CIK: 0001278573
申告総資産額
$38.5億
上位200銘柄を表示中（全716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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.89% | -0.22% | -2.17% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.75% | +0.19% | +5.42% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 4.11% | — | -2.75% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 3.83% | -0.25% | +0.27% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.38% | -0.49% | -8.88% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.29% | +0.07% | -2.17% | |
| 7 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 2.78% | -0.20% | -2.63% | |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.71% | +0.08% | +4.15% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.65% | — | +105.68% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.37% | +0.29% | +10.52% | |
| 11 | IDU | Ishares US Utilities ETF | ETF-その他 | 2.16% | +0.11% | +1.04% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.05% | +0.06% | +0.68% | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 1.76% | -0.17% | +2.26% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.67% | — | +8.70% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.65% | +0.26% | +1.55% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.63% | +0.61% | +9.00% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.61% | +0.22% | +2.21% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.58% | +0.05% | +2.63% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.55% | — | +4.66% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.54% | -0.29% | +0.84% | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.52% | — | +1.45% | |
| 22 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.52% | — | +4.03% | |
| 23 | DHR | Danaher CORP | 株式-ヘルスケア | 1.47% | -0.06% | +1.72% | |
| 24 | SYK | Stryker CORP | 株式-ヘルスケア | 1.47% | — | +1.35% | |
| 25 | FTV | Fortive CORP | 株式-IT | 1.46% | — | +1.67% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.43% | -0.14% | +3.47% | |
| 27 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.42% | +0.11% | +2.84% | |
| 28 | ORCL | Oracle CORP | 株式-IT | 1.40% | — | +5.26% | |
| 29 | AFL | Aflac INC | 株式-金融 | 1.39% | — | +4.86% | |
| 30 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.30% | — | +3.15% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 1.23% | +0.16% | +0.41% | |
| 32 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.05% | — | -1.32% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.02% | -0.11% | +14.65% | |
| 34 | QCOM | Qualcomm INC | 株式-IT | 0.99% | -0.18% | +1.43% | |
| 35 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.95% | — | -6.37% | |
| 36 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.94% | — | +3.31% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.82% | +0.15% | +2.78% | |
| 38 | BAX | Baxter International INC | 株式-ヘルスケア | 0.81% | — | +0.39% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.76% | — | -0.98% | |
| 40 | T | At&t INC | 株式-通信サービス | 0.73% | — | +4.87% | |
| 41 | C | Citigroup INC | 株式-金融 | 0.72% | — | +3.09% | |
| 42 | IMTB | Ishares Core 5-10 Year Usd | ETF-その他 | 0.69% | — | +3.79% | |
| 43 | ECL | Ecolab INC | 株式-素材 | 0.69% | — | +3.90% | |
| 44 | GBF | Ishares Government/credit Bo | ETF-政府公債 | 0.68% | — | +3.79% | |
| 45 | IDV | Ishares International Select | ETF-その他 | 0.65% | — | +0.82% | |
| 46 | HACKUSD | Etfmg Prime Cyber Security E | ETF-その他 | 0.65% | — | +5.37% | |
| 47 | ROST | Ross Stores INC | 株式-一般消費財 | 0.62% | +0.10% | +0.40% | |
| 48 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.60% | — | +0.65% | |
| 49 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.52% | — | -4.34% | |
| 50 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.51% | — | -4.83% |