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 | 24.97% | -0.97% | +1.72% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 15.15% | -0.11% | +1.58% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.70% | -0.28% | -6.74% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 10.35% | -0.66% | +2.65% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 3.83% | — | +6.34% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.09% | — | -0.12% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.02% | -0.22% | +39.98% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.71% | -0.06% | +2.32% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.43% | — | -30.60% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.44% | +0.22% | -2.31% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.28% | — | -0.34% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.05% | — | -23.19% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.04% | -0.13% | -0.62% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.85% | +0.05% | -2.42% | |
| 15 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.81% | — | -3.93% | |
| 16 | PFE | Pfizer INC | 株式-ヘルスケア | 0.79% | — | -15.40% | |
| 17 | ✓ | Washingtonfirst Bankshares I | 株式-その他 | 0.70% | — | +3.99% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.63% | — | +3.26% | |
| 19 | MKC-V | Mccormick & Co INC Vtg Com | 株式-その他 | 0.57% | -0.04% | — | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | -0.07% | +0.01% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 0.49% | — | -1.04% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | — | -0.11% | |
| 23 | IBM | Intl Business Machines CORP | 株式-IT | 0.45% | — | -0.69% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.44% | — | — | |
| 25 | NEE | Nextera Energy INC | 株式-公益事業 | 0.39% | +0.02% | — | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | -0.12% | -1.69% | |
| 27 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.34% | — | -0.99% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.33% | — | -23.52% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.32% | — | — | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.29% | — | -10.42% | |
| 31 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.28% | — | — | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.26% | — | — | |
| 33 | PNC | Pnc Financial Services Group | 株式-金融 | 0.26% | — | -2.70% | |
| 34 | DHR | Danaher CORP | 株式-ヘルスケア | 0.26% | -0.04% | — | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.24% | — | — | |
| 36 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.24% | — | — | |
| 37 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.23% | — | -21.28% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.23% | — | -15.96% | |
| 39 | WEP | Magellan Midstream Partners | 株式-その他 | 0.23% | — | -1.38% | |
| 40 | UBSI | United Bankshares INC | 株式-金融 | 0.21% | — | -16.32% | |
| 41 | GM | General Motors Co | 株式-一般消費財 | 0.21% | — | -9.15% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.20% | — | — | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.19% | — | +24.02% | |
| 44 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.19% | — | — | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.18% | — | — | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.18% | — | — | |
| 47 | INTC | Intel CORP | 株式-IT | 0.18% | — | -0.15% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.18% | -0.04% | -8.68% | |
| 49 | T | At&t INC | 株式-通信サービス | 0.17% | — | +0.02% | |
| 50 | MSFT | Microsoft CORP | 株式-IT | 0.17% | -0.22% | -3.23% |