CIK: 0001108969
申告総資産額
$6.9億
| # | 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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 5.86% | — | -9.42% | |
| 2 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 5.07% | -0.35% | -3.89% | |
| 3 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 4.57% | — | -8.37% | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 3.07% | — | -24.73% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.91% | — | -0.96% | |
| 6 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.89% | — | -12.37% | |
| 7 | BA | Boeing Co/the | 株式-資本財 | 2.83% | — | -1.68% | |
| 8 | CSCO | Cisco Systems INC | 株式-IT | 2.65% | — | -0.74% | |
| 9 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 2.46% | — | — | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.22% | +0.21% | +6.05% | |
| 11 | BEN | Franklin Resources INC | 株式-金融 | 2.09% | — | -0.48% | |
| 12 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.90% | -0.08% | -0.69% | |
| 13 | ICE | Intercontinental Exchange In | 株式-金融 | 1.87% | — | -0.17% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.85% | — | -6.00% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.82% | — | +60.53% | |
| 16 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.73% | — | +0.14% | |
| 17 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.71% | — | -45.55% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.70% | -0.14% | +1.10% | |
| 19 | PSX | Phillips 66 | 株式-エネルギー | 1.54% | +0.26% | +2.38% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.51% | — | -24.38% | |
| 21 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 1.49% | — | -14.41% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.30% | -0.12% | +1.50% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.29% | — | — | |
| 24 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 1.26% | — | -13.66% | |
| 25 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.11% | — | — | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.08% | — | +310.35% | |
| 27 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.01% | +0.10% | -0.58% | |
| 28 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.00% | — | -41.16% | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.00% | — | -1.51% | |
| 30 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 0.96% | — | — | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.95% | -0.19% | +1.54% | |
| 32 | PGX | Invesco Preferred ETF | ETF-その他 | 0.93% | — | +1530.07% | |
| 33 | FDX | Fedex CORP | 株式-資本財 | 0.88% | — | +7.70% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.87% | — | — | |
| 35 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.87% | — | — | |
| 36 | CAT | Caterpillar INC | 株式-資本財 | 0.86% | — | +2.45% | |
| 37 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.82% | — | -2.50% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.80% | — | +0.56% | |
| 39 | CPRT | Copart INC | 株式-資本財 | 0.79% | — | -0.29% | |
| 40 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.75% | — | +0.04% | |
| 41 | OMC | Omnicom Group | 株式-通信サービス | 0.70% | — | -3.37% | |
| 42 | IBMHEUR | Ishares Ibonds Sep 2019 Term | ETF-その他 | 0.63% | — | — | |
| 43 | MMS | Maximus INC | 株式-資本財 | 0.59% | -0.11% | +8.43% | |
| 44 | PRLB | Proto Labs INC | 株式-その他 | 0.56% | — | +13.86% | |
| 45 | SBCF | Seacoast Banking Corp/fl | 株式-その他 | 0.55% | — | +9.82% | |
| 46 | EFOR | Everforth INC | 株式-その他 | 0.54% | — | +10.62% | |
| 47 | BEATEUR | Biotelemetry INC | 株式-その他 | 0.53% | — | +11.03% | |
| 48 | ECOLEUR | US Ecology INC | 株式-その他 | 0.53% | — | +12.28% | |
| 49 | FOXF | Fox Factory Holding CORP | 株式-その他 | 0.53% | — | +10.51% | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.51% | — | — |