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 | 7.62% | +0.19% | +3.33% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.49% | -0.22% | -0.19% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 4.22% | — | +0.31% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.74% | -0.49% | -5.08% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 3.72% | -0.25% | -1.95% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.27% | +0.07% | -0.05% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.68% | +0.08% | +4.32% | |
| 8 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 2.67% | -0.20% | -2.28% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.65% | — | +2.19% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.58% | +0.29% | +0.95% | |
| 11 | IDU | Ishares US Utilities ETF | ETF-その他 | 2.36% | +0.11% | -0.65% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.04% | +0.06% | -0.34% | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 1.86% | -0.17% | -1.84% | |
| 14 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.80% | -0.14% | +0.45% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.77% | +0.61% | +0.70% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.71% | +0.26% | -2.70% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.66% | — | -0.79% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.63% | — | +2.35% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.63% | +0.22% | +2.09% | |
| 20 | DHR | Danaher CORP | 株式-ヘルスケア | 1.60% | -0.06% | -0.73% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.59% | -0.29% | +0.01% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.52% | +0.05% | +3.22% | |
| 23 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.50% | +0.11% | +4.16% | |
| 24 | SYK | Stryker CORP | 株式-ヘルスケア | 1.47% | — | -0.02% | |
| 25 | AFL | Aflac INC | 株式-金融 | 1.39% | — | -0.18% | |
| 26 | FTV | Fortive CORP | 株式-IT | 1.33% | — | +2.52% | |
| 27 | ORCL | Oracle CORP | 株式-IT | 1.32% | — | +0.74% | |
| 28 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.27% | — | +3.70% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.06% | — | -17.04% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 1.05% | -0.19% | +2.25% | |
| 31 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.03% | -0.11% | -0.89% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 1.01% | +0.16% | +3.19% | |
| 33 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.00% | — | +2.20% | |
| 34 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.00% | — | -1.97% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.97% | — | +2.66% | |
| 36 | BX | Blackstone INC | 株式-金融 | 0.92% | -0.16% | +0.07% | |
| 37 | QCOM | Qualcomm INC | 株式-IT | 0.91% | -0.18% | +1.74% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.90% | +0.15% | +2.89% | |
| 39 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.83% | — | +2.28% | |
| 40 | ECL | Ecolab INC | 株式-素材 | 0.81% | — | -0.03% | |
| 41 | C | Citigroup INC | 株式-金融 | 0.80% | — | +0.01% | |
| 42 | BAX | Baxter International INC | 株式-ヘルスケア | 0.79% | — | -0.40% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.76% | +0.08% | +0.56% | |
| 44 | IMTB | Ishares Core 5-10 Year Usd | ETF-その他 | 0.76% | — | +1.91% | |
| 45 | GBF | Ishares Government/credit Bo | ETF-政府公債 | 0.75% | — | +2.27% | |
| 46 | HACKUSD | Etfmg Prime Cyber Security E | ETF-その他 | 0.73% | — | -0.13% | |
| 47 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.70% | -0.25% | -8.62% | |
| 48 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.69% | — | -5.36% | |
| 49 | IDV | Ishares International Select | ETF-その他 | 0.64% | — | +0.61% | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.62% | -0.30% | +57.74% |