CIK: 0001588871
申告総資産額
$18.9億
上位200銘柄を表示中（全864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 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 9.59% | +0.17% | +3.19% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 9.12% | -0.97% | -1.15% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 8.40% | +0.20% | +8.60% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.58% | +0.35% | +0.72% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 6.23% | +0.03% | +2.51% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 6.09% | -2.01% | +47.05% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 5.13% | +0.16% | +47.48% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.46% | -0.33% | -1.44% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.00% | -0.31% | -3.16% | |
| 10 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.91% | +0.19% | -5.00% | |
| 11 | WMT | Walmart INC | 株式-生活必需品 | 2.42% | +0.27% | -0.10% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.42% | +0.10% | +11.16% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.29% | -0.21% | -0.76% | |
| 14 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.23% | -0.05% | +6.77% | |
| 15 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.93% | -0.23% | -1.07% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.69% | +1.32% | +1.91% | |
| 17 | XLE | Ss Energy Select Sector | ETF-その他 | 1.61% | +0.60% | +121.30% | |
| 18 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.61% | -0.17% | +94.41% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.59% | -0.10% | +1.45% | |
| 20 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.46% | -0.10% | +2.56% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.23% | -0.30% | +0.47% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.14% | -0.18% | -0.02% | |
| 23 | CMA | Comerica INC | 株式-その他 | 1.13% | -1.13% | EXIT | |
| 24 | GD | General Dynamics CORP | 株式-資本財 | 1.03% | +0.01% | -2.44% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.80% | — | -0.32% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.47% | — | +0.41% | |
| 27 | OAKC | Oakworth Capital INC | 株式-その他 | 0.42% | — | -0.50% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | — | +1.98% | |
| 29 | AVGO | Broadcom INC | 株式-IT | 0.33% | — | +12.20% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | — | +0.79% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.25% | +0.11% | -6.40% | |
| 32 | SO | Southern Co/the | 株式-公益事業 | 0.24% | +0.03% | +2.44% | |
| 33 | VBIAX | Vanguard Balanced Index-adm | 株式-その他 | 0.24% | — | -76.59% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.24% | — | -6.99% | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.24% | — | +0.74% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.23% | — | — | |
| 37 | GL | Globe Life INC | 株式-金融 | 0.22% | — | +2.07% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.21% | +0.03% | +0.86% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.18% | — | +2.55% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.18% | — | +2.96% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.17% | — | -0.70% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.17% | +0.08% | +1.15% | |
| 43 | MU | Micron Technology INC | 株式-IT | 0.16% | +0.02% | — | |
| 44 | ORCL | Oracle CORP | 株式-IT | 0.16% | -0.04% | -3.22% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.15% | — | +3.75% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.14% | — | -3.32% | |
| 47 | FSLR | First Solar INC | 株式-IT | 0.13% | -0.04% | — | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.13% | — | +9.97% | |
| 49 | UNP | Union Pacific CORP | 株式-資本財 | 0.13% | — | -0.09% | |
| 50 | LRCX | Lam Research CORP | 株式-IT | 0.12% | +0.03% | — |