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 | 5.54% | -0.10% | -3.23% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.30% | -0.14% | +3.22% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.10% | — | +3.02% | |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 3.72% | — | -0.10% | |
| 5 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.58% | +0.76% | +1.05% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.42% | -0.54% | — | |
| 7 | FUNC | First United CORP | 株式-その他 | 2.26% | — | +0.32% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.97% | — | -1.99% | |
| 9 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.96% | -0.15% | -5.73% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.91% | — | +0.90% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.80% | — | +3.22% | |
| 12 | VZ | Verizon Communications INC | 株式-通信サービス | 1.79% | +0.15% | +0.67% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.71% | — | -2.63% | |
| 14 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.71% | — | -0.96% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.69% | +0.23% | -2.70% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.68% | +0.23% | -0.65% | |
| 17 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.67% | -0.09% | -7.57% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 1.64% | — | +1.38% | |
| 19 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.63% | — | -2.25% | |
| 20 | HON | Honeywell International INC | 株式-資本財 | 1.62% | — | -1.25% | |
| 21 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.44% | — | -1.89% | |
| 22 | DHR | Danaher CORP | 株式-ヘルスケア | 1.44% | -0.17% | -0.03% | |
| 23 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 1.42% | — | +5.04% | |
| 24 | AAPL | Apple INC | 株式-IT | 1.33% | -0.34% | -34.42% | |
| 25 | D | Dominion Energy INC | 株式-公益事業 | 1.33% | — | -3.00% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.28% | -0.28% | +10.01% | |
| 27 | PRU | Prudential Financial INC | 株式-金融 | 1.27% | — | -2.73% | |
| 28 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.24% | — | -2.89% | |
| 29 | CSX | Csx CORP | 株式-資本財 | 1.24% | — | +8.02% | |
| 30 | BND | Vanguard Total Bond Market | ETF-その他 | 1.17% | — | +9.33% | |
| 31 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.13% | — | -1.05% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.12% | — | +6.90% | |
| 33 | MET | Metlife INC | 株式-金融 | 1.10% | — | +3.18% | |
| 34 | SO | Southern Co/the | 株式-公益事業 | 1.10% | — | +4.71% | |
| 35 | INTC | Intel CORP | 株式-IT | 0.98% | — | +9.26% | |
| 36 | MCHP | Microchip Technology INC | 株式-IT | 0.94% | — | +3.80% | |
| 37 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.93% | — | -9.25% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.92% | — | +0.51% | |
| 39 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.88% | — | +1.00% | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.87% | — | -3.14% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.85% | — | +7.14% | |
| 42 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.85% | — | -9.87% | |
| 43 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.83% | — | +4.53% | |
| 44 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.81% | — | -6.97% | |
| 45 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.81% | +0.15% | — | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.78% | — | +1.32% | |
| 47 | SLB | Slb LTD | 株式-エネルギー | 0.76% | — | -5.30% | |
| 48 | TROW | T Rowe Price Group INC | 株式-金融 | 0.73% | — | +3.40% | |
| 49 | T | At&t INC | 株式-通信サービス | 0.73% | — | -0.78% | |
| 50 | WFC | Wells Fargo & Co | 株式-金融 | 0.71% | — | -8.08% |