CIK: 0001085867
申告総資産額
$4.3億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.41% | +1.08% | +747.79% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 4.61% | +0.12% | — | |
| 3 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.86% | — | +1795.64% | |
| 4 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 3.66% | +0.09% | -0.81% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.43% | — | +410.32% | |
| 6 | ZD | Ziff Davis INC | 株式-その他 | 3.22% | +1.14% | -11.54% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-その他 | 3.00% | -0.13% | -1.02% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.92% | -1.00% | -10.87% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.85% | -0.31% | +123.22% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.81% | -0.37% | -0.12% | |
| 11 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.78% | -0.71% | +1435.16% | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 2.56% | -0.16% | — | |
| 13 | GLW | Corning INC | 株式-IT | 2.21% | +0.38% | -0.35% | |
| 14 | BA | Boeing Co/the | 株式-資本財 | 2.04% | — | -4.54% | |
| 15 | BXMT | Blackstone Mortgage Tru-cl A | 株式-不動産 | 1.91% | — | -15.50% | |
| 16 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.91% | — | — | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.88% | — | +5.40% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.67% | -0.61% | -7.23% | |
| 19 | PFE | Pfizer INC | 株式-ヘルスケア | 1.64% | — | -1.12% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.61% | +0.09% | -7.20% | |
| 21 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.59% | — | -3.63% | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 1.56% | — | -1.60% | |
| 23 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.48% | — | +67.27% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.39% | +0.06% | — | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.37% | — | -0.14% | |
| 26 | INTC | Intel CORP | 株式-IT | 1.34% | — | +0.16% | |
| 27 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 1.33% | — | -11.94% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.23% | +0.08% | -9.61% | |
| 29 | MMM | 3m Co | 株式-資本財 | 1.16% | — | — | |
| 30 | ORCL | Oracle CORP | 株式-IT | 1.10% | — | +0.91% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.04% | — | -0.36% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 1.00% | +0.07% | -7.34% | |
| 33 | CELG | Celgene CORP | 株式-その他 | 0.93% | — | +19.99% | |
| 34 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.90% | — | -91.92% | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.85% | -0.07% | -7.12% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.81% | — | -1.50% | |
| 37 | RS | Reliance INC | 株式-素材 | 0.76% | — | -46.26% | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.75% | — | +4.41% | |
| 39 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.71% | — | -7.42% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.69% | — | — | |
| 41 | WTM | White Mountains Insurance Group, Ltd. | 株式-金融 | 0.66% | — | — | |
| 42 | C | Citigroup INC | 株式-金融 | 0.62% | — | -69.74% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.59% | +0.29% | — | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.55% | +0.14% | -0.03% | |
| 45 | GS | Goldman Sachs Group INC | 株式-金融 | 0.54% | — | -59.76% | |
| 46 | ALL | Allstate CORP | 株式-金融 | 0.54% | — | — | |
| 47 | TSI | Tcw Strategic Income Fund | 株式-その他 | 0.53% | — | — | |
| 48 | COP | Conocophillips | 株式-エネルギー | 0.53% | +0.05% | -18.14% | |
| 49 | T | At&t INC | 株式-通信サービス | 0.53% | — | -71.72% | |
| 50 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.52% | — | -1.46% |