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 | AAPL | Apple INC | 株式-IT | 6.29% | -0.49% | +5.16% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.33% | +0.19% | +2.39% | |
| 3 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 3.77% | — | -18.43% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 3.12% | — | -0.11% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.88% | +0.07% | +2.33% | |
| 6 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-その他 | 2.38% | +0.05% | -5.07% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.32% | +0.08% | +1.14% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.29% | -0.22% | -2.11% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.27% | — | +2.93% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.10% | -0.47% | -5.86% | |
| 11 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 2.10% | -0.20% | -15.55% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.01% | +0.29% | +1.16% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.95% | +0.06% | +1.18% | |
| 14 | IDU | Ishares US Utilities ETF | ETF-その他 | 1.90% | +0.11% | +1.05% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.85% | +0.26% | -0.63% | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 1.84% | -0.25% | -2.64% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.76% | -0.18% | -0.66% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.74% | -0.25% | -9.12% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.72% | -0.19% | -0.57% | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 1.71% | -0.17% | -1.59% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.61% | -0.29% | -3.67% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.53% | +0.22% | +0.60% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.47% | -0.14% | -0.61% | |
| 24 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.45% | +0.11% | +0.27% | |
| 25 | FTV | Fortive CORP | 株式-IT | 1.37% | — | +0.29% | |
| 26 | DHR | Danaher CORP | 株式-ヘルスケア | 1.31% | -0.06% | +1.78% | |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.29% | — | +2.30% | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.20% | -0.14% | +6.01% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.15% | +0.61% | -0.52% | |
| 30 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.99% | — | -2.45% | |
| 31 | WM | Waste Management INC | 株式-資本財 | 0.96% | — | -1.22% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.95% | — | -1.67% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.94% | -0.11% | -0.30% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.93% | — | -2.70% | |
| 35 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.89% | — | +0.97% | |
| 36 | PAVE | Global X US Infrastructure | ETF-その他 | 0.88% | — | -1.48% | |
| 37 | AXP | American Express Co | 株式-金融 | 0.88% | -0.18% | -0.54% | |
| 38 | SYK | Stryker CORP | 株式-ヘルスケア | 0.88% | — | -3.09% | |
| 39 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.85% | — | -26.64% | |
| 40 | AKX | Ansys INC | 株式-その他 | 0.84% | — | -1.02% | |
| 41 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.84% | — | +1.50% | |
| 42 | QCOM | Qualcomm INC | 株式-IT | 0.82% | -0.18% | +1.34% | |
| 43 | ASML | ASML Holding N.V. | 株式-IT | 0.80% | +0.13% | -1.42% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.80% | -0.30% | -7.06% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.79% | +0.16% | +2.18% | |
| 46 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.78% | — | -0.90% | |
| 47 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.77% | +0.07% | +41.18% | |
| 48 | ICE | Intercontinental Exchange In | 株式-金融 | 0.75% | — | +0.04% | |
| 49 | BX | Blackstone INC | 株式-金融 | 0.74% | -0.16% | +0.64% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.74% | +0.08% | -1.55% |