CIK: 0001399794
申告総資産額
$51.1億
上位200銘柄を表示中（全232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 | 30.11% | +0.10% | -6.91% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 15.74% | — | +13.19% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 6.00% | — | +150.27% | |
| 4 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 5.53% | -0.16% | +34.77% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.81% | — | — | |
| 6 | CCFEUR | Chase CORP | 株式-その他 | 1.95% | — | — | |
| 7 | AAPL | Apple INC | 株式-IT | 1.93% | -0.23% | -5.17% | |
| 8 | USLBUSD | Invesco Russell 1000 Low Bet | ETF-その他 | 1.92% | — | -47.78% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.84% | — | -31.31% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.83% | -0.07% | +6.47% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.40% | -0.74% | +0.20% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | +0.11% | -4.62% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | — | +0.57% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.74% | — | -0.66% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.72% | +0.05% | +1.17% | |
| 16 | INTC | Intel CORP | 株式-IT | 0.71% | — | -8.76% | |
| 17 | EQAL | Invesco Russell 1000 Equal W | ETF-その他 | 0.70% | — | -84.82% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.68% | -0.22% | +1.69% | |
| 19 | ✓ | Invesco Exchng Traded Fd Tr | 株式-その他 | 0.66% | — | -50.10% | |
| 20 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.65% | — | -47.92% | |
| 21 | IDLV | Invesco S&p International De | ETF-その他 | 0.62% | — | -37.01% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.61% | — | +1.85% | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.59% | -0.14% | -2.29% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.51% | -0.15% | +1.35% | |
| 25 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.48% | — | -5.20% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.44% | +0.04% | -3.11% | |
| 27 | ADI | Analog Devices INC | 株式-IT | 0.44% | — | — | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.43% | — | — | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.42% | -0.14% | -3.52% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.40% | -0.17% | -6.85% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.39% | — | -1.33% | |
| 32 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.38% | — | — | |
| 33 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.37% | — | -2.76% | |
| 34 | ADP | Automatic Data Processing | 株式-IT | 0.36% | -0.05% | -8.57% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.34% | — | -0.91% | |
| 36 | GIS | General Mills INC | 株式-生活必需品 | 0.33% | — | — | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | +0.13% | -6.19% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.31% | — | -0.31% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.30% | — | -10.25% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.29% | — | -4.87% | |
| 41 | AXP | American Express Co | 株式-金融 | 0.29% | -0.06% | — | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.28% | +0.08% | +0.14% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.27% | — | -3.26% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.25% | — | -87.97% | |
| 45 | ITW | Illinois Tool Works | 株式-資本財 | 0.25% | — | — | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.25% | — | +0.03% | |
| 47 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.24% | — | -9.85% | |
| 48 | MMM | 3m Co | 株式-資本財 | 0.23% | — | — | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.23% | — | +0.45% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.23% | +3.80% | -92.79% |