CIK: 0001352526
申告総資産額
$3.9億
上位200銘柄を表示中（全367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 | 4.28% | -0.60% | -1.82% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.99% | -0.46% | -1.53% | |
| 3 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 2.79% | — | +3.46% | |
| 4 | CSX | Csx CORP | 株式-資本財 | 2.19% | +0.09% | -2.91% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.02% | -0.20% | -2.97% | |
| 6 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.95% | +0.24% | -0.73% | |
| 7 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 1.76% | — | +7.89% | |
| 8 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.73% | — | — | |
| 9 | ARKQ | Ark Autonomous Tech & Robot | ETF-テック型 | 1.67% | — | +2.54% | |
| 10 | JPSE | JPM Diversified Rt Small Cap | ETF-中小型株 | 1.67% | +0.06% | -0.48% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.65% | -0.09% | +6.10% | |
| 12 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-その他 | 1.65% | — | +6.03% | |
| 13 | WM | Waste Management INC | 株式-資本財 | 1.55% | — | -0.21% | |
| 14 | CVX | Chevron CORP | 株式-エネルギー | 1.51% | +0.18% | +1.00% | |
| 15 | HON | Honeywell International INC | 株式-資本財 | 1.45% | +0.09% | +2.94% | |
| 16 | CAT | Caterpillar INC | 株式-資本財 | 1.43% | +0.20% | +3.05% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.42% | +0.31% | -1.02% | |
| 18 | AWK | American Water Works Co INC | 株式-公益事業 | 1.41% | — | — | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.39% | — | -3.46% | |
| 20 | ITW | Illinois Tool Works | 株式-資本財 | 1.36% | — | — | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.36% | — | +12.49% | |
| 22 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.35% | -0.16% | -1.21% | |
| 23 | AMAT | Applied Materials INC | 株式-IT | 1.29% | +0.44% | -8.83% | |
| 24 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 1.28% | -0.13% | -0.26% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.28% | -0.45% | -0.45% | |
| 26 | ACN | Accenture plc | 株式-IT | 1.22% | — | — | |
| 27 | DE | Deere & Co | 株式-資本財 | 1.19% | — | — | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.19% | — | -0.83% | |
| 29 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.01% | — | +40.72% | |
| 30 | ETN | Eaton Corporation plc | 株式-資本財 | 0.99% | — | — | |
| 31 | PH | Parker Hannifin CORP | 株式-資本財 | 0.97% | — | — | |
| 32 | RTX | Rtx CORP | 株式-資本財 | 0.94% | — | +0.38% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.94% | -0.09% | -10.95% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.93% | -0.14% | +2.60% | |
| 35 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.93% | — | -0.08% | |
| 36 | DHR | Danaher CORP | 株式-ヘルスケア | 0.93% | -0.18% | +6.16% | |
| 37 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.90% | — | +0.65% | |
| 38 | NJR | New Jersey Resources CORP | 株式-公益事業 | 0.89% | — | — | |
| 39 | NEE | Nextera Energy INC | 株式-公益事業 | 0.88% | — | — | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.87% | — | -9.45% | |
| 41 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.86% | — | -1.84% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.84% | — | — | |
| 43 | ADP | Automatic Data Processing | 株式-IT | 0.82% | -0.14% | +24.84% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.81% | — | -8.52% | |
| 45 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.80% | — | -1.25% | |
| 46 | TXN | Texas Instruments INC | 株式-IT | 0.79% | — | -0.13% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.75% | — | -8.55% | |
| 48 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.73% | -0.10% | +8.95% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.73% | -0.39% | -6.50% | |
| 50 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.70% | — | +2.12% |