CIK: 0001278573
申告総資産額
$38.5億
| # | 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 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 4.03% | — | +2.70% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.92% | +0.07% | -1.50% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.84% | — | +0.59% | |
| 4 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 3.80% | — | +1.75% | |
| 5 | AAPL | Apple Computer | 株式-IT | 3.77% | — | +596.54% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.59% | -0.07% | -24.39% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.39% | +0.06% | -1.31% | |
| 8 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 3.14% | -0.20% | -1.48% | |
| 9 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.99% | — | +2.36% | |
| 10 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 2.84% | — | +1.95% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.81% | +0.29% | +1439.49% | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 2.49% | — | -0.12% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 2.17% | +0.05% | +1.10% | |
| 14 | ✓ | Guggenheim | 株式-その他 | 2.16% | — | -1.19% | |
| 15 | EWG | Ishares Msci Germany ETF | ETF-その他 | 2.05% | — | +4.04% | |
| 16 | IDU | Ishares US Utilities ETF | ETF-その他 | 2.04% | +0.11% | +0.45% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.95% | +0.22% | -0.75% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.91% | — | -28.88% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.88% | — | +0.65% | |
| 20 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.84% | — | +0.49% | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.83% | — | -0.08% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.83% | — | — | |
| 23 | SYK | Stryker CORP | 株式-ヘルスケア | 1.81% | — | -1.05% | |
| 24 | ORCL | Oracle CORP | 株式-IT | 1.79% | — | -0.81% | |
| 25 | AFL | Aflac INC | 株式-金融 | 1.78% | — | — | |
| 26 | MXI | Ishares Global Materials ETF | ETF-その他 | 1.72% | — | +1.10% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.71% | -0.14% | -27.74% | |
| 28 | QCOM | Qualcomm INC | 株式-IT | 1.69% | -0.18% | +0.01% | |
| 29 | EDIV | State Street Spdr S&p Emergi | ETF-その他 | 1.69% | — | +4.63% | |
| 30 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 1.68% | — | +0.44% | |
| 31 | EWS | iShares MSCI Singapore ETF | ETF-その他 | 1.66% | — | +2.65% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.64% | +0.26% | +1.04% | |
| 33 | SUB | Ishares Short-term National | ETF-その他 | 1.64% | — | +2.43% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.60% | — | +0.97% | |
| 35 | BAX | Baxter International INC | 株式-ヘルスケア | 1.56% | — | — | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 1.55% | -0.17% | -23.29% | |
| 37 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.31% | — | -1.26% | |
| 38 | C | Citigroup INC | 株式-金融 | 1.08% | — | -0.59% | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.92% | -0.11% | — | |
| 40 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.87% | — | +6.49% | |
| 41 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-その他 | 0.81% | — | -0.22% | |
| 42 | ADDYY | Adidas Ag-sponsored Adr | 株式-その他 | 0.71% | — | +0.67% | |
| 43 | ✓ | Novo Nordisk A/S ADR | 株式-その他 | 0.65% | — | -0.13% | |
| 44 | IXP | Ishares Global Comm Services | ETF-その他 | 0.59% | — | +1.40% | |
| 45 | EMIF | Ishares Emerging Markets Inf | ETF-新興国市場 | 0.56% | — | -21.18% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.50% | -0.22% | -4.26% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.50% | -0.30% | +11.44% | |
| 48 | ECNS | Ishares Msci China Small-cap | ETF-新興国市場 | 0.49% | — | -9.96% | |
| 49 | NUANEUR | Nuance Communications INC | 株式-その他 | 0.45% | — | -2.57% | |
| 50 | PKWUSD | Invesco Buyback Achievers Et | ETF-その他 | 0.44% | — | +1.42% |