CIK: 0001540141
申告総資産額
$8.9億
上位200銘柄を表示中（全220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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.90% | -1.09% | — | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.55% | -0.53% | — | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 3.33% | -0.44% | +7.81% | |
| 4 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.67% | -0.06% | +0.12% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.55% | +0.28% | -1.60% | |
| 6 | WFC | Wells Fargo & Co | 株式-金融 | 2.51% | -0.78% | -0.48% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.46% | — | -0.26% | |
| 8 | VFH | Vanguard Financials ETF | ETF-その他 | 2.31% | +0.08% | -0.28% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 2.02% | -0.47% | -0.05% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.84% | +0.15% | -1.34% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.76% | +0.08% | -0.03% | |
| 12 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 1.65% | +0.06% | +1.53% | |
| 13 | BND | Vanguard Total Bond Market | ETF-その他 | 1.56% | -0.17% | +5.32% | |
| 14 | UTXZ | United Tech CORP | 株式-その他 | 1.48% | +0.08% | -0.03% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.39% | — | -0.68% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.30% | +0.28% | -2.45% | |
| 17 | VIS | Vanguard Industrials ETF | ETF-その他 | 1.28% | +0.08% | -0.87% | |
| 18 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.28% | -0.19% | +1.20% | |
| 19 | EDIV | State Street Spdr S&p Emergi | ETF-その他 | 1.27% | — | +1.47% | |
| 20 | INTC | Intel CORP | 株式-IT | 1.26% | -0.21% | -0.52% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.25% | +0.07% | -1.40% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.25% | -0.05% | +0.18% | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.12% | — | — | |
| 24 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.05% | +0.20% | -1.46% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 1.03% | +0.06% | -0.18% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.03% | +0.05% | -0.52% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 1.00% | +0.18% | +0.42% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 1.00% | +0.05% | +1.68% | |
| 29 | T | At&t INC | 株式-通信サービス | 0.93% | — | +1.15% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.93% | — | -0.10% | |
| 31 | VDE | Vanguard Energy ETF | ETF-その他 | 0.92% | — | +1.18% | |
| 32 | CAT | Caterpillar INC | 株式-資本財 | 0.91% | — | -6.86% | |
| 33 | ADP | Automatic Data Processing | 株式-IT | 0.90% | — | -3.11% | |
| 34 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 0.88% | — | +0.07% | |
| 35 | APD | Air Products & Chemicals INC | 株式-素材 | 0.85% | — | +5.59% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.82% | +0.05% | +3.21% | |
| 37 | USB | US Bancorp | 株式-金融 | 0.78% | — | -0.38% | |
| 38 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.78% | +0.06% | -0.42% | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.77% | — | +1.47% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.74% | +0.09% | -7.18% | |
| 41 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.72% | +0.07% | -1.09% | |
| 42 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.72% | +0.07% | -6.94% | |
| 43 | BA | Boeing Co/the | 株式-資本財 | 0.66% | +0.07% | -1.59% | |
| 44 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.66% | — | -0.74% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.66% | — | -2.33% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.64% | — | +0.62% | |
| 47 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 0.63% | — | -0.41% | |
| 48 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.62% | +0.11% | +0.28% | |
| 49 | PM | Philip Morris International | 株式-生活必需品 | 0.62% | — | -0.28% | |
| 50 | ANETEUR | Arista Networks INC | 株式-その他 | 0.61% | — | +4.55% |