CIK: 0001642140
申告総資産額
$4.2億
上位200銘柄を表示中(全590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 | 13.84% | +16.89% | NEW | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.32% | +16.92% | NEW | |
| 3 | BSM | Black Stone Minerals LP | 株式-その他 | 8.04% | -21.88% | -0.66% | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 6.80% | — | +4.31% | |
| 5 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 6.44% | — | +8.91% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.65% | +11.72% | NEW | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.50% | — | -3.19% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 3.88% | — | +16.95% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.87% | — | -30.28% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.97% | — | -6.37% | |
| 11 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.92% | — | -9.75% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.58% | — | -20.54% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.37% | +0.85% | NEW | |
| 14 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.25% | -2.13% | -7.32% | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.06% | — | -10.32% | |
| 16 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 1.01% | -1.67% | -26.87% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.00% | +1.53% | NEW | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.89% | — | -3.33% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 0.84% | — | -2.16% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.80% | — | -5.41% | |
| 21 | T | At&t INC | 株式-通信サービス | 0.78% | — | +12.45% | |
| 22 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.74% | — | -3.02% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.65% | +0.53% | NEW | |
| 24 | CAT | Caterpillar INC | 株式-資本財 | 0.59% | +0.33% | NEW | |
| 25 | VUG | Vanguard Growth ETF | ETF-その他 | 0.47% | +0.74% | NEW | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.45% | — | -9.93% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.45% | — | -17.35% | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 0.45% | +0.64% | NEW | |
| 29 | BPLUSD | Buckeye Partners LP | 株式-その他 | 0.40% | — | — | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.39% | — | -5.76% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.39% | +0.26% | NEW | |
| 32 | MO | Altria Group INC | 株式-生活必需品 | 0.38% | — | +25.42% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.38% | — | -11.74% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | — | -0.40% | |
| 35 | FDX | Fedex CORP | 株式-資本財 | 0.36% | — | +9.80% | |
| 36 | WFC | Wells Fargo & Co | 株式-金融 | 0.34% | — | -1.10% | |
| 37 | DUK | Duke Energy CORP | 株式-公益事業 | 0.30% | — | +2.51% | |
| 38 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 0.29% | — | -32.08% | |
| 39 | IBM | Intl Business Machines CORP | 株式-IT | 0.28% | +0.34% | NEW | |
| 40 | GIS | General Mills INC | 株式-生活必需品 | 0.27% | +0.22% | NEW | |
| 41 | D | Dominion Energy INC | 株式-公益事業 | 0.27% | — | +6.56% | |
| 42 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 0.27% | +0.14% | NEW | |
| 43 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.25% | +0.15% | NEW | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.25% | — | -12.62% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.24% | — | -1.66% | |
| 46 | CCI | Crown Castle INC | 株式-不動産 | 0.24% | — | -5.76% | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.24% | — | — | |
| 48 | UTXZ | United Tech CORP | 株式-その他 | 0.24% | — | -18.42% | |
| 49 | NGG | National Grid Plc-sp Adr | 株式-公益事業 | 0.22% | — | +20.67% | |
| 50 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.21% | — | -46.94% |