CIK: 0001569173
申告総資産額
$3.3億
上位200銘柄を表示中（全418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 | SCHH | Schwab US Reit ETF | ETF-その他 | 5.61% | -0.63% | +45.79% | |
| 2 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 4.64% | -0.11% | +16.35% | |
| 3 | FISV | Fiserv INC | 株式-その他 | 3.06% | -0.01% | +98.07% | |
| 4 | TYGEUR | Tortoise Energy Infrastruct | 株式-その他 | 2.74% | — | +4.31% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.33% | -0.01% | +3.68% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.24% | +0.02% | +15.42% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.24% | — | +1.51% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.06% | +0.76% | -1.64% | |
| 9 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.04% | -0.03% | +6.13% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.02% | +0.41% | +0.85% | |
| 11 | EMLP | First Trust North American E | ETF-その他 | 1.87% | +0.67% | +4.60% | |
| 12 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.86% | -0.34% | -0.13% | |
| 13 | INTC | Intel CORP | 株式-IT | 1.84% | +0.10% | +0.12% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.77% | — | +21.90% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.75% | +0.03% | -0.72% | |
| 16 | XLE | Ss Energy Select Sector | ETF-その他 | 1.60% | -0.21% | +3.79% | |
| 17 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 1.56% | -0.47% | +7.41% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.54% | — | +4.74% | |
| 19 | UNP | Union Pacific CORP | 株式-資本財 | 1.53% | +0.02% | -0.37% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.52% | +0.03% | +0.86% | |
| 21 | AFL | Aflac INC | 株式-金融 | 1.51% | — | +98.12% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.49% | +0.05% | +0.32% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.48% | — | +0.24% | |
| 24 | ITW | Illinois Tool Works | 株式-資本財 | 1.46% | +0.08% | +2.93% | |
| 25 | AXP | American Express Company | 株式-金融 | 1.41% | — | +0.83% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.26% | — | -1.15% | |
| 27 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.26% | +0.15% | +0.76% | |
| 28 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.25% | — | -1.39% | |
| 29 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.20% | — | +0.38% | |
| 30 | ORCL | Oracle CORP | 株式-IT | 1.20% | -0.25% | +0.97% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.13% | — | +4.86% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 1.12% | — | +1.99% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.08% | — | +1.73% | |
| 34 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.03% | -0.36% | +1.49% | |
| 35 | DHR | Danaher CORP | 株式-ヘルスケア | 1.03% | — | +1.72% | |
| 36 | ADP | Automatic Data Processing | 株式-IT | 1.02% | — | -0.69% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.98% | — | +0.42% | |
| 38 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.91% | +0.02% | +0.97% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.89% | — | +0.03% | |
| 40 | VDE | Vanguard Energy ETF | ETF-その他 | 0.87% | +0.22% | +4.32% | |
| 41 | ACN | Accenture plc | 株式-IT | 0.87% | — | — | |
| 42 | OMC | Omnicom Group | 株式-通信サービス | 0.86% | -0.39% | +0.01% | |
| 43 | UTXZ | United Tech CORP | 株式-その他 | 0.76% | +0.01% | — | |
| 44 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.72% | — | — | |
| 45 | JRS | Nuveen Real Estate Income | 株式-その他 | 0.69% | -0.11% | +7.61% | |
| 46 | NEE | Nextera Energy INC | 株式-公益事業 | 0.68% | — | -1.29% | |
| 47 | HUBG | Hub Group Inc-cl A | 株式-その他 | 0.67% | — | — | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.63% | — | — | |
| 49 | MMM | 3m Co | 株式-資本財 | 0.62% | — | +3.75% | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.61% | — | -2.64% |