CIK: 0001616664
申告総資産額
$4.5億
上位200銘柄を表示中（全589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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.43% | -0.05% | -1.17% | |
| 2 | PFE | Pfizer INC | 株式-ヘルスケア | 2.57% | +0.14% | +2.61% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.49% | -0.43% | -8.44% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.43% | -0.11% | +1.08% | |
| 5 | BA | Boeing Co/the | 株式-資本財 | 2.26% | — | -4.45% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.14% | +0.17% | +0.93% | |
| 7 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.82% | -0.10% | -4.81% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.77% | +0.21% | -0.31% | |
| 9 | PHO | Invesco Water Resources ETF | ETF-その他 | 1.77% | — | +1.40% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.73% | -0.08% | -2.14% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.61% | +0.27% | -0.48% | |
| 12 | VZ | Verizon Communications INC | 株式-通信サービス | 1.58% | +0.09% | -1.67% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.56% | -0.08% | -0.13% | |
| 14 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.55% | — | -8.75% | |
| 15 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.51% | — | +1.88% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.51% | +0.23% | +0.92% | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.50% | +0.21% | +0.02% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 1.50% | — | -5.66% | |
| 19 | T | At&t INC | 株式-通信サービス | 1.48% | — | +33.21% | |
| 20 | IDV | Ishares International Select | ETF-その他 | 1.40% | — | -0.65% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.36% | +0.45% | -8.87% | |
| 22 | PNC | Pnc Financial Services Group | 株式-金融 | 1.33% | — | +5.13% | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.18% | — | +6.62% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.13% | -0.31% | -2.34% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.13% | -0.27% | -6.87% | |
| 26 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.06% | — | +39.52% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.03% | — | -3.64% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 1.02% | -0.21% | +14.31% | |
| 29 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 1.02% | — | +4.71% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 1.01% | -0.76% | -3.05% | |
| 31 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.98% | — | -2.66% | |
| 32 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.96% | — | -4.85% | |
| 33 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.94% | -0.14% | +1.03% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.94% | — | -4.38% | |
| 35 | MMM | 3m Co | 株式-資本財 | 0.93% | — | +252.78% | |
| 36 | VFH | Vanguard Financials ETF | ETF-その他 | 0.90% | — | +14.58% | |
| 37 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 0.89% | — | +48.78% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.87% | — | +1.76% | |
| 39 | HON | Honeywell International INC | 株式-資本財 | 0.87% | — | +19.04% | |
| 40 | VDE | Vanguard Energy ETF | ETF-その他 | 0.87% | +0.09% | +6.69% | |
| 41 | INTC | Intel CORP | 株式-IT | 0.81% | — | -2.32% | |
| 42 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.80% | — | -20.84% | |
| 43 | WM | Waste Management INC | 株式-資本財 | 0.78% | — | -1.89% | |
| 44 | HRSEUR | L3harris Technologies INC | 株式-その他 | 0.77% | — | -3.52% | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.76% | — | +35.23% | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.73% | -0.08% | -0.37% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | — | -3.22% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.71% | +0.26% | +144.06% | |
| 49 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.68% | — | -0.58% | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.66% | -0.08% | +9.66% |