CIK: 0001138486
申告総資産額
$8.0億
上位200銘柄を表示中（全406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 | 5.23% | -0.81% | -0.78% | |
| 2 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 4.32% | — | +1.58% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.02% | -0.12% | -0.83% | |
| 4 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.94% | — | +3.33% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.91% | -0.75% | +8.14% | |
| 6 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 2.79% | — | +22.73% | |
| 7 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 2.73% | — | -2.11% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.71% | -0.33% | -2.90% | |
| 9 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 2.63% | — | +3.63% | |
| 10 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.50% | — | +6.49% | |
| 11 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 2.08% | — | -38.89% | |
| 12 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 1.91% | — | +16.53% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.71% | — | +0.76% | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 1.67% | +0.14% | +3.21% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.62% | — | +3.18% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.61% | +0.16% | -0.41% | |
| 17 | T | At&t INC | 株式-通信サービス | 1.53% | — | -12.05% | |
| 18 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.43% | — | +0.17% | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 1.42% | +0.21% | +4.81% | |
| 20 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.40% | +0.12% | +2.99% | |
| 21 | INTC | Intel CORP | 株式-IT | 1.35% | — | -2.85% | |
| 22 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.33% | -0.23% | +13.47% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.31% | — | -22.26% | |
| 24 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.25% | — | +0.17% | |
| 25 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 1.24% | — | -7.79% | |
| 26 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.23% | +0.15% | -32.47% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 1.18% | -0.12% | +9.93% | |
| 28 | AOS | Smith (a.o.) CORP | 株式-資本財 | 1.08% | — | +315.84% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.06% | — | +6.23% | |
| 30 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.05% | — | +6.55% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.04% | — | +4960.79% | |
| 32 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.03% | — | +1.92% | |
| 33 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.03% | — | -4.34% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.02% | — | -38.29% | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.96% | -0.18% | +9.56% | |
| 36 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 0.94% | — | +12.01% | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.91% | — | +1207.90% | |
| 38 | MO | Altria Group INC | 株式-生活必需品 | 0.91% | +0.14% | -1.53% | |
| 39 | BA | Boeing Co/the | 株式-資本財 | 0.87% | — | +10.69% | |
| 40 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.87% | — | +99.85% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.86% | — | -39.27% | |
| 42 | AXP | American Express Co | 株式-金融 | 0.82% | — | +218.55% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.81% | +0.45% | +6.75% | |
| 44 | MDT | Medtronic plc | 株式-ヘルスケア | 0.73% | — | +1602.43% | |
| 45 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.73% | — | +37403.87% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.69% | — | +9.18% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.69% | -0.19% | +1.10% | |
| 48 | GIS | General Mills INC | 株式-生活必需品 | 0.68% | +0.10% | +11.31% | |
| 49 | PFXF | Vaneck Pref Sec X-financials | ETF-その他 | 0.62% | — | -1.90% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.61% | — | -4.26% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | KO | Coca-cola Co/the | +1% | +4960.79% | 増加 |
| 2 | BSCO | Invesco Bulletshares 2024 Cb | +0.9% | +22.73% | 増加 |
| 3 | ABBV | Abbvie INC | +0.9% | +1207.90% | 増加 |
| 4 | AOS | Smith (a.o.) CORP | +0.8% | +315.84% | 増加 |
| 5 | SBUX | Starbucks CORP | +0.7% | +37403.87% | 増加 |
| 6 | MDT | Medtronic plc | +0.7% | +1602.43% | 増加 |
| 7 | WM | Waste Management INC | +0.6% | +33781.00% | 増加 |
| 8 | FTSM | First Trust Enh Short Mat Fd | +0.6% | +16.53% | 増加 |
| 9 | AXP | American Express Co | +0.5% | +218.55% | 増加 |
| 10 | TJX | Tjx Companies INC | +0.4% | +4140.53% | 増加 |
| 11 | NOC | Northrop Grumman CORP | +0.4% | +362.86% | 増加 |
| 12 | LOW | Lowe's Cos INC | +0.4% | +99.85% | 増加 |
| 13 | MS | Morgan Stanley | +0.3% | +3151.93% | 増加 |
| 14 | IVW | Ishares S&p 500 Growth ETF | +0.2% | -0.78% | 減少 |
| 15 | XLV | Ss Health Care Select Sector | +0.1% | +0.76% | 増加 |
| 16 | UNH | Unitedhealth Group INC | +0.1% | +3.18% | 増加 |
| 17 | AAPL | Apple INC | +0.1% | -2.90% | 減少 |
| 18 | PFE | Pfizer INC | +0.1% | +3.21% | 増加 |
| 19 | MO | Altria Group INC | -0.1% | -1.53% | 減少 |
| 20 | VRP | Invesco Variable Rate Prefer | -0.1% | -7.79% | 減少 |
| 21 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | +1.92% | 増加 |
| 22 | IJK | Ishares S&p Mid-cap 400 Grow | -0.1% | +3.33% | 増加 |
| 23 | EFV | Ishares Msci Eafe Value ETF | -0.1% | -8.78% | 減少 |
| 24 | DIS | Walt Disney Co/the | -0.1% | +6.23% | 増加 |
| 25 | XOM | Exxon Mobil CORP | -0.2% | -3.58% | 減少 |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | -0.2% | -29.70% | 減少 |
| 27 | IJT | Ishares S&p Small-cap 600 Gr | -0.2% | +0.17% | 増加 |
| 28 | RCL | Royal Caribbean Cruises Ltd. | -0.2% | -4.87% | 減少 |
| 29 | CVX | Chevron CORP | -0.2% | +6.75% | 増加 |
| 30 | DOW | Dow INC | -0.2% | +7.87% | 増加 |
| 31 | BAC | Bank Of America CORP | -0.2% | -13.58% | 減少 |
| 32 | C | Citigroup INC | -0.2% | -5.35% | 減少 |
| 33 | T | At&t INC | -0.4% | -12.05% | 減少 |
| 34 | IJS | Ishares S&p Small-cap 600 Va | -0.4% | +0.17% | 増加 |
| 35 | IVE | Ishares S&p 500 Value ETF | -0.4% | -0.83% | 減少 |
| 36 | IJJ | Ishares S&p Mid-cap 400 Valu | -0.5% | +6.49% | 増加 |
| 37 | BMY | Bristol-myers Squibb Co | -0.5% | -32.47% | 減少 |
| 38 | BA | Boeing Co/the | -0.5% | +10.69% | 増加 |
| 39 | BP | Bp Plc-spons Adr | -0.6% | -82.55% | 減少 |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.6% | -83.30% | 減少 |
| 41 | IVV | Ishares Core S&p 500 ETF | -0.7% | -38.29% | 減少 |
| 42 | VWO | Vanguard Ftse Emerging Marke | -0.7% | -39.27% | 減少 |
| 43 | BSCK | Invesco Bulletshares 2020 Co | -0.7% | -38.89% | 減少 |
| 44 | MAR | Marriott International -cl A | -0.7% | -84.27% | 減少 |
| 45 | JPM | Jpmorgan Chase & Co | -0.8% | -22.26% | 減少 |
| 46 | FDX | Fedex CORP | -0.8% | -99.04% | 減少 |
| 47 | JPST | Jpmorgan Ultra-short Income | -1.1% | -87.45% | 減少 |
| 48 | STZ | Constellation Brands Inc-a | -1.1% | -98.65% | 減少 |
| 49 | IEF | Ishares 7-10 Year Treasury B | — | EXIT | 全売却 |
| 50 | 0VVB | Paramount Global-class B | — | NEW | 新規購入 |