CIK: 0001642140
申告総資産額
$4.2億
上位200銘柄を表示中(全863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 | 11.70% | +16.89% | NEW | |
| 2 | BSM | Black Stone Minerals LP | 株式-その他 | 8.70% | -21.88% | -0.66% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 7.67% | — | -18.11% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.59% | +16.92% | NEW | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.39% | +11.72% | NEW | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 4.91% | — | +51.09% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.42% | — | +101.56% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 4.37% | — | +30.56% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.39% | — | -0.58% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.06% | — | -14.99% | |
| 11 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.89% | — | +124.92% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.78% | — | +61.16% | |
| 13 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 2.74% | -1.67% | -12.64% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.07% | — | +50.63% | |
| 15 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.85% | -2.13% | +21.76% | |
| 16 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.47% | — | +22.03% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.25% | — | +428.94% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | +0.85% | NEW | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.68% | +0.26% | NEW | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.58% | +1.53% | NEW | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 0.54% | — | +9.12% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.54% | +1.17% | NEW | |
| 23 | T | At&t INC | 株式-通信サービス | 0.52% | — | -1.94% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.51% | — | +14.13% | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.50% | — | -0.58% | |
| 26 | VTV | Vanguard Value ETF | ETF-その他 | 0.50% | +0.64% | NEW | |
| 27 | UTXZ | United Tech CORP | 株式-その他 | 0.49% | — | -2.52% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.47% | +0.53% | NEW | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 0.46% | +0.74% | NEW | |
| 30 | INTC | Intel CORP | 株式-IT | 0.45% | +0.27% | NEW | |
| 31 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 0.45% | — | +38.29% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.45% | — | -1.85% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.43% | — | -8.91% | |
| 34 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.42% | — | -76.11% | |
| 35 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.42% | +0.15% | NEW | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.41% | — | -1.93% | |
| 37 | BLKCHF | Blackrock INC | 株式-その他 | 0.41% | — | -2.59% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.40% | — | -2.89% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.39% | — | +37.50% | |
| 40 | DFSEUR | Discover Financial Services | 株式-その他 | 0.34% | — | -4.24% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.33% | — | -2.67% | |
| 42 | MTB | M & T Bank CORP | 株式-金融 | 0.33% | — | -3.63% | |
| 43 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.31% | — | — | |
| 44 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.31% | — | -3.61% | |
| 45 | EMR | Emerson Electric Co | 株式-資本財 | 0.30% | — | -6.75% | |
| 46 | IBM | Intl Business Machines CORP | 株式-IT | 0.30% | +0.34% | NEW | |
| 47 | TROW | T Rowe Price Group INC | 株式-金融 | 0.30% | — | -2.77% | |
| 48 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.29% | +0.26% | NEW | |
| 49 | MDT | Medtronic plc | 株式-ヘルスケア | 0.29% | — | -1.23% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.28% | — | -2.97% |