CIK: 0001015247
申告総資産額
$20.0億
上位200銘柄を表示中（全267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 | 6.57% | +0.13% | +0.74% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.51% | +0.22% | -0.93% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.81% | -0.13% | -0.14% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.06% | -0.04% | +1.56% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 3.42% | -0.03% | +0.70% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.84% | — | +1.62% | |
| 7 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 2.48% | — | -3.01% | |
| 8 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.33% | +0.09% | -1.51% | |
| 9 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 1.90% | — | +0.72% | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.60% | — | +28.50% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.58% | +0.10% | +0.62% | |
| 12 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.54% | +0.02% | -2.06% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.52% | -0.22% | -2.29% | |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.51% | — | -0.31% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.46% | +0.25% | +0.22% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.43% | — | -1.07% | |
| 17 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 1.35% | — | +1.65% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.26% | — | -2.06% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.26% | +0.12% | -3.00% | |
| 20 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.23% | — | -0.26% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.03% | — | +13.91% | |
| 22 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 1.02% | — | -0.59% | |
| 23 | INTC | Intel CORP | 株式-IT | 0.96% | +0.15% | -0.00% | |
| 24 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.94% | — | +0.33% | |
| 25 | MMM | 3m Co | 株式-資本財 | 0.88% | — | -2.84% | |
| 26 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.87% | — | — | |
| 27 | UL | Unilever PLC | 株式-生活必需品 | 0.85% | — | -0.58% | |
| 28 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.75% | — | -0.64% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.74% | — | +5.17% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.67% | — | -0.35% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.67% | — | -0.63% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.64% | +0.19% | +0.66% | |
| 33 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 0.64% | — | +1.69% | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 0.63% | — | +0.07% | |
| 35 | IFGL | Ishares International Develo | ETF-その他 | 0.63% | — | +0.45% | |
| 36 | DWM | Wisdomtree International Equ | ETF-その他 | 0.62% | — | +4.96% | |
| 37 | T | At&t INC | 株式-通信サービス | 0.61% | — | +0.93% | |
| 38 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.61% | — | -1.85% | |
| 39 | ORCL | Oracle CORP | 株式-IT | 0.60% | — | -8.38% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.60% | — | -0.75% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.58% | +0.06% | -20.86% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.58% | — | +12.38% | |
| 43 | AMGN | Amgen INC | 株式-ヘルスケア | 0.58% | — | -4.25% | |
| 44 | C | Citigroup INC | 株式-金融 | 0.58% | +0.05% | +8.10% | |
| 45 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.56% | — | -1.77% | |
| 46 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.56% | — | +0.41% | |
| 47 | UTXZ | United Tech CORP | 株式-その他 | 0.56% | — | -4.67% | |
| 48 | VLO | Valero Energy CORP | 株式-エネルギー | 0.55% | — | +0.01% | |
| 49 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.54% | — | -8.13% | |
| 50 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.52% | — | +0.69% |