CIK: 0001573876
申告総資産額
$75.2億
上位200銘柄を表示中（全1788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 | AAPL | Apple INC | 株式-IT | 2.87% | -0.35% | -14.75% | |
| 2 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.36% | +0.21% | +98.99% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.03% | — | +73.09% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.37% | -0.22% | +13.55% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.30% | -0.35% | +1.39% | |
| 6 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.16% | — | +19.27% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.03% | -0.41% | +15.03% | |
| 8 | CELG | Celgene CORP | 株式-その他 | 1.02% | — | -0.50% | |
| 9 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.95% | — | +45.04% | |
| 10 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.95% | — | +2.11% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.95% | — | +2471.49% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.87% | -0.13% | -41.36% | |
| 13 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.87% | — | -0.24% | |
| 14 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.82% | — | -50.26% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.78% | — | +48.93% | |
| 16 | MO | Altria Group INC | 株式-生活必需品 | 0.74% | — | +53.38% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.74% | -0.15% | +52.82% | |
| 18 | CSCO | Cisco Systems INC | 株式-IT | 0.73% | — | -0.88% | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 0.69% | — | +29.06% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.68% | — | +338.47% | |
| 21 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.68% | — | +16.22% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.66% | — | +62.81% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.65% | — | -2.81% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | — | +0.66% | |
| 25 | T | At&t INC | 株式-通信サービス | 0.63% | — | +25.03% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.62% | — | +94.33% | |
| 27 | PM | Philip Morris International | 株式-生活必需品 | 0.61% | — | +106.06% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.60% | — | +187.19% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.57% | — | +23.82% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.56% | -0.19% | +56.74% | |
| 31 | INTC | Intel CORP | 株式-IT | 0.55% | — | +11.46% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.55% | — | +266.51% | |
| 33 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.54% | — | +171.56% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.52% | — | +8.28% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.52% | — | +218.54% | |
| 36 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.52% | — | +565.59% | |
| 37 | VLO | Valero Energy CORP | 株式-エネルギー | 0.51% | — | -12.90% | |
| 38 | FDIS | Fidelity Msci Cons Discr Ind | ETF-その他 | 0.51% | — | -50.55% | |
| 39 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.49% | — | -15.80% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.49% | — | +39.77% | |
| 41 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.45% | — | -15.28% | |
| 42 | ACN | Accenture plc | 株式-IT | 0.44% | — | +15.11% | |
| 43 | BLKCHF | Blackrock INC | 株式-その他 | 0.44% | — | +5.61% | |
| 44 | WFC | Wells Fargo & Co | 株式-金融 | 0.43% | — | -4.30% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.42% | — | +50.32% | |
| 46 | VYX | Ncr Voyix CORP | 株式-IT | 0.42% | — | -0.04% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.42% | +0.13% | +59.97% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.41% | — | -4.60% | |
| 49 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.41% | — | +32.54% | |
| 50 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.41% | — | +1.37% |