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 | 7.03% | +0.19% | +1.48% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.68% | -0.49% | -1.01% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.60% | — | +0.78% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.17% | +0.07% | +1.55% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.71% | +0.08% | +5.18% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.63% | — | +5.14% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.59% | -0.22% | -1.16% | |
| 8 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 2.57% | -0.20% | -2.64% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.26% | +0.29% | +5.78% | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 2.24% | -0.25% | -3.06% | |
| 11 | IDU | Ishares US Utilities ETF | ETF-その他 | 2.05% | +0.11% | +2.64% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.03% | +0.06% | +1.19% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.95% | +0.26% | -2.42% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.93% | -0.29% | -5.44% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.89% | -0.47% | +1.60% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.85% | -0.18% | +42.50% | |
| 17 | DHR | Danaher CORP | 株式-ヘルスケア | 1.76% | -0.06% | -7.04% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.64% | -0.14% | +0.46% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.62% | -0.19% | +2.48% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.61% | — | +4.68% | |
| 21 | MA | Mastercard INC - A | 株式-金融 | 1.57% | -0.17% | +1.61% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.53% | +0.22% | +2.18% | |
| 23 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.39% | +0.11% | +0.78% | |
| 24 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 1.31% | — | +4.26% | |
| 25 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.25% | — | +3.25% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.22% | +0.61% | +2.74% | |
| 27 | FTV | Fortive CORP | 株式-IT | 1.22% | — | +3.29% | |
| 28 | BX | Blackstone INC | 株式-金融 | 1.11% | -0.16% | -14.34% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.02% | -0.11% | -0.04% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.02% | -0.14% | -3.06% | |
| 31 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.01% | — | +4.90% | |
| 32 | AXP | American Express Co | 株式-金融 | 0.99% | -0.18% | -0.66% | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.97% | +0.16% | -0.10% | |
| 34 | WM | Waste Management INC | 株式-資本財 | 0.94% | — | +0.65% | |
| 35 | QCOM | Qualcomm INC | 株式-IT | 0.92% | -0.18% | +0.87% | |
| 36 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.92% | — | -0.12% | |
| 37 | TGT | Target CORP | 株式-一般消費財 | 0.91% | — | +0.09% | |
| 38 | BAX | Baxter International INC | 株式-ヘルスケア | 0.89% | — | -29.03% | |
| 39 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.88% | — | +0.98% | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.87% | — | +16.72% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.84% | — | +1.41% | |
| 42 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.81% | — | +1.92% | |
| 43 | COF | Capital One Financial CORP | 株式-金融 | 0.81% | -0.21% | -0.41% | |
| 44 | SYK | Stryker CORP | 株式-ヘルスケア | 0.81% | — | +1.46% | |
| 45 | HACKUSD | Etfmg Prime Cyber Security E | ETF-その他 | 0.79% | — | -0.56% | |
| 46 | ICE | Intercontinental Exchange In | 株式-金融 | 0.79% | — | +14.02% | |
| 47 | LUV | Southwest Airlines Co | 株式-資本財 | 0.78% | — | +2.76% | |
| 48 | AMT | American Tower CORP | 株式-不動産 | 0.77% | +0.06% | +1.81% | |
| 49 | IMTB | Ishares Core 5-10 Year Usd | ETF-その他 | 0.75% | — | +6.38% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.74% | — | +3.03% |