CIK: 0000914933
申告総資産額
$10.2億
| # | 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 | 13.01% | -0.42% | +1.02% | |
| 2 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 7.00% | — | +1.35% | |
| 3 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 6.53% | — | -0.26% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 6.30% | — | — | |
| 5 | RWX | State Street Spdr Dow Jones | ETF-その他 | 2.95% | — | +5.90% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.80% | +0.25% | +17.06% | |
| 7 | IEZ | Ishares U.s. Oil Equipment & | ETF-その他 | 2.52% | — | +1.15% | |
| 8 | XLE | Ss Energy Select Sector | ETF-その他 | 2.27% | — | — | |
| 9 | IXC | Ishares Global Energy ETF | ETF-その他 | 1.42% | — | — | |
| 10 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 1.15% | — | — | |
| 11 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.13% | — | — | |
| 12 | XME | Ss Spdr S&p Metals Mining | ETF-その他 | 1.11% | — | — | |
| 13 | WFC | Wells Fargo & Co | 株式-金融 | 1.07% | — | +24.74% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.06% | — | -14.93% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.04% | -0.08% | +27.24% | |
| 16 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.01% | — | -1.56% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.00% | -0.05% | -3.98% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.96% | -0.27% | +15.49% | |
| 19 | SYY | Sysco CORP | 株式-生活必需品 | 0.95% | — | -0.19% | |
| 20 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.95% | — | -3.72% | |
| 21 | SYK | Stryker CORP | 株式-ヘルスケア | 0.93% | -2.90% | -3.57% | |
| 22 | USB | US Bancorp | 株式-金融 | 0.93% | — | +35.69% | |
| 23 | UTXZ | United Tech CORP | 株式-その他 | 0.92% | — | +70.56% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.92% | — | -0.79% | |
| 25 | ✓ | 株式-その他 | 0.92% | — | -0.58% | ||
| 26 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.91% | — | -3.62% | |
| 27 | CFG | Citizens Financial Group | 株式-金融 | 0.88% | — | -0.16% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 0.88% | — | -0.56% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.87% | — | -1.23% | |
| 30 | MDT | Medtronic plc | 株式-ヘルスケア | 0.86% | +0.09% | NEW | |
| 31 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.85% | — | -3.63% | |
| 32 | C | Citigroup INC | 株式-金融 | 0.84% | — | +39.92% | |
| 33 | QCLN | First Trust NASDAQ Clean Edge Green Energy Index Fund | 株式-その他 | 0.84% | — | — | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.84% | — | -0.17% | |
| 35 | DHR | Danaher CORP | 株式-ヘルスケア | 0.82% | — | -0.49% | |
| 36 | JNP | Juniper Networks INC | 株式-その他 | 0.82% | — | -0.44% | |
| 37 | ECL | Ecolab INC | 株式-素材 | 0.81% | — | -0.19% | |
| 38 | NWL | Newell Brands INC | 株式-生活必需品 | 0.80% | — | -0.44% | |
| 39 | QCOM | Qualcomm INC | 株式-IT | 0.79% | — | +33.30% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.78% | — | -0.20% | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.77% | — | -0.54% | |
| 42 | HON | Honeywell International INC | 株式-資本財 | 0.77% | — | -0.22% | |
| 43 | AXP | American Express Company | 株式-金融 | 0.77% | — | -0.22% | |
| 44 | CHTR | Charter Communications, Inc. | 株式-通信サービス | 0.76% | — | -0.19% | |
| 45 | AON | Aon plc | 株式-金融 | 0.76% | — | +5.18% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.74% | -0.04% | — | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.72% | — | -0.18% | |
| 48 | EMR | Emerson Electric Co | 株式-資本財 | 0.67% | — | -0.19% | |
| 49 | NOVEUR | National Oilwell Varco INC | 株式-その他 | 0.66% | — | — | |
| 50 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.63% | — | -0.15% |