CIK: 0000825052
申告総資産額
$3.2億
上位200銘柄を表示中（全304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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.84% | -0.02% | +160.46% | |
| 2 | WFC | Wells Fargo & Co | 株式-金融 | 3.59% | +0.48% | -0.06% | |
| 3 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 1.96% | — | +37.13% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.95% | -0.57% | +3.50% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.71% | -0.40% | -7.93% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.48% | — | +9.67% | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.38% | — | +2.81% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.35% | — | +1.10% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.30% | — | -3.99% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 1.20% | — | +8.15% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.18% | -1.14% | +112.04% | |
| 12 | SLB | Slb LTD | 株式-エネルギー | 1.12% | — | +2.34% | |
| 13 | WPC | Wp Carey INC | 株式-不動産 | 1.04% | — | -8.10% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.95% | — | -3.28% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.93% | — | -3.37% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.88% | — | -0.79% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.87% | — | -1.76% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.84% | — | -1.47% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.83% | — | +3.02% | |
| 20 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.80% | — | -2.75% | |
| 21 | DG | Dollar General CORP | 株式-生活必需品 | 0.78% | — | +5.55% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.77% | — | -0.42% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.76% | — | -8.65% | |
| 24 | ARCPEUR | Vereit INC | 株式-その他 | 0.74% | -0.25% | EXIT | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.74% | — | +53.49% | |
| 26 | HO1 | Hologic INC | 株式-その他 | 0.73% | — | — | |
| 27 | ADSK | Autodesk INC | 株式-IT | 0.72% | — | — | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.70% | — | -26.69% | |
| 29 | NTRS | Northern Trust CORP | 株式-金融 | 0.70% | — | +21.68% | |
| 30 | INTC | Intel CORP | 株式-IT | 0.69% | +0.09% | +2.08% | |
| 31 | CELG | Celgene CORP | 株式-その他 | 0.69% | — | -0.26% | |
| 32 | CAT | Caterpillar INC | 株式-資本財 | 0.68% | — | -1.43% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.68% | — | -5.41% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.66% | — | -7.40% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.65% | — | +4.93% | |
| 36 | CMI | Cummins INC | 株式-資本財 | 0.64% | — | -0.05% | |
| 37 | DBEU | Xtrackers Msci Europe Hedged | ETF-その他 | 0.63% | — | -22.01% | |
| 38 | XLNXEUR | Xilinx INC | 株式-その他 | 0.63% | — | +1.08% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.63% | — | -24.73% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.62% | — | -1.04% | |
| 41 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.62% | — | +6.79% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.61% | — | -2.71% | |
| 43 | QCOM | Qualcomm INC | 株式-IT | 0.61% | — | +0.31% | |
| 44 | ADP | Automatic Data Processing | 株式-IT | 0.60% | — | +1.42% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.59% | — | +18.28% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.59% | — | -3.79% | |
| 47 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 0.58% | — | — | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.58% | — | +12.57% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.58% | — | -1.54% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.58% | — | -0.19% |