CIK: 0001015247
申告総資産額
$20.0億
上位200銘柄を表示中（全300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 | 9.26% | +0.22% | -2.44% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.75% | — | -0.76% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.64% | +0.13% | +0.09% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.49% | -0.13% | -0.07% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 2.49% | -0.03% | +3.97% | |
| 6 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.21% | — | +1.88% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.07% | — | +0.89% | |
| 8 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 2.05% | — | +3.34% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.96% | -0.04% | +0.24% | |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.92% | +0.09% | -0.37% | |
| 11 | VNLA | Janus Henderson Short Durati | ETF-その他 | 1.82% | — | +30.25% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.68% | +0.25% | +0.08% | |
| 13 | DFE | Wisdomtree Eur S/c Dividend | ETF-その他 | 1.53% | — | +1.34% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.46% | — | +0.25% | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.41% | +0.12% | -1.26% | |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.36% | +0.27% | +8.48% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.32% | +0.06% | -0.21% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.23% | -0.04% | +0.77% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.19% | — | -1.05% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 1.19% | — | -0.69% | |
| 21 | INTC | Intel CORP | 株式-IT | 1.16% | +0.15% | -0.78% | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.16% | +0.02% | -0.08% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.11% | +0.01% | -1.01% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.07% | +0.02% | -0.63% | |
| 25 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.07% | — | +5.33% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.04% | +0.10% | — | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 1.03% | — | +2.56% | |
| 28 | AMGN | Amgen INC | 株式-ヘルスケア | 1.01% | — | -0.24% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.94% | — | -0.62% | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.92% | — | +24.52% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 0.76% | +0.19% | -0.13% | |
| 32 | IEUS | Ishares Msci Europe Small-ca | ETF-その他 | 0.76% | — | +0.04% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.74% | — | +2.99% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.72% | +0.19% | -0.76% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.71% | — | +8.98% | |
| 36 | SSS1EUR | Life Storage INC | 株式-その他 | 0.66% | — | -0.30% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.63% | — | +0.95% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.56% | -0.17% | -0.57% | |
| 39 | LIN | Linde plc | 株式-素材 | 0.56% | — | -0.51% | |
| 40 | UL | Unilever PLC | 株式-生活必需品 | 0.51% | — | +7.27% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.50% | — | +1.01% | |
| 42 | BAC | Bank Of America CORP | 株式-金融 | 0.50% | +0.07% | +0.94% | |
| 43 | HON | Honeywell International INC | 株式-資本財 | 0.49% | -0.09% | EXIT | |
| 44 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.49% | — | — | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.48% | — | — | |
| 46 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.47% | — | -0.11% | |
| 47 | MTB | M & T Bank CORP | 株式-金融 | 0.46% | — | +0.30% | |
| 48 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.46% | — | +99.88% | |
| 49 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.45% | — | -2.40% | |
| 50 | MMM | 3m Co | 株式-資本財 | 0.45% | — | +2.99% |