CIK: 0001066816
申告総資産額
$9.0億
| # | 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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 23.09% | -0.97% | +1.90% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 14.09% | -0.11% | +12.00% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 12.29% | -0.28% | -1.40% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 10.35% | -0.66% | +0.33% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-その他 | 4.39% | — | +5.78% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 3.65% | — | +11.81% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.48% | — | -0.89% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.77% | -0.06% | +1.13% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.64% | — | -21.54% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.06% | -0.22% | +13.02% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.67% | — | -1.41% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.30% | — | -2.14% | |
| 13 | PFE | Pfizer INC | 株式-ヘルスケア | 1.06% | — | +0.04% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.06% | +0.22% | -3.65% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.06% | +0.05% | -0.38% | |
| 16 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.98% | — | -5.90% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.95% | -0.13% | -2.17% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.76% | — | -28.35% | |
| 19 | MKC-V | Mccormick & Co INC Vtg Com | 株式-その他 | 0.69% | -0.04% | — | |
| 20 | IBM | Intl Business Machines CORP | 株式-IT | 0.54% | — | -0.96% | |
| 21 | ✓ | Washingtonfirst Bankshares I | 株式-その他 | 0.52% | — | — | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 0.48% | — | -3.29% | |
| 23 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.47% | — | — | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | -0.07% | +0.20% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 0.33% | — | +1.35% | |
| 26 | F | Ford Motor Co | 株式-一般消費財 | 0.33% | — | +0.00% | |
| 27 | NEE | Nextera Energy INC | 株式-公益事業 | 0.32% | +0.02% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | — | -11.00% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.31% | — | -0.02% | |
| 30 | DHR | Danaher CORP | 株式-ヘルスケア | 0.28% | -0.04% | -0.70% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | — | — | |
| 32 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.28% | — | -4.00% | |
| 33 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.26% | — | — | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.26% | — | -11.66% | |
| 35 | UBSI | United Bankshares INC | 株式-金融 | 0.24% | — | — | |
| 36 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.23% | — | -12.07% | |
| 37 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.22% | — | — | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.22% | -0.04% | -8.30% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.22% | — | — | |
| 40 | WFC | Wells Fargo & Co | 株式-金融 | 0.21% | — | +2.25% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.21% | — | — | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.20% | -0.12% | -3.69% | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.18% | — | — | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.18% | — | — | |
| 45 | GIS | General Mills INC | 株式-生活必需品 | 0.18% | — | — | |
| 46 | MSFT | Microsoft CORP | 株式-IT | 0.17% | -0.22% | +7.39% | |
| 47 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.17% | — | — | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.17% | — | +1.02% | |
| 49 | GM | General Motors Co | 株式-一般消費財 | 0.16% | — | +3.02% | |
| 50 | INTC | Intel CORP | 株式-IT | 0.16% | — | -3.36% |