CIK: 0001456048
申告総資産額
$65.3億
上位200銘柄を表示中(全1417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 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 14.03% | — | +13.92% | |
| 2 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 9.92% | — | +24.58% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 8.65% | — | +658.56% | |
| 4 | RWX | State Street Spdr Dow Jones | ETF-その他 | 7.08% | — | +18.01% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 5.65% | — | +1.33% | |
| 6 | KO | Coca-cola Co/the | 株式-生活必需品 | 5.13% | — | -0.85% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 3.98% | -0.04% | -12.65% | |
| 8 | UBS | UBS Group AG | 株式-金融 | 3.37% | — | -14.53% | |
| 9 | OEF | Ishares S&p 100 ETF | ETF-その他 | 2.87% | -0.08% | -3.95% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.63% | -1.13% | +12.57% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.60% | — | -3.53% | |
| 12 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 2.32% | — | -21.64% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.28% | — | +3.09% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.09% | — | +19.84% | |
| 15 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 1.84% | — | -20.04% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.64% | — | +1.23% | |
| 17 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.32% | — | -0.73% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.76% | -0.04% | +10.09% | |
| 19 | UPS | United Parcel Service, Inc. | 株式-資本財 | 0.76% | — | — | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | +0.09% | +6.25% | |
| 21 | ACWI | iShares MSCI ACWI ETF | ETF-その他 | 0.50% | — | -71.21% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.47% | -0.12% | +14.82% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.46% | — | +7.00% | |
| 24 | NYCBEUR | New York Community Bancorp | 株式-その他 | 0.45% | — | — | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.44% | +0.06% | +2.15% | |
| 26 | BA | Boeing Co/the | 株式-資本財 | 0.36% | — | -1.26% | |
| 27 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.34% | — | +4.73% | |
| 28 | T | At&t INC | 株式-通信サービス | 0.30% | — | +6.18% | |
| 29 | ACBIUSD | Atlantic Capital Bancshares | 株式-その他 | 0.29% | — | +106.08% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.25% | -0.37% | +7.56% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.24% | — | +8.93% | |
| 32 | SO | Southern Co/the | 株式-公益事業 | 0.20% | — | -7.12% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.17% | +0.04% | +9.93% | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.16% | — | +72.81% | |
| 35 | ✓ | 株式-その他 | 0.16% | — | +6.20% | ||
| 36 | ✓ | Agl Res INC | 株式-その他 | 0.15% | — | +11.88% | |
| 37 | GEL | Genesis Energy L.p. | 株式-その他 | 0.15% | — | +158.40% | |
| 38 | ✓ | Spdr Bloomberg 1 3 Mnth T Bll ETF | ETF-その他 | 0.14% | — | — | |
| 39 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 0.13% | — | -7.55% | |
| 40 | ✓ | Level 3 Communications INC | 株式-その他 | 0.13% | — | +3.78% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.13% | -0.12% | -5.82% | |
| 42 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.13% | — | -1.81% | |
| 43 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.13% | — | +12.97% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.12% | — | +4.77% | |
| 45 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 0.12% | — | +25.83% | |
| 46 | IBM | Intl Business Machines CORP | 株式-IT | 0.12% | — | -5.45% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.12% | — | +14.37% | |
| 48 | TRGP | Targa Resources CORP | 株式-エネルギー | 0.12% | — | +186369.23% | |
| 49 | MO | Altria Group INC | 株式-生活必需品 | 0.12% | — | +2.12% | |
| 50 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.12% | — | +761.95% |