CIK: 0001276673
申告総資産額
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| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 31.66% | — | -0.02% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 15.32% | — | +3.19% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 7.91% | — | -2.39% | |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 7.01% | — | -2.33% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.90% | — | -1.36% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 5.84% | — | -1.58% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.34% | — | +0.47% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.52% | — | -2.12% | |
| 9 | APH | Amphenol Corp-cl A | 株式-IT | 2.28% | — | — | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.25% | — | -13.14% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.24% | — | -0.14% | |
| 12 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.02% | — | +0.41% | |
| 13 | WFC | Wells Fargo & Co | 株式-金融 | 0.93% | — | +0.95% | |
| 14 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.91% | — | -6.46% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.71% | — | -0.25% | |
| 16 | ✓ | SPDR Gold Shares | 株式-その他 | 0.64% | — | +0.24% | |
| 17 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.52% | — | +0.19% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.51% | — | -6.27% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.41% | — | +2.30% | |
| 20 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.37% | — | -8.49% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.36% | — | -2.11% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.35% | — | +0.22% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | — | — | |
| 24 | JAZZ | Jazz Pharmaceuticals plc | 株式-ヘルスケア | 0.33% | — | -8.71% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.33% | — | +0.16% | |
| 26 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.32% | — | -4.44% | |
| 27 | XXHYBXX | New America High Income Fund | 株式-その他 | 0.32% | — | +0.11% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.30% | — | +1.24% | |
| 29 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.23% | — | +23.30% | |
| 30 | KR | Kroger Co | 株式-生活必需品 | 0.20% | — | -8.62% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.20% | — | — | |
| 32 | LCEUR | Happen INC | 株式-その他 | 0.20% | — | — | |
| 33 | TGT | Target CORP | 株式-一般消費財 | 0.19% | — | +4.28% | |
| 34 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.19% | — | -1.40% | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.18% | — | -6.91% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.15% | — | -1.52% | |
| 37 | CRM | Salesforce INC | 株式-IT | 0.14% | — | +13.23% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.12% | — | +0.79% | |
| 39 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.12% | — | -1.98% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.11% | — | -2.56% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.11% | — | -5.62% | |
| 42 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 0.10% | — | — | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.10% | — | +2.86% | |
| 44 | ORCL | Oracle CORP | 株式-IT | 0.10% | — | -16.08% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.10% | — | -4.69% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.10% | — | +6.47% | |
| 47 | ADMSEUR | Adamas Pharmaceuticals INC | 株式-その他 | 0.10% | — | — | |
| 48 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.09% | — | +2.06% | |
| 49 | IDU | Ishares US Utilities ETF | ETF-その他 | 0.09% | — | — | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.09% | — | +0.14% |