CIK: 0001138486
申告総資産額
$8.0億
| # | 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 | 4.96% | -0.81% | -1.83% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 4.80% | -0.12% | -1.53% | |
| 3 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 3.71% | — | -5.21% | |
| 4 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 3.37% | — | -6.04% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.24% | -0.33% | -2.64% | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.17% | — | +7262.37% | |
| 7 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 3.09% | +0.22% | +8099.37% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.00% | -0.75% | -0.94% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.05% | — | +599.94% | |
| 10 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.90% | — | — | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.86% | +0.19% | +2833.78% | |
| 12 | AVGO | Broadcom INC | 株式-IT | 1.81% | -0.18% | -2.31% | |
| 13 | CAH | Cardinal Health INC | 株式-ヘルスケア | 1.73% | — | +8.10% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.71% | — | -2.24% | |
| 15 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 1.67% | — | -58.14% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.63% | — | +13.18% | |
| 17 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.58% | +0.15% | -4.83% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.53% | +0.16% | +0.78% | |
| 19 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.35% | — | -63.78% | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 1.34% | -0.12% | +1.22% | |
| 21 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 1.25% | — | -25.84% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.21% | +0.45% | +1.09% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 1.21% | — | +0.96% | |
| 24 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.20% | +0.15% | -0.62% | |
| 25 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.19% | +0.12% | +1160.67% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.18% | +0.18% | +50.78% | |
| 27 | DOW | Dow INC | 株式-素材 | 1.16% | — | -0.72% | |
| 28 | MO | Altria Group INC | 株式-生活必需品 | 1.15% | +0.14% | +128.81% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.11% | — | -1.21% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 1.10% | +0.14% | -0.81% | |
| 31 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.06% | — | -3.08% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 1.06% | — | -0.53% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 1.06% | +0.21% | +0.82% | |
| 34 | QCOM | Qualcomm INC | 株式-IT | 1.03% | -0.17% | -4.43% | |
| 35 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.98% | — | -1.08% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.94% | — | -5.96% | |
| 37 | VRP | Invesco Variable Rate Prefer | ETF-その他 | 0.93% | — | -51.93% | |
| 38 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.93% | -0.23% | -13.34% | |
| 39 | PFXF | Vaneck Pref Sec X-financials | ETF-その他 | 0.92% | — | -49.77% | |
| 40 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 0.90% | — | -54.97% | |
| 41 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.87% | — | -30.77% | |
| 42 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.87% | — | -2.14% | |
| 43 | MS | Morgan Stanley | 株式-金融 | 0.86% | — | -0.63% | |
| 44 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.85% | — | -30.84% | |
| 45 | KEY | Keycorp | 株式-金融 | 0.84% | — | +3.57% | |
| 46 | C | Citigroup INC | 株式-金融 | 0.83% | -0.15% | -3.51% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.82% | — | +496.30% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | -0.19% | +1798.83% | |
| 49 | XLE | Ss Energy Select Sector | ETF-その他 | 0.78% | — | +15.04% | |
| 50 | T | At&t INC | 株式-通信サービス | 0.76% | — | +9.21% |