CIK: 0001462245
申告総資産額
$942.2億
上位200銘柄を表示中(全1874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 | AAPL | Apple INC | 株式-IT | 2.47% | — | -0.27% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.91% | +0.43% | -21.85% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 1.89% | -0.66% | +2.74% | |
| 4 | T | At&t INC | 株式-通信サービス | 1.56% | — | +5.96% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.54% | +1.83% | +3.21% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.54% | +0.23% | +1.72% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.12% | -0.14% | -0.53% | |
| 8 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.09% | — | +0.26% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.08% | -0.11% | +4.73% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.06% | — | +6.26% | |
| 11 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.01% | — | +0.48% | |
| 12 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.01% | — | +0.30% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.00% | +0.04% | +1.73% | |
| 14 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.95% | — | +5.85% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.84% | -0.08% | +21.47% | |
| 16 | PFE | Pfizer INC | 株式-ヘルスケア | 0.84% | — | +13.08% | |
| 17 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.73% | — | +3.73% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 0.73% | +0.21% | +2.97% | |
| 19 | INTC | Intel CORP | 株式-IT | 0.73% | — | +5.69% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.69% | — | +3.76% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 0.68% | +0.07% | +1.06% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.68% | — | +50.84% | |
| 23 | IBM | Intl Business Machines CORP | 株式-IT | 0.67% | -0.11% | +1.74% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.66% | — | -7.64% | |
| 25 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.65% | — | +3.23% | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.64% | — | -10.89% | |
| 27 | MO | Altria Group INC | 株式-生活必需品 | 0.62% | — | +6.55% | |
| 28 | BA | Boeing Co/the | 株式-資本財 | 0.61% | — | +6.91% | |
| 29 | PNC | Pnc Financial Services Group | 株式-金融 | 0.61% | — | +8.62% | |
| 30 | WEP | Magellan Midstream Partners | 株式-その他 | 0.59% | — | -3.02% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.55% | -0.14% | +25.77% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.51% | — | +12.72% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.51% | — | +5.13% | |
| 34 | PM | Philip Morris International | 株式-生活必需品 | 0.50% | — | +3.14% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.50% | -0.19% | +22.88% | |
| 36 | TWXCHF | Time Warner INC | 株式-その他 | 0.48% | — | +1.25% | |
| 37 | VUG | Vanguard Growth ETF | ETF-その他 | 0.47% | -0.10% | +4.20% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.44% | — | +44.45% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.43% | -0.18% | -1.75% | |
| 40 | FDX | Fedex CORP | 株式-資本財 | 0.43% | — | +3.20% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.42% | +0.20% | +13.07% | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.42% | — | -6.43% | |
| 43 | MMM | 3m Co | 株式-資本財 | 0.42% | — | +2.44% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.39% | — | +6.31% | |
