CIK: 0001288917
申告総資産額
$6.4億
上位200銘柄を表示中（全229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 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.30% | +0.03% | +4.35% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.01% | +0.24% | +4.92% | |
| 3 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 2.92% | -1.40% | — | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.85% | +0.16% | +2.27% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.75% | +0.08% | +2.39% | |
| 6 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 2.73% | +0.06% | -6.88% | |
| 7 | XLF | Ss Financial Select Sector | ETF-その他 | 2.56% | -0.05% | -4.49% | |
| 8 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.87% | -0.94% | -10.96% | |
| 9 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.67% | +0.07% | +8.64% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.65% | — | +1.35% | |
| 11 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.59% | -1.59% | EXIT | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 1.58% | +0.10% | -4.15% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.44% | — | -0.69% | |
| 14 | MKL | Markel Group INC | 株式-金融 | 1.44% | — | +1.34% | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.43% | — | -3.42% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.39% | — | +0.26% | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 1.32% | — | -2.23% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.31% | — | -0.62% | |
| 19 | TPLUSD | Texas Pacific Land Trust | 株式-その他 | 1.23% | +0.36% | +1.38% | |
| 20 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 1.19% | — | -0.88% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 1.18% | +0.04% | -8.86% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.16% | -1.09% | +996.58% | |
| 23 | PAYX | Paychex INC | 株式-IT | 1.13% | -0.26% | -2.65% | |
| 24 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 1.11% | — | -0.31% | |
| 25 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 1.10% | — | -0.35% | |
| 26 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.10% | — | -3.25% | |
| 27 | ✓ | 株式-その他 | 1.10% | — | -0.44% | ||
| 28 | AAPL | Apple INC | 株式-IT | 1.03% | +0.17% | +1.42% | |
| 29 | T | At&t INC | 株式-通信サービス | 1.01% | +0.22% | -14.71% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.99% | -0.80% | -3.66% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.95% | — | -35.43% | |
| 32 | WFC | Wells Fargo & Co | 株式-金融 | 0.91% | — | -1.27% | |
| 33 | DUK | Duke Energy CORP | 株式-公益事業 | 0.87% | — | -3.36% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.83% | — | -11.60% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.82% | +0.17% | +14.30% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.81% | +0.08% | +0.33% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.80% | — | +1.88% | |
| 38 | NVCR | NovoCure Limited | 株式-ヘルスケア | 0.78% | +0.25% | -1.36% | |
| 39 | LAMR | Lamar Advertising Co-a | 株式-不動産 | 0.77% | — | -2.36% | |
| 40 | MO | Altria Group INC | 株式-生活必需品 | 0.76% | -0.53% | -1.23% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.76% | +0.17% | +3.74% | |
| 42 | ORI | Old Republic Intl CORP | 株式-金融 | 0.73% | — | -3.81% | |
| 43 | ETN | Eaton Corporation plc | 株式-資本財 | 0.72% | — | +2.52% | |
| 44 | VTR | Ventas INC | 株式-不動産 | 0.71% | -0.25% | -2.78% | |
| 45 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.71% | — | -8.37% | |
| 46 | TGT | Target CORP | 株式-一般消費財 | 0.70% | — | -1.06% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.68% | -0.46% | +10.91% | |
| 48 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.66% | — | — | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.66% | — | -2.90% | |
| 50 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.65% | +0.11% | +0.62% |