CIK: 0001138486
申告総資産額
$8.0億
上位200銘柄を表示中（全241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 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.50% | -0.12% | -1.22% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.31% | -0.81% | -0.88% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 4.31% | — | +19.40% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 3.86% | +0.22% | +7.06% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.40% | -0.33% | +13.55% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.23% | -0.75% | +10.99% | |
| 7 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.04% | — | -9.05% | |
| 8 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.72% | — | -8.64% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.55% | +0.19% | +33.90% | |
| 10 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.08% | — | +1756.08% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.05% | — | +5.54% | |
| 12 | AVGO | Broadcom INC | 株式-IT | 1.53% | -0.18% | -25.05% | |
| 13 | CSCO | Cisco Systems INC | 株式-IT | 1.49% | -0.12% | +6.70% | |
| 14 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.46% | +0.26% | +862.77% | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.42% | +0.15% | -2.04% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.42% | — | +14.82% | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 1.31% | +0.21% | +19.83% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.25% | — | -18.33% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.20% | +0.16% | +3.81% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.19% | +0.45% | +15.72% | |
| 21 | INTC | Intel CORP | 株式-IT | 1.14% | — | +10.91% | |
| 22 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.13% | +0.12% | -0.68% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.11% | — | +3.01% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 1.05% | — | -2.09% | |
| 25 | CTRA | Coterra Energy INC | 株式-エネルギー | 1.05% | +0.40% | +9.18% | |
| 26 | MO | Altria Group INC | 株式-生活必需品 | 1.04% | +0.14% | +7.02% | |
| 27 | DOW | Dow INC | 株式-素材 | 1.04% | — | -5.59% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.00% | +0.18% | -6.95% | |
| 29 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.94% | +0.15% | +4.94% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.92% | — | — | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.89% | -0.19% | +26.97% | |
| 32 | PM | Philip Morris International | 株式-生活必需品 | 0.85% | — | +15.57% | |
| 33 | T | At&t INC | 株式-通信サービス | 0.84% | — | +22.33% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.83% | — | +165.38% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.83% | — | +16.41% | |
| 36 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.80% | — | -15.14% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.77% | — | +37.86% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.74% | — | +10.57% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.73% | +0.14% | -6.27% | |
| 40 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.73% | — | -10.48% | |
| 41 | MS | Morgan Stanley | 株式-金融 | 0.72% | — | -3.57% | |
| 42 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.71% | — | -5.68% | |
| 43 | D | Dominion Energy INC | 株式-公益事業 | 0.70% | -0.41% | +14.56% | |
| 44 | QCOM | Qualcomm INC | 株式-IT | 0.68% | -0.17% | -6.84% | |
| 45 | BAC | Bank Of America CORP | 株式-金融 | 0.67% | — | -10.64% | |
| 46 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.66% | — | -5.93% | |
| 47 | CUBE | Cubesmart | 株式-不動産 | 0.66% | — | +24.46% | |
| 48 | CAG | Conagra Brands INC | 株式-生活必需品 | 0.63% | +0.09% | +495.66% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.60% | — | -0.46% | |
| 50 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 0.57% | — | -33.58% |