CIK: 0001462284
申告総資産額
$750.8億
上位200銘柄を表示中(全3226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 | 2.85% | — | -2.51% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.41% | — | -0.65% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.15% | — | +2.32% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.68% | — | -1.70% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.47% | — | +1.26% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.35% | — | +1.78% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.30% | — | +3.50% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.19% | — | +2.51% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.09% | — | +7.74% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.09% | — | +2.46% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.93% | — | +6.35% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.92% | — | +2.69% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.90% | — | -6.36% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.79% | — | +1.39% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.74% | — | -3.55% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.73% | — | +2.41% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 0.69% | — | +10.58% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.67% | — | +2.26% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.67% | — | +1.54% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.64% | — | +8.29% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.63% | — | +0.60% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.62% | — | +4.88% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 0.62% | — | +0.97% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.61% | — | +1.49% | |
| 25 | VUG | Vanguard Growth ETF | ETF-その他 | 0.61% | — | +1.51% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.59% | — | +0.84% | |
| 27 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.59% | — | +7.41% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.59% | — | +13.74% | |
| 29 | FTCS | First Trust Capital Strength | ETF-その他 | 0.58% | — | +4.29% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.57% | — | +3.95% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.55% | — | +308.79% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.53% | — | +3.78% | |
| 33 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.50% | — | -1.46% | |
| 34 | BND | Vanguard Total Bond Market | ETF-その他 | 0.50% | — | +4.18% | |
| 35 | MGPI | Mgp Ingredients INC | 株式-その他 | 0.50% | — | -0.55% | |
| 36 | UNP | Union Pacific CORP | 株式-資本財 | 0.49% | — | +3.00% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.49% | — | -4.49% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.48% | — | +0.75% | |
| 39 | MDT | Medtronic plc | 株式-ヘルスケア | 0.47% | — | +2.57% | |
| 40 | CRM | Salesforce INC | 株式-IT | 0.46% | — | +7.01% | |
| 41 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.45% | — | +6.31% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.45% | — | +3.60% | |
| 43 | ETN | Eaton Corporation plc | 株式-資本財 | 0.44% | — | -2.58% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.44% | — | +1.75% | |
| 45 | MSI | Motorola Solutions INC | 株式-IT | 0.43% | — | +0.41% | |
| 46 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.42% | — | +28.66% | |
| 47 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.41% | — | -0.78% | |
| 48 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.41% | — | -0.13% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.39% | — | -0.51% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.39% | — | +0.66% |