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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.61% | -0.72% | +4.17% | |
| 2 | DVY | Ishares Select Dividend ETF | ETF-その他 | 3.27% | +0.76% | +18.03% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.11% | -0.10% | -1.38% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.04% | -0.54% | +3.12% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 2.92% | — | +62.05% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.71% | -0.14% | -1.02% | |
| 7 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.21% | +0.15% | +2.74% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 2.09% | -0.59% | +28.16% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.86% | -0.28% | +3.82% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.85% | — | +0.74% | |
| 11 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.79% | -0.09% | +0.12% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.78% | — | -4.31% | |
| 13 | DHR | Danaher CORP | 株式-ヘルスケア | 1.77% | -0.17% | +1.24% | |
| 14 | HON | Honeywell International INC | 株式-資本財 | 1.72% | — | +2.57% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.68% | -0.15% | -1.26% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.59% | -0.34% | -0.17% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.58% | — | +0.60% | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 1.58% | +0.15% | -0.14% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 1.55% | +0.23% | +3.00% | |
| 20 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.44% | — | -1.94% | |
| 21 | INTC | Intel CORP | 株式-IT | 1.42% | — | +5.12% | |
| 22 | CSX | Csx CORP | 株式-資本財 | 1.42% | — | +3.77% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.41% | — | +28.15% | |
| 24 | BND | Vanguard Total Bond Market | ETF-その他 | 1.24% | — | -11.17% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.21% | — | -0.80% | |
| 26 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.21% | — | +4.16% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.17% | +0.23% | +2.15% | |
| 28 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.17% | — | -0.31% | |
| 29 | D | Dominion Energy INC | 株式-公益事業 | 1.15% | — | +1.16% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.13% | — | +12.75% | |
| 31 | XLF | Ss Financial Select Sector | ETF-その他 | 1.10% | — | +0.74% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.10% | +0.92% | +2.35% | |
| 33 | MCHP | Microchip Technology INC | 株式-IT | 1.07% | — | -6.42% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.07% | +0.64% | +10.07% | |
| 35 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.05% | — | -8.33% | |
| 36 | AMGN | Amgen INC | 株式-ヘルスケア | 1.05% | — | +6.29% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 1.03% | — | +3.60% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.02% | -0.16% | +5.58% | |
| 39 | PRU | Prudential Financial INC | 株式-金融 | 1.01% | — | -6.58% | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.01% | +0.17% | -4.09% | |
| 41 | CME | Cme Group INC | 株式-金融 | 0.99% | — | +23.61% | |
| 42 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.99% | +0.30% | +7.04% | |
| 43 | MET | Metlife INC | 株式-金融 | 0.99% | — | -1.55% | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.90% | — | +10.28% | |
| 45 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 0.90% | — | -0.78% | |
| 46 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.90% | — | +5.15% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.87% | +0.73% | +24.49% | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.83% | — | -2.09% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.81% | — | +268.94% | |
| 50 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.79% | — | -18.41% |