CIK: 0001075699
申告総資産額
$3.0億
上位200銘柄を表示中（全324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 | 14.66% | +4.08% | +1.45% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.36% | -0.38% | +0.64% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.87% | -0.55% | -1.19% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.43% | +0.06% | +4.12% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.86% | -0.30% | -5.27% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.41% | -0.09% | -3.25% | |
| 7 | IWC | Ishares Micro-cap ETF | ETF-その他 | 2.40% | -0.11% | -0.48% | |
| 8 | MBTF | Mbt Financial CORP | 株式-その他 | 2.40% | — | -3.31% | |
| 9 | LZB | La-z-boy INC | 株式-その他 | 2.26% | -0.05% | -5.55% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.16% | -0.12% | -0.63% | |
| 11 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 2.00% | — | -1.56% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.99% | — | -4.90% | |
| 13 | BWX | State Street Spdr Bloomberg | ETF-その他 | 1.88% | +0.01% | +3.28% | |
| 14 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.86% | -2.04% | EXIT | |
| 15 | GSY | Invesco Ultra Short Duration ETF | ETF-その他 | 1.69% | — | -8.53% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.68% | +0.11% | -4.57% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.60% | — | -4.75% | |
| 18 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.36% | -0.01% | +0.90% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.30% | -0.13% | -4.12% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.19% | — | -4.26% | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.16% | -0.12% | -3.42% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.14% | -0.26% | -1.37% | |
| 23 | EIPI | FT Energy Income Partners Enhanced Income ETF | ETF-その他 | 1.11% | +0.09% | -8.86% | |
| 24 | VIMAX | Vanguard Mid Cap Index-adm | 株式-その他 | 1.08% | — | -10.14% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.02% | +0.07% | -6.53% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.84% | -0.05% | -3.89% | |
| 27 | IDV | Ishares International Select | ETF-その他 | 0.84% | — | -2.11% | |
| 28 | SNA | Snap-on INC | 株式-資本財 | 0.80% | — | -6.88% | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.79% | — | -6.46% | |
| 30 | XLE | Ss Energy Select Sector | ETF-その他 | 0.75% | -0.05% | +2.35% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.73% | — | -5.52% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | — | -5.30% | |
| 33 | XLF | Ss Financial Select Sector | ETF-その他 | 0.69% | — | -7.65% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.69% | -0.05% | -4.74% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.69% | — | -5.61% | |
| 36 | HP | Helmerich & Payne | 株式-エネルギー | 0.69% | -0.06% | -3.78% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.68% | — | -4.27% | |
| 38 | PM | Philip Morris International | 株式-生活必需品 | 0.67% | -0.02% | -6.06% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.66% | -0.03% | -2.77% | |
| 40 | ✓ | Mylan N V | 株式-その他 | 0.63% | — | — | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.63% | -0.01% | -2.13% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.61% | — | -4.52% | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.61% | +0.07% | +16.57% | |
| 44 | HXL | Hexcel CORP | 株式-資本財 | 0.56% | — | -5.45% | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.55% | — | -1.09% | |
| 46 | MO | Altria Group INC | 株式-生活必需品 | 0.55% | -0.06% | -9.00% | |
| 47 | PII | Polaris INC | 株式-一般消費財 | 0.53% | — | -5.66% | |
| 48 | DHR | Danaher CORP | 株式-ヘルスケア | 0.53% | — | -0.09% | |
| 49 | UTXZ | United Tech CORP | 株式-その他 | 0.52% | — | -7.97% | |
| 50 | OMCL | Omnicell INC | 株式-ヘルスケア | 0.46% | -0.03% | -5.73% |