CIK: 0001310658
申告総資産額
$11.5億
上位200銘柄を表示中（全218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 | 5.71% | -0.35% | -0.92% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.80% | -1.18% | -2.46% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.81% | -0.26% | -0.79% | |
| 4 | INTC | Intel CORP | 株式-IT | 2.74% | — | -0.76% | |
| 5 | QDF | Flexshares Quality Dividend | ETF-その他 | 2.55% | -0.22% | -9.50% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.17% | +0.09% | -5.07% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.14% | -0.36% | +7.47% | |
| 8 | CSCO | Cisco Systems INC | 株式-IT | 1.83% | — | -0.73% | |
| 9 | AVGO | Broadcom INC | 株式-IT | 1.69% | -0.59% | -3.10% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.63% | -0.06% | +0.01% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.58% | -0.08% | -5.62% | |
| 12 | PFE | Pfizer INC | 株式-ヘルスケア | 1.57% | +0.06% | +2.67% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.55% | -0.20% | -1.61% | |
| 14 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.51% | — | +11.95% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.39% | -0.34% | +2.84% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.37% | — | -1.32% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.36% | -1.03% | +26.60% | |
| 18 | ORCL | Oracle CORP | 株式-IT | 1.32% | -0.10% | +0.93% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.32% | — | +0.45% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.29% | — | -0.48% | |
| 21 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.29% | — | — | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.20% | -0.25% | -0.08% | |
| 23 | DG | Dollar General CORP | 株式-生活必需品 | 1.19% | — | -3.76% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.19% | +0.12% | +5.20% | |
| 25 | TFC | Truist Financial CORP | 株式-金融 | 1.17% | — | -3.19% | |
| 26 | ACN | Accenture plc | 株式-IT | 1.12% | -0.11% | +2.53% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.09% | — | +3.72% | |
| 28 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.08% | — | -0.63% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.07% | -0.07% | -1.66% | |
| 30 | AMGN | Amgen INC | 株式-ヘルスケア | 1.07% | — | -0.09% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 1.06% | — | +2.01% | |
| 32 | EBAY | Ebay INC | 株式-一般消費財 | 1.06% | — | -1.29% | |
| 33 | ADBE | Adobe INC | 株式-IT | 1.03% | -0.11% | +3.99% | |
| 34 | KR | Kroger Co | 株式-生活必需品 | 0.98% | +0.15% | -0.46% | |
| 35 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.97% | — | +2.21% | |
| 36 | MDT | Medtronic plc | 株式-ヘルスケア | 0.96% | -0.06% | +3.48% | |
| 37 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.91% | — | +0.80% | |
| 38 | ICE | Intercontinental Exchange In | 株式-金融 | 0.90% | — | +0.46% | |
| 39 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.89% | +0.09% | -11.31% | |
| 40 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.88% | — | -4.34% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.87% | +0.09% | +6.83% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.85% | -0.19% | +4.04% | |
| 43 | TXN | Texas Instruments INC | 株式-IT | 0.84% | — | +2.92% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.82% | — | -0.19% | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.82% | — | +3.62% | |
| 46 | TGT | Target CORP | 株式-一般消費財 | 0.81% | — | +1165.72% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.79% | — | -12.72% | |
| 48 | EVRG | Evergy INC | 株式-公益事業 | 0.77% | — | -4.30% | |
| 49 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.77% | — | +5.26% | |
| 50 | BR | Broadridge Financial Solutio | 株式-IT | 0.74% | — | -3.90% |