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 | 8.17% | +0.19% | +5.11% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.84% | -0.49% | +0.44% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.87% | — | -0.80% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.46% | +0.07% | -3.77% | |
| 5 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 2.72% | -0.20% | -2.75% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.69% | -0.22% | +1.62% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.57% | +0.08% | +2.67% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.55% | — | +3.21% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.43% | +0.29% | -0.67% | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 2.34% | -0.25% | -2.64% | |
| 11 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.16% | -0.14% | -2.70% | |
| 12 | IDU | Ishares US Utilities ETF | ETF-その他 | 2.13% | +0.11% | +103.94% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.11% | +0.06% | -1.01% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.83% | +0.26% | -1.13% | |
| 15 | MA | Mastercard INC - A | 株式-金融 | 1.76% | -0.17% | -0.23% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.68% | -0.29% | -0.92% | |
| 17 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.65% | +0.11% | +0.52% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.63% | -0.19% | +3.20% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.60% | -0.47% | +3.21% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.60% | — | +2.63% | |
| 21 | DHR | Danaher CORP | 株式-ヘルスケア | 1.60% | -0.06% | -3.00% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.56% | — | — | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.56% | +0.22% | +0.83% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.53% | — | +3.64% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.36% | -0.18% | +2.19% | |
| 26 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.26% | — | +2.53% | |
| 27 | QCOM | Qualcomm INC | 株式-IT | 1.24% | -0.18% | -7.21% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.22% | +0.61% | -0.32% | |
| 29 | BAX | Baxter International INC | 株式-ヘルスケア | 1.20% | — | +0.75% | |
| 30 | FTV | Fortive CORP | 株式-IT | 1.18% | — | +3.18% | |
| 31 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.16% | — | +7657.44% | |
| 32 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.15% | -0.25% | +66.00% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.07% | -0.11% | +0.27% | |
| 34 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.02% | — | +2.96% | |
| 35 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.99% | — | -0.47% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.94% | -0.14% | +1.71% | |
| 37 | BX | Blackstone INC | 株式-金融 | 0.91% | -0.16% | -0.17% | |
| 38 | CLX | Clorox Company | 株式-生活必需品 | 0.87% | — | +1.99% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.86% | +0.16% | +1.17% | |
| 40 | HACKUSD | Etfmg Prime Cyber Security E | ETF-その他 | 0.86% | — | -0.26% | |
| 41 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.85% | — | +0.73% | |
| 42 | SYK | Stryker CORP | 株式-ヘルスケア | 0.81% | — | +0.04% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.81% | — | +2.38% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.80% | -0.30% | +163.80% | |
| 45 | WM | Waste Management INC | 株式-資本財 | 0.80% | — | +1.76% | |
| 46 | ECL | Ecolab INC | 株式-素材 | 0.78% | — | +1.43% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.77% | +0.08% | +0.44% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.77% | +0.15% | +3.51% | |
| 49 | IMTB | Ishares Core 5-10 Year Usd | ETF-その他 | 0.75% | — | +2.44% | |
| 50 | GBF | Ishares Government/credit Bo | ETF-政府公債 | 0.75% | — | +2.51% |