CIK: 0001015247
申告総資産額
$20.0億
上位200銘柄を表示中（全297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 | 8.72% | +0.22% | -5.55% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.80% | +0.13% | -0.02% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.22% | -0.13% | -2.40% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.32% | — | -3.52% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 2.59% | -0.03% | +1.00% | |
| 6 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 2.43% | — | -2.45% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.23% | -0.04% | -1.74% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.85% | — | -1.07% | |
| 9 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.81% | +0.09% | -1.11% | |
| 10 | INTC | Intel CORP | 株式-IT | 1.72% | +0.15% | -2.18% | |
| 11 | DFE | Wisdomtree Eur S/c Dividend | ETF-その他 | 1.58% | — | -5.36% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.57% | +0.25% | -0.42% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.53% | -0.04% | -3.52% | |
| 14 | CVX | Chevron CORP | 株式-エネルギー | 1.51% | -0.17% | +6.89% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.27% | — | -1.19% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.25% | +0.06% | -0.28% | |
| 17 | UTXZ | United Tech CORP | 株式-その他 | 1.17% | — | -1.09% | |
| 18 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.14% | +0.02% | -1.80% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.14% | +0.12% | -0.12% | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 1.13% | — | -2.55% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.08% | -0.22% | -0.41% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 1.05% | — | -5.72% | |
| 23 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.05% | — | +2.70% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 1.03% | — | -1.06% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.01% | +0.02% | -2.62% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 0.99% | +0.19% | -1.98% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.99% | +0.10% | -9.25% | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.99% | — | -1.06% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.93% | — | +0.97% | |
| 30 | MMM | 3m Co | 株式-資本財 | 0.90% | — | +0.12% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.75% | — | -0.49% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.74% | +0.01% | -4.09% | |
| 33 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.73% | — | +671.94% | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 0.73% | — | -38.84% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.72% | — | -10.27% | |
| 36 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.70% | — | -1.03% | |
| 37 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.68% | -0.02% | -2.21% | |
| 38 | SSS1EUR | Life Storage INC | 株式-その他 | 0.65% | — | -1.30% | |
| 39 | UL | Unilever PLC | 株式-生活必需品 | 0.64% | — | -1.25% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.63% | +0.19% | +0.43% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.61% | — | -2.02% | |
| 42 | NFG | National Fuel Gas Co | 株式-エネルギー | 0.60% | — | -5.02% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.59% | — | -0.18% | |
| 44 | BAC | Bank Of America CORP | 株式-金融 | 0.59% | +0.07% | -1.79% | |
| 45 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.57% | — | -1.00% | |
| 46 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.57% | — | +2.57% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.57% | — | +0.45% | |
| 48 | SLB | Slb LTD | 株式-エネルギー | 0.57% | — | -0.28% | |
| 49 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.56% | — | -4.60% | |
| 50 | IEUS | Ishares Msci Europe Small-ca | ETF-その他 | 0.55% | — | -4.99% |