CIK: 0001599863
申告総資産額
$24.5億
上位200銘柄を表示中（全270銘柄）
| # | 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 | VUG | Vanguard Growth ETF | ETF-その他 | 10.25% | — | -0.70% | |
| 2 | PFE | Pfizer INC | 株式-ヘルスケア | 10.17% | — | +13.51% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.07% | — | -1.61% | |
| 4 | ✓ | 株式-その他 | 3.75% | — | +41.05% | ||
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.59% | — | +216.31% | |
| 6 | FDN | First Trust Dj Internet Ind | ETF-その他 | 2.96% | — | +0.06% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.61% | — | +5.59% | |
| 8 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.52% | — | +47.41% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.16% | — | -0.56% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.15% | — | +47.57% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.12% | — | +41.59% | |
| 12 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 2.00% | — | -15.88% | |
| 13 | BXMT | Blackstone Mortgage Tru-cl A | 株式-不動産 | 1.93% | — | +4.49% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.89% | — | -13.45% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.74% | — | -26.26% | |
| 16 | CSX | Csx CORP | 株式-資本財 | 1.71% | — | -0.24% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.44% | — | +0.50% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.42% | — | +1.73% | |
| 19 | VFH | Vanguard Financials ETF | ETF-その他 | 1.36% | — | -8.63% | |
| 20 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 1.22% | — | — | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.03% | — | +19.68% | |
| 22 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 1.00% | — | — | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.00% | — | +0.07% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.99% | — | -1.41% | |
| 25 | SHLXUSD | Shell Midstream Partners LP | 株式-その他 | 0.98% | — | +7.61% | |
| 26 | CABO | Cable One INC | 株式-通信サービス | 0.93% | — | — | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 0.85% | — | +3.42% | |
| 28 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.81% | — | +1.83% | |
| 29 | RSPN | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.80% | — | — | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.80% | — | +1.09% | |
| 31 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.67% | — | +0.12% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.66% | — | -0.30% | |
| 33 | WM | Waste Management INC | 株式-資本財 | 0.57% | — | — | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.55% | — | +1.52% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.55% | — | -0.20% | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.54% | — | — | |
| 37 | MPLX | Mplx LP | 株式-エネルギー | 0.53% | — | — | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.46% | — | +1.72% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.46% | — | -1.77% | |
| 40 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.45% | — | -17.89% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.41% | — | +0.25% | |
| 42 | TYL | Tyler Technologies INC | 株式-IT | 0.41% | — | — | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.40% | — | +686.93% | |
| 44 | LHX | L3harris Technologies INC | 株式-資本財 | 0.38% | — | -3.21% | |
| 45 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.38% | — | — | |
| 46 | KKR | Kkr & Co INC | 株式-金融 | 0.38% | — | — | |
| 47 | BX | Blackstone INC | 株式-金融 | 0.38% | — | +1.48% | |
| 48 | MET | Metlife INC | 株式-金融 | 0.37% | — | -21.39% | |
| 49 | PM | Philip Morris International | 株式-生活必需品 | 0.37% | — | — | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.37% | — | +1.33% |