CIK: 0001457833
申告総資産額
$23.8億
上位200銘柄を表示中(全767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 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.56% | +6.09% | NEW | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.11% | +5.70% | NEW | |
| 3 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 3.79% | +2.06% | NEW | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.69% | +2.51% | NEW | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.15% | +3.06% | NEW | |
| 6 | AAPL | Apple INC | 株式-IT | 2.79% | +4.37% | NEW | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.40% | +3.17% | NEW | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.67% | +2.09% | NEW | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.52% | +1.64% | NEW | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.50% | +1.08% | NEW | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.38% | +0.68% | NEW | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.30% | — | +0.41% | |
| 13 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.17% | +1.24% | NEW | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.14% | +0.70% | NEW | |
| 15 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.13% | +1.41% | NEW | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.11% | +1.35% | NEW | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.10% | +0.79% | NEW | |
| 18 | INTC | Intel CORP | 株式-IT | 0.99% | — | -1.40% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.97% | — | -9.56% | |
| 20 | DHR | Danaher CORP | 株式-ヘルスケア | 0.96% | +0.58% | NEW | |
| 21 | UTXZ | United Tech CORP | 株式-その他 | 0.95% | — | +2.20% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 0.90% | — | -0.37% | |
| 23 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.89% | — | -1.87% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 0.85% | +1.00% | NEW | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.85% | +0.55% | NEW | |
| 26 | BLKCHF | Blackrock INC | 株式-その他 | 0.85% | — | +3.80% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.85% | — | -1.58% | |
| 28 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.83% | +0.58% | NEW | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.81% | — | -6.35% | |
| 30 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.77% | — | -1.04% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.76% | — | -5.54% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.74% | — | -0.32% | |
| 33 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.73% | — | +0.01% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.69% | — | -3.75% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.69% | +0.99% | NEW | |
| 36 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.60% | +0.54% | NEW | |
| 37 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.60% | — | +2.68% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.59% | +2.17% | NEW | |
| 39 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.58% | — | +7.38% | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.58% | — | +2.00% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | -5.86% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.57% | — | +1.20% | |
| 43 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.56% | — | +2.86% | |
| 44 | ✓ | 株式-その他 | 0.55% | — | -3.90% | ||
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | +0.89% | NEW | |
| 46 | MMM | 3m Co | 株式-資本財 | 0.55% | — | -3.63% | |
| 47 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.54% | — | -2.26% | |
| 48 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.52% | — | -7.94% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.52% | — | +30.18% | |
| 50 | SYK | Stryker CORP | 株式-ヘルスケア | 0.48% | — | -0.28% |