CIK: 0001399794
申告総資産額
$51.1億
上位200銘柄を表示中（全304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 | 29.14% | +0.10% | -2.77% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 13.75% | — | -6.67% | |
| 3 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 7.60% | -0.16% | -3.22% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 6.85% | — | +4.21% | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 5.35% | — | -46.14% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.85% | -0.23% | +1.58% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.16% | -0.74% | +0.47% | |
| 8 | CCFEUR | Chase CORP | 株式-その他 | 2.09% | — | -0.17% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.79% | -0.07% | -6.26% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.92% | +0.05% | +0.08% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.85% | -0.22% | +1.14% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.81% | +0.11% | +1.78% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.79% | — | +4.16% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.70% | — | -0.80% | |
| 15 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.68% | -0.14% | +0.59% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 0.66% | -0.15% | +1.46% | |
| 17 | ADI | Analog Devices INC | 株式-IT | 0.60% | — | +3.26% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.59% | -0.17% | +6.09% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.58% | -0.14% | +2.97% | |
| 20 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.53% | — | +103.63% | |
| 21 | EQAL | Invesco Russell 1000 Equal W | ETF-その他 | 0.46% | — | — | |
| 22 | INTC | Intel CORP | 株式-IT | 0.46% | — | -8.25% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.43% | — | -5.26% | |
| 24 | LSXMKUSD | Liberty Media Cor-siriusxm C | 株式-その他 | 0.42% | — | — | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.38% | — | +1.88% | |
| 26 | ADP | Automatic Data Processing | 株式-IT | 0.38% | -0.05% | +1.64% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.36% | — | -0.77% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 0.35% | — | +1.02% | |
| 29 | AXP | American Express Co | 株式-金融 | 0.34% | -0.06% | +0.85% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.33% | +0.04% | +1.54% | |
| 31 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.32% | — | — | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.30% | — | -1.36% | |
| 33 | GIS | General Mills INC | 株式-生活必需品 | 0.30% | — | +1.12% | |
| 34 | ITW | Illinois Tool Works | 株式-資本財 | 0.28% | — | — | |
| 35 | SXI | Standex International CORP | 株式-その他 | 0.28% | — | — | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.27% | +0.13% | +1.05% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.27% | — | +0.73% | |
| 38 | AMP | Ameriprise Financial INC | 株式-金融 | 0.27% | — | -5.98% | |
| 39 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.26% | — | -3.47% | |
| 40 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.26% | -0.05% | +7.27% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.25% | — | -0.31% | |
| 42 | MMM | 3m Co | 株式-資本財 | 0.25% | — | +7.74% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.24% | — | +2.31% | |
| 44 | UNP | Union Pacific CORP | 株式-資本財 | 0.22% | — | -0.19% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.22% | — | +18.94% | |
| 46 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.21% | — | -31.12% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.20% | -0.04% | +89.61% | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.20% | -0.11% | +2.57% | |
| 49 | SPGI | S&p Global INC | 株式-金融 | 0.20% | — | -8.13% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.19% | — | +3.39% |