CIK: 0001358096
申告総資産額
$1.9億
上位200銘柄を表示中（全362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 | 10.92% | -0.48% | +0.22% | |
| 2 | DWX | State Street Spdr S&p Intern | ETF-その他 | 6.39% | -2.74% | +1.15% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 6.29% | — | -0.14% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 6.29% | -1.03% | +1.31% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.76% | — | +50664.44% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.38% | -0.08% | -1.23% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.35% | -0.20% | -0.59% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 5.23% | -0.30% | -44.95% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 3.56% | +5.20% | +106.11% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.87% | -0.08% | +108.98% | |
| 11 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 1.74% | -0.04% | +2.29% | |
| 12 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.63% | +0.01% | +6.24% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.43% | +0.03% | +2.49% | |
| 14 | AIVI | Wisdomtree International Ai | ETF-その他 | 1.41% | -0.22% | -0.29% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.30% | -0.18% | -77.96% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.30% | -0.15% | +3.45% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.28% | — | +3.76% | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 0.95% | — | -2.48% | |
| 19 | PAYX | Paychex INC | 株式-IT | 0.89% | — | +2.46% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.88% | — | -0.62% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.83% | -0.09% | -3.89% | |
| 22 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.73% | — | +8.01% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.73% | +0.02% | +8.47% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | — | -1.00% | |
| 25 | MMM | 3m Co | 株式-資本財 | 0.63% | — | -8.76% | |
| 26 | SYY | Sysco CORP | 株式-生活必需品 | 0.62% | — | -7.31% | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 0.60% | — | +8.13% | |
| 28 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.59% | -0.07% | -1.43% | |
| 29 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.58% | -0.07% | +5.05% | |
| 30 | GD | General Dynamics CORP | 株式-資本財 | 0.57% | — | +1.50% | |
| 31 | AFL | Aflac INC | 株式-金融 | 0.54% | — | -0.61% | |
| 32 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.50% | +0.03% | +7.54% | |
| 33 | CLX | Clorox Company | 株式-生活必需品 | 0.49% | — | +12.72% | |
| 34 | EBAY | Ebay INC | 株式-一般消費財 | 0.47% | -0.06% | +7.91% | |
| 35 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.45% | — | — | |
| 36 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.45% | — | -36.41% | |
| 37 | AXP | American Express Co | 株式-金融 | 0.44% | — | +5.73% | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.44% | — | +15.80% | |
| 39 | O | Realty Income CORP | 株式-不動産 | 0.44% | +0.03% | +11.81% | |
| 40 | ADP | Automatic Data Processing | 株式-IT | 0.44% | — | +2.82% | |
| 41 | ✓ | 株式-その他 | 0.43% | -0.36% | EXIT | ||
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.43% | — | +12.89% | |
| 43 | WFC | Wells Fargo & Co | 株式-金融 | 0.42% | — | +17.57% | |
| 44 | T | At&t INC | 株式-通信サービス | 0.41% | — | +12.11% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.39% | -0.11% | -4.52% | |
| 46 | ✓ | 株式-その他 | 0.39% | — | -38.74% | ||
| 47 | CTAS | Cintas CORP | 株式-資本財 | 0.35% | -0.05% | -6.87% | |
| 48 | ✓ | 株式-その他 | 0.35% | — | +20.07% | ||
| 49 | AEP | American Electric Power | 株式-公益事業 | 0.34% | +0.03% | +10.49% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.33% | +0.01% | -2.62% |