CIK: 0001399794
申告総資産額
$51.1億
上位200銘柄を表示中(全228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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 28.49% | +0.10% | -3.33% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 8.22% | — | +21.76% | |
| 3 | USLBUSD | Invesco Russell 1000 Low Bet | ETF-その他 | 6.54% | — | -29.12% | |
| 4 | EQAL | Invesco Russell 1000 Equal W | ETF-その他 | 4.74% | — | -7.26% | |
| 5 | ✓ | Invesco Exchng Traded Fd Tr | 株式-その他 | 3.51% | — | -41.34% | |
| 6 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 3.21% | -0.16% | +1.90% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.83% | — | +108.95% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.17% | — | -12.18% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.07% | +3.80% | +93.33% | |
| 10 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.96% | — | -5.53% | |
| 11 | CCFEUR | Chase CORP | 株式-その他 | 1.93% | — | -0.79% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.60% | — | — | |
| 13 | EBND | State Street Spdr Bloomberg | ETF-その他 | 1.48% | — | +20.41% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.47% | -0.07% | +16.00% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.31% | -0.23% | +1.50% | |
| 16 | ✓ | Invesco Exchng Traded Fd Tr | 株式-その他 | 1.17% | — | -58.56% | |
| 17 | GEM | Goldman Sachs Activebeta Em | ETF-コモディティ | 1.02% | — | -7.90% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.97% | -0.74% | -1.70% | |
| 19 | IDLV | Invesco S&p International De | ETF-その他 | 0.75% | — | +658.04% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.72% | +0.11% | -0.62% | |
| 21 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興国市場 | 0.69% | — | -63.49% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.67% | +0.05% | -2.16% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.66% | — | +1.40% | |
| 24 | T | At&t INC | 株式-通信サービス | 0.63% | — | -0.28% | |
| 25 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.60% | — | -17.98% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.59% | +0.13% | -1.42% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | -0.27% | |
| 28 | INTC | Intel CORP | 株式-IT | 0.54% | — | -0.03% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.49% | -0.14% | -1.79% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | -0.22% | -0.49% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.45% | — | -0.93% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.42% | -0.15% | — | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.42% | — | -1.32% | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.42% | — | -9.65% | |
| 35 | ADI | Analog Devices INC | 株式-IT | 0.41% | — | — | |
| 36 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.40% | — | -2.39% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.39% | +0.04% | +1.63% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.38% | — | — | |
| 39 | ADP | Automatic Data Processing | 株式-IT | 0.38% | -0.05% | -0.99% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.37% | — | -0.37% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.37% | — | -8.52% | |
| 42 | AXP | American Express Co | 株式-金融 | 0.32% | -0.06% | — | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.31% | -0.14% | -1.08% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.31% | -0.17% | -0.80% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.27% | — | -3.52% | |
| 46 | AFL | Aflac INC | 株式-金融 | 0.26% | — | -0.75% | |
| 47 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.26% | — | — | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.26% | +0.08% | -16.50% | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.25% | — | -0.20% | |
| 50 | GIS | General Mills INC | 株式-生活必需品 | 0.24% | — | — |