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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 16.06% | +0.19% | +98.85% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 11.45% | -0.22% | +202.40% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 4.39% | — | +34.65% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.55% | +0.07% | -16.34% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 3.32% | -0.25% | +401.39% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.89% | — | -16.02% | |
| 7 | AAPL | Apple Computer | 株式-IT | 2.57% | — | — | |
| 8 | IDU | Ishares US Utilities ETF | ETF-その他 | 2.52% | +0.11% | +82.87% | |
| 9 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 2.37% | -0.20% | -2.49% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.24% | +0.61% | +63.66% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.23% | +0.06% | -9.55% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.93% | +0.29% | +58.72% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.89% | +0.05% | +13.37% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.77% | — | +9.56% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.69% | +0.22% | -0.58% | |
| 16 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.63% | — | -3.82% | |
| 17 | SYK | Stryker CORP | 株式-ヘルスケア | 1.54% | — | -9.21% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.52% | — | +8.12% | |
| 19 | AFL | Aflac Incorporated | 株式-金融 | 1.52% | — | — | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.50% | +0.26% | -4.02% | |
| 21 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.46% | — | -40.44% | |
| 22 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 1.45% | — | — | |
| 23 | ORCL | Oracle CORP | 株式-IT | 1.43% | — | +1.16% | |
| 24 | QCOM | Qualcomm INC | 株式-IT | 1.41% | -0.18% | +39.10% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.37% | -0.14% | +2.63% | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 1.35% | -0.17% | -2.08% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.34% | -0.29% | +6.04% | |
| 28 | PCG | P G & E CORP | 株式-公益事業 | 0.98% | — | +6.95% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.92% | +0.15% | +20.27% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.92% | — | -14.53% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.89% | — | -77.75% | |
| 32 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.83% | +0.11% | +10.52% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.80% | — | — | |
| 34 | DHR | Danaher CORP | 株式-ヘルスケア | 0.80% | -0.06% | +0.92% | |
| 35 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.78% | — | +1.37% | |
| 36 | BAX | Baxter International Inc. | 株式-ヘルスケア | 0.69% | — | — | |
| 37 | ✓ | 株式-その他 | 0.62% | — | +42.05% | ||
| 38 | C | Citigroup INC | 株式-金融 | 0.60% | — | +5.58% | |
| 39 | ✓ | Guggenheim | 株式-その他 | 0.57% | — | -39.67% | |
| 40 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.54% | — | -4.04% | |
| 41 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.45% | — | +324.59% | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.41% | -0.25% | +33.40% | |
| 43 | MXI | Ishares Global Materials ETF | ETF-その他 | 0.38% | — | -5.26% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.38% | -0.30% | -69.01% | |
| 45 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.34% | — | +174.09% | |
| 46 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.33% | — | — | |
| 47 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.33% | — | +101.00% | |
| 48 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.33% | — | +361.22% | |
| 49 | IDV | Ishares International Select | ETF-その他 | 0.33% | — | +298.10% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.32% | — | +235.11% |