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 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 6.37% | -0.07% | +75.97% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.26% | +0.07% | +42.35% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 4.53% | — | +11.17% | |
| 4 | STPZ | Pimco 1-5 Year US Tips Index | ETF-大型株・グロース | 4.10% | — | +8.68% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.73% | — | -1.97% | |
| 6 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.57% | — | +17.88% | |
| 7 | AAPL | Apple Computer | 株式-IT | 3.52% | — | -15.17% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.27% | +0.29% | +18.57% | |
| 9 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 3.09% | — | +11.20% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.07% | +0.06% | -6.48% | |
| 11 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 2.82% | -0.20% | -13.84% | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 2.37% | — | -6.23% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 2.01% | +0.05% | +0.22% | |
| 14 | ✓ | Guggenheim | 株式-その他 | 1.98% | — | -10.73% | |
| 15 | IDU | Ishares US Utilities ETF | ETF-その他 | 1.95% | +0.11% | +0.06% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.91% | — | +0.19% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.88% | — | -7.03% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.85% | +0.22% | -8.43% | |
| 19 | EWG | Ishares Msci Germany ETF | ETF-その他 | 1.83% | — | -0.71% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.79% | +0.26% | -1.06% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.79% | — | +0.69% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.79% | -0.14% | -0.81% | |
| 23 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.76% | — | -3.04% | |
| 24 | SUB | Ishares Short-term National | ETF-その他 | 1.74% | — | +4.89% | |
| 25 | EWS | iShares MSCI Singapore ETF | ETF-その他 | 1.69% | — | +2.30% | |
| 26 | SYK | Stryker CORP | 株式-ヘルスケア | 1.69% | — | -3.78% | |
| 27 | ORCL | Oracle CORP | 株式-IT | 1.67% | — | -2.47% | |
| 28 | EDIV | State Street Spdr S&p Emergi | ETF-その他 | 1.66% | — | +6.39% | |
| 29 | AFL | Aflac INC | 株式-金融 | 1.66% | — | -1.55% | |
| 30 | MXI | Ishares Global Materials ETF | ETF-その他 | 1.65% | — | +2.29% | |
| 31 | QCOM | Qualcomm INC | 株式-IT | 1.64% | -0.18% | +1.62% | |
| 32 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 1.64% | — | +1.76% | |
| 33 | BAX | Baxter International INC | 株式-ヘルスケア | 1.59% | — | +1.10% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.58% | — | +3.84% | |
| 35 | MA | Mastercard INC - A | 株式-金融 | 1.58% | -0.17% | +0.06% | |
| 36 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.31% | — | -1.99% | |
| 37 | C | Citigroup INC | 株式-金融 | 0.94% | — | -22.42% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.92% | -0.11% | -2.34% | |
| 39 | EEMA | Ishares Msci Emerg Mrkt Asia | ETF-その他 | 0.89% | — | +9.07% | |
| 40 | IXP | Ishares Global Comm Services | ETF-その他 | 0.71% | — | +20.01% | |
| 41 | ✓ | Novo Nordisk A/S ADR | 株式-その他 | 0.68% | — | -0.92% | |
| 42 | ADDYY | Adidas Ag-sponsored Adr | 株式-その他 | 0.53% | — | -0.73% | |
| 43 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.45% | — | +4.83% | |
| 44 | NUANEUR | Nuance Communications INC | 株式-その他 | 0.43% | — | +13.38% | |
| 45 | PKWUSD | Invesco Buyback Achievers Et | ETF-その他 | 0.40% | — | -9.65% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.40% | -0.22% | -21.98% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.34% | +0.61% | +1.58% | |
| 48 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.26% | — | -14.63% | |
| 49 | BWZ | State Street Spdr Bloomberg | ETF-その他 | 0.26% | — | +5.69% | |
| 50 | KXI | Ishares Global Consumer Stap | ETF-その他 | 0.22% | — | +18.49% |