CIK: 0001352526
申告総資産額
$4.5億
上位200銘柄を表示中（全391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 | MSFT | Microsoft CORP | 株式-IT | 3.88% | -0.16% | -0.87% | |
| 2 | ARKQ | Ark Autonomous Tech & Robot | ETF-テック型 | 2.61% | +0.03% | -2.47% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.51% | -0.10% | -0.10% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.44% | +0.01% | -1.69% | |
| 5 | CSX | Csx CORP | 株式-資本財 | 2.20% | -0.02% | -0.37% | |
| 6 | JPSE | JPM Diversified Rt Small Cap | ETF-中小型株 | 2.00% | -0.07% | +0.85% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 1.90% | -0.64% | -0.67% | |
| 8 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.89% | — | -0.49% | |
| 9 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.82% | -0.38% | -0.66% | |
| 10 | AWK | American Water Works Co INC | 株式-公益事業 | 1.72% | — | — | |
| 11 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 1.63% | +0.05% | +0.92% | |
| 12 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.62% | -0.29% | -0.19% | |
| 13 | INTC | Intel CORP | 株式-IT | 1.59% | — | +1.50% | |
| 14 | HON | Honeywell International INC | 株式-資本財 | 1.58% | -0.89% | EXIT | |
| 15 | WM | Waste Management INC | 株式-資本財 | 1.39% | — | — | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.36% | — | +0.13% | |
| 17 | AMAT | Applied Materials INC | 株式-IT | 1.35% | +1.77% | -2.73% | |
| 18 | DHR | Danaher CORP | 株式-ヘルスケア | 1.35% | -0.30% | -3.02% | |
| 19 | ACN | Accenture plc | 株式-IT | 1.31% | — | — | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 1.31% | -0.32% | +0.49% | |
| 21 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 1.26% | -0.22% | EXIT | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.25% | +1.19% | -0.15% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.20% | -0.23% | +0.87% | |
| 24 | CAT | Caterpillar INC | 株式-資本財 | 1.20% | +0.40% | -0.85% | |
| 25 | ITW | Illinois Tool Works | 株式-資本財 | 1.16% | — | — | |
| 26 | KEY | Keycorp | 株式-金融 | 1.12% | — | -0.68% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 1.07% | -0.01% | -1.25% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.06% | +0.09% | -5.26% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 1.02% | -0.24% | +0.59% | |
| 30 | DE | Deere & Co | 株式-資本財 | 1.02% | — | — | |
| 31 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.01% | — | — | |
| 32 | RTX | Rtx CORP | 株式-資本財 | 0.96% | — | -1.19% | |
| 33 | NEE | Nextera Energy INC | 株式-公益事業 | 0.96% | — | — | |
| 34 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.96% | — | +1.06% | |
| 35 | TGT | Target CORP | 株式-一般消費財 | 0.93% | — | -4.71% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.90% | +0.67% | +0.14% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.90% | — | +2.32% | |
| 38 | PGX | Invesco Preferred ETF | ETF-その他 | 0.89% | — | -7.32% | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.88% | — | +0.01% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.88% | -0.39% | +0.34% | |
| 41 | TXN | Texas Instruments INC | 株式-IT | 0.87% | +0.12% | -0.41% | |
| 42 | D | Dominion Energy INC | 株式-公益事業 | 0.84% | — | +1.15% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.83% | +0.08% | +0.71% | |
| 44 | ORCL | Oracle CORP | 株式-IT | 0.83% | -0.88% | -4.01% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.80% | — | -2.85% | |
| 46 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.80% | — | -0.16% | |
| 47 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.78% | — | +0.37% | |
| 48 | UNP | Union Pacific CORP | 株式-資本財 | 0.78% | — | +1.21% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.77% | — | -26.91% | |
| 50 | ETN | Eaton Corporation plc | 株式-資本財 | 0.76% | — | — |