CIK: 0001133119
申告総資産額
$2.3億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 6.83% | -2.27% | -1.36% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.40% | -0.38% | -7.12% | |
| 3 | ABBV | Abbvie INC | 株式-ヘルスケア | 5.88% | -0.30% | -0.70% | |
| 4 | ABT | Abbott Laboratories | 株式-ヘルスケア | 3.87% | -0.55% | — | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.94% | +0.25% | -3.08% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 2.66% | — | +0.52% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.62% | -0.14% | -0.16% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.35% | +0.35% | -0.53% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.10% | — | — | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.04% | -0.03% | — | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.98% | — | — | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.93% | +0.31% | +0.36% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 1.92% | — | +8.58% | |
| 14 | NAC | Nuveen Ca Qlty Muni INC | 株式-その他 | 1.90% | -0.73% | EXIT | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.88% | +0.26% | +0.64% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.81% | — | +24.28% | |
| 17 | ADP | Automatic Data Processing | 株式-IT | 1.75% | -0.25% | -1.24% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.66% | — | -0.22% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.59% | — | -1.89% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.49% | — | -2.31% | |
| 21 | NEE | Nextera Energy INC | 株式-公益事業 | 1.44% | — | -0.10% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.28% | -0.13% | -0.33% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.14% | +1.13% | — | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.12% | — | +22.73% | |
| 25 | CB | Chubb Limited | 株式-金融 | 1.11% | — | -2.01% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 1.08% | — | -5.50% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.03% | — | -2.64% | |
| 28 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 1.02% | — | — | |
| 29 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.96% | — | — | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.96% | — | -3.07% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.95% | -0.09% | -3.19% | |
| 32 | RTX | Rtx CORP | 株式-資本財 | 0.88% | — | -5.65% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.87% | — | — | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.78% | — | -1.09% | |
| 35 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.78% | — | -2.80% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.76% | +0.22% | -14.02% | |
| 37 | WFC | Wells Fargo & Co | 株式-金融 | 0.74% | -0.08% | — | |
| 38 | HON | Honeywell International INC | 株式-資本財 | 0.70% | +0.12% | -2.27% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.68% | — | -11.78% | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.67% | +0.13% | -1.84% | |
| 41 | LIN | Linde plc | 株式-素材 | 0.66% | — | -3.83% | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.65% | -0.10% | -0.71% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.62% | +0.20% | -5.01% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.62% | -0.29% | — | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.61% | — | +8.62% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.60% | — | +2.75% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.60% | — | -4.00% | |
| 48 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.59% | — | +2.78% | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.59% | — | -3.59% | |
| 50 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.58% | — | +0.89% |