CIK: 0001352526
申告総資産額
$4.5億
上位200銘柄を表示中（全322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 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 3.98% | — | +10.90% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.38% | -0.16% | +0.16% | |
| 3 | ARKQ | Ark Autonomous Tech & Robot | ETF-テック型 | 2.50% | +0.03% | -2.19% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.49% | +0.01% | +288.37% | |
| 5 | CSX | Csx CORP | 株式-資本財 | 2.29% | -0.02% | -0.21% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.16% | — | +6.65% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 1.88% | -0.64% | -0.70% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.80% | -0.10% | +0.95% | |
| 9 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.77% | -0.29% | -0.30% | |
| 10 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 1.73% | +0.05% | +0.37% | |
| 11 | AWK | American Water Works Co INC | 株式-公益事業 | 1.72% | — | — | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.70% | — | +0.96% | |
| 13 | INTC | Intel CORP | 株式-IT | 1.69% | — | +2.72% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.66% | -0.38% | +0.21% | |
| 15 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 1.54% | -0.22% | EXIT | |
| 16 | PGX | Invesco Preferred ETF | ETF-その他 | 1.52% | — | +6.19% | |
| 17 | JPSE | JPM Diversified Rt Small Cap | ETF-中小型株 | 1.50% | -0.07% | -0.58% | |
| 18 | HON | Honeywell International INC | 株式-資本財 | 1.46% | -0.89% | EXIT | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.44% | — | +0.97% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 1.36% | -0.32% | +1.82% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.35% | -0.23% | +0.56% | |
| 22 | ITW | Illinois Tool Works | 株式-資本財 | 1.26% | — | — | |
| 23 | WM | Waste Management INC | 株式-資本財 | 1.22% | — | — | |
| 24 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.20% | — | +0.54% | |
| 25 | DHR | Danaher CORP | 株式-ヘルスケア | 1.19% | -0.30% | -0.46% | |
| 26 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.19% | +0.67% | +12.07% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.16% | +1.19% | -0.32% | |
| 28 | CAT | Caterpillar INC | 株式-資本財 | 1.14% | +0.40% | +0.60% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 1.10% | -0.01% | +1.39% | |
| 30 | ACN | Accenture plc | 株式-IT | 1.08% | — | -0.07% | |
| 31 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.05% | — | — | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.03% | — | +1.54% | |
| 33 | D | Dominion Energy INC | 株式-公益事業 | 1.00% | — | +2.30% | |
| 34 | NEE | Nextera Energy INC | 株式-公益事業 | 0.99% | — | — | |
| 35 | UNP | Union Pacific CORP | 株式-資本財 | 0.92% | — | +0.45% | |
| 36 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.88% | — | +1.34% | |
| 37 | AMAT | Applied Materials INC | 株式-IT | 0.87% | +1.77% | -0.13% | |
| 38 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.87% | — | +0.77% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.87% | +0.08% | -1.89% | |
| 40 | TGT | Target CORP | 株式-一般消費財 | 0.85% | — | -1.06% | |
| 41 | KEY | Keycorp | 株式-金融 | 0.82% | — | +0.29% | |
| 42 | DE | Deere & Co | 株式-資本財 | 0.80% | — | — | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.79% | +0.09% | +2.09% | |
