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 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 6.40% | — | +1.29% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.66% | +0.23% | +0.14% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.14% | +0.13% | -0.37% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.82% | -0.57% | -0.34% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.66% | — | -1.26% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.62% | — | +1.68% | |
| 7 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 4.59% | +0.18% | +0.31% | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.73% | -0.09% | +0.28% | |
| 9 | AAPL | Apple INC | 株式-IT | 3.58% | -0.46% | -1.34% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.53% | -0.06% | -3.07% | |
| 11 | ORCL | Oracle CORP | 株式-IT | 3.21% | -0.92% | -0.42% | |
| 12 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 2.41% | — | +0.48% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.39% | -0.48% | -1.56% | |
| 14 | BAC | Bank Of America CORP | 株式-金融 | 2.10% | -0.15% | +0.95% | |
| 15 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.78% | +0.17% | — | |
| 16 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.73% | -0.05% | +2.87% | |
| 17 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.63% | +0.06% | — | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 1.54% | +0.13% | +0.73% | |
| 19 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.50% | — | — | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.45% | +0.21% | -2.47% | |
| 21 | ALL | Allstate CORP | 株式-金融 | 1.40% | — | — | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 1.38% | -0.88% | -7.89% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.36% | -0.17% | -3.35% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 1.26% | -0.14% | +2.44% | |
| 25 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.26% | -0.08% | -2.99% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.22% | -0.11% | — | |
| 27 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 1.21% | — | +1.31% | |
| 28 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.19% | — | +0.97% | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.18% | -0.01% | -0.58% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.09% | — | -2.12% | |
| 31 | GM | General Motors Co | 株式-一般消費財 | 1.05% | -0.08% | — | |
| 32 | ACN | Accenture plc | 株式-IT | 0.99% | -0.14% | — | |
| 33 | ROP | Roper Technologies INC | 株式-IT | 0.99% | -0.11% | -2.19% | |
| 34 | TGT | Target CORP | 株式-一般消費財 | 0.94% | +0.09% | +3.63% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.93% | -0.06% | -4.17% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.93% | +0.17% | +0.43% | |
| 37 | WFC | Wells Fargo & Co | 株式-金融 | 0.79% | -0.05% | -11.95% | |
| 38 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.79% | — | +4.93% | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.77% | — | -1.71% | |
| 40 | MMM | 3m Co | 株式-資本財 | 0.66% | — | — | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.65% | — | +19.14% | |
| 42 | IMCG | Ishares Morningstar Mid-cap | ETF-その他 | 0.64% | — | — | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.63% | — | — | |
| 44 | VLO | Valero Energy CORP | 株式-エネルギー | 0.62% | +0.18% | — | |
| 45 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.62% | — | +4.34% | |
| 46 | NFLX | Netflix INC | 株式-通信サービス | 0.58% | — | — | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.57% | — | +7.27% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.56% | — | +0.27% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.50% | -0.06% | — | |
| 50 | COP | Conocophillips | 株式-エネルギー | 0.44% | +0.05% | — |