CIK: 0001424717
申告総資産額
$15.5億
上位200銘柄を表示中（全789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 | PEP | Pepsico INC | 株式-生活必需品 | 21.85% | — | -3.57% | |
| 2 | SYK | Stryker CORP | 株式-ヘルスケア | 8.92% | -0.11% | -5.28% | |
| 3 | YUM | Yum! Brands INC | 株式-一般消費財 | 6.46% | -0.03% | -4.19% | |
| 4 | YUMC | Yum China Holdings INC | 株式-一般消費財 | 3.99% | -0.02% | -5.28% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.67% | — | +9.12% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.30% | -0.14% | +1.60% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.74% | — | — | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.43% | -0.13% | +7.11% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.87% | -0.02% | -17.13% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.45% | — | -1.26% | |
| 11 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.09% | — | +8428.26% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.05% | +0.53% | -55.64% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 1.04% | -0.04% | -1.26% | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.96% | — | +16.80% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.92% | — | -16.14% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.87% | +0.02% | +8.27% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | — | +8.38% | |
| 18 | DTE | Dte Energy Company | 株式-公益事業 | 0.83% | — | +160.69% | |
| 19 | GL | Globe Life INC | 株式-金融 | 0.76% | — | — | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | -0.03% | -43.37% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.69% | -0.04% | +0.95% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.68% | -0.16% | +6.26% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.68% | -0.09% | +35.32% | |
| 24 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.57% | — | — | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.56% | -0.08% | +0.48% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.56% | -0.12% | +14.69% | |
| 27 | INTC | Intel CORP | 株式-IT | 0.53% | — | -1.85% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.49% | -0.03% | -5.39% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.49% | -0.02% | +12.41% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | -0.03% | +7.37% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.47% | — | -9.04% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.46% | — | +10.38% | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.46% | — | -2.76% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.45% | — | -12.95% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.44% | -0.02% | -3.15% | |
| 36 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.41% | — | +1216.97% | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.40% | — | -4.89% | |
| 38 | ADP | Automatic Data Processing | 株式-IT | 0.39% | — | -3.15% | |
| 39 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.39% | — | +21.44% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.37% | — | -4.50% | |
| 41 | TD | Toronto-dominion Bank | 株式-金融 | 0.37% | — | +41.22% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.36% | — | -28.41% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.35% | -0.03% | +8.03% | |
| 44 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.33% | — | -32.66% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.32% | — | +1.94% | |
| 46 | BF-A | Brown-forman Corp-class A | 株式-その他 | 0.32% | — | — | |
| 47 | JBLU | Jetblue Airways CORP | 株式-資本財 | 0.31% | — | -47.83% | |
| 48 | NEOG | Neogen CORP | 株式-ヘルスケア | 0.30% | — | — | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.29% | — | -50.56% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.29% | — | -0.32% |