CIK: 0001632554
申告総資産額
$11.1億
上位200銘柄を表示中（全352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 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 6.84% | — | +6767.16% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.43% | — | +250.93% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.18% | +0.30% | +9.70% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.21% | — | +3.66% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.21% | -0.06% | +8.80% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.11% | -0.62% | — | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.80% | -0.22% | EXIT | |
| 8 | PEP | Pepsico INC | 株式-生活必需品 | 1.79% | — | +4.77% | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 1.69% | -0.06% | +3.12% | |
| 10 | AMT | American Tower CORP | 株式-不動産 | 1.65% | — | -5.78% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.64% | — | +14.74% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.60% | — | +4.75% | |
| 13 | INTC | Intel CORP | 株式-IT | 1.57% | — | +5.27% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.56% | — | +2.00% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.54% | — | +4.28% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.52% | — | +7.67% | |
| 17 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.51% | — | +1.27% | |
| 18 | BLKCHF | Blackrock INC | 株式-その他 | 1.48% | — | -3.42% | |
| 19 | DFSEUR | Discover Financial Services | 株式-その他 | 1.42% | — | +0.78% | |
| 20 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.40% | — | +5.57% | |
| 21 | CSCO | Cisco Systems INC | 株式-IT | 1.40% | — | +4.14% | |
| 22 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 1.39% | — | -0.75% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.39% | — | +4.64% | |
| 24 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.38% | -0.09% | — | |
| 25 | WFC | Wells Fargo & Co | 株式-金融 | 1.36% | — | +8.20% | |
| 26 | VFC | Vf CORP | 株式-一般消費財 | 1.34% | — | +5.23% | |
| 27 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.34% | — | -1.26% | |
| 28 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.33% | — | +4.51% | |
| 29 | WM | Waste Management INC | 株式-資本財 | 1.28% | — | +0.01% | |
| 30 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.27% | — | -0.55% | |
| 31 | ALL | Allstate CORP | 株式-金融 | 1.22% | — | — | |
| 32 | QCOM | Qualcomm INC | 株式-IT | 1.21% | — | +1.07% | |
| 33 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.21% | — | +108.78% | |
| 34 | SNY | Sanofi-adr | 株式-ヘルスケア | 1.19% | — | -2.00% | |
| 35 | UTXZ | United Tech CORP | 株式-その他 | 1.17% | — | +0.14% | |
| 36 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 1.16% | — | +93.41% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.16% | +0.05% | +29.11% | |
| 38 | CSX | Csx CORP | 株式-資本財 | 1.16% | — | +2.41% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 1.16% | — | -7.78% | |
| 40 | AXP | American Express Company | 株式-金融 | 1.16% | — | +5.20% | |
| 41 | CERNCHF | Cerner CORP | 株式-その他 | 1.15% | — | +13.89% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.10% | +0.05% | +0.19% | |
| 43 | ✓ | 株式-その他 | 1.09% | — | -2.93% | ||
| 44 | T | At&t INC | 株式-通信サービス | 1.09% | — | +0.32% | |
| 45 | WDC | Western Digital CORP | 株式-IT | 1.08% | — | +10.61% | |
| 46 | SO | Southern Co/the | 株式-公益事業 | 1.04% | — | +1.46% | |
| 47 | FLR | Fluor CORP | 株式-資本財 | 1.03% | — | +0.94% | |
| 48 | MA | Mastercard INC - A | 株式-金融 | 1.01% | — | +1.98% | |
| 49 | ✓ | 株式-その他 | 0.98% | — | +3.40% | ||
| 50 | NUE | Nucor CORP | 株式-素材 | 0.92% | — | -4.20% |