CIK: 0001573876
申告総資産額
$75.2億
上位200銘柄を表示中（全2357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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.74% | -0.19% | +18.66% | |
| 2 | AAPL | Apple INC | 株式-IT | 1.74% | -0.35% | +7.17% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.28% | +0.21% | -4.52% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.23% | -0.22% | +3.48% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.08% | -0.13% | +16.96% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 0.92% | -0.41% | +3.42% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | — | +16.94% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.77% | -0.35% | +13.89% | |
| 9 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.69% | — | +248.36% | |
| 10 | CELG | Celgene CORP | 株式-その他 | 0.68% | — | +14.44% | |
| 11 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 0.65% | — | -3.44% | |
| 12 | PFE | Pfizer INC | 株式-ヘルスケア | 0.60% | — | -0.25% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 0.60% | +0.13% | -0.21% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.60% | — | +47.29% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | — | +4.38% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.58% | — | +5.61% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.58% | — | +25.70% | |
| 18 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.57% | — | +23.91% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.56% | — | +74.34% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.54% | — | -14.97% | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 0.54% | — | +21.50% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.53% | — | +12.47% | |
| 23 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.52% | — | +7.00% | |
| 24 | MO | Altria Group INC | 株式-生活必需品 | 0.52% | — | -3.44% | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 0.51% | — | +4.48% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.51% | — | -8.69% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.51% | — | +2.47% | |
| 28 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.50% | — | +6.51% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.49% | — | -7.91% | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.48% | — | -20.32% | |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.48% | — | +63.22% | |
| 32 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.47% | — | -7.52% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.46% | — | -6.78% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.45% | — | +15.39% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.45% | — | +5.93% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.43% | -0.15% | +0.06% | |
| 37 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-テック型 | 0.42% | — | +15.51% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.42% | — | -10.19% | |
| 39 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.40% | — | -12.61% | |
| 40 | INTC | Intel CORP | 株式-IT | 0.40% | — | -23.95% | |
| 41 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.40% | — | -1.44% | |
| 42 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 0.40% | — | -3.15% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.39% | — | -6.73% | |
| 44 | PM | Philip Morris International | 株式-生活必需品 | 0.39% | — | -0.28% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.39% | — | +17.80% | |
| 46 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.37% | — | +11.88% | |
| 47 | AMGN | Amgen INC | 株式-ヘルスケア | 0.36% | — | +7.53% | |
| 48 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.36% | — | +13.77% | |
| 49 | LRCXEUR | Lam Research CORP | 株式-IT | 0.35% | — | +25.33% | |
| 50 | CI | The Cigna Group | 株式-ヘルスケア | 0.35% | — | +0.06% |