CIK: 0000933141
申告総資産額
$8.5億
上位200銘柄を表示中（全210銘柄）
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.19% | +0.12% | +36.24% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.82% | — | +11.01% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.65% | — | +6.22% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.48% | +0.02% | +2.83% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.23% | +0.50% | +153.19% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.90% | -0.87% | +107.42% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.84% | — | +8.03% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.79% | +0.16% | +11.56% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.74% | +0.55% | +36.33% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.67% | +0.18% | +25.71% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.60% | -0.25% | +133.37% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.58% | +0.13% | +111.62% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.56% | — | +3.88% | |
| 14 | CSCO | Cisco Systems INC | 株式-IT | 1.43% | +0.04% | -2.55% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.42% | -0.04% | +10.82% | |
| 16 | INTC | Intel CORP | 株式-IT | 1.41% | — | +4.46% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.39% | — | +11.41% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.25% | — | +9.00% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.21% | +0.25% | +34.27% | |
| 20 | PAYX | Paychex INC | 株式-IT | 1.14% | — | +2.88% | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.14% | +0.15% | +119.03% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.07% | +0.12% | +7.48% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.01% | — | -2.82% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.00% | — | +7.53% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.99% | — | +22.66% | |
| 26 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.98% | — | +26.69% | |
| 27 | EMR | Emerson Electric Co | 株式-資本財 | 0.97% | — | -2.72% | |
| 28 | UTXZ | United Tech CORP | 株式-その他 | 0.96% | -0.21% | EXIT | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.94% | — | +3.83% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.94% | — | +14.31% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.93% | — | +90.40% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.93% | -0.01% | +26.68% | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.91% | — | -3.70% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.87% | +0.14% | +25.12% | |
| 35 | DUK | Duke Energy CORP | 株式-公益事業 | 0.85% | — | +1.94% | |
| 36 | AMGN | Amgen INC | 株式-ヘルスケア | 0.83% | — | +8.29% | |
| 37 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.82% | — | -1.54% | |
| 38 | DNKN | Dunkin' Brands Group INC | 株式-その他 | 0.79% | — | +58.25% | |
| 39 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.78% | — | +3.71% | |
| 40 | HON | Honeywell International INC | 株式-資本財 | 0.77% | — | +33.18% | |
| 41 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.77% | +0.07% | +21.49% | |
| 42 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.77% | -0.03% | +27.86% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.76% | — | +10.45% | |
| 44 | HPQ | Hp INC | 株式-IT | 0.76% | — | +32.96% | |
| 45 | PM | Philip Morris International | 株式-生活必需品 | 0.75% | — | +0.14% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.75% | — | +17.17% | |
| 47 | PBCTEUR | People's United Financial | 株式-その他 | 0.75% | — | -3.23% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.72% | +0.56% | +9.48% | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.70% | -0.47% | +9.01% | |
| 50 | PFG | Principal Financial Group | 株式-金融 | 0.69% | — | +3.17% |