CIK: 0001054677
申告総資産額
$15.5億
上位200銘柄を表示中（全208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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 9.83% | +0.38% | -5.16% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 5.76% | +0.27% | -4.97% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.59% | +0.13% | -3.65% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.26% | -0.19% | -0.70% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.93% | +0.16% | -2.10% | |
| 6 | ✓ | Invesco Exchange Traded Fd T | 株式-その他 | 2.90% | — | — | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.85% | — | -2.41% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.71% | -0.90% | -4.37% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.63% | -0.24% | -0.55% | |
| 10 | XLF | Ss Financial Select Sector | ETF-その他 | 2.59% | — | -7.11% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.52% | +0.19% | +10.81% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 2.08% | -0.16% | -3.81% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.00% | -0.16% | -0.29% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.99% | -0.11% | -4.73% | |
| 15 | SNAXX | Schwa Prime Adv Money Fd-ult | 株式-その他 | 1.99% | — | +29.83% | |
| 16 | ✓ | JPMorgan Ultra-Short Income ETF | ETF-その他 | 1.91% | — | +15.12% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.75% | — | -3.39% | |
| 18 | ✓ | Select Sector Spdr Tr Real Est | 株式-その他 | 1.69% | — | +1.66% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.53% | -0.01% | -3.43% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.51% | -0.07% | +0.36% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.50% | -0.01% | +0.45% | |
| 22 | FISV | Fiserv INC | 株式-その他 | 1.46% | -0.37% | -3.90% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.45% | +0.24% | +8.14% | |
| 24 | HON | Honeywell International INC | 株式-資本財 | 1.37% | +0.15% | +0.45% | |
| 25 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.24% | — | -5.61% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 1.03% | +0.31% | -5.30% | |
| 27 | XLE | Ss Energy Select Sector | ETF-その他 | 1.03% | — | -3.64% | |
| 28 | CTAS | Cintas CORP | 株式-資本財 | 0.98% | — | +29.34% | |
| 29 | KEY | Keycorp | 株式-金融 | 0.98% | — | -7.34% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.83% | — | -4.09% | |
| 31 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.83% | — | -36.53% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.75% | — | +7.42% | |
| 33 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.74% | — | +0.31% | |
| 34 | ED | Consolidated Edison INC | 株式-公益事業 | 0.73% | — | +1.03% | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.72% | +0.25% | -2.17% | |
| 36 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.70% | — | -0.93% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.69% | — | +2.39% | |
| 38 | QCOM | Qualcomm INC | 株式-IT | 0.66% | -0.11% | +4.35% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.63% | +0.84% | -6.38% | |
| 40 | UNP | Union Pacific CORP | 株式-資本財 | 0.59% | — | -5.61% | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.59% | — | -0.10% | |
| 42 | HAS | Hasbro INC | 株式-一般消費財 | 0.55% | — | +2.06% | |
| 43 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.55% | — | -1.93% | |
| 44 | D | Dominion Energy INC | 株式-公益事業 | 0.55% | — | +13.25% | |
