CIK: 0001568787
申告総資産額
$134.0億
上位200銘柄を表示中（全834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 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 19.54% | — | +2.39% | |
| 2 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 13.12% | — | +3.54% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 9.04% | -0.39% | +1.83% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.25% | — | — | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.60% | — | +1905.69% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.57% | — | -0.70% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.18% | +0.31% | +56.21% | |
| 8 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.73% | — | +176442.50% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.83% | +0.19% | — | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.75% | — | +582.16% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.96% | — | +4.60% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.87% | +0.13% | -1.34% | |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.80% | — | +726.68% | |
| 14 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.74% | — | -3.55% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.72% | — | +1327.69% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.68% | — | +15328.18% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.61% | +0.13% | +26.68% | |
| 18 | ✓ | 株式-その他 | 0.57% | — | — | ||
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.46% | — | +32.08% | |
| 20 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.46% | — | +57.99% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.45% | — | +65.57% | |
| 22 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.44% | +0.14% | +5.37% | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.42% | — | +2.67% | |
| 24 | SO | Southern Co/the | 株式-公益事業 | 0.40% | — | +27.84% | |
| 25 | BA | Boeing Co/the | 株式-資本財 | 0.40% | — | +622.61% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.39% | — | +9.86% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.38% | -0.31% | +59.89% | |
| 28 | AAPL | Apple INC | 株式-IT | 0.36% | — | -22.26% | |
| 29 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.35% | — | +59.24% | |
| 30 | T | At&t INC | 株式-通信サービス | 0.34% | — | +34.71% | |
| 31 | GOOG | Alphabet A | 株式-通信サービス | 0.34% | — | +2.76% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.33% | — | +68.80% | |
| 33 | ITW | Illinois Tool Works | 株式-資本財 | 0.30% | — | +102.29% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.30% | — | +1.00% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.30% | +0.05% | +102.23% | |
| 36 | INTC | Intel CORP | 株式-IT | 0.29% | — | +127.70% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.28% | +0.06% | +81.05% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.28% | — | +75.84% | |
| 39 | MMM | 3m Co | 株式-資本財 | 0.28% | — | +138.65% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.27% | — | +1.51% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.26% | — | +92.58% | |
| 42 | PRA | Proassurance CORP | 株式-その他 | 0.25% | — | — | |
| 43 | RTN1USD | Raytheon Company | 株式-その他 | 0.25% | — | +238.75% | |
| 44 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.25% | — | +49.03% | |
| 45 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.24% | — | — | |
| 46 | ORCL | Oracle CORP | 株式-IT | 0.23% | -0.09% | +3.22% | |
| 47 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.23% | — | +2.03% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.23% | — | -1.59% | |
| 49 | QCOM | Qualcomm INC | 株式-IT | 0.21% | — | +3.67% | |
| 50 | PRU | Prudential Financial INC | 株式-金融 | 0.21% | — | +2545.53% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +3.3% | +1905.69% | 増加 |
| 2 | TIP | Ishares Tips Bond ETF | +2.7% | +176442.50% | 増加 |
| 3 | VWO | Vanguard Ftse Emerging Marke | +1.4% | +582.16% | 増加 |
| 4 | DIA | Ss Spdr Dow Jones Indus Avg | +0.7% | +726.68% | 増加 |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.7% | +15328.18% | 増加 |
| 6 | MDY | State Street Spdr S&p Midcap | +0.7% | +1327.69% | 増加 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +56.21% | 増加 |
| 8 | BA | Boeing Co/the | +0.3% | +622.61% | 増加 |
| 9 | PRU | Prudential Financial INC | +0.2% | +2545.53% | 増加 |
| 10 | RTN1USD | Raytheon Company | +0.2% | +238.75% | 増加 |
| 11 | HAS | Hasbro INC | +0.2% | +6813.33% | 増加 |
| 12 | ADP | Automatic Data Processing | +0.2% | +2786.84% | 増加 |
| 13 | MMM | 3m Co | +0.1% | +138.65% | 増加 |
| 14 | PAYX | Paychex INC | +0.1% | +468.50% | 増加 |
| 15 | TRV | Travelers Cos Inc/the | +0.1% | +3844.72% | 増加 |
| 16 | ✓ | +0.1% | +19212.96% | 増加 | |
| 17 | NUE | Nucor CORP | +0.1% | +264.93% | 増加 |
| 18 | USB | US Bancorp | +0.1% | +680.36% | 増加 |
| 19 | BAX | Baxter International INC | +0.1% | +1577.14% | 増加 |
| 20 | INTC | Intel CORP | +0.1% | +127.70% | 増加 |
| 21 | ✓ | +0.1% | +500.25% | 増加 | |
| 22 | NEE | Nextera Energy INC | +0.1% | +572.75% | 増加 |
| 23 | D | Dominion Energy INC | +0.1% | +2093.39% | 増加 |
| 24 | PXGBX | Praxair INC | +0.1% | +5597.83% | 増加 |
| 25 | WFC | Wells Fargo & Co | +0.1% | +315.21% | 増加 |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | +65.57% | 増加 |
| 27 | AEP | American Electric Power Company, Inc. | +0.1% | +57.99% | 増加 |
| 28 | ITW | Illinois Tool Works | +0.1% | +102.29% | 増加 |
| 29 | JNJ | Johnson & Johnson | +0.1% | +102.23% | 増加 |
| 30 | MSFT | Microsoft CORP | +0.1% | +59.89% | 増加 |
| 31 | KMB | Kimberly-clark CORP | +0.1% | +59.24% | 増加 |
| 32 | MRK | Merck & Co. INC. | +0.1% | +68.80% | 増加 |
| 33 | CVX | Chevron CORP | +0.1% | +81.05% | 増加 |
| 34 | PEP | Pepsico INC | +0.1% | +75.84% | 増加 |
| 35 | CSCO | Cisco Systems INC | +0.1% | +92.58% | 増加 |
| 36 | XOM | Exxon Mobil CORP | 0% | +26.68% | 増加 |
| 37 | KO | Coca-cola Co/the | — | +32.08% | 増加 |
| 38 | ✓ | PowerShares CEF Income Composite | -0.5% | -79.60% | 減少 |
| 39 | EFA | Ishares Msci Eafe ETF | -1.4% | -0.70% | 減少 |
| 40 | VUG | Vanguard Growth ETF | -2.7% | +1.83% | 増加 |
| 41 | VOT | Vanguard Mid-cap Growth ETF | -4.3% | +3.54% | 増加 |
| 42 | VOE | Vanguard Mid-cap Value ETF | -5.9% | +2.39% | 増加 |
| 43 | VOO | Vanguard S&p 500 ETF | — | NEW | 新規購入 |
| 44 | BLKCHF | Blackrock INC | — | NEW | 新規購入 |
| 45 | PNC | Pnc Financial Services Group | — | NEW | 新規購入 |
| 46 | WM | Waste Management INC | — | NEW | 新規購入 |
| 47 | MAT | Mattel INC | — | NEW | 新規購入 |
| 48 | AJG | Arthur J Gallagher & Co | — | NEW | 新規購入 |
| 49 | DRI | Darden Restaurants INC | — | NEW | 新規購入 |
| 50 | LEG | Leggett & Platt INC | — | NEW | 新規購入 |