CIK: 0001138486
申告総資産額
$8.0億
上位200銘柄を表示中（全452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 | 5.90% | -0.81% | +7.51% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.13% | -0.12% | +9.69% | |
| 3 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.83% | — | +24.35% | |
| 4 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 3.72% | — | +1.42% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.35% | -0.33% | +3.31% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.18% | -0.75% | +1.62% | |
| 7 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 2.93% | — | +18.28% | |
| 8 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.87% | — | +13.45% | |
| 9 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 2.30% | — | -1.92% | |
| 10 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 2.20% | — | -4.37% | |
| 11 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.83% | — | +24.68% | |
| 12 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.75% | +0.15% | +61.56% | |
| 13 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 1.71% | — | +6.00% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.65% | — | +3.34% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.64% | — | +2.16% | |
| 16 | PFE | Pfizer INC | 株式-ヘルスケア | 1.55% | +0.14% | +10.62% | |
| 17 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 1.54% | — | -12.21% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.54% | +0.16% | +6.63% | |
| 19 | T | At&t INC | 株式-通信サービス | 1.45% | — | +9.55% | |
| 20 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.38% | -0.23% | +13.67% | |
| 21 | INTC | Intel CORP | 株式-IT | 1.37% | — | +10.29% | |
| 22 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.36% | +0.12% | +8.31% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.32% | — | +4.76% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.28% | — | +99.66% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 1.26% | +0.21% | +3.69% | |
| 26 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.25% | +0.15% | +1150.95% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.24% | — | +8.98% | |
| 28 | DOW | Dow INC | 株式-素材 | 1.21% | — | +88.17% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 1.21% | -0.12% | +3.41% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.19% | — | +35.37% | |
| 31 | AVGO | Broadcom INC | 株式-IT | 1.15% | -0.18% | +7.77% | |
| 32 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 1.15% | — | +1.55% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.11% | — | +9.18% | |
| 34 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.08% | — | +9.31% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.07% | — | +10.17% | |
| 36 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.02% | — | +3.90% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.98% | — | -4.30% | |
| 38 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 0.96% | — | +14.28% | |
| 39 | MO | Altria Group INC | 株式-生活必需品 | 0.87% | +0.14% | +14.00% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.87% | — | +6.16% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.85% | +0.45% | +2.38% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | -0.19% | +18.75% | |
| 43 | AXP | American Express Co | 株式-金融 | 0.77% | — | +1.67% | |
| 44 | GIS | General Mills INC | 株式-生活必需品 | 0.77% | +0.10% | +16.71% | |
| 45 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.74% | — | +72.67% | |
| 46 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.72% | — | -23.49% | |
| 47 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.71% | — | +41.56% | |
| 48 | 0VVB | Paramount Global-class B | 株式-その他 | 0.67% | — | -2.72% | |
| 49 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.66% | — | -1.89% | |
| 50 | WM | Waste Management INC | 株式-資本財 | 0.63% | — | +11.27% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +1.1% | +1150.95% | 増加 |
| 2 | IJK | Ishares S&p Mid-cap 400 Grow | +0.9% | +24.35% | 増加 |
| 3 | IWF | Ishares Russell 1000 Growth | +0.7% | +99.66% | 増加 |
| 4 | IVW | Ishares S&p 500 Growth ETF | +0.7% | +7.51% | 増加 |
| 5 | DOW | Dow INC | +0.7% | +88.17% | 増加 |
| 6 | AAPL | Apple INC | +0.6% | +3.31% | 増加 |
| 7 | BMY | Bristol-myers Squibb Co | +0.5% | +61.56% | 増加 |
| 8 | IJT | Ishares S&p Small-cap 600 Gr | +0.4% | +24.68% | 増加 |
| 9 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.4% | +13.45% | 増加 |
| 10 | IWS | Ishares Russell Mid-cap Valu | +0.3% | +901.92% | 増加 |
| 11 | MSFT | Microsoft CORP | +0.3% | +1.62% | 増加 |
| 12 | IWO | Ishares Russell 2000 Growth | +0.3% | +41.56% | 増加 |
| 13 | NOC | Northrop Grumman CORP | +0.2% | +72.67% | 増加 |
| 14 | AVGO | Broadcom INC | +0.2% | +7.77% | 増加 |
| 15 | AMZN | Amazon.com INC | +0.2% | +6.16% | 増加 |
| 16 | 0VVB | Paramount Global-class B | +0.2% | -2.72% | 減少 |
| 17 | ABBV | Abbvie INC | +0.2% | +10.17% | 増加 |
| 18 | KO | Coca-cola Co/the | +0.2% | +35.37% | 増加 |
| 19 | BSCO | Invesco Bulletshares 2024 Cb | +0.1% | +18.28% | 増加 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | +18.75% | 増加 |
| 21 | IVE | Ishares S&p 500 Value ETF | +0.1% | +9.69% | 増加 |
| 22 | MS | Morgan Stanley | +0.1% | +11.41% | 増加 |
| 23 | GIS | General Mills INC | +0.1% | +16.71% | 増加 |
| 24 | UNP | Union Pacific CORP | +0.1% | +24.73% | 増加 |
| 25 | C | Citigroup INC | +0.1% | +22.47% | 増加 |
| 26 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | +4.76% | 増加 |
| 27 | CVS | Cvs Health CORP | +0.1% | +13.67% | 増加 |
| 28 | DIS | Walt Disney Co/the | +0.1% | +9.18% | 増加 |
| 29 | CVX | Chevron CORP | 0% | +2.38% | 増加 |
| 30 | UNH | Unitedhealth Group INC | 0% | +3.34% | 増加 |
| 31 | CSCO | Cisco Systems INC | 0% | +3.41% | 増加 |
| 32 | FPE | Ft-preferred Secur & INC ETF | 0% | +9.31% | 増加 |
| 33 | INTC | Intel CORP | 0% | +10.29% | 増加 |
| 34 | BSCP | Invesco Bulletshares 2025 Cb | 0% | +14.28% | 増加 |
| 35 | SDY | Ss Spdr S&p Dividend ETF | 0% | +3.90% | 増加 |
| 36 | LMT | Lockheed Martin CORP | 0% | +8.31% | 増加 |
| 37 | XLV | Ss Health Care Select Sector | -0.1% | +2.16% | 増加 |
| 38 | JNJ | Johnson & Johnson | -0.1% | +6.63% | 増加 |
| 39 | JPM | Jpmorgan Chase & Co | -0.1% | +8.98% | 増加 |
| 40 | T | At&t INC | -0.1% | +9.55% | 増加 |
| 41 | PFE | Pfizer INC | -0.1% | +10.62% | 増加 |
| 42 | IGIB | Ishares 5-10y Inv Grade CORP | -0.3% | -23.49% | 減少 |
| 43 | FXI | Ishares China Large-cap ETF | -0.3% | -99.95% | 減少 |
| 44 | EFV | Ishares Msci Eafe Value ETF | -0.4% | -69.81% | 減少 |
| 45 | VWO | Vanguard Ftse Emerging Marke | -0.4% | -46.28% | 減少 |
| 46 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.5% | -79.32% | 減少 |
| 47 | BSCK | Invesco Bulletshares 2020 Co | -0.5% | -12.21% | 減少 |
| 48 | BA | Boeing Co/the | -0.8% | -87.93% | 減少 |
| 49 | LOW | Lowe's Cos INC | -0.8% | -90.10% | 減少 |
| 50 | AOS | Smith (a.o.) CORP | -1% | -92.71% | 減少 |