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 | 4.78% | -0.72% | +1.43% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 3.72% | — | +31.98% | |
| 3 | DVY | Ishares Select Dividend ETF | ETF-その他 | 3.51% | +0.76% | +10.97% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.02% | -0.54% | +0.27% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.98% | -0.10% | -3.42% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.43% | -0.14% | -12.00% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 2.39% | -0.59% | +11.62% | |
| 8 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.19% | +0.15% | -5.25% | |
| 9 | DHR | Danaher CORP | 株式-ヘルスケア | 1.96% | -0.17% | -1.71% | |
| 10 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.83% | -0.09% | -1.66% | |
| 11 | HON | Honeywell International INC | 株式-資本財 | 1.79% | — | -1.29% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.79% | — | +1.28% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.73% | +0.23% | +41.77% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.68% | -0.34% | +0.29% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.63% | -0.28% | -3.55% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.55% | -0.15% | -11.71% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.54% | +0.23% | -0.36% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 1.50% | — | -2.64% | |
| 19 | CSX | Csx CORP | 株式-資本財 | 1.49% | — | -0.29% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 1.47% | +0.15% | +1.00% | |
| 21 | INTC | Intel CORP | 株式-IT | 1.44% | — | +0.26% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.41% | — | -19.09% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.40% | — | +5.71% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.21% | +0.92% | +7.39% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.19% | — | -0.78% | |
| 26 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.15% | — | -1.30% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 1.13% | — | +0.28% | |
| 28 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.10% | — | -2.85% | |
| 29 | BND | Vanguard Total Bond Market | ETF-その他 | 1.10% | — | -1.36% | |
| 30 | D | Dominion Energy INC | 株式-公益事業 | 1.09% | — | +0.35% | |
| 31 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.07% | — | +0.91% | |
| 32 | MCHP | Microchip Technology INC | 株式-IT | 1.07% | — | -2.02% | |
| 33 | XLF | Ss Financial Select Sector | ETF-その他 | 1.04% | — | -0.60% | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.04% | -0.16% | +4.98% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.03% | +0.64% | -4.09% | |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.02% | — | +0.58% | |
| 37 | PRU | Prudential Financial INC | 株式-金融 | 0.99% | — | -0.71% | |
| 38 | ANETEUR | Arista Networks INC | 株式-その他 | 0.98% | — | -2.04% | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.91% | — | -0.30% | |
| 40 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 0.91% | — | -2.43% | |
| 41 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.90% | — | -0.83% | |
| 42 | MET | Metlife INC | 株式-金融 | 0.89% | — | -0.67% | |
| 43 | AMGN | Amgen INC | 株式-ヘルスケア | 0.88% | — | -1.73% | |
| 44 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.88% | +0.30% | -10.38% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.85% | +0.17% | -14.83% | |
| 46 | MA | Mastercard INC - A | 株式-金融 | 0.85% | -0.13% | +6.55% | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.84% | — | +3.40% | |
| 48 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.83% | — | -16.16% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.81% | +0.73% | -4.52% | |
| 50 | CME | Cme Group INC | 株式-金融 | 0.78% | — | +2.45% |