CIK: 0001399794
申告総資産額
$51.1億
上位200銘柄を表示中（全296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 | 19.77% | +0.10% | -5.92% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 19.71% | — | -24.69% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 12.28% | — | +35.45% | |
| 4 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 5.41% | -0.16% | -0.43% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.77% | — | +51.87% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.06% | -0.23% | +0.93% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.30% | -0.74% | +3.13% | |
| 8 | CCFEUR | Chase CORP | 株式-その他 | 1.72% | — | — | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.60% | -0.96% | +0.57% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.60% | -0.07% | -0.46% | |
| 11 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.33% | — | -9.96% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.99% | — | -0.50% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 0.83% | -0.15% | +1.27% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.74% | +0.11% | -13.67% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.73% | -0.22% | +2.47% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.71% | — | -0.97% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.69% | -0.17% | +1971.24% | |
| 18 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.69% | -0.14% | +2.93% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.60% | -0.14% | +1938.13% | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.60% | — | +7345.45% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.60% | +0.05% | -1.05% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | +0.13% | -0.99% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.48% | — | +0.59% | |
| 24 | ADP | Automatic Data Processing | 株式-IT | 0.45% | -0.05% | +2.73% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.43% | — | — | |
| 26 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.42% | — | -2.93% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.41% | -0.04% | +183.81% | |
| 28 | GIS | General Mills INC | 株式-生活必需品 | 0.40% | — | -0.34% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.38% | — | +22.45% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.38% | — | +1.99% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.37% | — | -1.39% | |
| 32 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.36% | -0.05% | +8.75% | |
| 33 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.33% | — | -5.35% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.32% | +0.04% | -1.28% | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.32% | -0.11% | -2.21% | |
| 36 | AXP | American Express Co | 株式-金融 | 0.28% | -0.06% | — | |
| 37 | SXI | Standex International CORP | 株式-その他 | 0.26% | — | — | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.26% | — | +22.93% | |
| 39 | DHR | Danaher CORP | 株式-ヘルスケア | 0.25% | — | +6.71% | |
| 40 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.25% | — | +3.38% | |
| 41 | AMP | Ameriprise Financial INC | 株式-金融 | 0.24% | — | -0.14% | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.24% | — | +7.09% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.23% | — | +1.09% | |
| 44 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.23% | — | +11.19% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.23% | — | -3.75% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.23% | +0.07% | +10.43% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.22% | -0.04% | -0.13% | |
| 48 | MA | Mastercard INC - A | 株式-金融 | 0.21% | -0.08% | +12.09% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.21% | +0.06% | +2.35% | |
| 50 | AMGN | Amgen INC | 株式-ヘルスケア | 0.21% | — | -1.07% |