CIK: 0001642140
申告総資産額
$4.2億
上位200銘柄を表示中(全726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 | 14.48% | +16.89% | NEW | |
| 2 | BSM | Black Stone Minerals LP | 株式-その他 | 8.17% | -21.88% | +0.02% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 7.28% | — | -11.57% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.02% | +16.92% | NEW | |
| 5 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 5.54% | — | -0.80% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.40% | +11.72% | NEW | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.10% | — | -0.47% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 4.82% | — | -0.05% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 3.29% | — | +5.76% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.27% | — | -4.68% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.08% | — | +0.89% | |
| 12 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 2.58% | -1.67% | -12.75% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.43% | — | -26.33% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.22% | — | +1.12% | |
| 15 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.89% | -2.13% | -5.49% | |
| 16 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.67% | — | +1.04% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.62% | +0.85% | NEW | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 0.54% | +0.64% | NEW | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 0.54% | +0.74% | NEW | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.54% | — | -6.09% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.51% | +1.17% | NEW | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.50% | +1.53% | NEW | |
| 23 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 0.49% | — | +0.59% | |
| 24 | T | At&t INC | 株式-通信サービス | 0.46% | — | -15.17% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | — | -16.40% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.43% | +0.53% | NEW | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.43% | — | -20.52% | |
| 28 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.41% | +0.15% | NEW | |
| 29 | UTXZ | United Tech CORP | 株式-その他 | 0.38% | — | -29.87% | |
| 30 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.38% | — | -22.65% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.38% | — | -23.01% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.37% | — | -26.16% | |
| 33 | INTC | Intel CORP | 株式-IT | 0.36% | +0.27% | NEW | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.36% | — | — | |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.35% | — | -74.01% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.34% | +0.26% | NEW | |
| 37 | IBM | Intl Business Machines CORP | 株式-IT | 0.33% | +0.34% | NEW | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.32% | — | -27.12% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.32% | — | -28.98% | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.31% | — | -22.22% | |
| 41 | BLKCHF | Blackrock INC | 株式-その他 | 0.30% | — | -30.98% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.30% | — | -0.53% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.27% | — | -30.99% | |
| 44 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.26% | — | -24.44% | |
| 45 | ✓ | PowerShares CEF Income Composite | 株式-その他 | 0.26% | — | -14.15% | |
| 46 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.26% | — | — | |
| 47 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.26% | — | +0.51% | |
| 48 | EMR | Emerson Electric Co | 株式-資本財 | 0.25% | — | -27.28% | |
| 49 | MDT | Medtronic plc | 株式-ヘルスケア | 0.24% | — | -30.85% | |
| 50 | MTB | M & T Bank CORP | 株式-金融 | 0.24% | — | -30.03% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | +2.8% | +6.97% | 増加 |
| 2 | IWF | Ishares Russell 1000 Growth | +0.7% | -0.47% | 減少 |
| 3 | IWP | Ishares Russell Mid-cap Grow | +0.6% | -0.80% | 減少 |
| 4 | IWS | Ishares Russell Mid-cap Valu | +0.5% | -0.05% | 減少 |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | +0.4% | +5.76% | 増加 |
| 6 | IWD | Ishares Russell 1000 Value E | +0.3% | +0.89% | 増加 |
| 7 | IWO | Ishares Russell 2000 Growth | +0.2% | +1.04% | 増加 |
| 8 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | 0% | -5.49% | 減少 |
| 9 | VIG | Vanguard Dividend Apprec ETF | 0% | -11.07% | 減少 |
| 10 | AAPL | Apple INC | 0% | -29.44% | 減少 |
| 11 | VGK | Vanguard Ftse Europe ETF | 0% | -22.65% | 減少 |
| 12 | PG | Procter & Gamble Co/the | 0% | -18.75% | 減少 |
| 13 | PEP | Pepsico INC | -0.1% | -23.01% | 減少 |
| 14 | EMR | Emerson Electric Co | -0.1% | -27.28% | 減少 |
| 15 | SBUX | Starbucks CORP | -0.1% | -24.44% | 減少 |
| 16 | MDT | Medtronic plc | -0.1% | -30.85% | 減少 |
| 17 | JWNUSD | Nordstrom INC | -0.1% | -31.87% | 減少 |
| 18 | CVS | Cvs Health CORP | -0.1% | -28.83% | 減少 |
| 19 | JNJ | Johnson & Johnson | -0.1% | -31.15% | 減少 |
| 20 | T | At&t INC | -0.1% | -15.17% | 減少 |
| 21 | MRK | Merck & Co. INC. | -0.1% | -30.99% | 減少 |
| 22 | ACN | Accenture plc | -0.1% | -30.69% | 減少 |
| 23 | TRV | Travelers Cos Inc/the | -0.1% | -30.11% | 減少 |
| 24 | BND | Vanguard Total Bond Market | -0.1% | -32.60% | 減少 |
| 25 | FIS | Fidelity National Info Serv | -0.1% | -31.46% | 減少 |
| 26 | JNJ | Johnson & Johnson | -0.1% | -22.60% | 減少 |
| 27 | KO | Coca-cola Co/the | -0.1% | -20.52% | 減少 |
| 28 | VEA | Vanguard Ftse Developed ETF | -0.1% | -28.98% | 減少 |
| 29 | ZION | Zions Bancorp NA | -0.1% | -33.18% | 減少 |
| 30 | OXY | Occidental Petroleum CORP | -0.1% | -25.59% | 減少 |
| 31 | MSFT | Microsoft CORP | -0.1% | -23.06% | 減少 |
| 32 | JPM | Jpmorgan Chase & Co | -0.1% | -27.12% | 減少 |
| 33 | PFE | Pfizer INC | -0.1% | -26.16% | 減少 |
| 34 | FITB | Fifth Third Bancorp | -0.1% | -29.63% | 減少 |
| 35 | INTC | Intel CORP | -0.1% | -23.99% | 減少 |
| 36 | UPS | United Parcel Service-cl B | -0.1% | -32.40% | 減少 |
| 37 | TGT | Target CORP | -0.1% | -26.66% | 減少 |
| 38 | MTB | M & T Bank CORP | -0.1% | -30.03% | 減少 |
| 39 | CVX | Chevron CORP | -0.1% | -16.40% | 減少 |
| 40 | VZ | Verizon Communications INC | -0.1% | -22.22% | 減少 |
| 41 | TROW | T Rowe Price Group INC | -0.1% | -30.66% | 減少 |
| 42 | UTXZ | United Tech CORP | -0.1% | -29.87% | 減少 |
| 43 | DFSEUR | Discover Financial Services | -0.1% | -32.70% | 減少 |
| 44 | BLKCHF | Blackrock INC | -0.1% | -30.98% | 減少 |
| 45 | STPZ | Pimco 1-5 Year US Tips Index | -0.2% | -12.75% | 減少 |
| 46 | VWO | Vanguard Ftse Emerging Marke | -0.3% | -57.81% | 減少 |
| 47 | BSV | Vanguard Short-term Bond ETF | -0.4% | -11.57% | 減少 |
| 48 | BSM | Black Stone Minerals LP | -0.5% | +0.02% | 増加 |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | -0.9% | -74.01% | 減少 |
| 50 | XOM | Exxon Mobil CORP | -1% | -26.33% | 減少 |