CIK: 0001015247
申告総資産額
$20.0億
上位200銘柄を表示中（全292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 | 8.50% | +0.22% | -0.16% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.52% | +0.13% | -0.46% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.67% | -0.13% | +0.13% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.64% | — | -2.34% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 2.54% | -0.03% | -1.54% | |
| 6 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 2.28% | — | +1.47% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.07% | -0.04% | +1.47% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.03% | — | +0.26% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.86% | — | -0.71% | |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.79% | +0.09% | -1.18% | |
| 11 | INTC | Intel CORP | 株式-IT | 1.73% | +0.15% | -1.69% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.71% | +0.25% | +5.93% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.67% | — | -1.12% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.58% | -0.04% | -1.23% | |
| 15 | AMGN | Amgen INC | 株式-ヘルスケア | 1.43% | — | -1.70% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.41% | — | -2.95% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.33% | +0.06% | +9.92% | |
| 18 | DFE | Wisdomtree Eur S/c Dividend | ETF-その他 | 1.30% | — | +6.29% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.21% | +0.27% | +11.76% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.17% | -0.17% | -3.80% | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.16% | +0.02% | +2.88% | |
| 22 | UTXZ | United Tech CORP | 株式-その他 | 1.16% | — | -2.14% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.15% | +0.02% | -3.57% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.15% | — | -2.18% | |
| 25 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.13% | +0.12% | +0.02% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.04% | +0.10% | -0.95% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 1.02% | — | -3.02% | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.01% | — | +0.55% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.95% | +0.19% | +3.93% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.87% | — | +6.54% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.85% | +0.01% | -1.70% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.83% | — | +0.67% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.79% | -0.22% | +0.76% | |
| 34 | IEUS | Ishares Msci Europe Small-ca | ETF-その他 | 0.70% | — | -1.39% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.68% | — | -5.81% | |
| 36 | SSS1EUR | Life Storage INC | 株式-その他 | 0.67% | — | -1.69% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.64% | — | -3.03% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.62% | +0.19% | -0.51% | |
| 39 | BAC | Bank Of America CORP | 株式-金融 | 0.62% | +0.07% | -0.05% | |
| 40 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.61% | — | -1.84% | |
| 41 | LIN | Linde plc | 株式-素材 | 0.60% | — | -3.13% | |
| 42 | MMM | 3m Co | 株式-資本財 | 0.59% | — | -0.02% | |
| 43 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.57% | — | +1.63% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.56% | — | +0.86% | |
| 45 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.52% | — | -1.87% | |
| 46 | UL | Unilever PLC | 株式-生活必需品 | 0.51% | — | -0.66% | |
| 47 | HON | Honeywell International INC | 株式-資本財 | 0.48% | -0.09% | EXIT | |
| 48 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.48% | — | +1.91% | |
| 49 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.47% | -0.02% | -6.03% | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.46% | — | +0.86% |