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 | 4.16% | -0.53% | -0.18% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.78% | — | +1.28% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.61% | -0.44% | -0.21% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.50% | +0.28% | -0.44% | |
| 5 | WFC | Wells Fargo & Co | 株式-金融 | 2.30% | -0.78% | +3.67% | |
| 6 | VFH | Vanguard Financials ETF | ETF-その他 | 2.25% | +0.08% | +0.50% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.09% | +0.15% | +1.24% | |
| 8 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 2.04% | — | +2.54% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 1.99% | -0.47% | +3.80% | |
| 10 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.98% | -0.19% | +1.18% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.93% | +0.08% | -0.21% | |
| 12 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 1.74% | +0.06% | +0.44% | |
| 13 | UTXZ | United Tech CORP | 株式-その他 | 1.60% | +0.08% | +1.60% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.59% | — | +2.23% | |
| 15 | INTC | Intel CORP | 株式-IT | 1.56% | -0.21% | +1.82% | |
| 16 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.54% | -0.06% | +3.61% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.37% | +0.28% | +2.75% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.33% | -0.05% | +0.68% | |
| 19 | VIS | Vanguard Industrials ETF | ETF-その他 | 1.28% | +0.08% | +0.78% | |
| 20 | EDIV | State Street Spdr S&p Emergi | ETF-その他 | 1.24% | — | +10.74% | |
| 21 | VDE | Vanguard Energy ETF | ETF-その他 | 1.23% | — | +1.31% | |
| 22 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.22% | +0.07% | -2.27% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.20% | +0.07% | +3.12% | |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.20% | — | +2.31% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 1.16% | +0.18% | +2.82% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.12% | +0.05% | -0.24% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 1.11% | +0.05% | +4.44% | |
| 28 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.10% | — | -0.57% | |
| 29 | T | At&t INC | 株式-通信サービス | 1.09% | — | +2.07% | |
| 30 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.08% | +0.20% | +1.18% | |
| 31 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.00% | +0.07% | -1.66% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.97% | — | +4.54% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.95% | — | -1.72% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.94% | +0.05% | +4.77% | |
| 35 | CAT | Caterpillar INC | 株式-資本財 | 0.93% | — | +8.05% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.86% | — | +1.00% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.86% | — | -2.64% | |
| 38 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.80% | — | — | |
| 39 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.79% | — | +0.54% | |
| 40 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.79% | +0.06% | +2.21% | |
| 41 | ADP | Automatic Data Processing | 株式-IT | 0.78% | — | +3.90% | |
| 42 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.78% | — | +6.07% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.74% | +0.06% | +6.09% | |
| 44 | MMM | 3m Co | 株式-資本財 | 0.72% | +0.05% | -0.63% | |
| 45 | BND | Vanguard Total Bond Market | ETF-その他 | 0.71% | -0.17% | +5.71% | |
| 46 | USB | US Bancorp | 株式-金融 | 0.71% | — | +11.92% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | +0.09% | +0.64% | |
| 48 | O | Realty Income CORP | 株式-不動産 | 0.70% | — | -25.43% | |
| 49 | APD | Air Products & Chemicals INC | 株式-素材 | 0.69% | — | -0.27% | |
| 50 | PM | Philip Morris International | 株式-生活必需品 | 0.68% | — | +7.45% |