CIK: 0000029915
申告総資産額
$2.4億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 35.63% | +2.92% | -0.97% | |
| 2 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 15.45% | — | -4.56% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.26% | — | — | |
| 4 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 5.37% | — | -11.02% | |
| 5 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.91% | — | +66.55% | |
| 6 | XLF | Ss Financial Select Sector | ETF-その他 | 2.70% | — | +1.54% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.58% | — | — | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.40% | — | — | |
| 9 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.44% | — | — | |
| 10 | ✓ | Powershares | 株式-その他 | 1.32% | — | +15.18% | |
| 11 | GUNR | Flexshares Global Upstream N | ETF-その他 | 1.30% | — | — | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.17% | — | -17.12% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.87% | — | -18.38% | |
| 14 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.76% | — | — | |
| 15 | XLE | Ss Energy Select Sector | ETF-その他 | 0.76% | — | — | |
| 16 | BAC | Bank Of America CORP | 株式-金融 | 0.69% | — | +27.78% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.59% | — | — | |
| 18 | AMGN | Amgen INC | 株式-ヘルスケア | 0.59% | — | — | |
| 19 | AAPL | Apple INC | 株式-IT | 0.50% | — | — | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.45% | — | — | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.44% | — | -83.16% | |
| 22 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.42% | — | — | |
| 23 | BAX | Baxter International INC | 株式-ヘルスケア | 0.41% | — | — | |
| 24 | ✓ | Altera CORP | 株式-その他 | 0.41% | — | -21.21% | |
| 25 | KHC | The Kraft Heinz Company | 株式-生活必需品 | 0.41% | — | — | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.40% | — | — | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.40% | — | -16.22% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.38% | — | — | |
| 29 | GM | General Motors Co | 株式-一般消費財 | 0.37% | — | -31.23% | |
| 30 | AVGO | Broadcom Inc. | 株式-IT | 0.36% | — | — | |
| 31 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.36% | — | -32.34% | |
| 32 | JNP | Juniper Networks INC | 株式-その他 | 0.34% | — | -25.38% | |
| 33 | NTAP | Netapp INC | 株式-IT | 0.34% | — | — | |
| 34 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.31% | — | — | |
| 35 | WFRD | Weatherford International plc | 株式-エネルギー | 0.30% | — | — | |
| 36 | SWKS | Skyworks Solutions INC | 株式-IT | 0.30% | — | -40.40% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.30% | — | — | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.29% | — | -40.91% | |
| 39 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.28% | — | -18.42% | |
| 40 | TDC | Teradata CORP | 株式-IT | 0.28% | — | -23.98% | |
| 41 | VMWEUR | Vmware Inc-class A | 株式-その他 | 0.27% | — | +18.52% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.26% | — | — | |
| 43 | NE | Noble Corporation plc | 株式-エネルギー | 0.26% | — | -32.05% | |
| 44 | TXT | Textron INC | 株式-資本財 | 0.25% | — | — | |
| 45 | ✓ | Riverbed Technology INC | 株式-その他 | 0.25% | — | — | |
| 46 | AIG | American International Group | 株式-金融 | 0.25% | — | +48.57% | |
| 47 | NBL2EUR | Noble Energy INC | 株式-その他 | 0.25% | — | -32.79% | |
| 48 | THC | Tenet Healthcare CORP | 株式-ヘルスケア | 0.24% | — | — | |
| 49 | HIG | Hartford Insurance Group INC | 株式-金融 | 0.23% | — | — | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.23% | — | — |