CIK: 0001450144
申告総資産額
$8.6億
上位200銘柄を表示中（全1437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 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.13% | -0.43% | EXIT | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.09% | -0.35% | -13.94% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.01% | — | +120.98% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 0.92% | +0.48% | — | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.87% | — | +125.32% | |
| 6 | ORCL | Oracle CORP | 株式-IT | 0.81% | -0.80% | EXIT | |
| 7 | ADBE | Adobe INC | 株式-IT | 0.79% | — | +337.98% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.70% | — | +174.58% | |
| 9 | PGR | Progressive CORP | 株式-金融 | 0.70% | — | +1049.05% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.69% | — | +1849.60% | |
| 11 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 0.66% | — | -6.22% | |
| 12 | WMB | Williams Cos INC | 株式-エネルギー | 0.66% | — | — | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.65% | +0.69% | NEW | |
| 14 | LHX | L3harris Technologies INC | 株式-資本財 | 0.63% | — | +296.23% | |
| 15 | CI | THE Cigna Group | 株式-ヘルスケア | 0.63% | — | +230.33% | |
| 16 | AVB | Avalonbay Communities INC | 株式-不動産 | 0.61% | — | +334.51% | |
| 17 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.61% | — | — | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.58% | — | -23.50% | |
| 19 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.58% | — | +472.10% | |
| 20 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.56% | +0.54% | NEW | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.55% | -0.63% | — | |
| 22 | CTAS | Cintas CORP | 株式-資本財 | 0.54% | — | +544.12% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.54% | — | — | |
| 24 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.54% | — | +1703.31% | |
| 25 | GE | General Electric | 株式-資本財 | 0.54% | — | +214.20% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 0.53% | — | +463.33% | |
| 27 | EXE | Expand Energy CORP | 株式-エネルギー | 0.53% | — | +326.56% | |
| 28 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.50% | -0.57% | EXIT | |
| 29 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.50% | — | — | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.48% | — | — | |
| 31 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.47% | — | +593.23% | |
| 32 | SFM | Sprouts Farmers Market INC | 株式-生活必需品 | 0.47% | — | +829.38% | |
| 33 | XLF | Ss Financial Select Sector | ETF-その他 | 0.45% | — | +10.86% | |
| 34 | QCOM | Qualcomm INC | 株式-IT | 0.44% | — | +1465.49% | |
| 35 | EXLS | Exlservice Holdings INC | 株式-IT | 0.43% | — | — | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.42% | — | -1.77% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.40% | -0.86% | EXIT | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.40% | — | +112.27% | |
| 39 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.40% | — | +440.22% | |
| 40 | NVR | Nvr INC | 株式-一般消費財 | 0.39% | — | — | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.39% | +0.31% | -38.39% | |
| 42 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.38% | — | +203.85% | |
| 43 | AFL | Aflac INC | 株式-金融 | 0.37% | — | — | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.37% | — | — | |
| 45 | NRG | Nrg Energy INC | 株式-公益事業 | 0.37% | — | +655.62% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.36% | — | — | |
| 47 | WSO | Watsco INC | 株式-資本財 | 0.35% | — | +106.89% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.35% | — | — | |
| 49 | ATO | Atmos Energy CORP | 株式-公益事業 | 0.34% | — | — | |
| 50 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.34% | — | — |