CIK: 0001418288
申告総資産額
$4.9億
上位200銘柄を表示中（全438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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 15.57% | +4.80% | — | |
| 2 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 6.26% | -3.03% | — | |
| 3 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 6.08% | — | — | |
| 4 | IYR | Ishares US Real Estate ETF | ETF-その他 | 4.66% | — | — | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.57% | -0.13% | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.56% | +0.09% | — | |
| 7 | AAPL | Apple INC | 株式-IT | 1.47% | +0.49% | — | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.46% | — | — | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.20% | — | — | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.05% | -0.41% | — | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.98% | — | — | |
| 12 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.98% | -0.06% | — | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 0.94% | — | — | |
| 14 | GOOG | Alphabet A | 株式-通信サービス | 0.91% | -0.71% | — | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.85% | — | — | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.83% | -0.06% | — | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 0.83% | -0.09% | — | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.82% | -0.07% | — | |
| 19 | WFC | Wells Fargo & Co | 株式-金融 | 0.80% | — | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.80% | -0.07% | — | |
| 21 | IBM | Intl Business Machines CORP | 株式-IT | 0.79% | -0.15% | — | |
| 22 | T | At&t INC | 株式-通信サービス | 0.76% | -0.11% | — | |
| 23 | ✓ | Powershares | 株式-その他 | 0.75% | — | — | |
| 24 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.61% | +0.06% | — | |
| 25 | PM | Philip Morris International | 株式-生活必需品 | 0.59% | -0.17% | — | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.58% | — | — | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.58% | — | — | |
| 28 | C | Citigroup INC | 株式-金融 | 0.57% | — | — | |
| 29 | BAC | Bank Of America CORP | 株式-金融 | 0.54% | -0.06% | — | |
| 30 | RWX | State Street Spdr Dow Jones | ETF-その他 | 0.52% | — | — | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 0.52% | — | — | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.50% | — | — | |
| 33 | INTC | Intel CORP | 株式-IT | 0.49% | — | — | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.48% | -0.23% | — | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.45% | -0.06% | — | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.45% | +0.18% | — | |
| 37 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.43% | — | — | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.43% | -0.08% | — | |
| 39 | QCOM | Qualcomm INC | 株式-IT | 0.41% | — | — | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.40% | — | — | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.39% | — | — | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.39% | -0.06% | — | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.37% | — | — | |
| 44 | SLB | Slb LTD | 株式-エネルギー | 0.37% | +0.11% | — | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.34% | — | — | |
| 46 | UTXZ | United Tech CORP | 株式-その他 | 0.34% | -0.22% | — | |
| 47 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.32% | -0.12% | — | |
| 48 | BA | Boeing Co/the | 株式-資本財 | 0.31% | — | — | |
| 49 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.31% | +0.06% | — | |
| 50 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.31% | — | — |