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 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 5.22% | — | +41.82% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.91% | -0.49% | -2.48% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.71% | +0.19% | +2.76% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.40% | — | +0.68% | |
| 5 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-その他 | 2.86% | +0.05% | +3.75% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.80% | +0.07% | +0.63% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.71% | +0.08% | +0.18% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.61% | — | +3.92% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.11% | -0.22% | +2.18% | |
| 10 | IDU | Ishares US Utilities ETF | ETF-その他 | 2.11% | +0.11% | -3.74% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.02% | +0.29% | +6.84% | |
| 12 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 1.96% | -0.20% | +2.82% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.87% | +0.06% | +0.50% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.86% | +0.26% | -6.17% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.72% | +0.22% | -0.22% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.71% | -0.47% | +0.54% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 1.61% | -0.25% | +2.69% | |
| 18 | DHR | Danaher CORP | 株式-ヘルスケア | 1.59% | -0.06% | -0.84% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.59% | -0.18% | +4.45% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.50% | — | +7.63% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 1.49% | -0.19% | +0.56% | |
| 22 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.49% | +0.11% | +0.86% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.48% | -0.29% | +1926.47% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 1.46% | -0.17% | +0.92% | |
| 25 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.36% | — | +3.23% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.28% | -0.14% | +11.81% | |
| 27 | FTV | Fortive CORP | 株式-IT | 1.22% | — | +4.37% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.22% | -0.14% | +4.18% | |
| 29 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.12% | — | — | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.05% | +0.61% | +5.89% | |
| 31 | WM | Waste Management INC | 株式-資本財 | 1.05% | — | -1.72% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 1.04% | +0.16% | -0.30% | |
| 33 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.98% | — | +5.17% | |
| 34 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.97% | — | +4.08% | |
| 35 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.94% | -0.11% | +1.07% | |
| 36 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.92% | — | +0.25% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.87% | — | -0.85% | |
| 38 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.87% | -0.25% | -61.94% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.87% | — | +0.29% | |
| 40 | QCOM | Qualcomm INC | 株式-IT | 0.85% | -0.18% | +1.15% | |
| 41 | AXP | American Express Co | 株式-金融 | 0.80% | -0.18% | +0.38% | |
| 42 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.77% | — | +2.38% | |
| 43 | PAVE | Global X US Infrastructure | ETF-その他 | 0.77% | — | +3.15% | |
| 44 | BX | Blackstone INC | 株式-金融 | 0.75% | -0.16% | -0.07% | |
| 45 | AFL | Aflac INC | 株式-金融 | 0.74% | — | -2.61% | |
| 46 | AMT | American Tower CORP | 株式-不動産 | 0.73% | +0.06% | +2.55% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.71% | +0.08% | -0.38% | |
| 48 | SYK | Stryker CORP | 株式-ヘルスケア | 0.70% | — | +1.56% | |
| 49 | ICE | Intercontinental Exchange In | 株式-金融 | 0.68% | — | +9.76% | |
| 50 | TGT | Target CORP | 株式-一般消費財 | 0.68% | — | +10.85% |