CIK: 0001573876
申告総資産額
$75.2億
上位200銘柄を表示中(全2605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 | 3.63% | -0.19% | +13.36% | |
| 2 | AAPL | Apple INC | 株式-IT | 1.61% | -0.35% | +4.70% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.10% | — | +62.95% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.03% | -0.22% | +0.42% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 0.99% | -0.41% | +31.59% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.95% | +0.21% | +6.92% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.91% | — | +53.10% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.87% | -0.13% | +6.45% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.76% | — | +28.05% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.71% | — | +38.40% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.69% | — | +3.43% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.68% | -0.35% | +13.49% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 0.68% | +0.13% | +32.05% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.64% | — | +65.07% | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 0.58% | — | +23.54% | |
| 16 | MO | Altria Group INC | 株式-生活必需品 | 0.56% | — | +72.60% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 0.56% | — | +35.64% | |
| 18 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.56% | — | +18.39% | |
| 19 | PFE | Pfizer INC | 株式-ヘルスケア | 0.56% | — | +31.67% | |
| 20 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.56% | — | +13.78% | |
| 21 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.55% | — | +2.44% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.54% | — | +5.20% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | — | +6.28% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.53% | — | +30.62% | |
| 25 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.52% | — | +47.59% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.51% | — | +14.71% | |
| 27 | PM | Philip Morris International | 株式-生活必需品 | 0.48% | — | +107.82% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 0.47% | — | +17.17% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.47% | — | +29.80% | |
| 30 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.46% | — | +19.61% | |
| 31 | T | At&t INC | 株式-通信サービス | 0.45% | — | +26.28% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.44% | — | +11.93% | |
| 33 | BND | Vanguard Total Bond Market | ETF-その他 | 0.43% | — | +59.27% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.43% | — | +17.86% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.43% | — | +29.43% | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.43% | — | +11.35% | |
| 37 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.42% | — | +59.32% | |
| 38 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.42% | — | +8.17% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.42% | — | +76.91% | |
| 40 | BA | Boeing Co/the | 株式-資本財 | 0.42% | — | +3.78% | |
| 41 | FENY | Fidelity Msci Energy Index | ETF-大型株・グロース | 0.42% | — | +21.64% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.41% | +0.03% | +12.73% | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.41% | — | -13.94% | |
| 44 | CELG | Celgene CORP | 株式-その他 | 0.40% | — | +3.54% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.40% | — | +3.71% | |
| 46 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.40% | — | +18.32% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.39% | — | +3.61% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.39% | -0.15% | +24.01% | |
| 49 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 0.38% | — | -1.54% | |
| 50 | MMM | 3m Co | 株式-資本財 | 0.36% | — | +78.32% |