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 | 6.33% | -0.72% | -1.92% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.08% | -0.54% | -3.26% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 3.78% | — | +0.45% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.86% | -0.34% | -0.04% | |
| 5 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.71% | +0.76% | -21.45% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 2.64% | -0.59% | -13.68% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.37% | -0.61% | +11.79% | |
| 8 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.23% | +0.15% | +1.76% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.19% | -0.10% | -2.17% | |
| 10 | DHR | Danaher CORP | 株式-ヘルスケア | 2.19% | -0.17% | +0.17% | |
| 11 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.99% | -0.09% | -2.89% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.92% | -0.14% | -17.29% | |
| 13 | ESG | Flexshares Stoxx US Esg Sele | ETF-その他 | 1.62% | -0.39% | +227.71% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.61% | — | -0.44% | |
| 15 | INTC | Intel CORP | 株式-IT | 1.52% | — | +0.78% | |
| 16 | HON | Honeywell International INC | 株式-資本財 | 1.46% | — | +2.12% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.37% | — | -0.37% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.35% | +0.73% | -4.50% | |
| 19 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.33% | -0.15% | -2.50% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.31% | -0.28% | -4.09% | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.30% | — | +32.38% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.30% | +0.92% | +3.26% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.29% | — | +1.88% | |
| 24 | BND | Vanguard Total Bond Market | ETF-その他 | 1.26% | — | +6.87% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.21% | — | +1.24% | |
| 26 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.18% | +0.30% | +8.75% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 1.17% | +0.15% | -0.44% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.11% | -0.65% | +4.15% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.11% | -0.16% | +0.98% | |
| 30 | MCHP | Microchip Technology INC | 株式-IT | 1.08% | — | -1.59% | |
| 31 | D | Dominion Energy INC | 株式-公益事業 | 1.05% | — | +0.48% | |
| 32 | MA | Mastercard INC - A | 株式-金融 | 1.04% | -0.13% | +1.24% | |
| 33 | PNC | Pnc Financial Services Group | 株式-金融 | 1.02% | — | +19.69% | |
| 34 | CSX | Csx CORP | 株式-資本財 | 1.01% | — | -8.90% | |
| 35 | AMGN | Amgen INC | 株式-ヘルスケア | 0.97% | — | -1.28% | |
| 36 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.96% | — | -3.34% | |
| 37 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.96% | -0.22% | -4.05% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.95% | +0.12% | +1.68% | |
| 39 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.95% | — | -4.29% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.95% | +0.23% | -4.27% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.90% | — | +2.07% | |
| 42 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.84% | — | -4.80% | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.82% | — | -1.38% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.79% | — | -10.74% | |
| 45 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.78% | — | +14.46% | |
| 46 | ECL | Ecolab INC | 株式-素材 | 0.76% | — | +8.55% | |
| 47 | CME | Cme Group INC | 株式-金融 | 0.74% | — | +0.07% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.71% | +1.03% | +9.78% | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.69% | — | -12.77% | |
| 50 | PPG | Ppg Industries INC | 株式-素材 | 0.69% | — | — |