CIK: 0001305707
申告総資産額
$13.9億
上位200銘柄を表示中（全259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 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 6.60% | +0.34% | +0.32% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.58% | -0.66% | +1.24% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 2.55% | -0.16% | -0.40% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.50% | -0.09% | -0.99% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.47% | -0.22% | -0.89% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.46% | +0.13% | +0.26% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.44% | -0.34% | +4.07% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.38% | — | -1.17% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.36% | -0.18% | +1.45% | |
| 10 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 2.34% | -0.09% | -0.21% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.24% | — | -2.23% | |
| 12 | WFC | Wells Fargo & Co | 株式-金融 | 2.21% | -0.37% | +0.51% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.18% | — | -0.33% | |
| 14 | PM | Philip Morris International | 株式-生活必需品 | 2.06% | +0.09% | -2.64% | |
| 15 | ORCL | Oracle CORP | 株式-IT | 1.94% | -0.35% | -3.41% | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.64% | +0.12% | -0.66% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.59% | — | +0.72% | |
| 18 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.40% | -0.20% | -0.03% | |
| 19 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.39% | — | +4.79% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.36% | +0.64% | +7.41% | |
| 21 | C | Citigroup INC | 株式-金融 | 1.34% | -0.28% | +2.76% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 1.31% | -0.15% | -3.20% | |
| 23 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.31% | -0.05% | +2.22% | |
| 24 | AAPL | Apple INC | 株式-IT | 1.31% | -0.16% | +2.36% | |
| 25 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.30% | +0.13% | +2.74% | |
| 26 | ADI | Analog Devices INC | 株式-IT | 1.30% | +0.20% | +4.06% | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.20% | -0.14% | -3.25% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.18% | -0.05% | +4.59% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.15% | — | -1.25% | |
| 30 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.09% | +0.08% | -0.46% | |
| 31 | MDT | Medtronic plc | 株式-ヘルスケア | 1.06% | -0.08% | +9.39% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.97% | -0.21% | -2.46% | |
| 33 | BLK | Blackrock INC | 株式-金融 | 0.96% | -0.09% | -0.40% | |
| 34 | UL | Unilever PLC | 株式-生活必需品 | 0.94% | — | +4.83% | |
| 35 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.90% | -0.10% | +7.61% | |
| 36 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 0.88% | — | +0.40% | |
| 37 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.88% | — | -7.60% | |
| 38 | EBAY | Ebay INC | 株式-一般消費財 | 0.88% | -0.53% | -0.70% | |
| 39 | GD | General Dynamics CORP | 株式-資本財 | 0.84% | — | +9.26% | |
| 40 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.81% | — | +1.73% | |
| 41 | FISV | Fiserv INC | 株式-その他 | 0.80% | — | +4.78% | |
| 42 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.78% | — | -6.09% | |
| 43 | COP | Conocophillips | 株式-エネルギー | 0.77% | +0.40% | +18.13% | |
| 44 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.76% | — | +3.72% | |
| 45 | RTX | Rtx CORP | 株式-資本財 | 0.72% | — | +1.38% | |
| 46 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.72% | -0.07% | +16.19% | |
| 47 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.69% | — | +1.47% | |
| 48 | OMC | Omnicom Group | 株式-通信サービス | 0.68% | — | +5.32% | |
| 49 | ENB | Enbridge INC | 株式-エネルギー | 0.61% | +0.08% | -2.58% | |
| 50 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.54% | — | -1.74% |