CIK: 0001266014
申告総資産額
$2.9億
上位200銘柄を表示中（全237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 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 8.27% | — | +8.11% | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 4.93% | — | +10.02% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.58% | — | +3.66% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.39% | — | -2.27% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.90% | — | -0.84% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.72% | +0.44% | +3.67% | |
| 7 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 2.57% | — | +4.49% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.45% | -0.16% | +2.28% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.18% | — | -3.62% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.14% | — | +6.10% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.58% | — | +0.09% | |
| 12 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.57% | — | +0.60% | |
| 13 | PCYUSD | Invesco Emerging Markets Sov | ETF-新興国市場 | 1.34% | — | +24.63% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.15% | — | +4.45% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.10% | — | +5.54% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.08% | — | +2.74% | |
| 17 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.98% | — | +3.17% | |
| 18 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.91% | — | +3.94% | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.91% | — | -0.47% | |
| 20 | PM | Philip Morris International | 株式-生活必需品 | 0.87% | — | -12.80% | |
| 21 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 0.86% | — | -0.27% | |
| 22 | T | At&t INC | 株式-通信サービス | 0.83% | — | +4.78% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.82% | — | +7.43% | |
| 24 | AVGO | Broadcom Inc. | 株式-IT | 0.81% | — | +3.02% | |
| 25 | MO | Altria Group INC | 株式-生活必需品 | 0.80% | — | -0.34% | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.77% | — | +29.61% | |
| 27 | BCE | Bce INC | 株式-通信サービス | 0.75% | — | -0.18% | |
| 28 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.75% | — | -13.49% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.73% | +0.18% | +6.78% | |
| 30 | ✓ | 株式-その他 | 0.68% | — | +2.95% | ||
| 31 | D | Dominion Energy INC | 株式-公益事業 | 0.65% | — | +15.70% | |
| 32 | ✓ | Powershares | 株式-その他 | 0.65% | — | -14.42% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | +0.10% | +14.88% | |
| 34 | CCI | Crown Castle INC | 株式-不動産 | 0.62% | — | +8.13% | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.60% | — | +18.31% | |
| 36 | NGG | National Grid Plc-sp Adr | 株式-公益事業 | 0.60% | — | — | |
| 37 | DUK | Duke Energy CORP | 株式-公益事業 | 0.59% | — | -0.19% | |
| 38 | ADSK | Autodesk INC | 株式-IT | 0.57% | — | +3.03% | |
| 39 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.56% | — | +19.26% | |
| 40 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.55% | — | +43.83% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.54% | — | -43.60% | |
| 42 | BIIB | Biogen INC | 株式-ヘルスケア | 0.54% | — | +2.97% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.54% | — | -0.14% | |
| 44 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.52% | — | +24.68% | |
| 45 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.51% | — | -0.21% | |
| 46 | TEL | TE Connectivity plc | 株式-IT | 0.49% | — | +3.28% | |
| 47 | APC3EUR | Anadarko Petroleum CORP | 株式-その他 | 0.49% | — | +2.98% | |
| 48 | PPL | Ppl CORP | 株式-公益事業 | 0.47% | — | +9.49% | |
| 49 | IXG | Ishares Global Financials Et | ETF-その他 | 0.47% | — | -3.06% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.47% | -0.10% | +5.70% |