CIK: 0001588871
申告総資産額
$18.9億
上位200銘柄を表示中（全631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 | 11.13% | -0.97% | -0.42% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 10.11% | +0.17% | -11.72% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.49% | — | -0.72% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.23% | +0.35% | +80.84% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 6.95% | +0.03% | -26.07% | |
| 6 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 5.22% | — | -1.45% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.10% | +1.32% | +84.80% | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-その他 | 4.53% | -0.23% | -11.65% | |
| 9 | AAPL | Apple INC | 株式-IT | 3.83% | -0.21% | -12.24% | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.99% | -0.05% | — | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.62% | -0.33% | -1.80% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.38% | -0.17% | -0.82% | |
| 13 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 2.22% | — | -1.83% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.10% | -0.31% | -14.85% | |
| 15 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.95% | -0.10% | -0.23% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 1.92% | +0.27% | -13.39% | |
| 17 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.65% | — | -11.86% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.49% | -0.18% | -2.56% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.34% | -0.30% | -4.51% | |
| 20 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.34% | — | -0.35% | |
| 21 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 1.21% | — | -0.17% | |
| 22 | GD | General Dynamics CORP | 株式-資本財 | 1.07% | +0.01% | -0.09% | |
| 23 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.89% | +0.19% | -0.79% | |
| 24 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.74% | — | — | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.35% | — | -4.71% | |
| 26 | SO | Southern Co/the | 株式-公益事業 | 0.33% | +0.03% | +4.11% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.29% | +0.03% | -1.56% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.28% | — | -14.42% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.24% | — | +0.70% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.24% | — | +2.57% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.23% | — | -18.94% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.22% | — | -1.31% | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.20% | — | -4.61% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.20% | +0.11% | -4.85% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.20% | — | +6.53% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.20% | +0.08% | -4.79% | |
| 37 | NEE | Nextera Energy INC | 株式-公益事業 | 0.19% | — | -4.88% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.19% | — | -16.26% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.18% | — | -3.97% | |
| 40 | GL | Globe Life INC | 株式-金融 | 0.18% | — | -2.32% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.17% | — | +1.17% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.17% | — | +2.33% | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.15% | -0.04% | -8.19% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.15% | — | +0.25% | |
| 45 | SYK | Stryker CORP | 株式-ヘルスケア | 0.15% | — | — | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.15% | -0.07% | +6.24% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.14% | — | — | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.14% | — | +1.42% | |
| 49 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.14% | — | -13.83% | |
| 50 | HII | Huntington Ingalls Industrie | 株式-資本財 | 0.13% | — | +169.89% |