CIK: 0001138486
申告総資産額
$8.0億
上位200銘柄を表示中（全462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 | 5.57% | -0.81% | -3.06% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.13% | -0.12% | -0.58% | |
| 3 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.21% | — | +0.10% | |
| 4 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 3.05% | — | +7.24% | |
| 5 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.73% | — | +4.86% | |
| 6 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 2.71% | — | -2.43% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.31% | -0.33% | -3.76% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.11% | -0.75% | -2.30% | |
| 9 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 2.04% | — | +3.04% | |
| 10 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.00% | — | +1.27% | |
| 11 | T | At&t INC | 株式-通信サービス | 1.97% | — | +1.89% | |
| 12 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.92% | — | +1.43% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.92% | — | -1.78% | |
| 14 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.86% | — | +5.19% | |
| 15 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 1.67% | — | +7.41% | |
| 16 | BA | Boeing Co/the | 株式-資本財 | 1.58% | — | +5.40% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.50% | — | -0.24% | |
| 18 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.42% | +0.15% | +1036.55% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.40% | — | -3.16% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.39% | — | -2.11% | |
| 21 | PFE | Pfizer INC | 株式-ヘルスケア | 1.38% | +0.14% | +22.05% | |
| 22 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.38% | +0.12% | -2.54% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.35% | +0.16% | +0.78% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 1.31% | +0.21% | +0.89% | |
| 25 | KSS | Kohls CORP | 株式-一般消費財 | 1.25% | — | +30.30% | |
| 26 | INTC | Intel CORP | 株式-IT | 1.23% | — | +0.25% | |
| 27 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 1.21% | — | +12.74% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.20% | — | +4.28% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.18% | — | -0.21% | |
| 30 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.18% | -0.23% | +13.34% | |
| 31 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 1.16% | — | +8.05% | |
| 32 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.16% | — | +3.35% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 1.08% | +0.45% | -2.14% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.02% | — | -0.81% | |
| 35 | LNC | Lincoln National CORP | 株式-金融 | 0.96% | — | +2.03% | |
| 36 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.94% | — | +0.02% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.92% | -0.12% | +103.22% | |
| 38 | FDX | Fedex CORP | 株式-資本財 | 0.90% | — | +3.01% | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.89% | — | -3.93% | |
| 40 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.87% | — | +0.24% | |
| 41 | MO | Altria Group INC | 株式-生活必需品 | 0.86% | +0.14% | +5.52% | |
| 42 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.85% | — | +0.59% | |
| 43 | DOW | Dow INC | 株式-素材 | 0.83% | — | +5.19% | |
| 44 | C | Citigroup INC | 株式-金融 | 0.81% | -0.15% | +2.84% | |
| 45 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.79% | — | +25.82% | |
| 46 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.78% | — | -4.29% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.77% | — | -0.83% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.73% | -0.19% | +2.92% | |
| 49 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.71% | — | -3.26% | |
| 50 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.70% | — | +6099.71% |