CIK: 0001436871
申告総資産額
$22.8億
上位200銘柄を表示中（全246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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.94% | — | -4.69% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.71% | — | -2.13% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.64% | — | -1.82% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.75% | — | -2.27% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.42% | — | -2.46% | |
| 6 | HD | Home Depot INC | 株式-一般消費財 | 2.38% | — | -0.97% | |
| 7 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.38% | — | -1.44% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.23% | — | +1.91% | |
| 9 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.12% | — | -1.79% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.10% | — | -2.93% | |
| 11 | PFE | Pfizer INC | 株式-ヘルスケア | 2.07% | — | -3.53% | |
| 12 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 2.01% | — | -1.99% | |
| 13 | INTC | Intel CORP | 株式-IT | 1.92% | — | -1.51% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.75% | — | -5.26% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.60% | — | -0.80% | |
| 16 | CSCO | Cisco Systems INC | 株式-IT | 1.55% | — | -1.73% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.55% | — | +1.42% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 1.41% | — | -0.21% | |
| 19 | MA | Mastercard INC - A | 株式-金融 | 1.33% | — | +1.62% | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 1.21% | — | -2.74% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.19% | — | -0.64% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 1.19% | — | +0.22% | |
| 23 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.08% | — | -2.38% | |
| 24 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.07% | — | -0.20% | |
| 25 | DFSEUR | Discover Financial Services | 株式-その他 | 1.05% | — | +0.36% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.04% | — | +7.19% | |
| 27 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.00% | — | +2.68% | |
| 28 | EMN | Eastman Chemical Co | 株式-素材 | 0.98% | — | -2.72% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.97% | — | +116.83% | |
| 30 | DLTR | Dollar Tree INC | 株式-生活必需品 | 0.96% | — | -2.10% | |
| 31 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.95% | — | -1.79% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.94% | — | +0.74% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.94% | — | +3.46% | |
| 34 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.90% | — | +2.29% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.89% | — | +5.25% | |
| 36 | VLO | Valero Energy CORP | 株式-エネルギー | 0.89% | — | +1.94% | |
| 37 | BA | Boeing Co/the | 株式-資本財 | 0.87% | — | -3.90% | |
| 38 | MDT | Medtronic plc | 株式-ヘルスケア | 0.83% | — | +0.79% | |
| 39 | ADBE | Adobe INC | 株式-IT | 0.83% | — | -3.48% | |
| 40 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.74% | — | -1.02% | |
| 41 | MO | Altria Group INC | 株式-生活必需品 | 0.72% | — | -3.21% | |
| 42 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.71% | — | -1.32% | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.71% | — | -5.13% | |
| 44 | GD | General Dynamics CORP | 株式-資本財 | 0.69% | — | +2.66% | |
| 45 | CI | THE Cigna Group | 株式-ヘルスケア | 0.68% | — | — | |
| 46 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.67% | — | -6.26% | |
| 47 | EMR | Emerson Electric Co | 株式-資本財 | 0.66% | — | +338.33% | |
| 48 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.66% | — | -2.55% | |
| 49 | CMI | Cummins INC | 株式-資本財 | 0.66% | — | -1.75% | |
| 50 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.61% | — | -0.86% |