CIK: 0001310658
申告総資産額
$11.5億
上位200銘柄を表示中（全209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 | 5.54% | -0.35% | -0.25% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.63% | -1.18% | -0.51% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.55% | +0.09% | -5.37% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.49% | -0.36% | +3.80% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.37% | -1.03% | +5.89% | |
| 6 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 2.34% | — | -0.22% | |
| 7 | PFE | Pfizer INC | 株式-ヘルスケア | 2.30% | +0.06% | +0.79% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 1.88% | -0.59% | -3.61% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.80% | -0.26% | +1884.87% | |
| 10 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.68% | +0.09% | +55.37% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.65% | +0.09% | -0.29% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.62% | -0.34% | -2.21% | |
| 13 | TFC | Truist Financial CORP | 株式-金融 | 1.52% | — | -0.43% | |
| 14 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 1.51% | — | -1.06% | |
| 15 | INTC | Intel CORP | 株式-IT | 1.50% | — | +0.69% | |
| 16 | CSCO | Cisco Systems INC | 株式-IT | 1.48% | — | +0.82% | |
| 17 | ORCL | Oracle CORP | 株式-IT | 1.45% | -0.10% | +0.45% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.39% | — | +4.42% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.35% | -0.06% | +0.37% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.35% | — | -4.74% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.28% | -0.25% | +1.18% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.26% | +0.12% | -2.14% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 1.23% | -0.20% | -1.38% | |
| 24 | DG | Dollar General CORP | 株式-生活必需品 | 1.19% | — | -2.55% | |
| 25 | CPNG | Coupang INC | 株式-一般消費財 | 1.16% | — | +12.35% | |
| 26 | FHI | Federated Hermes INC | 株式-金融 | 1.13% | — | -2.25% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.11% | -0.08% | -1.68% | |
| 28 | QDF | Flexshares Quality Dividend | ETF-その他 | 1.10% | -0.22% | -2.29% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.09% | -0.07% | -26.27% | |
| 30 | KR | Kroger Co | 株式-生活必需品 | 1.08% | +0.15% | -2.90% | |
| 31 | ACN | Accenture plc | 株式-IT | 0.99% | -0.11% | -11.09% | |
| 32 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.98% | — | -4.07% | |
| 33 | AMGN | Amgen INC | 株式-ヘルスケア | 0.96% | — | -2.66% | |
| 34 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.95% | — | -36.80% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.92% | — | -2.44% | |
| 36 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.92% | — | -0.68% | |
| 37 | ETN | Eaton Corporation plc | 株式-資本財 | 0.91% | — | -1.31% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.91% | -0.19% | -2.89% | |
| 39 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.89% | — | -0.58% | |
| 40 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.89% | — | -0.78% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.88% | — | -4.55% | |
| 42 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.80% | — | -0.45% | |
| 43 | MDT | Medtronic plc | 株式-ヘルスケア | 0.78% | -0.06% | -0.83% | |
| 44 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.78% | — | +2.43% | |
| 45 | EMR | Emerson Electric Co | 株式-資本財 | 0.75% | — | -0.36% | |
| 46 | LECO | Lincoln Electric Holdings | 株式-資本財 | 0.75% | — | -2.89% | |
| 47 | TGT | Target CORP | 株式-一般消費財 | 0.74% | — | -0.63% | |
| 48 | XLF | Ss Financial Select Sector | ETF-その他 | 0.73% | — | -2.49% | |
| 49 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 0.73% | +0.15% | — | |
| 50 | EVRG | Evergy INC | 株式-公益事業 | 0.71% | — | +1.28% |