CIK: 0001075699
申告総資産額
$3.0億
上位200銘柄を表示中（全272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 | 20.39% | +4.08% | +1.02% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 6.21% | -0.38% | +2.66% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-その他 | 5.07% | +0.06% | +1.95% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.39% | -0.55% | +2.85% | |
| 5 | GSY | Invesco Ultra Short Duration ETF | ETF-その他 | 4.03% | — | +5.60% | |
| 6 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 3.26% | — | +1.61% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.20% | -0.30% | +2.33% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.04% | -0.12% | +2.31% | |
| 9 | IWC | Ishares Micro-cap ETF | ETF-その他 | 2.85% | -0.11% | +0.10% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.76% | -0.09% | +0.10% | |
| 11 | BWX | State Street Spdr Bloomberg | ETF-その他 | 2.49% | +0.01% | +1.17% | |
| 12 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 2.23% | -2.04% | EXIT | |
| 13 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.84% | -0.26% | +36.44% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.74% | +0.11% | +1.46% | |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.61% | -0.01% | +0.18% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.29% | -0.13% | +0.19% | |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.18% | -0.12% | -1.98% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.10% | — | -0.51% | |
| 19 | EIPI | FT Energy Income Partners Enhanced Income ETF | ETF-その他 | 0.98% | +0.09% | +20.63% | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.93% | -0.01% | +6.75% | |
| 21 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.90% | +0.07% | +1.11% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.74% | — | -4.16% | |
| 23 | LZB | La-z-boy INC | 株式-その他 | 0.73% | -0.05% | -11.42% | |
| 24 | IDV | Ishares International Select | ETF-その他 | 0.72% | — | +1.89% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.70% | +0.07% | -0.62% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.65% | — | -4.36% | |
| 27 | T | At&t INC | 株式-通信サービス | 0.58% | — | -0.51% | |
| 28 | XLE | Ss Energy Select Sector | ETF-その他 | 0.58% | -0.05% | +6.71% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | -1.46% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.53% | -0.05% | -3.20% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | -0.02% | +12.16% | |
| 32 | SNA | Snap-on INC | 株式-資本財 | 0.52% | — | -5.46% | |
| 33 | XLF | Ss Financial Select Sector | ETF-その他 | 0.52% | — | +4.77% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.51% | -0.03% | -1.34% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.51% | — | -8.81% | |
| 36 | MO | Altria Group INC | 株式-生活必需品 | 0.50% | -0.06% | -0.50% | |
| 37 | LEG | Leggett & Platt INC | 株式-一般消費財 | 0.49% | -0.09% | +23.43% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.49% | -0.05% | -3.05% | |
| 39 | HP | Helmerich & Payne | 株式-エネルギー | 0.47% | -0.06% | -14.49% | |
| 40 | OMCL | Omnicell INC | 株式-ヘルスケア | 0.47% | -0.03% | +0.33% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.46% | — | -6.72% | |
| 42 | HXL | Hexcel CORP | 株式-資本財 | 0.46% | — | -1.00% | |
| 43 | TTC | Toro Co | 株式-資本財 | 0.46% | -0.06% | +0.15% | |
| 44 | MKTX | Marketaxess Holdings INC | 株式-金融 | 0.45% | +0.09% | -3.68% | |
| 45 | PM | Philip Morris International | 株式-生活必需品 | 0.45% | -0.02% | -17.99% | |
| 46 | BANF | Bancfirst CORP | 株式-その他 | 0.43% | — | -12.89% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.41% | — | -7.85% | |
| 48 | DHR | Danaher CORP | 株式-ヘルスケア | 0.39% | — | +0.56% | |
| 49 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.39% | — | +3.43% | |
| 50 | POOL | Pool CORP | 株式-資本財 | 0.37% | — | +0.19% |