3.34% | +0.18% | -0.66% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.17% | -0.06% | +2.00% | |
| 11 | ORCL | Oracle CORP | 株式-IT | 3.08% | -0.92% | — | |
| 12 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 2.92% | — | +12.14% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 2.74% | -0.88% | — | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.49% | -0.48% | -0.54% | |
| 15 | CVS | Cvs Health CORP | 株式-ヘルスケア | 2.32% | -0.05% | -2.81% | |
| 16 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 2.30% | +0.17% | — | |
| 17 | BAC | Bank Of America CORP | 株式-金融 | 2.02% | -0.15% | — | |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.74% | +0.06% | +1.00% | |
| 19 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.59% | — | -0.37% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.52% | +0.21% | -1.52% | |
| 21 | ALL | Allstate CORP | 株式-金融 | 1.47% | — | — | |
| 22 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 1.44% | — | — | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.41% | -0.17% | -0.86% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.39% | -0.11% | -4.39% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 1.35% | +0.13% | +0.23% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.35% | -0.01% | +2.24% | |
| 27 | WFC | Wells Fargo & Co | 株式-金融 | 1.31% | -0.05% | +2.93% | |
| 28 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.26% | -0.08% | — | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.14% | — | +3.19% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.10% | +0.17% | -0.75% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 1.05% | -0.14% | -7.14% | |
| 32 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.02% | — | — | |
| 33 | GM | General Motors Co | 株式-一般消費財 | 1.00% | -0.08% | — | |
| 34 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.94% | -0.06% | +0.02% | |
| 35 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.92% | — | +1.30% | |
| 36 | VLO | Valero Energy CORP | 株式-エネルギー | 0.91% | +0.18% | — | |
| 37 | ACN | Accenture plc | 株式-IT | 0.90% | -0.14% | -2.72% | |
| 38 | ROP | Roper Technologies INC | 株式-IT | 0.88% | -0.11% | — | |
| 39 | MMM | 3m Co | 株式-資本財 | 0.88% | — | — | |
| 40 | TGT | Target CORP | 株式-一般消費財 | 0.81% | +0.09% | — | |
| 41 | NFLX | Netflix INC | 株式-通信サービス | 0.77% | — | — | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.72% | — | — | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.70% | — | +1.70% | |
| 44 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.70% | — | — | |
| 45 | COP | Conocophillips | 株式-エネルギー | 0.61% | +0.05% | — | |
| 46 | CELG | Celgene CORP | 株式-その他 | 0.61% | — | -1.57% | |
| 47 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.60% | — | — | |
| 48 | UNM | Unum Group | 株式-金融 | 0.57% | -0.03% | — | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.53% | — | +0.27% | |
| 50 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.52% | — | -3.25% |