CIK: 0001388168
申告総資産額
$3.7億
| # | 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 | AAPL | Apple INC | 株式-IT | 5.39% | +0.01% | +4.20% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.70% | — | -0.11% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.70% | +0.04% | +0.29% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.57% | — | +1.36% | |
| 5 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.53% | — | +0.11% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.09% | +0.01% | +1.64% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.06% | +0.01% | +103.37% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.87% | +0.06% | +288.18% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.80% | +0.04% | +4.40% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 1.78% | -0.26% | +0.80% | |
| 11 | HUM | Humana INC | 株式-ヘルスケア | 1.75% | +0.10% | -0.41% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.68% | -0.03% | +1.98% | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.67% | — | -1.02% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.64% | +0.06% | +1.83% | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.58% | +0.12% | -1.37% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 1.53% | — | -1.43% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.45% | +0.03% | -9.54% | |
| 18 | BF-B | Brown-forman Corp-class B | 株式-その他 | 1.44% | — | — | |
| 19 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.39% | — | +10.21% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.30% | +0.09% | +0.23% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 1.20% | -0.43% | +1.19% | |
| 22 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.20% | — | — | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 1.20% | — | +6.57% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.19% | — | +1.23% | |
| 25 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.15% | — | +0.17% | |
| 26 | INTC | Intel CORP | 株式-IT | 1.11% | +0.85% | -4.08% | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.05% | +0.07% | +10.60% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 1.04% | — | +3.16% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.02% | +0.09% | +0.46% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.00% | — | -12.77% | |
| 31 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.99% | — | -0.87% | |
| 32 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.99% | — | +296.31% | |
| 33 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.93% | — | -0.38% | |
| 34 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.92% | — | +0.05% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.92% | -2.16% | EXIT | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.79% | — | — | |
| 37 | ADP | Automatic Data Processing | 株式-IT | 0.79% | — | — | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.78% | — | +4.48% | |
| 39 | BF-A | Brown-forman Corp-class A | 株式-その他 | 0.77% | — | — | |
| 40 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.75% | +0.13% | +1.82% | |
| 41 | FSTA | Fidelity Msci Cons Stap Indx | ETF-その他 | 0.72% | — | +0.04% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.72% | -0.20% | -1.05% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.71% | +0.14% | +0.51% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.70% | — | -5.42% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.69% | — | +1.91% | |
| 46 | CAT | Caterpillar INC | 株式-資本財 | 0.69% | +0.32% | -0.26% | |
| 47 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.67% | — | -2.94% | |
| 48 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.66% | — | +7.90% | |
| 49 | PZZA | Papa John's Intl INC | 株式-その他 | 0.65% | — | -35.14% | |
| 50 | MMM | 3m Co | 株式-資本財 | 0.65% | — | +11.71% |