CIK: 0001383161
申告総資産額
$109.3億
上位200銘柄を表示中(全1466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 | 1.64% | — | +60.17% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 1.42% | -0.11% | +9.13% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.21% | -0.14% | -1.66% | |
| 4 | VZ | Verizon Communications INC | 株式-通信サービス | 1.02% | — | -1.38% | |
| 5 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.98% | — | +2.70% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.98% | — | +62.89% | |
| 7 | PFE | Pfizer INC | 株式-ヘルスケア | 0.96% | -0.11% | -10.87% | |
| 8 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.94% | — | -5.31% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.90% | -0.09% | +3.04% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.90% | +0.10% | +24.71% | |
| 11 | AAPL | Apple INC | 株式-IT | 0.88% | — | +9.85% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.87% | — | +6.49% | |
| 13 | CSCO | Cisco Systems INC | 株式-IT | 0.87% | -0.12% | -0.56% | |
| 14 | AMGN | Amgen INC | 株式-ヘルスケア | 0.85% | — | +9.61% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.84% | — | +1.84% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.79% | — | -7.92% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.79% | — | +11.07% | |
| 18 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.72% | — | +4.83% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.72% | — | +6.57% | |
| 20 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.71% | +0.10% | +7.56% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.70% | — | +22.96% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.69% | — | +3.16% | |
| 23 | HON | Honeywell International INC | 株式-資本財 | 0.69% | -0.11% | +4.53% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.68% | — | +9.47% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.68% | — | +21.23% | |
| 26 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.68% | — | +4.10% | |
| 27 | INTC | Intel CORP | 株式-IT | 0.66% | — | -1.14% | |
| 28 | BND | Vanguard Total Bond Market | ETF-その他 | 0.64% | +0.09% | +18.09% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.63% | — | +11.22% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.62% | +0.23% | -7.03% | |
| 31 | T | At&t INC | 株式-通信サービス | 0.62% | — | -18.60% | |
| 32 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.61% | +0.20% | +22.45% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | -7.48% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.58% | — | +9.67% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.57% | — | +6.01% | |
| 36 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.57% | — | +122.04% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.56% | +0.11% | +16.21% | |
| 38 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.55% | — | +5.60% | |
| 39 | UTXZ | United Tech CORP | 株式-その他 | 0.52% | — | +2.21% | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.51% | — | -15.52% | |
| 41 | WFC | Wells Fargo & Co | 株式-金融 | 0.48% | — | -7.11% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.48% | — | +0.48% | |
| 43 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.47% | — | +1.54% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.47% | — | +14.84% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.47% | — | -1.90% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.47% | — | -4.28% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.46% | — | -25.13% | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.45% | +0.16% | +9.79% | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.45% | — | +9.64% | |
| 50 | MDT | Medtronic plc | 株式-ヘルスケア | 0.45% | — | +11.12% |