CIK: 0001138486
申告総資産額
$8.0億
上位200銘柄を表示中（全436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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.94% | -0.81% | -2.77% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.22% | -0.12% | -3.07% | |
| 3 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.37% | — | +1.72% | |
| 4 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 2.94% | — | +17.48% | |
| 5 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 2.88% | — | +15.08% | |
| 6 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.70% | — | +4.19% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.21% | -0.33% | -1.29% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.16% | -0.75% | -3.25% | |
| 9 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 2.05% | — | +9.12% | |
| 10 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.03% | — | +1.33% | |
| 11 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 2.01% | — | +2.45% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.93% | — | -1.86% | |
| 13 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.83% | — | +5.43% | |
| 14 | T | At&t INC | 株式-通信サービス | 1.78% | — | +20.00% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.61% | — | +35.69% | |
| 16 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 1.60% | — | +11.67% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.59% | — | -3.72% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.50% | +0.16% | -0.97% | |
| 19 | BA | Boeing Co/the | 株式-資本財 | 1.48% | — | -0.02% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.46% | — | -7.90% | |
| 21 | PFE | Pfizer INC | 株式-ヘルスケア | 1.42% | +0.14% | +15.83% | |
| 22 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.37% | +0.12% | -2.37% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.35% | — | +579.83% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.32% | — | -1.85% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 1.28% | +0.21% | +0.62% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 1.20% | +0.45% | +15.49% | |
| 27 | INTC | Intel CORP | 株式-IT | 1.18% | — | +9.93% | |
| 28 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 1.12% | — | +37.26% | |
| 29 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.11% | — | +3.00% | |
| 30 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 1.10% | — | +15.17% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.05% | — | -0.38% | |
| 32 | LNC | Lincoln National CORP | 株式-金融 | 1.05% | — | +55.90% | |
| 33 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.03% | — | +36.91% | |
| 34 | FDX | Fedex CORP | 株式-資本財 | 1.03% | — | +1.51% | |
| 35 | MO | Altria Group INC | 株式-生活必需品 | 0.98% | +0.14% | -2.39% | |
| 36 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.97% | — | -6.74% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.96% | — | -1.66% | |
| 38 | KSS | Kohls CORP | 株式-一般消費財 | 0.95% | — | +76.61% | |
| 39 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.93% | -0.23% | +3.36% | |
| 40 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.88% | — | -5.56% | |
| 41 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.86% | — | -1.12% | |
| 42 | DOW | Dow INC | 株式-素材 | 0.85% | — | — | |
| 43 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.85% | — | -14.65% | |
| 44 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.83% | — | +69.46% | |
| 45 | C | Citigroup INC | 株式-金融 | 0.83% | -0.15% | +1.33% | |
| 46 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.81% | — | -0.46% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.80% | — | +1.09% | |
| 48 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.70% | — | -0.38% | |
| 49 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.69% | — | -1.98% | |
| 50 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.66% | — | -32.23% |