CIK: 0001457833
申告総資産額
$23.8億
上位200銘柄を表示中（全958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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.71% | +2.51% | NEW | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.62% | +2.06% | NEW | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.65% | — | +17.71% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.79% | +6.09% | NEW | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.03% | +3.06% | NEW | |
| 6 | AAPL | Apple INC | 株式-IT | 1.98% | +4.37% | NEW | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.91% | +5.70% | NEW | |
| 8 | VZ | Verizon Communications INC | 株式-通信サービス | 1.49% | — | -0.52% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.42% | +3.17% | NEW | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.31% | +0.68% | NEW | |
| 11 | PEP | Pepsico INC | 株式-生活必需品 | 1.21% | — | -1.03% | |
| 12 | DHR | Danaher CORP | 株式-ヘルスケア | 1.16% | +0.58% | NEW | |
| 13 | QCOM | Qualcomm INC | 株式-IT | 1.16% | — | +1.56% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.16% | — | +4.05% | |
| 15 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.13% | +0.79% | NEW | |
| 16 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 1.12% | — | -0.54% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.06% | +0.55% | NEW | |
| 18 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.01% | — | -1.90% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.98% | +1.08% | NEW | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.98% | — | -0.57% | |
| 21 | INTC | Intel CORP | 株式-IT | 0.96% | — | -0.25% | |
| 22 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.92% | — | -0.85% | |
| 23 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.91% | — | -0.16% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.90% | +0.70% | NEW | |
| 25 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.89% | — | +48.85% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.87% | — | +4.81% | |
| 27 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.87% | — | +4.26% | |
| 28 | UTXZ | United Tech CORP | 株式-その他 | 0.78% | — | +1.54% | |
| 29 | ET | Energy Transfer LP | 株式-エネルギー | 0.78% | — | — | |
| 30 | ✓ | 株式-その他 | 0.75% | — | -0.96% | ||
| 31 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.75% | — | +0.95% | |
| 32 | BCE | Bce INC | 株式-通信サービス | 0.74% | — | -9.46% | |
| 33 | MMM | 3m Co | 株式-資本財 | 0.72% | — | -3.79% | |
| 34 | SUN | Sunoco LP | 株式-その他 | 0.72% | — | — | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.72% | +1.64% | NEW | |
| 36 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 0.70% | — | +17.88% | |
| 37 | COP | Conocophillips | 株式-エネルギー | 0.66% | — | +0.15% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.66% | — | -1.84% | |
| 39 | PTTRX | Pimco Total Return Fund-inst | 株式-その他 | 0.64% | — | +7.05% | |
| 40 | WEP | Magellan Midstream Partners | 株式-その他 | 0.62% | — | — | |
| 41 | UNUSD | Unilever N V -ny Shares | 株式-その他 | 0.62% | — | — | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.61% | — | -0.51% | |
| 43 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.59% | — | -1.90% | |
| 44 | MCHP | Microchip Technology INC | 株式-IT | 0.59% | — | +0.86% | |
| 45 | SLB | Slb LTD | 株式-エネルギー | 0.59% | — | +28.48% | |
| 46 | IBM | Intl Business Machines CORP | 株式-IT | 0.59% | — | -3.50% | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.58% | +1.00% | NEW | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.57% | +0.58% | NEW | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | — | +1.70% | |
| 50 | RWX | State Street Spdr Dow Jones | ETF-その他 | 0.55% | — | +3.29% |