CIK: 0001321993
申告総資産額
$46.2億
上位200銘柄を表示中(全297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 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 14.75% | — | +19.79% | |
| 2 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 14.50% | — | +28.77% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 6.25% | — | — | |
| 4 | JHML | John Hancock Multi Fact Lrg | ETF-その他 | 3.38% | -0.45% | -3.90% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.07% | -0.21% | -21.73% | |
| 6 | SUB | Ishares Short-term National | ETF-その他 | 2.77% | — | — | |
| 7 | AAPL | Apple INC | 株式-IT | 2.22% | -0.31% | -0.08% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.11% | -0.10% | -12.07% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.68% | — | +3.93% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.51% | — | — | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 1.26% | -0.13% | -1.59% | |
| 12 | XLE | Ss Energy Select Sector | ETF-その他 | 1.23% | — | -3.07% | |
| 13 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.20% | — | -1.08% | |
| 14 | AMGN | Amgen INC | 株式-ヘルスケア | 1.01% | — | +1.57% | |
| 15 | CSCO | Cisco Systems INC | 株式-IT | 1.00% | +0.09% | +1.64% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.91% | +0.62% | — | |
| 17 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.91% | — | +0.92% | |
| 18 | RF | Regions Financial CORP | 株式-金融 | 0.86% | — | -0.06% | |
| 19 | RTX | Rtx CORP | 株式-資本財 | 0.85% | — | +3.16% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.85% | -1.29% | +14.85% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.79% | — | — | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.75% | -0.35% | +105.43% | |
| 23 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.74% | — | +3.00% | |
| 24 | EMR | Emerson Electric Co | 株式-資本財 | 0.73% | — | +3.01% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.73% | +0.14% | +4.45% | |
| 26 | INCY | Incyte CORP | 株式-ヘルスケア | 0.66% | — | -3.62% | |
| 27 | ACN | Accenture plc | 株式-IT | 0.66% | -0.18% | +4.62% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.62% | — | +3.51% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.62% | — | +6.38% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.61% | -0.03% | +2.70% | |
| 31 | TROW | T Rowe Price Group INC | 株式-金融 | 0.61% | -0.21% | -8.77% | |
| 32 | INTC | Intel CORP | 株式-IT | 0.58% | +0.15% | -9.65% | |
| 33 | QCOM | Qualcomm INC | 株式-IT | 0.58% | +0.06% | -0.38% | |
| 34 | EOG | Eog Resources INC | 株式-エネルギー | 0.58% | — | +3.91% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.57% | — | -0.46% | |
| 36 | RHI | Robert Half INC | 株式-資本財 | 0.56% | — | +5.71% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.55% | — | +0.15% | |
| 38 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.55% | — | +0.03% | |
| 39 | SYY | Sysco CORP | 株式-生活必需品 | 0.54% | — | -1.22% | |
| 40 | BIIB | Biogen INC | 株式-ヘルスケア | 0.54% | — | -1.47% | |
| 41 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.52% | — | +0.18% | |
| 42 | MDT | Medtronic plc | 株式-ヘルスケア | 0.51% | — | -3.01% | |
| 43 | CTAS | Cintas CORP | 株式-資本財 | 0.49% | — | -0.40% | |
| 44 | SLB | Slb LTD | 株式-エネルギー | 0.48% | — | -0.74% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | — | +8.42% | |
| 46 | EA | Electronic Arts INC | 株式-通信サービス | 0.46% | — | -1.45% | |
| 47 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.46% | — | +0.07% | |
| 48 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.46% | — | +1.49% | |
| 49 | AMAT | Applied Materials INC | 株式-IT | 0.44% | +0.38% | +3242.66% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.43% | — | -9.15% |