CIK: 0001158970
申告総資産額
$18.1億
上位200銘柄を表示中（全238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 | 9.44% | -0.24% | -0.01% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 7.62% | — | +2.62% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.46% | +0.09% | +0.22% | |
| 4 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.19% | -0.31% | +0.56% | |
| 5 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.18% | -0.04% | +0.58% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.99% | +0.09% | +0.89% | |
| 7 | XLF | Ss Financial Select Sector | ETF-その他 | 2.95% | -0.09% | +0.53% | |
| 8 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 2.44% | — | +0.81% | |
| 9 | VOX | Vanguard Communication Servi | ETF-その他 | 2.07% | — | +0.93% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.99% | — | +0.76% | |
| 11 | BBEU | JPMorgan BetaBuilders Europe ETF | ETF-その他 | 1.81% | — | +0.92% | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.65% | -0.08% | +2.94% | |
| 13 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.60% | — | +1.74% | |
| 14 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.60% | — | +1.41% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.54% | -0.08% | +0.94% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.45% | -0.64% | +1.06% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.42% | +0.03% | +1.44% | |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.17% | — | -19.39% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.15% | — | -33.15% | |
| 20 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.09% | — | -0.25% | |
| 21 | INDA | Ishares Msci India ETF | ETF-その他 | 1.07% | -0.06% | +0.05% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.03% | +0.08% | +2.08% | |
| 23 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.99% | — | -0.10% | |
| 24 | WFC | Wells Fargo & Co | 株式-金融 | 0.92% | — | +0.35% | |
| 25 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-その他 | 0.92% | — | — | |
| 26 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.86% | — | — | |
| 27 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.82% | — | +1.93% | |
| 28 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.76% | — | -16.08% | |
| 29 | XLE | Ss Energy Select Sector | ETF-その他 | 0.76% | — | +62.65% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.75% | — | -2.79% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.75% | — | +1.21% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.75% | — | +4.92% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.73% | -0.09% | +1.92% | |
| 34 | UTXZ | United Tech CORP | 株式-その他 | 0.73% | — | +0.69% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.67% | -0.07% | +6.01% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.65% | +0.17% | +0.91% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.63% | -0.02% | -0.11% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.61% | — | +1.21% | |
| 39 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 0.57% | — | +0.07% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.55% | — | +0.99% | |
| 41 | CCI | Crown Castle INC | 株式-不動産 | 0.53% | — | -2.23% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.52% | — | +0.39% | |
| 43 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.52% | — | +7.60% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.49% | — | +2.49% | |
| 45 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 0.49% | — | -9.61% | |
| 46 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.45% | — | -2.40% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.44% | — | +2.58% | |
| 48 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.43% | — | +0.52% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.41% | — | +0.80% | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.41% | — | +4.57% |