CIK: 0001642140
申告総資産額
$4.2億
上位200銘柄を表示中(全870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 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 11.41% | +16.89% | NEW | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 9.60% | — | -35.70% | |
| 3 | BSM | Black Stone Minerals LP | 株式-その他 | 6.71% | -21.88% | — | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 5.70% | — | +99.38% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.32% | +11.72% | NEW | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.08% | — | +354.70% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.77% | +16.92% | NEW | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 4.65% | — | +48.73% | |
| 9 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 3.36% | — | +28.34% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.09% | — | +26.82% | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.94% | — | +74.91% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.70% | — | +162.07% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.48% | — | -21.31% | |
| 14 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 2.11% | -2.13% | +46.99% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.98% | — | +57.62% | |
| 16 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.94% | — | +163.72% | |
| 17 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.78% | — | +51.96% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.72% | — | -37.92% | |
| 19 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.69% | — | -23.35% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.65% | +0.85% | NEW | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.55% | +1.53% | NEW | |
| 22 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 0.54% | — | +214.94% | |
| 23 | AAPL | Apple INC | 株式-IT | 0.53% | +1.17% | NEW | |
| 24 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.51% | — | -23.68% | |
| 25 | UTXZ | United Tech CORP | 株式-その他 | 0.46% | — | -7.72% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.45% | — | -54.82% | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.45% | +0.74% | NEW | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 0.43% | +0.64% | NEW | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.43% | — | +45.53% | |
| 30 | T | At&t INC | 株式-通信サービス | 0.42% | — | -30.10% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.41% | +0.53% | NEW | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.41% | — | -48.21% | |
| 33 | INTC | Intel CORP | 株式-IT | 0.40% | +0.27% | NEW | |
| 34 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.39% | +0.15% | NEW | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.38% | — | -28.35% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.38% | — | -37.38% | |
| 37 | BLKCHF | Blackrock INC | 株式-その他 | 0.37% | — | +0.57% | |
| 38 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.37% | — | -9.67% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.36% | +0.26% | NEW | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.36% | — | -19.05% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.35% | — | -27.61% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.32% | — | -13.64% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.31% | — | -37.25% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.31% | — | -8.74% | |
| 45 | MDT | Medtronic plc | 株式-ヘルスケア | 0.31% | — | -4.63% | |
| 46 | ✓ | PowerShares CEF Income Composite | 株式-その他 | 0.30% | — | -15.23% | |
| 47 | EMR | Emerson Electric Co | 株式-資本財 | 0.29% | — | -18.29% | |
| 48 | TROW | T Rowe Price Group INC | 株式-金融 | 0.29% | — | +3.42% | |
| 49 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.29% | — | -1.88% | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.29% | +0.34% | NEW |