CIK: 0001214183
申告総資産額
$3.1億
| # | 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 | 6.48% | -0.10% | +5.64% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.89% | -0.14% | -3.07% | |
| 3 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 3.70% | — | +0.26% | |
| 4 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 2.68% | — | -4.71% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.54% | — | +9.26% | |
| 6 | DHR | Danaher CORP | 株式-ヘルスケア | 2.34% | -0.17% | -0.79% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.32% | +0.23% | -15.17% | |
| 8 | FUNC | First United CORP | 株式-その他 | 2.31% | — | -1.00% | |
| 9 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 2.14% | -0.15% | +0.67% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.05% | — | -2.44% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 1.98% | +0.23% | -1.96% | |
| 12 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 1.96% | — | +0.82% | |
| 13 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.96% | -0.09% | -1.62% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 1.91% | +0.15% | +0.83% | |
| 15 | D | Dominion Energy INC | 株式-公益事業 | 1.90% | — | -5.80% | |
| 16 | CSX | Csx CORP | 株式-資本財 | 1.84% | — | +4.20% | |
| 17 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.76% | — | +3.69% | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.74% | +0.76% | +3.65% | |
| 19 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.63% | — | +0.77% | |
| 20 | TSCO | Tractor Supply Company | 株式-一般消費財 | 1.63% | — | +2.68% | |
| 21 | HON | Honeywell International INC | 株式-資本財 | 1.57% | — | +12.37% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 1.52% | — | +7.27% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.50% | — | +19.32% | |
| 24 | AAPL | Apple INC | 株式-IT | 1.47% | -0.34% | +1.19% | |
| 25 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.36% | — | -8.48% | |
| 26 | ✓ | Powershares ETF Trust | ETF-その他 | 1.29% | — | +1.35% | |
| 27 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.27% | — | +2.96% | |
| 28 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.25% | — | +1.98% | |
| 29 | PXGBX | Praxair INC | 株式-その他 | 1.20% | — | -2.07% | |
| 30 | SLB | Slb LTD | 株式-エネルギー | 1.20% | — | +7.63% | |
| 31 | IYT | Ishares US Transportation Et | ETF-その他 | 1.20% | — | -3.89% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.19% | — | +3.79% | |
| 33 | COP | Conocophillips | 株式-エネルギー | 1.18% | — | +6.31% | |
| 34 | NOVEUR | National Oilwell Varco INC | 株式-その他 | 1.17% | — | +5.27% | |
| 35 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.15% | — | +4.44% | |
| 36 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.12% | — | — | |
| 37 | MET | Metlife INC | 株式-金融 | 1.09% | — | +27.73% | |
| 38 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 1.04% | — | +27.26% | |
| 39 | ✓ | 株式-その他 | 1.02% | — | +4.03% | ||
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.99% | — | -10.14% | |
| 41 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.98% | — | +20.77% | |
| 42 | THO | Thor Industries INC | 株式-一般消費財 | 0.98% | — | +48.65% | |
| 43 | INTC | Intel CORP | 株式-IT | 0.97% | — | +2.28% | |
| 44 | TROW | T Rowe Price Group INC | 株式-金融 | 0.96% | — | — | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.95% | — | -0.81% | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.94% | — | -8.27% | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.92% | — | -11.26% | |
| 48 | ✓ | Cbs CORP New | 株式-その他 | 0.92% | — | +0.22% | |
| 49 | GWW | Ww Grainger INC | 株式-資本財 | 0.86% | — | -0.63% | |
| 50 | EOG | Eog Resources INC | 株式-エネルギー | 0.85% | — | — |