CIK: 0001288917
申告総資産額
$6.4億
上位200銘柄を表示中（全220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 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 4.30% | — | +6.50% | |
| 2 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 4.18% | -0.94% | +6.92% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.71% | — | -23.54% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.67% | +0.03% | +2.84% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 3.18% | -0.38% | +10.75% | |
| 6 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.86% | — | +9.03% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.62% | +0.16% | +2.61% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.56% | +0.08% | +2.98% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.49% | — | -28.68% | |
| 10 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.42% | — | +3.65% | |
| 11 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.07% | — | +8.77% | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 1.90% | +0.10% | +12.30% | |
| 13 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 1.88% | — | +9.66% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.60% | — | +7.53% | |
| 15 | INTC | Intel CORP | 株式-IT | 1.54% | — | +9.72% | |
| 16 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.45% | — | +5.90% | |
| 17 | KHC | The Kraft Heinz Company | 株式-生活必需品 | 1.40% | — | -9.71% | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 1.32% | — | +6.57% | |
| 19 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.32% | — | +2.07% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.30% | — | +9.95% | |
| 21 | F | Ford Motor Co | 株式-一般消費財 | 1.26% | — | +0.56% | |
| 22 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.22% | — | +3.62% | |
| 23 | T | At&t INC | 株式-通信サービス | 1.21% | +0.22% | +444.40% | |
| 24 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.20% | +0.24% | +3.46% | |
| 25 | XLF | Ss Financial Select Sector | ETF-その他 | 1.19% | -0.05% | +3.70% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 1.19% | +0.17% | +6.59% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 1.17% | — | +3.97% | |
| 28 | MKL | Markel Group INC | 株式-金融 | 1.17% | — | +4.49% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 1.15% | +0.04% | +5.80% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.15% | — | -0.45% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.15% | -0.80% | +23.91% | |
| 32 | PAYX | Paychex INC | 株式-IT | 1.10% | -0.26% | +6.44% | |
| 33 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 1.05% | — | +8.02% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.03% | — | -8.58% | |
| 35 | AAPL | Apple INC | 株式-IT | 1.00% | +0.17% | +0.30% | |
| 36 | BCE | Bce INC | 株式-通信サービス | 1.00% | — | +7.23% | |
| 37 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.00% | — | +12.64% | |
| 38 | COP | Conocophillips | 株式-エネルギー | 0.98% | — | +9.15% | |
| 39 | MO | Altria Group INC | 株式-生活必需品 | 0.96% | -0.53% | -25.88% | |
| 40 | BNS | Bank Of Nova Scotia | 株式-金融 | 0.87% | — | +10.57% | |
| 41 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.86% | — | +1.40% | |
| 42 | DUK | Duke Energy CORP | 株式-公益事業 | 0.82% | — | +4.07% | |
| 43 | SO | Southern Co/the | 株式-公益事業 | 0.81% | — | +7.26% | |
| 44 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-その他 | 0.76% | — | +0.73% | |
| 45 | BH | Biglari Holdings Inc. | 株式-その他 | 0.74% | — | +5.02% | |
| 46 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.64% | — | +2.70% | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.59% | — | -1.07% | |
| 48 | AMGN | Amgen INC | 株式-ヘルスケア | 0.58% | — | +54.47% | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.53% | +0.65% | +20.25% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.51% | — | +2.77% |