CIK: 0001588871
申告総資産額
$18.9億
上位200銘柄を表示中（全629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 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 9.83% | -0.97% | +0.66% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 9.73% | +0.17% | +2.36% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 8.62% | +0.20% | +4.57% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 7.09% | +1.32% | +2.66% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 6.77% | +0.03% | +1.85% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.19% | +0.35% | +1.14% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.91% | +0.16% | +5.46% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.58% | -0.21% | +0.32% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.30% | -0.33% | +0.71% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.55% | -0.05% | +2.74% | |
| 11 | WMT | Walmart INC | 株式-生活必需品 | 2.52% | +0.27% | +0.77% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.37% | +0.10% | +5.94% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.35% | -0.31% | +0.79% | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.18% | +0.19% | +0.69% | |
| 15 | OEF | Ishares S&p 100 ETF | ETF-その他 | 2.14% | -0.23% | -0.45% | |
| 16 | BLDR | Builders Firstsource INC | 株式-資本財 | 2.09% | — | +0.63% | |
| 17 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 1.76% | — | -0.67% | |
| 18 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.67% | -0.17% | -0.01% | |
| 19 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.52% | -0.10% | +0.74% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.37% | -0.30% | -2.74% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.25% | -0.18% | +2.42% | |
| 22 | CMA | Comerica INC | 株式-その他 | 1.05% | -1.13% | EXIT | |
| 23 | GD | General Dynamics CORP | 株式-資本財 | 1.01% | +0.01% | +1.72% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.70% | — | +1.09% | |
| 25 | VLO | Valero Energy CORP | 株式-エネルギー | 0.69% | — | +1.86% | |
| 26 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.38% | -2.01% | +29.72% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.35% | — | -0.09% | |
| 28 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.34% | — | -2.29% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.31% | — | +4.91% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.29% | — | -0.62% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.25% | — | +12.38% | |
| 32 | GL | Globe Life INC | 株式-金融 | 0.24% | — | -0.59% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.24% | +0.11% | +2.76% | |
| 34 | AVGO | Broadcom INC | 株式-IT | 0.21% | — | -3.32% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.21% | — | +49.59% | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.21% | — | +0.21% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.20% | — | +3.37% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.20% | — | -1.97% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.20% | — | +0.43% | |
| 40 | UNP | Union Pacific CORP | 株式-資本財 | 0.20% | — | +3.22% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.18% | +0.03% | -4.62% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.18% | -0.04% | — | |
| 43 | SO | Southern Co/the | 株式-公益事業 | 0.18% | +0.03% | -34.93% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.17% | +0.08% | -1.80% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.17% | -0.07% | +8.46% | |
| 46 | MAA | Mid-america Apartment Comm | 株式-不動産 | 0.16% | — | — | |
| 47 | RF | Regions Financial CORP | 株式-金融 | 0.16% | — | -56.49% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.16% | — | +11.13% | |
| 49 | SYK | Stryker CORP | 株式-ヘルスケア | 0.15% | — | +3.92% | |
| 50 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 0.15% | — | — |