CIK: 0001588871
申告総資産額
$18.9億
上位200銘柄を表示中(全594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 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 13.22% | -0.97% | +1.24% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 12.08% | — | +2.01% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 11.74% | +0.17% | +2.06% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-その他 | 6.97% | -0.23% | +0.66% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.45% | -0.21% | -4.11% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.39% | +0.16% | +2.97% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 3.03% | +0.03% | -0.11% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.01% | -0.31% | -0.88% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.73% | -0.33% | -0.34% | |
| 10 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 2.58% | -0.10% | +3.06% | |
| 11 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 2.07% | — | -2.83% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.06% | -0.17% | -9.78% | |
| 13 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.76% | — | +1.03% | |
| 14 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 1.62% | — | +2.43% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.59% | — | -12.73% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.56% | -0.18% | +7.31% | |
| 17 | XLE | Ss Energy Select Sector | ETF-その他 | 1.43% | +0.60% | -9.60% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.14% | — | +3.58% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.14% | -0.30% | -0.14% | |
| 20 | COP | Conocophillips | 株式-エネルギー | 1.08% | — | +7.77% | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.02% | — | +10339.30% | |
| 22 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.94% | +0.19% | +0.52% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.77% | — | -2.91% | |
| 24 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.63% | — | -8.68% | |
| 25 | GL | Globe Life INC | 株式-金融 | 0.49% | — | — | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | — | -20.96% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.41% | +0.03% | -19.74% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.36% | +0.11% | -21.33% | |
| 29 | UNP | Union Pacific CORP | 株式-資本財 | 0.35% | — | — | |
| 30 | INTC | Intel CORP | 株式-IT | 0.35% | — | -14.48% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.33% | — | -5.04% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.30% | +0.08% | -5.00% | |
| 33 | SO | Southern Co/the | 株式-公益事業 | 0.30% | +0.03% | -13.11% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.29% | — | -32.12% | |
| 35 | GPN | Global Payments INC | 株式-資本財 | 0.27% | — | — | |
| 36 | SYK | Stryker CORP | 株式-ヘルスケア | 0.27% | — | -11.96% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.27% | — | +0.61% | |
| 38 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.26% | — | -0.74% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.26% | — | -14.91% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.26% | — | -5.17% | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.24% | — | -2.64% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.23% | — | -19.10% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.21% | — | -10.83% | |
| 44 | MAA | Mid-america Apartment Comm | 株式-不動産 | 0.20% | — | -10.01% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.20% | — | -4.41% | |
| 46 | FANG | Diamondback Energy INC | 株式-エネルギー | 0.20% | +0.02% | — | |
| 47 | MMM | 3m Co | 株式-資本財 | 0.20% | — | -31.31% | |
| 48 | T | At&t INC | 株式-通信サービス | 0.18% | — | -15.55% | |
| 49 | NEE | Nextera Energy INC | 株式-公益事業 | 0.18% | — | -5.11% | |
| 50 | BAX | Baxter International INC | 株式-ヘルスケア | 0.16% | — | -31.64% |