CIK: 0001015247
申告総資産額
$20.0億
上位200銘柄を表示中（全285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 | 10.00% | +0.22% | +273.80% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.82% | +0.13% | -18.04% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.72% | — | +261.82% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.50% | -0.13% | -1.36% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 2.40% | -0.03% | +1.44% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.28% | — | -1.19% | |
| 7 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.96% | — | +3.87% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.96% | -0.04% | -9.52% | |
| 9 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 1.94% | — | -6.09% | |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.93% | +0.09% | +279.02% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.63% | +0.25% | -6.32% | |
| 12 | VNLA | Janus Henderson Short Durati | ETF-その他 | 1.54% | — | +84.68% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.46% | — | -3.15% | |
| 14 | DFE | Wisdomtree Eur S/c Dividend | ETF-その他 | 1.41% | — | +17.01% | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.33% | +0.12% | -4.61% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.32% | +0.27% | -15.11% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.26% | +0.01% | -2.82% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.22% | +0.06% | -9.76% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.20% | +0.02% | -2.42% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 1.19% | — | -1.82% | |
| 21 | INTC | Intel CORP | 株式-IT | 1.18% | +0.15% | -2.28% | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 1.13% | — | -4.36% | |
| 23 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.11% | — | +4.51% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.09% | -0.04% | -0.67% | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.09% | +0.02% | +94.62% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.07% | +0.10% | -5.49% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 1.04% | — | -5.78% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.97% | — | -2.12% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.93% | — | -2.88% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.81% | — | -0.91% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.81% | — | +258.41% | |
| 32 | IEUS | Ishares Msci Europe Small-ca | ETF-その他 | 0.71% | — | -1.40% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.70% | +0.19% | -4.99% | |
| 34 | SSS1EUR | Life Storage INC | 株式-その他 | 0.70% | — | -3.99% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.68% | — | -2.18% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.67% | +0.19% | +7.12% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.61% | — | +19.09% | |
| 38 | LIN | Linde plc | 株式-素材 | 0.59% | — | -3.22% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.55% | — | -2.30% | |
| 40 | UL | Unilever PLC | 株式-生活必需品 | 0.54% | — | -1.72% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.53% | -0.17% | -22.48% | |
| 42 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.50% | — | -0.67% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.50% | — | +2.49% | |
| 44 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.49% | — | -2.53% | |
| 45 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 0.48% | — | +199.68% | |
| 46 | HON | Honeywell International INC | 株式-資本財 | 0.47% | -0.09% | EXIT | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.47% | — | -1.21% | |
| 48 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.47% | — | +0.84% | |
| 49 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.46% | — | -4.87% | |
| 50 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.46% | -0.11% | -3.53% |