CIK: 0001399794
申告総資産額
$51.1億
上位200銘柄を表示中（全359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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 26.11% | — | +72.21% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 22.05% | +0.10% | -4.35% | |
| 3 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 5.59% | -0.16% | +0.20% | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 4.80% | — | -2.48% | |
| 5 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 3.93% | — | +10.43% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.12% | -0.23% | +2.58% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.45% | -0.74% | +13.07% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.66% | -0.07% | -2.81% | |
| 9 | CCFEUR | Chase CORP | 株式-その他 | 1.51% | — | +10.61% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.98% | — | +0.06% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.73% | -0.17% | -1.49% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | +0.11% | -3.79% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.66% | -0.14% | +1.13% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | -0.22% | +6.12% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.65% | — | +2.21% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 0.65% | -0.15% | +2.35% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.64% | +0.05% | -2.71% | |
| 18 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.62% | -0.14% | +0.42% | |
| 19 | EQAL | Invesco Russell 1000 Equal W | ETF-その他 | 0.61% | — | +24.37% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.48% | — | -5.56% | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.47% | — | -2.71% | |
| 22 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.43% | — | -15.47% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.39% | +0.13% | +1.58% | |
| 24 | ADP | Automatic Data Processing | 株式-IT | 0.38% | -0.05% | -1.14% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.35% | — | -0.19% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.33% | -0.11% | +45.93% | |
| 27 | AXP | American Express Co | 株式-金融 | 0.33% | -0.06% | -0.05% | |
| 28 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.32% | — | +2.54% | |
| 29 | GIS | General Mills INC | 株式-生活必需品 | 0.28% | — | — | |
| 30 | DE | Deere & Co | 株式-資本財 | 0.27% | — | +227.86% | |
| 31 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.27% | -0.05% | +34.86% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.26% | — | +0.87% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.26% | — | +0.95% | |
| 34 | SXI | Standex International CORP | 株式-その他 | 0.25% | — | — | |
| 35 | LSXMKUSD | Liberty Media Cor-siriusxm C | 株式-その他 | 0.25% | — | +0.03% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.25% | +0.04% | -1.45% | |
| 37 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.24% | — | — | |
| 38 | INTC | Intel CORP | 株式-IT | 0.24% | — | -1.61% | |
| 39 | AMP | Ameriprise Financial INC | 株式-金融 | 0.23% | — | -5.78% | |
| 40 | DHR | Danaher CORP | 株式-ヘルスケア | 0.22% | — | +41.65% | |
| 41 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.22% | — | +21.10% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.22% | — | +8.33% | |
| 43 | UNP | Union Pacific CORP | 株式-資本財 | 0.21% | — | -1.05% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.21% | — | +0.02% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.21% | — | -2.60% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.20% | — | +45.67% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.20% | -0.04% | +0.09% | |
| 48 | NVDA | Nvidia CORP | 株式-IT | 0.20% | -0.17% | -10.13% | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.19% | — | -1.86% | |
| 50 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.18% | — | — |