CIK: 0000908195
申告総資産額
$14.7億
上位200銘柄を表示中（全297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 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 7.57% | — | +13319.57% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 5.25% | — | -14.97% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.62% | -0.03% | -1.28% | |
| 4 | GLW | Corning INC | 株式-IT | 3.85% | +1.29% | -2.42% | |
| 5 | AVY | Avery Dennison CORP | 株式-一般消費財 | 3.39% | — | -1.85% | |
| 6 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 3.32% | -0.31% | -6.42% | |
| 7 | TXN | Texas Instruments INC | 株式-IT | 2.92% | +0.20% | -0.96% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.74% | -0.77% | -1.12% | |
| 9 | INTC | Intel CORP | 株式-IT | 2.67% | — | -0.82% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.58% | -0.20% | +1.75% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.55% | -0.14% | -8.83% | |
| 12 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 2.51% | -1.04% | +1.49% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.26% | +0.07% | -2.17% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.94% | -0.10% | -2.75% | |
| 15 | CSCO | Cisco Systems INC | 株式-IT | 1.87% | — | -0.93% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.66% | — | -0.91% | |
| 17 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.63% | — | -0.84% | |
| 18 | LEN | Lennar Corp-a | 株式-一般消費財 | 1.57% | -0.06% | -1.29% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.56% | — | -1.86% | |
| 20 | SON | Sonoco Products Co | 株式-一般消費財 | 1.54% | — | -1.26% | |
| 21 | QCOM | Qualcomm INC | 株式-IT | 1.50% | -0.38% | +0.16% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.34% | — | -1.90% | |
| 23 | INFL | Horizon Kinetics Infl Benef | ETF-その他 | 1.30% | — | — | |
| 24 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.29% | — | -0.20% | |
| 25 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.10% | +0.16% | -2.67% | |
| 26 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.08% | — | -0.27% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.03% | -0.13% | -3.13% | |
| 28 | CRM | Salesforce INC | 株式-IT | 1.01% | -0.29% | +0.70% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.99% | — | -1.93% | |
| 30 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 0.98% | — | +6.53% | |
| 31 | WD | Walker & Dunlop INC | 株式-その他 | 0.98% | -0.05% | -5.83% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.97% | — | +22.32% | |
| 33 | BWA | Borgwarner INC | 株式-一般消費財 | 0.95% | — | -2.33% | |
| 34 | AMGN | Amgen INC | 株式-ヘルスケア | 0.85% | +0.06% | -2.75% | |
| 35 | ARCC | Ares Capital CORP | 株式-金融 | 0.84% | — | -3.71% | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.84% | -0.47% | +0.04% | |
| 37 | COHR | Coherent Corp. | 株式-IT | 0.81% | — | -2.79% | |
| 38 | KMT | Kennametal INC | 株式-その他 | 0.76% | — | -2.55% | |
| 39 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.66% | — | -10.84% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.64% | -0.05% | -1.78% | |
| 41 | AZO | Autozone INC | 株式-一般消費財 | 0.63% | — | -6.73% | |
| 42 | YUSD | Alleghany CORP | 株式-その他 | 0.60% | — | -6.37% | |
| 43 | LSXMKUSD | Liberty Media Cor-siriusxm C | 株式-その他 | 0.59% | — | -5.53% | |
| 44 | ABBNY | Abb Ltd-spon Adr | 株式-資本財 | 0.57% | — | +0.70% | |
| 45 | NTR | Nutrien LTD | 株式-素材 | 0.54% | — | -10.31% | |
| 46 | ITW | Illinois Tool Works | 株式-資本財 | 0.53% | — | -4.45% | |
| 47 | UL | Unilever PLC | 株式-生活必需品 | 0.47% | — | -0.67% | |
| 48 | GEM | Goldman Sachs Activebeta Em | ETF-コモディティ | 0.46% | — | +0.06% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.45% | +0.20% | NEW | |
| 50 | SF9 | Sanderson Farms INC | 株式-その他 | 0.44% | — | -3.98% |