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 | 4.92% | -0.10% | -9.36% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.14% | -0.14% | -4.51% | |
| 3 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 4.09% | — | +5.99% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.74% | — | -4.30% | |
| 5 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.54% | +0.76% | +3.18% | |
| 6 | FUNC | First United CORP | 株式-その他 | 2.12% | — | +11.32% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.12% | -0.54% | -10.61% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.02% | — | +5.37% | |
| 9 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 2.01% | -0.15% | -1.97% | |
| 10 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.79% | -0.09% | -0.45% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.79% | — | -1.45% | |
| 12 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.78% | — | -5.61% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.72% | +0.15% | +112.83% | |
| 14 | HON | Honeywell International INC | 株式-資本財 | 1.67% | — | +2.67% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.66% | — | +1.53% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.61% | -0.34% | +4.99% | |
| 17 | DHR | Danaher CORP | 株式-ヘルスケア | 1.52% | -0.17% | +2.91% | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 1.51% | +0.15% | -0.57% | |
| 19 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.48% | — | +0.44% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.47% | +0.23% | +2.90% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 1.46% | +0.23% | +2.49% | |
| 22 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 1.42% | — | -1.21% | |
| 23 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.42% | — | -11.86% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.39% | — | -15.90% | |
| 25 | CSX | Csx CORP | 株式-資本財 | 1.38% | — | -6.86% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.33% | -0.28% | +10.14% | |
| 27 | PRU | Prudential Financial INC | 株式-金融 | 1.28% | — | +5.34% | |
| 28 | D | Dominion Energy INC | 株式-公益事業 | 1.26% | — | +0.99% | |
| 29 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.24% | — | -1.58% | |
| 30 | BND | Vanguard Total Bond Market | ETF-その他 | 1.19% | — | +9.20% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.13% | — | +1.68% | |
| 32 | MCHP | Microchip Technology INC | 株式-IT | 1.10% | — | +10.22% | |
| 33 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.08% | — | -4.45% | |
| 34 | MET | Metlife INC | 株式-金融 | 1.06% | — | +5.79% | |
| 35 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 1.04% | — | +6.88% | |
| 36 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.03% | — | -12.61% | |
| 37 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.97% | — | +20.27% | |
| 38 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.97% | +0.17% | +108.44% | |
| 39 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.95% | — | +6.08% | |
| 40 | SO | Southern Co/the | 株式-公益事業 | 0.92% | — | -10.63% | |
| 41 | INTC | Intel CORP | 株式-IT | 0.92% | — | +1.79% | |
| 42 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.90% | — | +7.83% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.88% | — | -0.83% | |
| 44 | XLF | Ss Financial Select Sector | ETF-その他 | 0.84% | — | +58.53% | |
| 45 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.83% | — | -5.04% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.81% | +0.92% | +111.16% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.80% | — | +19.17% | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.75% | — | -2.66% | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.72% | — | +3.08% | |
| 50 | SLB | Slb LTD | 株式-エネルギー | 0.72% | — | +9.82% |