CIK: 0001462284
申告総資産額
$750.8億
上位200銘柄を表示中（全2825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 | AAPL | Apple INC | 株式-IT | 3.40% | — | +294.70% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.43% | — | +1.61% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.06% | — | +3.94% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.78% | — | -5.74% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.75% | — | -6.72% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.74% | — | +2.06% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.63% | — | -1.54% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.60% | — | +4.82% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.31% | — | +19.16% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.10% | — | +4.51% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.91% | — | -1.12% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.90% | — | +1.80% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 0.84% | — | +5.48% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.80% | — | +13.92% | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 0.79% | — | +4.66% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.76% | — | +8.35% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.72% | — | +1.23% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.71% | — | +30.05% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 0.68% | — | +4.84% | |
| 20 | UNP | Union Pacific CORP | 株式-資本財 | 0.65% | — | +3.77% | |
| 21 | FTCS | First Trust Capital Strength | ETF-その他 | 0.64% | — | +46.37% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.62% | — | +0.55% | |
| 23 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.61% | — | -4.88% | |
| 24 | BND | Vanguard Total Bond Market | ETF-その他 | 0.61% | — | +15.89% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.60% | — | +0.97% | |
| 26 | APD | Air Products & Chemicals INC | 株式-素材 | 0.59% | — | -0.67% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.59% | — | +3.31% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.58% | — | -3.97% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.57% | — | +0.49% | |
| 30 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.55% | — | +3.15% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.54% | — | +4.70% | |
| 32 | AMGN | Amgen INC | 株式-ヘルスケア | 0.54% | — | +14.29% | |
| 33 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.53% | — | -1.32% | |
| 34 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.51% | — | +22.40% | |
| 35 | CRM | Salesforce INC | 株式-IT | 0.51% | — | +4.42% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.50% | — | -0.78% | |
| 37 | MDT | Medtronic plc | 株式-ヘルスケア | 0.49% | — | +2.06% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.49% | — | +2.92% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.49% | — | +9.64% | |
| 40 | NVDA | Nvidia CORP | 株式-IT | 0.48% | — | -2.07% | |
| 41 | VUG | Vanguard Growth ETF | ETF-その他 | 0.47% | — | +6.47% | |
| 42 | MGPI | Mgp Ingredients INC | 株式-その他 | 0.47% | — | -2.33% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.46% | — | +0.91% | |
| 44 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.45% | — | +3.37% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.44% | — | +8.43% | |
| 46 | ETN | Eaton Corporation plc | 株式-資本財 | 0.43% | — | +1.52% | |
| 47 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.43% | — | -1.58% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.42% | — | +6.61% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.42% | — | +7.64% | |
| 50 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.41% | — | -7.26% |