CIK: 0000805867
申告総資産額
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| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 11.13% | -14.14% | EXIT | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.24% | -4.24% | EXIT | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.81% | -3.89% | EXIT | |
| 4 | T | At&t INC | 株式-通信サービス | 2.52% | -1.24% | EXIT | |
| 5 | TDF | Templeton Dragon Fund, Inc. | 株式-その他 | 2.06% | -4.07% | EXIT | |
| 6 | AAPL | Apple INC | 株式-IT | 2.00% | -1.39% | EXIT | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.81% | — | +5.12% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.71% | -3.55% | EXIT | |
| 9 | EMLP | First Trust North American E | ETF-その他 | 1.60% | -1.90% | EXIT | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 1.42% | -0.68% | EXIT | |
| 11 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.37% | -0.78% | EXIT | |
| 12 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.36% | -1.11% | EXIT | |
| 13 | BA | Boeing Co/the | 株式-資本財 | 1.36% | -3.12% | EXIT | |
| 14 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 1.33% | -2.60% | EXIT | |
| 15 | MODV | ModivCare Inc. | 株式-その他 | 1.31% | — | — | |
| 16 | VZ | Verizon Communications INC | 株式-通信サービス | 1.30% | -0.59% | EXIT | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.27% | -1.10% | EXIT | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.26% | -2.95% | EXIT | |
| 19 | EIX | Edison International | 株式-公益事業 | 1.25% | -1.00% | EXIT | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.25% | — | +7.24% | |
| 21 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 1.24% | -1.48% | EXIT | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.20% | — | -2.73% | |
| 23 | NZF | Nuveen Municipal Credit Income Fund | 株式-その他 | 1.12% | -0.79% | EXIT | |
| 24 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 1.12% | -1.55% | EXIT | |
| 25 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.05% | — | +10.90% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.04% | — | +1.89% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.96% | — | +2.11% | |
| 28 | TEI | Templeton Emrg Mkts INC | 株式-その他 | 0.94% | — | -12.54% | |
| 29 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 0.91% | -1.18% | EXIT | |
| 30 | PM | Philip Morris International | 株式-生活必需品 | 0.86% | -0.68% | EXIT | |
| 31 | FXU | First Trust Utilities Alphad | ETF-その他 | 0.82% | -0.80% | EXIT | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.81% | -0.77% | EXIT | |
| 33 | ✓ | Spirit Realty Capital Inc | 株式-その他 | 0.77% | — | -0.74% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.77% | — | +12.17% | |
| 35 | MO | Altria Group INC | 株式-生活必需品 | 0.76% | -0.58% | EXIT | |
| 36 | SLB | Slb LTD | 株式-エネルギー | 0.75% | — | +8.07% | |
| 37 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.73% | -1.25% | EXIT | |
| 38 | GNL | Global Net Lease, Inc. | 株式-不動産 | 0.70% | — | +21.60% | |
| 39 | ED | Consolidated Edison INC | 株式-公益事業 | 0.67% | — | -2.62% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.64% | — | -13.86% | |
| 41 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.64% | — | — | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.63% | — | +1.91% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.63% | — | +2.91% | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.62% | — | +20.34% | |
| 45 | XMYDX | Blackrock Muniyield Fund | 株式-その他 | 0.61% | — | +24.95% | |
| 46 | ✓ | Cree INC | 株式-その他 | 0.60% | — | +1.82% | |
| 47 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.59% | — | — | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | -0.96% | EXIT | |
| 49 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.56% | — | +53.70% | |
| 50 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.56% | — | -3.59% |