CIK: 0001015247
申告総資産額
$20.0億
上位200銘柄を表示中（全278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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 10.75% | +0.22% | -0.97% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.00% | +0.13% | -1.19% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 5.35% | -0.13% | +0.32% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 3.20% | -0.03% | -0.13% | |
| 5 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 3.00% | — | +5.95% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.77% | -0.04% | +2.66% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.47% | — | -1.29% | |
| 8 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.25% | +0.09% | -0.42% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.98% | +0.25% | -2.36% | |
| 10 | DFE | Wisdomtree Eur S/c Dividend | ETF-その他 | 1.94% | — | +1.82% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.65% | +0.06% | -3.61% | |
| 12 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.51% | +0.02% | -0.71% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.46% | — | +0.97% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.31% | — | +0.56% | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.29% | +0.12% | +0.80% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.29% | +0.10% | -0.71% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.24% | -0.22% | +0.55% | |
| 18 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 1.24% | — | -1.52% | |
| 19 | MMM | 3m Co | 株式-資本財 | 1.07% | — | +0.26% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.03% | — | -1.77% | |
| 21 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.96% | — | +1.48% | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.92% | — | +0.10% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.88% | — | +2.73% | |
| 24 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.86% | — | +3.51% | |
| 25 | UL | Unilever PLC | 株式-生活必需品 | 0.83% | — | -0.13% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.79% | +0.19% | — | |
| 27 | INTC | Intel CORP | 株式-IT | 0.79% | +0.15% | -0.10% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.73% | — | +0.11% | |
| 29 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.72% | — | -0.15% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.71% | — | +0.87% | |
| 31 | IEUS | Ishares Msci Europe Small-ca | ETF-その他 | 0.67% | — | +21.70% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.62% | — | +2.11% | |
| 33 | BAC | Bank Of America CORP | 株式-金融 | 0.62% | +0.07% | +0.07% | |
| 34 | IFGL | Ishares International Develo | ETF-その他 | 0.60% | — | +0.86% | |
| 35 | ORCL | Oracle CORP | 株式-IT | 0.60% | — | -0.28% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | -0.04% | +0.69% | |
| 37 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.57% | — | -0.87% | |
| 38 | UTXZ | United Tech CORP | 株式-その他 | 0.57% | — | -0.04% | |
| 39 | C | Citigroup INC | 株式-金融 | 0.57% | +0.05% | -0.12% | |
| 40 | T | At&t INC | 株式-通信サービス | 0.56% | — | -0.03% | |
| 41 | GOF | Guggenheim Strategic Opportunities Fund | 株式-その他 | 0.54% | — | -0.69% | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.53% | — | -2.79% | |
| 43 | AMGN | Amgen INC | 株式-ヘルスケア | 0.53% | — | -0.04% | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.52% | — | -0.16% | |
| 45 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.52% | — | +4.88% | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.51% | +0.19% | -0.63% | |
| 47 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.47% | — | -4.71% | |
| 48 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.47% | — | +0.68% | |
| 49 | VLO | Valero Energy CORP | 株式-エネルギー | 0.47% | — | +0.02% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.47% | — | -1.72% |