CIK: 0001399794
申告総資産額
$51.1億
上位200銘柄を表示中（全241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 | 29.89% | +0.10% | -8.92% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 14.00% | — | -2.22% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 8.59% | — | +234.55% | |
| 4 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 7.07% | -0.16% | +17.69% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 5.71% | — | -13.63% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.48% | -0.23% | -1.19% | |
| 7 | CCFEUR | Chase CORP | 株式-その他 | 2.21% | — | — | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.76% | -0.07% | -11.53% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.62% | -0.74% | -1.01% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.87% | -0.22% | -1.14% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.82% | +0.11% | -0.78% | |
| 12 | EQAL | Invesco Russell 1000 Equal W | ETF-その他 | 0.78% | — | -3.36% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.74% | — | -0.90% | |
| 14 | INTC | Intel CORP | 株式-IT | 0.73% | — | +0.96% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.69% | +0.05% | +0.15% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | — | -1.87% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 0.62% | -0.15% | -1.74% | |
| 18 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.61% | -0.14% | -2.25% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.60% | — | -68.25% | |
| 20 | ADI | Analog Devices INC | 株式-IT | 0.54% | — | — | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.45% | -0.14% | -3.28% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.45% | -0.17% | +0.81% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.40% | — | -0.39% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.40% | +0.04% | -1.67% | |
| 25 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.39% | — | — | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.39% | — | — | |
| 27 | ADP | Automatic Data Processing | 株式-IT | 0.35% | -0.05% | -2.76% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 0.35% | — | +2.25% | |
| 29 | GIS | General Mills INC | 株式-生活必需品 | 0.35% | — | — | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.34% | — | -4.81% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | +0.13% | -6.51% | |
| 32 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.31% | — | -47.98% | |
| 33 | AMGN | Amgen INC | 株式-ヘルスケア | 0.31% | — | -1.47% | |
| 34 | AXP | American Express Co | 株式-金融 | 0.29% | -0.06% | -2.69% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.27% | — | -2.30% | |
| 36 | ITW | Illinois Tool Works | 株式-資本財 | 0.26% | — | -5.39% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.25% | — | +0.46% | |
| 38 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.24% | — | — | |
| 39 | PRGS | Progress Software CORP | 株式-その他 | 0.24% | — | — | |
| 40 | MMM | 3m Co | 株式-資本財 | 0.24% | — | -0.59% | |
| 41 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.22% | — | -2.75% | |
| 42 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.22% | -0.05% | +5.27% | |
| 43 | AMP | Ameriprise Financial INC | 株式-金融 | 0.22% | — | — | |
| 44 | SPGI | S&p Global INC | 株式-金融 | 0.22% | — | — | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.21% | -0.11% | -6.78% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.21% | — | -5.03% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.20% | — | -68.14% | |
| 48 | SXI | Standex International CORP | 株式-その他 | 0.20% | — | — | |
| 49 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.19% | — | +44.67% | |
| 50 | UNP | Union Pacific CORP | 株式-資本財 | 0.18% | — | -0.90% |