CIK: 0001158970
申告総資産額
$18.1億
上位200銘柄を表示中(全234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 | 12.28% | -0.24% | -0.01% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 7.02% | — | +8.66% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.49% | +0.09% | +0.23% | |
| 4 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.82% | -0.31% | -3.69% | |
| 5 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.32% | -0.04% | -8.70% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.13% | +0.09% | +9.94% | |
| 7 | XLF | Ss Financial Select Sector | ETF-その他 | 2.75% | -0.09% | -6.64% | |
| 8 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 2.43% | — | +1.20% | |
| 9 | VOX | Vanguard Communication Servi | ETF-その他 | 1.98% | — | +1.11% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.80% | — | +4.37% | |
| 11 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.77% | — | +7.42% | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.57% | -0.08% | -1.25% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.50% | -0.08% | -0.42% | |
| 14 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.45% | — | — | |
| 15 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.40% | — | -7.93% | |
| 16 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.39% | — | — | |
| 17 | BBEU | JPMorgan BetaBuilders Europe ETF | ETF-その他 | 1.30% | — | +3.12% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.28% | -0.64% | -3.92% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.19% | +0.03% | +2.95% | |
| 20 | INDA | Ishares Msci India ETF | ETF-その他 | 1.15% | -0.06% | -14.55% | |
| 21 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.13% | — | -1.27% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.13% | +0.08% | -1.53% | |
| 23 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.00% | — | -8.79% | |
| 24 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.94% | — | -3.11% | |
| 25 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.88% | — | +2.31% | |
| 26 | WFC | Wells Fargo & Co | 株式-金融 | 0.86% | — | +0.40% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.85% | — | -2.58% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.75% | +0.17% | -0.99% | |
| 29 | UTXZ | United Tech CORP | 株式-その他 | 0.70% | — | +6.10% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.69% | -0.09% | -3.65% | |
| 31 | FENY | Fidelity Msci Energy Index | ETF-大型株・グロース | 0.68% | — | +0.19% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.62% | -0.07% | +3.15% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.62% | -0.02% | -0.07% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.62% | — | +39.30% | |
| 35 | DFJ | Wisdomtree Jpn S/c Dvd Fund | ETF-その他 | 0.59% | — | +9.11% | |
| 36 | XLE | Ss Energy Select Sector | ETF-その他 | 0.57% | — | -0.01% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.57% | — | -2.57% | |
| 38 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.56% | — | -2.97% | |
| 39 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 0.54% | — | -1.63% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.52% | — | -1.00% | |
| 41 | INTC | Intel CORP | 株式-IT | 0.52% | — | +6.21% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.51% | — | +7.99% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.51% | — | -1.13% | |
| 44 | CCI | Crown Castle INC | 株式-不動産 | 0.50% | — | +0.19% | |
| 45 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.48% | — | -3.39% | |
| 46 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 0.48% | — | -1.97% | |
| 47 | VAW | Vanguard Materials ETF | ETF-その他 | 0.47% | — | — | |
| 48 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.42% | — | +10.61% | |
| 49 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.42% | — | -0.01% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.40% | — | -2.49% |