| 45 | CLX | Clorox Company | 株式-生活必需品 | 0.53% | — | -0.38% | |
| 46 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.53% | — | +13.73% | |
| 47 | T | At&t INC | 株式-通信サービス | 0.52% | — | +18.51% | |
| 48 | INTC | Intel CORP | 株式-IT | 0.49% | — | -0.73% | |
| 49 | PAYX | Paychex INC | 株式-IT | 0.49% | -0.07% | -1.92% | |
| 50 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.48% | — | -0.26% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SNAXX | Schwa Prime Adv Money Fd-ult | +0.5% | +29.83% | 増加 |
| 2 | AAPL | Apple INC | +0.3% | -0.70% | 減少 |
| 3 | CTAS | Cintas CORP | +0.3% | +29.34% | 増加 |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +10.81% | 増加 |
| 5 | ✓ | JPMorgan Ultra-Short Income ETF | +0.2% | +15.12% | 増加 |
| 6 | COST | Costco Wholesale CORP | +0.2% | +8.14% | 増加 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.29% | 減少 |
| 8 | T | At&t INC | +0.1% | +18.51% | 増加 |
| 9 | ✓ | Select Sector Spdr Tr Real Est | +0.1% | +1.66% | 増加 |
| 10 | HD | Home Depot INC | +0.1% | -3.39% | 減少 |
| 11 | FISV | Fiserv INC | +0.1% | -3.90% | 減少 |
| 12 | D | Dominion Energy INC | +0.1% | +13.25% | 増加 |
| 13 | TGT | Target CORP | +0.1% | -0.68% | 減少 |
| 14 | IBM | Intl Business Machines CORP | +0.1% | +18.69% | 増加 |
| 15 | HAS | Hasbro INC | +0.1% | +2.06% | 増加 |
| 16 | UPS | United Parcel Service-cl B | +0.1% | -1.93% | 減少 |
| 17 | WEC | Wec Energy Group INC | +0.1% | -0.26% | 減少 |
| 18 | ED | Consolidated Edison INC | +0.1% | +1.03% | 増加 |
| 19 | VZ | Verizon Communications INC | +0.1% | +2.39% | 増加 |
| 20 | LEG | Leggett & Platt INC | +0.1% | +8.12% | 増加 |
| 21 | SWVXX | Schwa Prime Adv Money Fd-inv | +0.1% | +12.73% | 増加 |
| 22 | ✓ | SPDR Bloomberg Barclays Invest | -0.1% | -16.41% | 減少 |
| 23 | XOM | Exxon Mobil CORP | -0.1% | -19.17% | 減少 |
| 24 | SPRXX | Fidelity Money Market | -0.1% | -54.05% | 減少 |
| 25 | UNP | Union Pacific CORP | -0.1% | -5.61% | 減少 |
| 26 | KEY | Keycorp | -0.1% | -7.34% | 減少 |
| 27 | PFE | Pfizer INC | -0.1% | -65.50% | 減少 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -3.43% | 減少 |
| 29 | IJR | Ishares Core S&p Small-cap E | -0.1% | -2.10% | 減少 |
| 30 | DIS | Walt Disney Co/the | -0.1% | +0.36% | 増加 |
| 31 | V | Visa Inc-class A Shares | -0.1% | -3.81% | 減少 |
| 32 | XLE | Ss Energy Select Sector | -0.1% | -3.64% | 減少 |
| 33 | XLF | Ss Financial Select Sector | -0.2% | -7.11% | 減少 |
| 34 | CSCO | Cisco Systems INC | -0.2% | -5.30% | 減少 |
| 35 | MRK | Merck & Co. INC. | -0.2% | -80.99% | 減少 |
| 36 | IBB | Ishares Biotechnology ETF | -0.2% | -5.61% | 減少 |
| 37 | VEU | Vanguard Ftse All-world Ex-u | -0.2% | -3.65% | 減少 |
| 38 | VWO | Vanguard Ftse Emerging Marke | -0.3% | -2.41% | 減少 |
| 39 | AMZN | Amazon.com INC | -0.3% | -0.55% | 減少 |
| 40 | IWR | Ishares Russell Mid-cap ETF | -0.3% | -4.97% | 減少 |
| 41 | VOO | Vanguard S&p 500 ETF | -0.5% | -5.16% | 減少 |
| 42 | AEP | American Electric Power Company, Inc. | -0.7% | -36.53% | 減少 |
| 43 | ✓ | Invesco Exchange Traded Fd T | — | NEW | 新規購入 |
| 44 | FMUSD | Ishares Msci Frontier 100 | — | EXIT | 全売却 |
| 45 | ✓ | VanEck Vectors Biotech ETF | — | EXIT | 全売却 |
| 46 | SWOXX | Schwab Municipal Money-ult | — | EXIT | 全売却 |
| 47 | FNMA | Fannie Mae | — | NEW | 新規購入 |
| 48 | ✓ | Federated Govt Obligations Fd | — | NEW | 新規購入 |
| 49 | CCI | Crown Castle INC | — | NEW | 新規購入 |
| 50 | FNMA V8.25 PERP S | Fannie Mae | — | NEW | 新規購入 |