CIK: 0001540141
申告総資産額
$8.9億
上位200銘柄を表示中(全215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 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.32% | -0.53% | +24.93% | |
| 2 | WFC | Wells Fargo & Co | 株式-金融 | 2.83% | -0.78% | -0.68% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.74% | -0.44% | +29.33% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.64% | — | +24.58% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.49% | +0.28% | -3.96% | |
| 6 | VFH | Vanguard Financials ETF | ETF-その他 | 2.45% | +0.08% | -3.87% | |
| 7 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.28% | -0.19% | -6.35% | |
| 8 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 1.98% | — | +26.84% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.98% | +0.15% | -12.69% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.83% | +0.08% | +5.53% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 1.75% | -0.47% | -9.25% | |
| 12 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 1.68% | +0.06% | +82.81% | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.52% | -0.06% | +40.99% | |
| 14 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.51% | +0.07% | +5.96% | |
| 15 | INTC | Intel CORP | 株式-IT | 1.50% | -0.21% | -2.59% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.48% | — | -0.29% | |
| 17 | UTXZ | United Tech CORP | 株式-その他 | 1.39% | +0.08% | -11.31% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.31% | +0.28% | -1.70% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.30% | — | -13.04% | |
| 20 | VIS | Vanguard Industrials ETF | ETF-その他 | 1.28% | +0.08% | -2.04% | |
| 21 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.23% | +0.07% | -20.79% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.21% | +0.07% | +0.18% | |
| 23 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.16% | +0.20% | -5.66% | |
| 24 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.16% | — | -5.13% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.06% | -0.05% | +31.29% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.03% | +0.05% | +14.46% | |
| 27 | VDE | Vanguard Energy ETF | ETF-その他 | 1.02% | — | +27.46% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.01% | — | -15.93% | |
| 29 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.98% | — | -39.97% | |
| 30 | T | At&t INC | 株式-通信サービス | 0.95% | — | -3.33% | |
| 31 | EDIV | State Street Spdr S&p Emergi | ETF-その他 | 0.92% | — | +99.40% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.91% | — | -54.41% | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.90% | +0.18% | -2.66% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.87% | +0.05% | -19.19% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.84% | — | +2.25% | |
| 36 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.82% | +0.06% | -2.02% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.80% | +0.05% | +1.80% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.79% | — | +28.22% | |
| 39 | O | Realty Income CORP | 株式-不動産 | 0.78% | — | -0.85% | |
| 40 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.78% | — | +0.97% | |
| 41 | ADP | Automatic Data Processing | 株式-IT | 0.77% | — | -5.72% | |
| 42 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.74% | — | -2.92% | |
| 43 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.73% | — | +15.58% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | +0.09% | -6.76% | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.70% | +0.05% | +2.39% | |
| 46 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 0.68% | -0.06% | -28.06% | |
| 47 | MSFT | Microsoft CORP | 株式-IT | 0.68% | — | -1.26% | |
| 48 | APD | Air Products & Chemicals INC | 株式-素材 | 0.68% | — | -3.11% | |
| 49 | USB | US Bancorp | 株式-金融 | 0.63% | — | +9.85% | |
| 50 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.62% | +0.11% | +4.89% |