CIK: 0001352526
申告総資産額
$3.9億
上位200銘柄を表示中（全395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 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 5.88% | -0.46% | +7.72% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.78% | -0.60% | -1.35% | |
| 3 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.90% | — | — | |
| 4 | AAPL | Apple INC | 株式-IT | 2.81% | -0.46% | +0.41% | |
| 5 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.65% | +0.24% | -1.14% | |
| 6 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 2.45% | +0.09% | +11.09% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.35% | -0.20% | -1.90% | |
| 8 | CSX | Csx CORP | 株式-資本財 | 1.80% | +0.09% | -1.90% | |
| 9 | AMAT | Applied Materials INC | 株式-IT | 1.67% | +0.44% | -4.55% | |
| 10 | WM | Waste Management INC | 株式-資本財 | 1.65% | — | -0.06% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.60% | -0.09% | +0.73% | |
| 12 | CAT | Caterpillar INC | 株式-資本財 | 1.59% | +0.20% | -2.81% | |
| 13 | JPSE | JPM Diversified Rt Small Cap | ETF-中小型株 | 1.51% | +0.06% | -0.45% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.39% | -0.45% | -0.77% | |
| 15 | ETN | Eaton Corporation plc | 株式-資本財 | 1.34% | — | — | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.33% | +0.18% | +0.70% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.32% | +0.31% | -0.50% | |
| 18 | HON | Honeywell International INC | 株式-資本財 | 1.30% | +0.09% | +0.33% | |
| 19 | DAUG | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 1.29% | — | -48.19% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.27% | -0.25% | +902.81% | |
| 21 | FBT | First Trust Nyse Arca Biotec | ETF-その他 | 1.14% | -0.13% | +1.82% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.14% | — | +0.43% | |
| 23 | ITW | Illinois Tool Works | 株式-資本財 | 1.12% | — | -0.18% | |
| 24 | AWK | American Water Works Co INC | 株式-公益事業 | 1.11% | — | — | |
| 25 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.11% | -0.16% | +0.17% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 1.09% | — | +0.30% | |
| 27 | PH | Parker Hannifin CORP | 株式-資本財 | 1.09% | — | — | |
| 28 | DAPR | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 1.07% | — | -35.94% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.06% | — | +1.07% | |
| 30 | ACN | Accenture plc | 株式-IT | 1.04% | — | — | |
| 31 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 1.01% | -1.07% | +39.48% | |
| 32 | DE | Deere & Co | 株式-資本財 | 0.96% | — | — | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.92% | — | -0.40% | |
| 34 | JTEK | Jpmorgan US Tech Leaders | ETF-テック型 | 0.91% | -0.15% | — | |
| 35 | ORCL | Oracle CORP | 株式-IT | 0.91% | — | -0.60% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.88% | -0.14% | -2.87% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.88% | -0.39% | -6.46% | |
| 38 | DHR | Danaher CORP | 株式-ヘルスケア | 0.86% | -0.18% | +0.73% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.85% | -0.09% | -1.45% | |
| 40 | RTX | Rtx CORP | 株式-資本財 | 0.83% | — | -1.33% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.79% | -0.12% | -4.25% | |
| 42 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-その他 | 0.77% | — | -19.00% | |
| 43 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.76% | — | — | |
| 44 | ADP | Automatic Data Processing | 株式-IT | 0.76% | -0.14% | -2.11% | |
| 45 | TXN | Texas Instruments INC | 株式-IT | 0.75% | — | -0.38% | |
| 46 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.74% | — | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.73% | — | -3.58% | |
| 48 | NEE | Nextera Energy INC | 株式-公益事業 | 0.73% | — | — | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.70% | — | -3.63% | |
| 50 | NJR | New Jersey Resources CORP | 株式-公益事業 | 0.70% | — | — |