CIK: 0001573876
申告総資産額
$75.2億
上位200銘柄を表示中(全2415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 | 3.96% | -0.19% | +58.41% | |
| 2 | AAPL | Apple INC | 株式-IT | 1.84% | -0.35% | +12.46% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.15% | +0.21% | +0.20% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.11% | -0.22% | +2.78% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.04% | -0.13% | -2.82% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 0.86% | -0.41% | -1.30% | |
| 7 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.86% | — | +2775.72% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.85% | — | +118.83% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.78% | — | +521.28% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.74% | -0.35% | +5.76% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.73% | — | -0.32% | |
| 12 | CELG | Celgene CORP | 株式-その他 | 0.71% | — | +7.21% | |
| 13 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.71% | — | +16.58% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.65% | — | +25.20% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.64% | — | +11.70% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | +0.13% | +6.03% | |
| 17 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.63% | — | +1641.09% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.62% | — | +47.25% | |
| 19 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.60% | — | +21.84% | |
| 20 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.60% | — | +13.83% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | — | +7.70% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 0.58% | — | +9.95% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.55% | — | -2.38% | |
| 24 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.52% | — | +20.60% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.50% | — | +3.59% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.49% | — | +16.46% | |
| 27 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.48% | — | -1.54% | |
| 28 | INTC | Intel CORP | 株式-IT | 0.48% | — | +21.35% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.48% | — | +56.41% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.47% | — | -1.50% | |
| 31 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 0.47% | — | -21.31% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.47% | — | +0.80% | |
| 33 | T | At&t INC | 株式-通信サービス | 0.47% | — | +14.54% | |
| 34 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.46% | — | +21.76% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | — | -16.08% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.46% | — | -3.93% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.46% | — | +18.43% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.45% | +0.03% | +44.52% | |
| 39 | BA | Boeing Co/the | 株式-資本財 | 0.45% | — | +44.15% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.45% | — | +27.35% | |
| 41 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.45% | — | +6.65% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.44% | — | -15.12% | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.43% | — | +71.74% | |
| 44 | FENY | Fidelity Msci Energy Index | ETF-大型株・グロース | 0.42% | — | +49.29% | |
| 45 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.42% | — | +2.34% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.40% | — | +21.13% | |
| 47 | MO | Altria Group INC | 株式-生活必需品 | 0.38% | — | -1.94% | |
| 48 | AMGN | Amgen INC | 株式-ヘルスケア | 0.38% | — | +9.95% | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.38% | -0.15% | -3.18% | |
| 50 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.38% | — | +26.29% |