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 | VTV | Vanguard Value ETF | ETF-その他 | 5.21% | — | -4.06% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.17% | -0.72% | +1.71% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.20% | -0.34% | -0.67% | |
| 4 | DVY | Ishares Select Dividend ETF | ETF-その他 | 3.64% | +0.76% | -5.51% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.27% | -0.54% | -1.99% | |
| 6 | VUG | Vanguard Growth ETF | ETF-その他 | 2.81% | -0.59% | +2.56% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.44% | -0.61% | -2.28% | |
| 8 | ESG | Flexshares Stoxx US Esg Sele | ETF-その他 | 2.28% | -0.39% | -1.19% | |
| 9 | DHR | Danaher CORP | 株式-ヘルスケア | 2.02% | -0.17% | +0.29% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.84% | +0.64% | -15.06% | |
| 11 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.79% | +0.15% | -4.38% | |
| 12 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.79% | -0.11% | -19.61% | |
| 13 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.78% | +0.30% | -9.88% | |
| 14 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.72% | -0.09% | -2.94% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.49% | +0.73% | -7.52% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.48% | — | -0.85% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.42% | -0.10% | +0.83% | |
| 18 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.30% | — | -1.67% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.29% | +0.92% | -4.11% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 1.28% | — | -1.39% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.27% | -0.65% | +1905.32% | |
| 22 | CSX | Csx CORP | 株式-資本財 | 1.24% | — | -5.60% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.22% | — | — | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 1.21% | +0.23% | -1.47% | |
| 25 | PNC | Pnc Financial Services Group | 株式-金融 | 1.14% | — | +0.01% | |
| 26 | HON | Honeywell International INC | 株式-資本財 | 1.13% | — | -0.74% | |
| 27 | ERIE | Erie Indemnity Company-cl A | 株式-金融 | 1.12% | — | — | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.07% | -0.28% | -3.68% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.07% | -0.14% | -1.22% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.06% | — | -1.62% | |
| 31 | MCHP | Microchip Technology INC | 株式-IT | 0.99% | — | -1.87% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.97% | — | -0.45% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.91% | -0.16% | -1.81% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.91% | +0.17% | -15.49% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.87% | +1.03% | +7.12% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.86% | +0.63% | -0.48% | |
| 37 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.82% | — | -3.12% | |
| 38 | ANETEUR | Arista Networks INC | 株式-その他 | 0.82% | — | -2.04% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.80% | +0.15% | -0.10% | |
| 40 | BND | Vanguard Total Bond Market | ETF-その他 | 0.77% | — | -8.50% | |
| 41 | MA | Mastercard INC - A | 株式-金融 | 0.73% | -0.13% | +0.12% | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.72% | — | -1.63% | |
| 43 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.71% | -0.15% | -0.36% | |
| 44 | D | Dominion Energy INC | 株式-公益事業 | 0.70% | — | +0.12% | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.69% | — | -0.88% | |
| 46 | FTGC | First Trust Global Tactical | ETF-その他 | 0.67% | — | -34.86% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.64% | — | -10.03% | |
| 48 | DG | Dollar General CORP | 株式-生活必需品 | 0.59% | — | +1.18% | |
| 49 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.59% | — | -2.84% | |
| 50 | MTB | M & T Bank CORP | 株式-金融 | 0.58% | — | +1.38% |