CIK: 0001642140
申告総資産額
$4.2億
上位200銘柄を表示中（全871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 | 11.21% | +16.89% | NEW | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 8.64% | — | -5.08% | |
| 3 | BSM | Black Stone Minerals LP | 株式-その他 | 6.67% | -21.88% | — | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 5.17% | — | -7.91% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.14% | +11.72% | NEW | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.74% | +16.92% | NEW | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.67% | — | -9.48% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 4.22% | — | -6.73% | |
| 9 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 3.14% | -1.67% | — | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.02% | — | +11.35% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.85% | — | +17.07% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.63% | — | -6.88% | |
| 13 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 2.62% | — | +1853.36% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.44% | — | -9.56% | |
| 15 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.97% | — | +4.84% | |
| 16 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.90% | -2.13% | -0.23% | |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.80% | — | -2.87% | |
| 18 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.68% | — | -4.44% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.88% | — | +25.60% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 0.82% | — | +91.12% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.82% | +0.26% | NEW | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.75% | +0.85% | NEW | |
| 23 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.66% | +0.15% | NEW | |
| 24 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.59% | — | +18.98% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | +0.53% | NEW | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.54% | — | +34.22% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.52% | +1.53% | NEW | |
| 28 | T | At&t INC | 株式-通信サービス | 0.51% | — | +16.99% | |
| 29 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 0.50% | — | -1.01% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.46% | +1.17% | NEW | |
| 31 | VUG | Vanguard Growth ETF | ETF-その他 | 0.45% | +0.74% | NEW | |
| 32 | UTXZ | United Tech CORP | 株式-その他 | 0.45% | — | +15.19% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.44% | — | +6.03% | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.43% | +0.64% | NEW | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.43% | — | +17.12% | |
| 36 | PFE | Pfizer INC | 株式-ヘルスケア | 0.40% | — | +25.07% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.38% | — | +41.94% | |
| 38 | INTC | Intel CORP | 株式-IT | 0.36% | +0.27% | NEW | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.36% | — | -0.67% | |
| 40 | BLKCHF | Blackrock INC | 株式-その他 | 0.35% | — | +12.26% | |
| 41 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.33% | — | +4.93% | |
| 42 | EMR | Emerson Electric Co | 株式-資本財 | 0.32% | — | +19.01% | |
| 43 | MDT | Medtronic plc | 株式-ヘルスケア | 0.32% | — | +11.22% | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.31% | — | -10.53% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.30% | — | +9.85% | |
| 46 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.28% | — | — | |
| 47 | ✓ | PowerShares CEF Income Composite | 株式-その他 | 0.28% | — | +3.86% | |
| 48 | TROW | T Rowe Price Group INC | 株式-金融 | 0.28% | — | +12.89% | |
| 49 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.26% | +0.26% | NEW | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.26% | +0.34% | NEW |