CIK: 0001105410
申告総資産額
$2.0億
| # | 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 | AAPL | Apple INC | 株式-IT | 9.01% | — | +0.22% | |
| 2 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 4.59% | — | +17.33% | |
| 3 | FTCS | First Trust Capital Strength | ETF-その他 | 3.83% | — | +15.58% | |
| 4 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.74% | — | — | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.64% | — | -6.65% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.58% | — | +6.92% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.54% | — | +15.36% | |
| 8 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 2.85% | — | — | |
| 9 | FVD | First Trust Value Line Dvd | ETF-その他 | 2.64% | — | +22.81% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 2.33% | — | +2.64% | |
| 11 | INTC | Intel CORP | 株式-IT | 1.71% | — | +2.00% | |
| 12 | HUSV | Ft Horizon Mngd Vol Dom ETF | ETF-その他 | 1.71% | — | — | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.67% | — | +4.55% | |
| 14 | LRCXEUR | Lam Research CORP | 株式-IT | 1.66% | — | +78.87% | |
| 15 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.57% | — | -1.14% | |
| 16 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.56% | — | +8.52% | |
| 17 | AMGN | Amgen INC | 株式-ヘルスケア | 1.55% | — | -4.11% | |
| 18 | XSLV | Invesco S&p Smallcap Low Vol | ETF-その他 | 1.45% | — | — | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.45% | — | -8.20% | |
| 20 | SYK | Stryker CORP | 株式-ヘルスケア | 1.44% | — | -1.68% | |
| 21 | TGT | Target CORP | 株式-一般消費財 | 1.41% | — | -5.46% | |
| 22 | VFC | Vf CORP | 株式-一般消費財 | 1.39% | — | +0.50% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.34% | — | +0.29% | |
| 24 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.26% | — | — | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 1.19% | — | +0.13% | |
| 26 | IBM | Intl Business Machines CORP | 株式-IT | 1.19% | — | +5.94% | |
| 27 | GWW | Ww Grainger INC | 株式-資本財 | 1.19% | — | -0.74% | |
| 28 | AFL | Aflac INC | 株式-金融 | 1.19% | — | -1.35% | |
| 29 | PSI | Invesco Semiconductors ETF | ETF-その他 | 1.17% | — | — | |
| 30 | KR | Kroger Co | 株式-生活必需品 | 1.14% | — | -0.72% | |
| 31 | PH | Parker Hannifin CORP | 株式-資本財 | 1.14% | — | -1.98% | |
| 32 | LHX | L3harris Technologies INC | 株式-資本財 | 1.13% | — | +0.25% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.12% | — | -4.42% | |
| 34 | QCOM | Qualcomm INC | 株式-IT | 1.10% | — | -1.21% | |
| 35 | BLKCHF | Blackrock INC | 株式-その他 | 1.08% | — | -1.00% | |
| 36 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.08% | — | -6.39% | |
| 37 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 1.07% | — | +1.86% | |
| 38 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.05% | — | +3.00% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.04% | — | -0.23% | |
| 40 | ORCL | Oracle CORP | 株式-IT | 1.01% | — | +1.37% | |
| 41 | ADP | Automatic Data Processing | 株式-IT | 1.01% | — | -0.31% | |
| 42 | UTXZ | United Tech CORP | 株式-その他 | 1.00% | — | +1.33% | |
| 43 | MA | Mastercard INC - A | 株式-金融 | 0.98% | — | -0.20% | |
| 44 | MMM | 3m Co | 株式-資本財 | 0.97% | — | +1.72% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.93% | — | +21.47% | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.76% | — | -4.45% | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.75% | — | — | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.74% | — | +3.67% | |
| 49 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.66% | — | +0.05% | |
| 50 | TXN | Texas Instruments INC | 株式-IT | 0.65% | — | +67.83% |