CIK: 0001462284
申告総資産額
$750.8億
上位200銘柄を表示中(全3240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 | 2.91% | — | -1.08% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.31% | — | -0.40% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.24% | — | +1.60% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.74% | — | -1.53% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.39% | — | -14.64% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.25% | — | +4.05% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.04% | — | +2.18% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 1.01% | — | -5.18% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.91% | — | +3.13% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.91% | — | +11.24% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 0.89% | — | -0.19% | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.82% | — | -2.90% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.82% | — | +11.51% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.82% | — | -5.27% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.77% | — | +8.39% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.76% | — | +0.01% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 0.74% | — | +15.85% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.73% | — | +4.89% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.71% | — | -1.48% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 0.70% | — | +1.40% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.70% | — | -8.22% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.69% | — | -0.40% | |
| 23 | AVGO | Broadcom INC | 株式-IT | 0.69% | — | +4.86% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | — | +1.25% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.67% | — | +0.80% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.67% | — | -4.25% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.66% | — | +10.49% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 0.64% | — | +8.28% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.64% | — | +3.59% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.64% | — | -4.32% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.61% | — | -6.15% | |
| 32 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 0.59% | — | +20.55% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.58% | — | -4.31% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.58% | — | +4.11% | |
| 35 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.56% | — | -1.68% | |
| 36 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.55% | — | +2.05% | |
| 37 | MSI | Motorola Solutions INC | 株式-IT | 0.54% | — | +7.33% | |
| 38 | UNP | Union Pacific CORP | 株式-資本財 | 0.54% | — | +5.45% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.54% | — | +0.55% | |
| 40 | ETN | Eaton Corporation plc | 株式-資本財 | 0.53% | — | +4.28% | |
| 41 | FTCS | First Trust Capital Strength | ETF-その他 | 0.53% | — | +11.67% | |
| 42 | APD | Air Products & Chemicals INC | 株式-素材 | 0.50% | — | +1.28% | |
| 43 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.49% | — | +0.94% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | — | -0.66% | |
| 45 | CB | Chubb Limited | 株式-金融 | 0.48% | — | +6.72% | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.47% | — | -6.86% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.47% | — | +8.96% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.42% | — | +2.12% | |
| 49 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.40% | — | -10.83% | |
| 50 | MDT | Medtronic plc | 株式-ヘルスケア | 0.40% | — | +22.69% |