CIK: 0001399794
申告総資産額
$51.1億
上位200銘柄を表示中(全229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 | 29.41% | +0.10% | -1.33% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 9.20% | — | +7.16% | |
| 3 | USLBUSD | Invesco Russell 1000 Low Bet | ETF-その他 | 5.82% | — | -15.97% | |
| 4 | EQAL | Invesco Russell 1000 Equal W | ETF-その他 | 4.78% | — | -0.59% | |
| 5 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 3.49% | -0.16% | +3.50% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.95% | — | -2.85% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.63% | +3.80% | +29.04% | |
| 8 | ✓ | Invesco Exchng Traded Fd Tr | 株式-その他 | 2.30% | — | -35.27% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.22% | — | -0.49% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.12% | — | +27.78% | |
| 11 | CCFEUR | Chase CORP | 株式-その他 | 2.03% | — | -0.20% | |
| 12 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.79% | — | -9.21% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.54% | -0.07% | -0.49% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.48% | -0.23% | -3.01% | |
| 15 | GEM | Goldman Sachs Activebeta Em | ETF-コモディティ | 1.00% | — | -0.38% | |
| 16 | IDLV | Invesco S&p International De | ETF-その他 | 0.98% | — | +25.68% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.96% | -0.74% | -7.53% | |
| 18 | ✓ | Invesco Exchng Traded Fd Tr | 株式-その他 | 0.85% | — | -30.61% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.72% | +0.05% | -0.99% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.68% | +0.11% | -1.76% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | -1.99% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.66% | — | -1.49% | |
| 23 | INTC | Intel CORP | 株式-IT | 0.58% | — | -3.77% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | +0.13% | +0.05% | |
| 25 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.51% | — | -12.82% | |
| 26 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.50% | -0.14% | -1.31% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | -0.15% | -1.37% | |
| 28 | T | At&t INC | 株式-通信サービス | 0.48% | — | -35.20% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.47% | -0.22% | +2.05% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.46% | — | -0.50% | |
| 31 | ADI | Analog Devices INC | 株式-IT | 0.42% | — | — | |
| 32 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.42% | — | +2.37% | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.41% | — | -3.58% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.39% | +0.04% | -4.49% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.39% | — | — | |
| 36 | ADP | Automatic Data Processing | 株式-IT | 0.36% | -0.05% | -5.17% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.36% | -0.14% | -0.95% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.35% | -0.17% | -1.15% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.34% | — | -4.42% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.33% | — | -3.36% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.32% | — | -15.70% | |
| 42 | AXP | American Express Co | 株式-金融 | 0.31% | -0.06% | -1.97% | |
| 43 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-新興国市場 | 0.30% | — | -55.35% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.28% | — | -4.83% | |
| 45 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.28% | — | — | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.27% | +0.08% | +2.77% | |
| 47 | GIS | General Mills INC | 株式-生活必需品 | 0.26% | — | — | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.25% | — | -6.73% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.25% | — | -0.32% | |
| 50 | UTXZ | United Tech CORP | 株式-その他 | 0.24% | — | -5.86% |