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 | 15.78% | +0.19% | +4.91% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.40% | -0.22% | -6.30% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 4.16% | — | +0.39% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.48% | +0.07% | -2.25% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 3.34% | -0.25% | +2.16% | |
| 6 | AAPL | Apple Computer | 株式-IT | 2.94% | — | +3.29% | |
| 7 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.81% | — | +3.82% | |
| 8 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 2.48% | -0.20% | -0.87% | |
| 9 | IDU | Ishares US Utilities ETF | ETF-その他 | 2.34% | +0.11% | +5.90% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.33% | +0.61% | +4.71% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.19% | +0.06% | +0.79% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.03% | +0.29% | +2.96% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.83% | +0.05% | +4.98% | |
| 14 | QCOM | Qualcomm INC | 株式-IT | 1.72% | -0.18% | +1.70% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.63% | — | +5.20% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.56% | +0.22% | +1.07% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.53% | — | +5.34% | |
| 18 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.51% | — | +4.64% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.47% | -0.29% | +2.37% | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 1.47% | -0.17% | +0.44% | |
| 21 | AFL | Aflac Incorporated | 株式-金融 | 1.44% | — | +1.87% | |
| 22 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.42% | — | +3.72% | |
| 23 | SYK | Stryker CORP | 株式-ヘルスケア | 1.42% | — | +1.09% | |
| 24 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 1.38% | — | +1.92% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.34% | +0.26% | -1.61% | |
| 26 | ORCL | Oracle CORP | 株式-IT | 1.31% | — | +1.61% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.29% | -0.14% | +5.46% | |
| 28 | PCG | P G & E CORP | 株式-公益事業 | 0.91% | — | +3.37% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.88% | — | +9.01% | |
| 30 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.87% | — | +23.59% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.87% | — | -2.82% | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.85% | +0.15% | +5.98% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.85% | — | -1.72% | |
| 34 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.82% | +0.11% | +3.99% | |
| 35 | BAX | Baxter International Inc. | 株式-ヘルスケア | 0.74% | — | +8.39% | |
| 36 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.68% | — | +60.73% | |
| 37 | C | Citigroup INC | 株式-金融 | 0.65% | — | +4.43% | |
| 38 | DHR | Danaher CORP | 株式-ヘルスケア | 0.62% | -0.06% | +6.04% | |
| 39 | ✓ | Guggenheim | 株式-その他 | 0.60% | — | -0.64% | |
| 40 | ✓ | 株式-その他 | 0.59% | — | +3.16% | ||
| 41 | FTV | Fortive CORP | 株式-IT | 0.54% | — | — | |
| 42 | IDV | Ishares International Select | ETF-その他 | 0.45% | — | +40.87% | |
| 43 | ROST | Ross Stores INC | 株式-一般消費財 | 0.43% | +0.10% | — | |
| 44 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.43% | — | +33.55% | |
| 45 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.42% | — | +7.72% | |
| 46 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.39% | — | +23.04% | |
| 47 | MXI | Ishares Global Materials ETF | ETF-その他 | 0.39% | — | +1.86% | |
| 48 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.38% | -0.25% | -1.40% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.38% | — | +30.39% | |
| 50 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.36% | — | +40.77% |