CIK: 0001075699
申告総資産額
$3.0億
上位200銘柄を表示中（全309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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 12.96% | +4.08% | +16.41% | |
| 2 | LZB | La-z-boy INC | 株式-その他 | 5.03% | -0.05% | +144.38% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.62% | -0.55% | +0.51% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.51% | -0.38% | +18.25% | |
| 5 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.78% | -0.09% | -0.77% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.78% | -0.30% | -3.07% | |
| 7 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.54% | +0.06% | +1.61% | |
| 8 | MBTF | Mbt Financial CORP | 株式-その他 | 2.47% | — | -0.23% | |
| 9 | IWC | Ishares Micro-cap ETF | ETF-その他 | 2.31% | -0.11% | -3.23% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.15% | — | +23.27% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.10% | -0.12% | +16.44% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.89% | — | +6.23% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.76% | — | +7.31% | |
| 14 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.68% | — | +25.35% | |
| 15 | BWX | State Street Spdr Bloomberg | ETF-その他 | 1.61% | +0.01% | +47.01% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.58% | +0.11% | -1.06% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.25% | -0.01% | +6.74% | |
| 18 | EIPI | FT Energy Income Partners Enhanced Income ETF | ETF-その他 | 1.16% | +0.09% | +2.75% | |
| 19 | HP | Helmerich & Payne | 株式-エネルギー | 1.15% | -0.06% | +18.80% | |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.11% | -0.12% | +7.22% | |
| 21 | GSY | Invesco Ultra Short Duration ETF | ETF-その他 | 0.99% | — | +36.11% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.98% | -0.05% | +0.14% | |
| 23 | XLE | Ss Energy Select Sector | ETF-その他 | 0.96% | -0.05% | +3.93% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.93% | -0.13% | +45.72% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.91% | — | +29.27% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.91% | -0.26% | -0.56% | |
| 27 | SIG | Signet Jewelers Limited | 株式-一般消費財 | 0.88% | — | -9.88% | |
| 28 | IDV | Ishares International Select | ETF-その他 | 0.84% | — | -1.21% | |
| 29 | XLF | Ss Financial Select Sector | ETF-その他 | 0.79% | — | +12.66% | |
| 30 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.75% | +0.07% | +8.27% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.75% | — | +3.23% | |
| 32 | PM | Philip Morris International | 株式-生活必需品 | 0.73% | -0.02% | +30.53% | |
| 33 | SNA | Snap-on INC | 株式-資本財 | 0.73% | — | -5.13% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | — | +28.20% | |
| 35 | CLB | Core Laboratories Inc. | 株式-その他 | 0.69% | -0.06% | +1.70% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.69% | — | +0.74% | |
| 37 | ✓ | Bank Of THE Ozarks | 株式-その他 | 0.69% | — | -6.62% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.68% | -0.05% | +35.68% | |
| 39 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.67% | -0.01% | +21.13% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.66% | — | +0.90% | |
| 41 | T | At&t INC | 株式-通信サービス | 0.65% | — | +25.74% | |
| 42 | UTXZ | United Tech CORP | 株式-その他 | 0.62% | — | -7.43% | |
| 43 | PII | Polaris INC | 株式-一般消費財 | 0.60% | — | -2.55% | |
| 44 | ✓ | 株式-その他 | 0.59% | — | -4.58% | ||
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | -0.03% | +28.91% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | -0.02% | +3.80% | |
| 47 | ✓ | Cabelas INC Cl-a Com | 株式-その他 | 0.53% | — | +1.17% | |
| 48 | ORCL | Oracle CORP | 株式-IT | 0.53% | — | -1.52% | |
| 49 | MSFT | Microsoft CORP | 株式-IT | 0.53% | +0.07% | -0.62% | |
| 50 | OII | Oceaneering Intl INC | 株式-エネルギー | 0.50% | — | +3.65% |