CIK: 0001158970
申告総資産額
$18.1億
上位200銘柄を表示中（全211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 | MMM | 3m Co | 株式-資本財 | 13.97% | -0.24% | +0.22% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 8.49% | +0.09% | +27.40% | |
| 3 | XLK | Ss Technology Select Sector | ETF-テック型 | 6.43% | -0.31% | -0.89% | |
| 4 | XLF | Ss Financial Select Sector | ETF-その他 | 4.20% | -0.09% | +2.03% | |
| 5 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 4.08% | — | — | |
| 6 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.78% | -0.04% | +2.15% | |
| 7 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-その他 | 3.42% | — | -34.83% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.30% | +0.09% | — | |
| 9 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 2.47% | -0.08% | +1.53% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-その他 | 2.05% | — | -1.92% | |
| 11 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.77% | — | -14.10% | |
| 12 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.68% | — | +1.47% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.43% | -0.08% | +139.45% | |
| 14 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.40% | — | +4.52% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.37% | — | +5.57% | |
| 16 | INDA | Ishares Msci India ETF | ETF-その他 | 1.25% | -0.06% | +2.74% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.11% | -0.64% | +8.46% | |
| 18 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 1.10% | — | -1.12% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.09% | +0.08% | +4.82% | |
| 20 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 1.05% | — | +0.84% | |
| 21 | AAPL | Apple INC | 株式-IT | 1.02% | +0.03% | +19.07% | |
| 22 | JPHFUSD | JPM Diversified Alternatives | ETF-その他 | 1.01% | — | +5.34% | |
| 23 | FENY | Fidelity Msci Energy Index | ETF-大型株・グロース | 1.00% | — | +26.63% | |
| 24 | WFC | Wells Fargo & Co | 株式-金融 | 0.92% | — | -57.35% | |
| 25 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 0.75% | — | -6.72% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 0.73% | — | -3.92% | |
| 27 | XLE | Ss Energy Select Sector | ETF-その他 | 0.67% | — | +20.13% | |
| 28 | UTXZ | United Tech CORP | 株式-その他 | 0.65% | — | +5.66% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.63% | +0.17% | -3.16% | |
| 30 | INTC | Intel CORP | 株式-IT | 0.61% | — | +9.80% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | -0.09% | +9.09% | |
| 32 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.57% | — | — | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.55% | -0.02% | +1.79% | |
| 34 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.51% | — | +2.39% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.50% | -0.07% | +17.09% | |
| 36 | VOX | Vanguard Communication Servi | ETF-その他 | 0.48% | — | +8.79% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.45% | — | -0.14% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.44% | — | +6.58% | |
| 39 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.44% | — | — | |
| 40 | CCI | Crown Castle INC | 株式-不動産 | 0.44% | — | +0.00% | |
| 41 | FIDU | Fidelity Msci Indust Indx | ETF-その他 | 0.40% | — | -8.27% | |
| 42 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 0.40% | — | +9.24% | |
| 43 | FDIS | Fidelity Msci Cons Discr Ind | ETF-その他 | 0.39% | — | -0.43% | |
| 44 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.38% | — | -3.90% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.37% | -0.07% | +13.30% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.36% | -0.07% | +32.39% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.36% | — | +2.43% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.35% | — | -12.01% | |
| 49 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.35% | — | +1.96% | |
| 50 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.35% | — | +10.90% |