CIK: 0001383161
申告総資産額
$109.3億
上位200銘柄を表示中(全1390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 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.30% | -0.14% | +1.10% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.25% | — | +11.22% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 1.24% | -0.11% | -3.10% | |
| 4 | VZ | Verizon Communications INC | 株式-通信サービス | 1.07% | — | -1.14% | |
| 5 | PFE | Pfizer INC | 株式-ヘルスケア | 1.01% | -0.11% | -0.97% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.96% | — | +28.81% | |
| 7 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.95% | — | +0.81% | |
| 8 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.93% | — | +11.75% | |
| 9 | AAPL | Apple INC | 株式-IT | 0.92% | — | +3.34% | |
| 10 | T | At&t INC | 株式-通信サービス | 0.92% | — | +3.41% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.90% | — | -7.01% | |
| 12 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.88% | — | -1.13% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.87% | — | +2.29% | |
| 14 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.85% | — | -13.71% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.85% | — | -1.80% | |
| 16 | CSCO | Cisco Systems INC | 株式-IT | 0.82% | -0.12% | +5.46% | |
| 17 | WFC | Wells Fargo & Co | 株式-金融 | 0.80% | — | +6.38% | |
| 18 | AMGN | Amgen INC | 株式-ヘルスケア | 0.79% | — | +3.79% | |
| 19 | HON | Honeywell International INC | 株式-資本財 | 0.76% | -0.11% | +1.80% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 0.73% | — | +0.14% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.73% | — | +5.48% | |
| 22 | INTC | Intel CORP | 株式-IT | 0.73% | — | -2.03% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 0.72% | — | +1.13% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.72% | -0.09% | +20.15% | |
| 25 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.69% | — | +48.11% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.68% | — | -11.67% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.65% | — | +2.85% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.64% | — | +4.11% | |
| 29 | UTXZ | United Tech CORP | 株式-その他 | 0.64% | — | +6.57% | |
| 30 | MMM | 3m Co | 株式-資本財 | 0.59% | -0.11% | -6.03% | |
| 31 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.59% | — | -0.67% | |
| 32 | PM | Philip Morris International | 株式-生活必需品 | 0.58% | — | +3.98% | |
| 33 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.57% | +0.10% | +4.28% | |
| 34 | ORCL | Oracle CORP | 株式-IT | 0.56% | — | +10.50% | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.55% | — | +3.42% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.53% | — | +14.65% | |
| 37 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.49% | — | +15.22% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.49% | +0.23% | +24.31% | |
| 39 | WM | Waste Management INC | 株式-資本財 | 0.48% | -0.12% | +0.12% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.48% | +0.10% | +46.87% | |
| 41 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.47% | — | +0.34% | |
| 42 | ACN | Accenture plc | 株式-IT | 0.47% | — | -0.15% | |
| 43 | DUK | Duke Energy CORP | 株式-公益事業 | 0.46% | — | +3.53% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.45% | — | +20.77% | |
| 45 | ENB | Enbridge INC | 株式-エネルギー | 0.44% | — | +3.21% | |
| 46 | MO | Altria Group INC | 株式-生活必需品 | 0.43% | — | +2.98% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.43% | — | -3.18% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.43% | — | +5.89% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.40% | — | +12.33% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.39% | — | +3.13% |