CIK: 0001616664
申告総資産額
$4.5億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.30% | -0.05% | -4.11% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.87% | -0.11% | +4.21% | |
| 3 | PFE | Pfizer INC | 株式-ヘルスケア | 2.85% | +0.14% | -5.44% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.43% | +0.17% | +2.42% | |
| 5 | BA | Boeing Co/the | 株式-資本財 | 2.24% | — | -3.97% | |
| 6 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.11% | -0.10% | +4.27% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.00% | -0.43% | -2.98% | |
| 8 | VZ | Verizon Communications INC | 株式-通信サービス | 1.98% | +0.09% | +0.15% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.88% | -0.08% | +3.21% | |
| 10 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.85% | +0.21% | -3.62% | |
| 11 | PEP | Pepsico INC | 株式-生活必需品 | 1.79% | — | +2.06% | |
| 12 | PHO | Invesco Water Resources ETF | ETF-その他 | 1.74% | — | -6.43% | |
| 13 | T | At&t INC | 株式-通信サービス | 1.68% | — | +12.85% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.67% | -0.08% | +4.90% | |
| 15 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.64% | +0.21% | -11.04% | |
| 16 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.56% | — | +111.60% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.53% | +0.23% | -3.60% | |
| 18 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.47% | — | -1.56% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.43% | +0.45% | +2.39% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.40% | -0.76% | +31.56% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.38% | +0.27% | -9.52% | |
| 22 | PNC | Pnc Financial Services Group | 株式-金融 | 1.36% | — | -0.06% | |
| 23 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.27% | — | +61.57% | |
| 24 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 1.24% | — | +19.09% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.20% | -0.06% | +106.99% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.16% | -0.31% | +0.31% | |
| 27 | BAC | Bank Of America CORP | 株式-金融 | 1.16% | -0.21% | +14.18% | |
| 28 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.13% | — | +0.61% | |
| 29 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 1.08% | — | -12.28% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.07% | — | -4.79% | |
| 31 | IDV | Ishares International Select | ETF-その他 | 1.03% | — | -29.16% | |
| 32 | MMM | 3m Co | 株式-資本財 | 1.01% | — | +1.47% | |
| 33 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.99% | — | -17.62% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.99% | -0.27% | -1.25% | |
| 35 | INTC | Intel CORP | 株式-IT | 0.98% | — | +2.46% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.95% | +0.26% | +13.31% | |
| 37 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.94% | — | -7.92% | |
| 38 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.90% | — | +45.14% | |
| 39 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.90% | — | +8.51% | |
| 40 | VFH | Vanguard Financials ETF | ETF-その他 | 0.89% | — | -2.09% | |
| 41 | WM | Waste Management INC | 株式-資本財 | 0.89% | — | -2.58% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.89% | — | +17.86% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.86% | -0.14% | -6.03% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.85% | — | +0.09% | |
| 45 | HON | Honeywell International INC | 株式-資本財 | 0.84% | — | +3.02% | |
| 46 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.82% | — | +59.92% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.81% | -0.08% | -0.90% | |
| 48 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.75% | — | -23.73% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.74% | — | +1.55% | |
| 50 | VDE | Vanguard Energy ETF | ETF-その他 | 0.74% | +0.09% | -2.58% |