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 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 4.14% | — | -1.64% | |
| 2 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 4.02% | — | +6.00% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.64% | -0.10% | -5.63% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.50% | -0.14% | -1.99% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.65% | -0.54% | +3.30% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.56% | +0.76% | -0.51% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.18% | +0.15% | -0.87% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.16% | — | -3.40% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.96% | -0.28% | +1.06% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.83% | — | -0.21% | |
| 11 | HON | Honeywell International INC | 株式-資本財 | 1.81% | — | +0.06% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.75% | — | -0.19% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.75% | -0.15% | -2.74% | |
| 14 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.69% | -0.09% | -1.26% | |
| 15 | DHR | Danaher CORP | 株式-ヘルスケア | 1.67% | -0.17% | +0.39% | |
| 16 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.63% | — | +0.26% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.62% | -0.34% | -0.86% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 1.52% | — | +0.90% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 1.47% | +0.23% | -0.15% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 1.46% | — | +8.71% | |
| 21 | MCHP | Microchip Technology INC | 株式-IT | 1.46% | — | +0.35% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 1.40% | -0.59% | +24.96% | |
| 23 | INTC | Intel CORP | 株式-IT | 1.39% | — | +2.08% | |
| 24 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.36% | — | -2.23% | |
| 25 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.34% | — | -2.77% | |
| 26 | PRU | Prudential Financial INC | 株式-金融 | 1.32% | — | +0.08% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 1.30% | +0.15% | -1.07% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.27% | +0.23% | -1.66% | |
| 29 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.24% | — | -2.16% | |
| 30 | XLF | Ss Financial Select Sector | ETF-その他 | 1.21% | — | +21.92% | |
| 31 | CSX | Csx CORP | 株式-資本財 | 1.17% | — | -0.68% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.10% | — | -2.63% | |
| 33 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.10% | — | +1.05% | |
| 34 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.06% | — | -1.27% | |
| 35 | MET | Metlife INC | 株式-金融 | 1.05% | — | -0.98% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.05% | +0.92% | +6.57% | |
| 37 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 1.03% | — | +3.72% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.02% | — | +4.34% | |
| 39 | D | Dominion Energy INC | 株式-公益事業 | 1.02% | — | +0.39% | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.99% | — | +1.35% | |
| 41 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.98% | +0.30% | +3.63% | |
| 42 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.98% | — | +1.02% | |
| 43 | VTV | Vanguard Value ETF | ETF-その他 | 0.97% | — | +26.83% | |
| 44 | ANETEUR | Arista Networks INC | 株式-その他 | 0.95% | — | +1.71% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.93% | — | -0.03% | |
| 46 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.90% | — | -1.54% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.89% | +0.17% | +7.33% | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.86% | — | +0.37% | |
| 49 | MTB | M & T Bank CORP | 株式-金融 | 0.83% | — | +1.44% | |
| 50 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.82% | — | +0.01% |