CIK: 0001383161
申告総資産額
$109.3億
上位200銘柄を表示中（全1483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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.48% | — | +70.94% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 1.26% | -0.11% | +5.76% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.21% | -0.14% | +14.55% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.09% | — | +15.91% | |
| 5 | VZ | Verizon Communications INC | 株式-通信サービス | 0.91% | — | +3.42% | |
| 6 | AAPL | Apple INC | 株式-IT | 0.90% | — | +8.81% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.89% | — | +4.60% | |
| 8 | PFE | Pfizer INC | 株式-ヘルスケア | 0.88% | -0.11% | +1.58% | |
| 9 | CSCO | Cisco Systems INC | 株式-IT | 0.87% | -0.12% | +0.83% | |
| 10 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.82% | — | +0.71% | |
| 11 | T | At&t INC | 株式-通信サービス | 0.82% | — | +12.13% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.81% | -0.09% | +17.48% | |
| 13 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.80% | — | +12.99% | |
| 14 | INTC | Intel CORP | 株式-IT | 0.80% | — | -5.86% | |
| 15 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.79% | — | +9.51% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.75% | +0.23% | +28.88% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.72% | — | +5.14% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.72% | — | +9.24% | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.71% | — | -2.35% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.70% | — | +51.24% | |
| 21 | AMGN | Amgen INC | 株式-ヘルスケア | 0.69% | — | +10.78% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.69% | +0.10% | +34.11% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.67% | — | +87.66% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.66% | — | +13.20% | |
| 25 | HON | Honeywell International INC | 株式-資本財 | 0.65% | -0.11% | +5.90% | |
| 26 | UTXZ | United Tech CORP | 株式-その他 | 0.64% | — | +8.03% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.63% | — | +45.77% | |
| 28 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.63% | — | -4.01% | |
| 29 | WFC | Wells Fargo & Co | 株式-金融 | 0.63% | — | -0.31% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.63% | — | +4.87% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.62% | — | +128.31% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.60% | — | +17.50% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.56% | — | +8.93% | |
| 34 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.55% | +0.20% | +56.05% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.54% | — | +9.69% | |
| 36 | BND | Vanguard Total Bond Market | ETF-その他 | 0.53% | +0.09% | +616.67% | |
| 37 | PM | Philip Morris International | 株式-生活必需品 | 0.53% | — | +21.31% | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.51% | — | +121.03% | |
| 39 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.51% | +0.10% | +36.68% | |
| 40 | MO | Altria Group INC | 株式-生活必需品 | 0.48% | — | +31.36% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.47% | — | +39.31% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.47% | — | -26.15% | |
| 43 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.46% | — | +13.16% | |
| 44 | MMM | 3m Co | 株式-資本財 | 0.46% | -0.11% | +3.72% | |
| 45 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.45% | — | +4.27% | |
| 46 | ACN | Accenture plc | 株式-IT | 0.45% | — | +83.07% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.44% | — | +26.44% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.43% | — | +15.08% | |
| 49 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.43% | +0.11% | +77.88% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | — | +30.59% |