CIK: 0001569173
申告総資産額
$3.3億
上位200銘柄を表示中（全259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 | 5.78% | -0.63% | +0.24% | |
| 2 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 4.14% | -0.11% | +1.26% | |
| 3 | FISV | Fiserv INC | 株式-その他 | 3.09% | -0.01% | -0.63% | |
| 4 | TYGEUR | Tortoise Energy Infrastruct | 株式-その他 | 2.55% | — | -4.00% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.55% | +0.76% | -1.94% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.51% | +0.02% | +0.39% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.34% | — | +0.91% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.27% | +0.41% | -1.98% | |
| 9 | EMLP | First Trust North American E | ETF-その他 | 2.20% | +0.67% | +6.38% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.18% | -0.01% | +1.66% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.89% | — | +10.63% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.86% | -0.03% | +2.50% | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.86% | +0.03% | -1.99% | |
| 14 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 1.81% | -0.47% | +12.74% | |
| 15 | XLE | Ss Energy Select Sector | ETF-その他 | 1.75% | -0.21% | -0.31% | |
| 16 | AXP | American Express Company | 株式-金融 | 1.74% | — | +0.32% | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.71% | -0.34% | -0.37% | |
| 18 | UNP | Union Pacific CORP | 株式-資本財 | 1.65% | +0.02% | -1.50% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.64% | +0.03% | +0.57% | |
| 20 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.61% | +0.15% | +3.03% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.60% | +0.05% | +1.39% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.58% | — | +0.59% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.52% | — | -1.49% | |
| 24 | AFL | Aflac INC | 株式-金融 | 1.48% | — | -1.27% | |
| 25 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.42% | — | +0.31% | |
| 26 | INTC | Intel CORP | 株式-IT | 1.41% | +0.10% | -0.52% | |
| 27 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.29% | — | +9.30% | |
| 28 | ORCL | Oracle CORP | 株式-IT | 1.23% | -0.25% | +5.65% | |
| 29 | ADP | Automatic Data Processing | 株式-IT | 1.23% | — | -2.56% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.21% | — | -1.67% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 1.16% | — | +9.86% | |
| 32 | ITW | Illinois Tool Works | 株式-資本財 | 1.14% | +0.08% | +1.24% | |
| 33 | DHR | Danaher CORP | 株式-ヘルスケア | 1.08% | — | +2.08% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.05% | — | -0.28% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.01% | — | +6.72% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 1.00% | — | -5.75% | |
| 37 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.96% | -0.36% | +2.86% | |
| 38 | ACN | Accenture plc | 株式-IT | 0.90% | — | +0.94% | |
| 39 | VDE | Vanguard Energy ETF | ETF-その他 | 0.89% | +0.22% | +0.67% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.88% | — | -0.49% | |
| 41 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.85% | +0.02% | -0.88% | |
| 42 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.82% | — | — | |
| 43 | UTXZ | United Tech CORP | 株式-その他 | 0.79% | +0.01% | -0.33% | |
| 44 | OMC | Omnicom Group | 株式-通信サービス | 0.73% | -0.39% | -0.60% | |
| 45 | HUBG | Hub Group Inc-cl A | 株式-その他 | 0.69% | — | — | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.63% | — | — | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.59% | — | — | |
| 48 | JRS | Nuveen Real Estate Income | 株式-その他 | 0.58% | -0.11% | -6.08% | |
| 49 | WEP | Magellan Midstream Partners | 株式-その他 | 0.56% | — | — | |
| 50 | CSX | Csx CORP | 株式-資本財 | 0.54% | — | — |