CIK: 0001310658
申告総資産額
$11.5億
上位200銘柄を表示中（全419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 | FTRBX | Fed Herm Ttl Rtrn Bnd-inst | 株式-その他 | 5.49% | — | -26.38% | |
| 2 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 3.91% | — | +70.87% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.68% | — | +1.37% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.46% | +0.22% | +4.78% | |
| 5 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.41% | — | +0.44% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.27% | -0.35% | -12.37% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.18% | -0.08% | -1.19% | |
| 8 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.18% | — | +2.36% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.98% | — | +3.12% | |
| 10 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.92% | — | +2.35% | |
| 11 | PFE | Pfizer INC | 株式-ヘルスケア | 1.89% | +0.06% | +0.74% | |
| 12 | MAT | Mattel INC | 株式-一般消費財 | 1.87% | — | +7.11% | |
| 13 | INTC | Intel CORP | 株式-IT | 1.69% | — | +3.12% | |
| 14 | ETN | Eaton Corporation plc | 株式-資本財 | 1.65% | — | +1.69% | |
| 15 | AIG | American International Group | 株式-金融 | 1.42% | — | +0.28% | |
| 16 | NDAQ | Nasdaq INC | 株式-金融 | 1.38% | — | -3.39% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.31% | — | +6.62% | |
| 18 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.30% | — | -1.90% | |
| 19 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.30% | — | -3.91% | |
| 20 | SLB | Slb LTD | 株式-エネルギー | 1.25% | — | +0.39% | |
| 21 | BBTUSD | Bb&t CORP | 株式-その他 | 1.24% | — | +1.24% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.24% | — | -1.81% | |
| 23 | GOOG | Alphabet A | 株式-通信サービス | 1.22% | — | -6.85% | |
| 24 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 1.21% | — | +11708.01% | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 1.19% | — | +95.63% | |
| 26 | CHLUSD | China Mobile Ltd-spon Adr | 株式-その他 | 1.18% | — | +2.66% | |
| 27 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 1.16% | — | — | |
| 28 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.15% | — | -1.33% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 1.13% | — | -8.10% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.11% | — | +0.91% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.09% | +0.12% | +0.17% | |
| 32 | F | Ford Motor Co | 株式-一般消費財 | 1.09% | — | +32.68% | |
| 33 | EBAY | Ebay INC | 株式-一般消費財 | 1.09% | — | -1.80% | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.06% | — | -0.21% | |
| 35 | T | At&t INC | 株式-通信サービス | 1.04% | +0.07% | +5.83% | |
| 36 | MRO* | Marathon Oil CORP | 株式-その他 | 1.04% | — | +2.96% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 1.00% | — | +7.06% | |
| 38 | ROK | Rockwell Automation INC | 株式-資本財 | 0.99% | — | +11.76% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.98% | — | -1.67% | |
| 40 | AWK | American Water Works Co INC | 株式-公益事業 | 0.96% | — | -8.55% | |
| 41 | MKL | Markel Group INC | 株式-金融 | 0.94% | — | +133.34% | |
| 42 | TV | Grupo Televisa Sa-spon Adr | 株式-その他 | 0.94% | — | — | |
| 43 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.90% | — | -15.96% | |
| 44 | GM | General Motors Co | 株式-一般消費財 | 0.90% | — | +28210.00% | |
| 45 | AFL | Aflac INC | 株式-金融 | 0.86% | — | -3.07% | |
| 46 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.86% | — | -9.71% | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.85% | -0.10% | +0.85% | |
| 48 | PXGBX | Praxair INC | 株式-その他 | 0.84% | — | -2.65% | |
| 49 | VAREUR | Varian Medical Systems INC | 株式-その他 | 0.79% | — | +6.12% | |
| 50 | AXP | American Express Company | 株式-金融 | 0.79% | — | -1.18% |