CIK: 0001352764
申告総資産額
$10.4億
上位200銘柄を表示中（全305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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 16.17% | — | +6892.15% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.21% | — | -2.08% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.44% | — | -46.51% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.40% | — | -0.88% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.65% | — | +1.15% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.36% | — | -5.56% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.33% | — | -0.42% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.31% | — | +37.17% | |
| 9 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.06% | — | -2.49% | |
| 10 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.90% | — | +20.91% | |
| 11 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.75% | — | +1.03% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.74% | — | +1952.22% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.73% | — | +1527.51% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 1.57% | — | -1.73% | |
| 15 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.56% | — | +2826.27% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.51% | — | -13.73% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 1.47% | — | -0.35% | |
| 18 | AMT | American Tower CORP | 株式-不動産 | 1.41% | — | -2.40% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.37% | — | -0.64% | |
| 20 | SAMT | Strategas Macro Them Opps | ETF-その他 | 1.34% | — | — | |
| 21 | HAP | Vaneck Natural Resources ETF | ETF-その他 | 1.27% | — | +3.01% | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.26% | — | +1.79% | |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.25% | — | -22.97% | |
| 24 | FTGC | First Trust Global Tactical | ETF-その他 | 1.13% | — | +4.67% | |
| 25 | DHR | Danaher CORP | 株式-ヘルスケア | 1.12% | — | -1.45% | |
| 26 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 1.09% | — | -3.58% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.06% | — | -0.56% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.03% | — | +5283.27% | |
| 29 | BND | Vanguard Total Bond Market | ETF-その他 | 0.94% | — | — | |
| 30 | KRBN | Ks Global Carbon Stratgy ETF | ETF-その他 | 0.92% | — | — | |
| 31 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.90% | — | +3.78% | |
| 32 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 0.88% | — | -0.73% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.87% | — | +139.06% | |
| 34 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.84% | — | +16.92% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.81% | — | -10.33% | |
| 36 | BAX | Baxter International INC | 株式-ヘルスケア | 0.74% | — | -8.13% | |
| 37 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 0.73% | — | +2.03% | |
| 38 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 0.72% | — | +1.70% | |
| 39 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.67% | — | — | |
| 40 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.66% | — | -2.47% | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.64% | — | -12.66% | |
| 42 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.63% | — | -1.28% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.56% | — | +14.73% | |
| 44 | VTV | Vanguard Value ETF | ETF-その他 | 0.55% | — | +12.89% | |
| 45 | RVTY | Revvity INC | 株式-ヘルスケア | 0.53% | — | -3.04% | |
| 46 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.46% | — | +1408.44% | |
| 47 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.44% | — | — | |
| 48 | NEE | Nextera Energy INC | 株式-公益事業 | 0.43% | — | +0.41% | |
| 49 | FENY | Fidelity Msci Energy Index | ETF-大型株・グロース | 0.42% | — | +48.88% | |
| 50 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 0.37% | — | +51.63% |