CIK: 0001259671
申告総資産額
$13.4億
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 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 7.62% | -0.65% | +7.31% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.51% | -0.15% | -2.17% | |
| 3 | VHT | Vanguard Health Care ETF | ETF-その他 | 4.28% | -0.12% | +8.04% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.79% | — | +0.05% | |
| 5 | VFH | Vanguard Financials ETF | ETF-その他 | 3.53% | -0.17% | +6.01% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.56% | — | +0.75% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.52% | — | +27.46% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.20% | +0.18% | +9.32% | |
| 9 | XLE | Ss Energy Select Sector | ETF-その他 | 1.98% | +0.15% | +11.47% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.78% | +0.07% | +5.13% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.62% | — | +3.07% | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.57% | — | +2.95% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.44% | -0.06% | +6.34% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.38% | -0.21% | +27.51% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.23% | — | +3.31% | |
| 16 | XLF | Ss Financial Select Sector | ETF-その他 | 1.18% | -0.27% | +24.50% | |
| 17 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.05% | — | +24.39% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.04% | — | +4.41% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.04% | -0.07% | +16.80% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.00% | -0.09% | -0.15% | |
| 21 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.00% | — | +2.22% | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.99% | — | -1.11% | |
| 23 | MMM | 3m Co | 株式-資本財 | 0.98% | — | +0.55% | |
| 24 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.97% | — | +16.22% | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.93% | -0.34% | +0.16% | |
| 26 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.91% | — | -1.09% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.90% | — | +121.13% | |
| 28 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.87% | -0.07% | +44.00% | |
| 29 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.86% | — | +2.15% | |
| 30 | VOX | Vanguard Communication Servi | ETF-その他 | 0.84% | — | -0.97% | |
| 31 | MO | Altria Group INC | 株式-生活必需品 | 0.83% | — | +1.44% | |
| 32 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.82% | -0.07% | +0.86% | |
| 33 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.77% | — | +3.75% | |
| 34 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 0.72% | — | +10.56% | |
| 35 | CMI | Cummins INC | 株式-資本財 | 0.69% | — | +0.84% | |
| 36 | INTC | Intel CORP | 株式-IT | 0.69% | — | +2.14% | |
| 37 | T | At&t INC | 株式-通信サービス | 0.65% | — | +2.85% | |
| 38 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.63% | — | -12.39% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.61% | — | -5.62% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.61% | — | +2.68% | |
| 41 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.59% | — | +0.13% | |
| 42 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.57% | — | +9.76% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.57% | — | -0.53% | |
| 44 | VDE | Vanguard Energy ETF | ETF-その他 | 0.53% | — | -0.26% | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.53% | — | -0.47% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.53% | — | +1.84% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.52% | -0.07% | +6.60% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.50% | +0.09% | +27.23% | |
| 49 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.49% | — | -4.02% | |
| 50 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.47% | — | +20.02% |