CIK: 0001033324
申告総資産額
$17.2億
上位200銘柄を表示中（全272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 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 4.25% | -0.17% | — | |
| 2 | AVGO | Broadcom INC | 株式-IT | 3.85% | +0.44% | — | |
| 3 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.37% | +0.07% | -0.83% | |
| 4 | DVY | Ishares Select Dividend ETF | ETF-その他 | 3.33% | — | — | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.29% | -0.24% | -0.39% | |
| 6 | KO | Coca-cola Co/the | 株式-生活必需品 | 3.16% | -0.16% | — | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.05% | — | — | |
| 8 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.92% | — | — | |
| 9 | HDV | Ishares Core High Dividend E | ETF-その他 | 2.78% | — | — | |
| 10 | MET | Metlife INC | 株式-金融 | 2.74% | +0.13% | — | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.66% | — | — | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 2.63% | -1.48% | -0.10% | |
| 13 | NEE | Nextera Energy INC | 株式-公益事業 | 2.49% | -0.42% | -0.43% | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 2.46% | -0.33% | — | |
| 15 | CSCO | Cisco Systems INC | 株式-IT | 2.45% | +1.06% | — | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.42% | — | — | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.37% | -0.48% | — | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 2.13% | -0.34% | -0.44% | |
| 19 | IDV | Ishares International Select | ETF-その他 | 2.06% | -0.46% | — | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.81% | +0.04% | +19.39% | |
| 21 | MO | Altria Group INC | 株式-生活必需品 | 1.76% | -0.06% | — | |
| 22 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.72% | -1.50% | EXIT | |
| 23 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.66% | — | — | |
| 24 | QCOM | Qualcomm INC | 株式-IT | 1.54% | +0.38% | -1.26% | |
| 25 | PFFD | Global X US Preferred ETF | ETF-その他 | 1.50% | — | — | |
| 26 | DUK | Duke Energy CORP | 株式-公益事業 | 1.42% | -0.29% | — | |
| 27 | TXN | Texas Instruments INC | 株式-IT | 1.42% | +0.46% | +2.52% | |
| 28 | SO | Southern Co/the | 株式-公益事業 | 1.41% | — | — | |
| 29 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 1.38% | — | — | |
| 30 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.37% | — | — | |
| 31 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.36% | — | — | |
| 32 | AEP | American Electric Power | 株式-公益事業 | 1.28% | -0.15% | — | |
| 33 | T | At&t INC | 株式-通信サービス | 1.23% | -0.54% | +86.13% | |
| 34 | APD | Air Products & Chemicals INC | 株式-素材 | 1.20% | — | -0.44% | |
| 35 | USB | US Bancorp | 株式-金融 | 1.14% | +0.06% | — | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 1.13% | +0.03% | -0.82% | |
| 37 | DHS | Wisdomtree US High Dividend | ETF-その他 | 1.09% | — | — | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.04% | +0.05% | — | |
| 39 | VPU | Vanguard Utilities ETF | ETF-その他 | 1.00% | — | — | |
| 40 | MS | Morgan Stanley | 株式-金融 | 0.98% | — | +28.27% | |
| 41 | AAPL | Apple INC | 株式-IT | 0.89% | +0.07% | -2.05% | |
| 42 | DOW | Dow INC | 株式-素材 | 0.88% | — | +3.48% | |
| 43 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.80% | — | — | |
| 44 | SUSL | Ishares Esg Msci USA Leaders | ETF-その他 | 0.72% | — | — | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.66% | — | -0.36% | |
| 46 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.65% | — | — | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.60% | — | +428.57% | |
| 48 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-その他 | 0.59% | — | -33.42% | |
| 49 | BLKCHF | Blackrock INC | 株式-その他 | 0.55% | — | -2.34% | |
| 50 | EWT | Ishares Msci Taiwan ETF | ETF-その他 | 0.50% | — | -33.18% |