CIK: 0001399794
申告総資産額
$51.1億
上位200銘柄を表示中（全343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 | 26.63% | +0.10% | -4.64% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 17.19% | — | -0.24% | |
| 3 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 6.50% | -0.16% | -1.66% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 5.72% | — | -2.50% | |
| 5 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 3.91% | — | +26.55% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.40% | -0.23% | +1.55% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.60% | -0.74% | -1.86% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.98% | -0.07% | +4.43% | |
| 9 | CCFEUR | Chase CORP | 株式-その他 | 1.72% | — | +1.72% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 0.97% | -0.15% | +11.69% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.92% | — | +1.05% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.85% | -0.17% | +5.15% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.84% | +0.05% | -2.14% | |
| 14 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.81% | -0.14% | +4.85% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.76% | +0.11% | -1.96% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.75% | — | -1.57% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.75% | -0.14% | -0.05% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.70% | -0.22% | +17.79% | |
| 19 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.57% | — | -1.88% | |
| 20 | EQAL | Invesco Russell 1000 Equal W | ETF-その他 | 0.55% | — | — | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.47% | — | — | |
| 22 | ADP | Automatic Data Processing | 株式-IT | 0.45% | -0.05% | +0.49% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.44% | — | -0.32% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.43% | — | -0.72% | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 0.33% | — | +1.71% | |
| 26 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.32% | — | +0.37% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.31% | +0.13% | -1.84% | |
| 28 | AXP | American Express Co | 株式-金融 | 0.31% | -0.06% | +4.72% | |
| 29 | SXI | Standex International CORP | 株式-その他 | 0.31% | — | — | |
| 30 | GIS | General Mills INC | 株式-生活必需品 | 0.31% | — | +0.02% | |
| 31 | LSXMKUSD | Liberty Media Cor-siriusxm C | 株式-その他 | 0.30% | — | — | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.30% | — | -0.42% | |
| 33 | INTC | Intel CORP | 株式-IT | 0.28% | — | -0.98% | |
| 34 | AMP | Ameriprise Financial INC | 株式-金融 | 0.27% | — | -1.44% | |
| 35 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.27% | -0.05% | -0.06% | |
| 36 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.27% | — | -1.39% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.26% | -0.17% | +2.29% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.26% | +0.04% | -1.51% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.25% | — | -3.48% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.24% | — | -5.39% | |
| 41 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.24% | -0.11% | -0.54% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.23% | -0.04% | — | |
| 43 | SPGI | S&p Global INC | 株式-金融 | 0.23% | — | +10.60% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.22% | — | +7.97% | |
| 45 | KRON1USD | Kronos Bio INC | 株式-その他 | 0.22% | — | -28.38% | |
| 46 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.22% | — | +50.25% | |
| 47 | MMM | 3m Co | 株式-資本財 | 0.22% | — | +0.36% | |
| 48 | UNP | Union Pacific CORP | 株式-資本財 | 0.22% | — | +0.16% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.21% | — | -0.33% | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.21% | — | +0.20% |