| 44 | TXN | Texas Instruments INC | 株式-IT | 0.77% | +0.12% | +0.42% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.76% | — | -0.81% | |
| 46 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.75% | — | — | |
| 47 | RTX | Rtx CORP | 株式-資本財 | 0.75% | — | +2.68% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.72% | — | +0.38% | |
| 49 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.72% | — | -5.25% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.68% | -0.24% | +1.08% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.3% | +288.37% | 増加 |
| 2 | ARKQ | Ark Autonomous Tech & Robot | +0.2% | -2.19% | 減少 |
| 3 | DE | Deere & Co | +0.2% | — | 変化なし |
| 4 | ABT | Abbott Laboratories | +0.2% | -0.30% | 減少 |
| 5 | COST | Costco Wholesale CORP | +0.1% | +0.21% | 増加 |
| 6 | TGT | Target CORP | +0.1% | -1.06% | 減少 |
| 7 | PULS | Pgim Ultra Short Bond ETF | +0.1% | +17.86% | 増加 |
| 8 | DHR | Danaher CORP | +0.1% | -0.46% | 減少 |
| 9 | NSC | Norfolk Southern CORP | +0.1% | — | 変化なし |
| 10 | CMI | Cummins INC | +0.1% | +21.43% | 増加 |
| 11 | PG | Procter & Gamble Co/the | +0.1% | +0.56% | 増加 |
| 12 | ADBE | Adobe INC | +0.1% | +15.65% | 増加 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +7.02% | 増加 |
| 14 | JMST | JPM Ultra-short Muni Income | +0.1% | +160.87% | 増加 |
| 15 | TOTL | Ss Doubleline Tr Tact ETF | +0.1% | +10.90% | 増加 |
| 16 | CAT | Caterpillar INC | +0.1% | +0.60% | 増加 |
| 17 | UPS | United Parcel Service-cl B | +0.1% | — | 変化なし |
| 18 | CMCSA | Comcast Corp-class A | +0.1% | +4.80% | 増加 |
| 19 | WRKUSD | Westrock Co | +0.1% | +1.53% | 増加 |
| 20 | AWK | American Water Works Co INC | +0.1% | — | 変化なし |
| 21 | HON | Honeywell International INC | +0.1% | +0.50% | 増加 |
| 22 | CSX | Csx CORP | +0.1% | -0.21% | 減少 |
| 23 | DIS | Walt Disney Co/the | +0.1% | +0.96% | 増加 |
| 24 | UNP | Union Pacific CORP | +0.1% | +0.45% | 増加 |
| 25 | NEE | Nextera Energy INC | +0.1% | — | 変化なし |
| 26 | WY | Weyerhaeuser Co | +0.1% | -2.82% | 減少 |
| 27 | LOW | Lowe's Cos INC | +0.1% | -5.25% | 減少 |
| 28 | JPST | Jpmorgan Ultra-short Income | +0.1% | +12.07% | 増加 |
| 29 | MDLZ | Mondelez International Inc-a | +0.1% | +1.34% | 増加 |
| 30 | WMT | Walmart INC | +0.1% | +3.56% | 増加 |
| 31 | APD | Air Products & Chemicals INC | +0.1% | — | 変化なし |
| 32 | HD | Home Depot INC | 0% | -0.70% | 減少 |
| 33 | PGX | Invesco Preferred ETF | 0% | +6.19% | 増加 |
| 34 | VGT | Vanguard Info Tech ETF | 0% | -0.32% | 減少 |
| 35 | META | Meta Platforms Inc-class A | 0% | -0.81% | 減少 |
| 36 | TXN | Texas Instruments INC | 0% | +0.42% | 増加 |
| 37 | ETN | Eaton Corporation plc | 0% | — | 変化なし |
| 38 | ITW | Illinois Tool Works | 0% | — | 変化なし |
| 39 | AMZN | Amazon.com INC | 0% | -1.89% | 減少 |
| 40 | MRK | Merck & Co. INC. | 0% | +1.54% | 増加 |
| 41 | MUB | Ishares National Muni Bond E | 0% | +6.65% | 増加 |
| 42 | JNJ | Johnson & Johnson | 0% | +0.97% | 増加 |
| 43 | PEP | Pepsico INC | 0% | +1.82% | 増加 |
| 44 | MSFT | Microsoft CORP | -0.1% | +0.16% | 増加 |
| 45 | NJR | New Jersey Resources CORP | -0.2% | — | 変化なし |
| 46 | XOM | Exxon Mobil CORP | -0.2% | +2.89% | 増加 |
| 47 | CVX | Chevron CORP | -0.2% | +1.08% | 増加 |
| 48 | FLRN | Ss Spdr Bb Ig Float Rt ETF | -0.2% | -40.47% | 減少 |
| 49 | FBT | First Trust Nyse Arca Biotec | -0.3% | +0.37% | 増加 |
| 50 | INTC | Intel CORP | -0.4% | +2.72% | 増加 |