CIK: 0001616664
申告総資産額
$4.5億
上位200銘柄を表示中（全569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 | 3.99% | -0.05% | -1.36% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.78% | -0.43% | -1.60% | |
| 3 | T | At&t INC | 株式-通信サービス | 2.27% | — | +0.53% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.25% | -0.11% | -2.58% | |
| 5 | PFE | Pfizer INC | 株式-ヘルスケア | 2.13% | +0.14% | +0.93% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.10% | +0.17% | -1.19% | |
| 7 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.01% | -0.10% | -0.46% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.99% | -0.08% | -0.27% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.93% | — | +11.39% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.83% | -0.76% | +0.10% | |
| 11 | VZ | Verizon Communications INC | 株式-通信サービス | 1.81% | +0.09% | -0.20% | |
| 12 | PHO | Invesco Water Resources ETF | ETF-その他 | 1.79% | — | -0.06% | |
| 13 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.71% | — | -2.10% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 1.67% | — | -1.57% | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.66% | +0.21% | -2.18% | |
| 16 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.56% | — | +1.15% | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.52% | +0.45% | -1.56% | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.52% | — | +15.55% | |
| 19 | PNC | Pnc Financial Services Group | 株式-金融 | 1.44% | — | -1.65% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.40% | -0.08% | +0.34% | |
| 21 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 1.35% | — | +0.48% | |
| 22 | BAC | Bank Of America CORP | 株式-金融 | 1.24% | -0.21% | -2.68% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.22% | -0.31% | -0.52% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.21% | -0.14% | +8.75% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 1.20% | +0.23% | -5.75% | |
| 26 | BA | Boeing Co/the | 株式-資本財 | 1.15% | — | -18.20% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.05% | -0.06% | -2.63% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 1.02% | +0.26% | -1.86% | |
| 29 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.00% | — | -4.49% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.99% | -0.27% | +0.30% | |
| 31 | HON | Honeywell International INC | 株式-資本財 | 0.95% | — | -1.44% | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.94% | — | -2.26% | |
| 33 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.94% | — | -1.41% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.93% | — | +0.42% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.92% | — | -0.77% | |
| 36 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 0.92% | — | -1.13% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.90% | -0.08% | +2.17% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.89% | +0.27% | -12.62% | |
| 39 | LHX | L3harris Technologies INC | 株式-資本財 | 0.88% | — | -1.51% | |
| 40 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.87% | — | +0.28% | |
| 41 | WM | Waste Management INC | 株式-資本財 | 0.87% | — | -2.35% | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.85% | +0.21% | -11.76% | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.85% | — | +2.25% | |
| 44 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.85% | — | -0.79% | |
| 45 | VFH | Vanguard Financials ETF | ETF-その他 | 0.85% | — | -3.54% | |
| 46 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.81% | — | -1.32% | |
| 47 | CRM | Salesforce INC | 株式-IT | 0.70% | -0.17% | +1.52% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.68% | — | -1.34% | |
| 49 | VUG | Vanguard Growth ETF | ETF-その他 | 0.68% | -0.08% | +19.85% | |
| 50 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.65% | — | -3.97% |