| 45 | QCOM | Qualcomm INC | 株式-IT | 0.39% | -0.07% | +3.97% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.38% | — | -22.54% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.38% | — | -2.66% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.37% | — | +0.72% | |
| 49 | BND | Vanguard Total Bond Market | ETF-その他 | 0.37% | — | -24.93% | |
| 50 | BAC | Bank Of America CORP | 株式-金融 | 0.37% | -0.07% | +10.98% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +0.2% | +4.73% | 増加 |
| 2 | IWD | Ishares Russell 1000 Value E | +0.2% | +50.84% | 増加 |
| 3 | XLF | Ss Financial Select Sector | +0.2% | +115.31% | 増加 |
| 4 | SPAB | Ss Spdr P Agg Bond ETF | +0.2% | +4496.21% | 増加 |
| 5 | PNC | Pnc Financial Services Group | +0.2% | +8.62% | 増加 |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | +22.88% | 増加 |
| 7 | IWF | Ishares Russell 1000 Growth | +0.1% | +21.47% | 増加 |
| 8 | BSV | Vanguard Short-term Bond ETF | +0.1% | +117.05% | 増加 |
| 9 | BA | Boeing Co/the | +0.1% | +6.91% | 増加 |
| 10 | SCHF | Schwab Intl Equity ETF | +0.1% | +44.45% | 増加 |
| 11 | PUB2USD | Altabancorp | +0.1% | +66.65% | 増加 |
| 12 | TOTL | Ss Doubleline Tr Tact ETF | +0.1% | +161.31% | 増加 |
| 13 | MRSH | Marsh & Mclennan Cos | +0.1% | +118.90% | 増加 |
| 14 | DVN | Devon Energy CORP | +0.1% | +1197.23% | 増加 |
| 15 | CVX | Chevron CORP | +0.1% | +2.97% | 増加 |
| 16 | BAC | Bank Of America CORP | +0.1% | +10.98% | 増加 |
| 17 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +133.57% | 増加 |
| 18 | KBE | Ss Spdr S&p Bank ETF | +0.1% | +15.93% | 増加 |
| 19 | XXI | Twenty One Capital, Inc. | +0.1% | +1056.42% | 増加 |
| 20 | MSFT | Microsoft CORP | +0.1% | +2.74% | 増加 |
| 21 | T | At&t INC | +0.1% | +5.96% | 増加 |
| 22 | TWXCHF | Time Warner INC | +0.1% | +1.25% | 増加 |
| 23 | ADP | Automatic Data Processing | +0.1% | +22.28% | 増加 |
| 24 | ✓ | Rydex ETF Trust | +0.1% | +56.71% | 増加 |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.53% | 減少 |
| 26 | MCD | Mcdonald's CORP | +0.1% | +12.72% | 増加 |
| 27 | IJR | Ishares Core S&p Small-cap E | +0.1% | +25.57% | 増加 |
| 28 | BMY | Bristol-myers Squibb Co | 0% | +3.73% | 増加 |
| 29 | MO | Altria Group INC | 0% | +6.55% | 増加 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -21.85% | 減少 |
| 31 | AEP | American Electric Power Company, Inc. | 0% | +0.26% | 増加 |
| 32 | SCHD | Schwab U.S. Dividend Equity ETF | 0% | +5.85% | 増加 |
| 33 | XOM | Exxon Mobil CORP | 0% | +1.72% | 増加 |
| 34 | AAPL | Apple INC | -0.1% | -0.27% | 減少 |
| 35 | AMLPUSD | Alerian Mlp ETF | -0.1% | -47.53% | 減少 |
| 36 | ✓ | Invesco Intl Developed Low Vol | -0.1% | -96.33% | 減少 |
| 37 | DBEF | Xtrackers Msci Eafe Hedged E | -0.1% | -64.18% | 減少 |
| 38 | SCHZ | Schwab US Aggregate Bond ETF | -0.1% | -32.08% | 減少 |
| 39 | MGK | Vanguard Mega Cap Growth ETF | -0.1% | -36.86% | 減少 |
| 40 | MGV | Vanguard Mega Cap Value ETF | -0.1% | -40.44% | 減少 |
| 41 | DWX | State Street Spdr S&p Intern | -0.1% | -84.56% | 減少 |
| 42 | AMGN | Amgen INC | -0.1% | -6.43% | 減少 |
| 43 | ABBV | Abbvie INC | -0.1% | -25.46% | 減少 |
| 44 | KO | Coca-cola Co/the | -0.1% | -10.89% | 減少 |
| 45 | GLD | Spdr Gold Shares | -0.2% | -31.05% | 減少 |
| 46 | AGG | Ishares Core U.s. Aggregate | -0.2% | -22.54% | 減少 |
| 47 | BND | Vanguard Total Bond Market | -0.2% | -24.93% | 減少 |
| 48 | NTTYY | Ntt INC - Adr | -0.2% | -90.62% | 減少 |
| 49 | ECON | Columbia Resear Enh Em Econ | — | NEW | 新規購入 |
| 50 | EWU | Ishares Msci United Kingdom | — | NEW | 新規購入 |