CIK: 0001399794
申告総資産額
$51.1億
上位200銘柄を表示中（全314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 | 25.44% | — | +0.15% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 20.48% | +0.10% | -2.75% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 8.34% | — | +85.70% | |
| 4 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 5.30% | -0.16% | -0.14% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.76% | -0.23% | -1.12% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.42% | — | +3276.13% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.27% | -0.74% | -3.00% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.56% | -0.07% | -1.60% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.52% | -0.96% | — | |
| 10 | CCFEUR | Chase CORP | 株式-その他 | 1.48% | — | -4.40% | |
| 11 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.43% | — | -73.15% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.94% | — | +7.79% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.86% | +0.11% | +8.85% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.75% | — | +6.98% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 0.75% | -0.15% | +10.36% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.70% | -0.17% | +6.73% | |
| 17 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.69% | -0.14% | +5.80% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.62% | -0.14% | +4.56% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.62% | -0.22% | +2417.95% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.60% | +0.05% | -0.19% | |
| 21 | EQAL | Invesco Russell 1000 Equal W | ETF-その他 | 0.59% | — | — | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | — | +0.06% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.44% | +0.13% | -4.57% | |
| 24 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.42% | — | +0.61% | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 0.41% | — | +1.65% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.40% | — | -5.88% | |
| 27 | ADP | Automatic Data Processing | 株式-IT | 0.38% | -0.05% | -4.53% | |
| 28 | GIS | General Mills INC | 株式-生活必需品 | 0.36% | — | +0.46% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.35% | — | +17.17% | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.35% | — | +1.74% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.32% | +0.04% | +1.25% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.30% | — | +31.82% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.30% | -0.11% | -29.16% | |
| 34 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.28% | -0.05% | -1.53% | |
| 35 | AXP | American Express Co | 株式-金融 | 0.26% | -0.06% | -4.01% | |
| 36 | SXI | Standex International CORP | 株式-その他 | 0.25% | — | — | |
| 37 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.24% | — | +4.81% | |
| 38 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.24% | — | +72.70% | |
| 39 | INTC | Intel CORP | 株式-IT | 0.24% | — | +14.94% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.23% | — | +0.83% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.23% | — | -2.18% | |
| 42 | LSXMKUSD | Liberty Media Cor-siriusxm C | 株式-その他 | 0.22% | — | — | |
| 43 | DHR | Danaher CORP | 株式-ヘルスケア | 0.22% | — | -2.22% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.21% | -0.04% | +13.76% | |
| 45 | AMP | Ameriprise Financial INC | 株式-金融 | 0.21% | — | -0.07% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.21% | +0.06% | +2.02% | |
| 47 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.21% | — | — | |
| 48 | AMGN | Amgen INC | 株式-ヘルスケア | 0.21% | — | -4.10% | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.21% | — | +16.01% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.20% | — | -2.09% |