CIK: 0001334952
申告総資産額
$2.4億
| # | 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 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 31.12% | -0.32% | +5288.24% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 10.71% | -0.09% | -24.58% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 8.62% | -0.25% | -24.44% | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 8.44% | -0.11% | -11.41% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.01% | -0.08% | -60.69% | |
| 6 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.52% | — | -62.13% | |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.49% | — | +36.06% | |
| 8 | PFE | Pfizer INC | 株式-ヘルスケア | 1.49% | -0.14% | EXIT | |
| 9 | KO | The Coca-Cola Company | 株式-生活必需品 | 1.18% | — | -6.49% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.14% | -0.08% | — | |
| 11 | WPC | Wp Carey INC | 株式-不動産 | 1.09% | — | -4.85% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.07% | +0.07% | -9.85% | |
| 13 | FBIN | Fortune Brands Innovations I | 株式-資本財 | 1.03% | -0.14% | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.80% | -0.15% | -0.54% | |
| 15 | ORCL | Oracle CORP | 株式-IT | 0.80% | -0.13% | -14.41% | |
| 16 | JNP | Juniper Networks INC | 株式-その他 | 0.79% | — | -6.26% | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 0.77% | +0.05% | -7.50% | |
| 18 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.73% | — | -30.02% | |
| 19 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.72% | — | -4.80% | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 0.70% | — | -9.88% | |
| 21 | T | At&t INC | 株式-通信サービス | 0.68% | — | -17.36% | |
| 22 | QCOM | Qualcomm INC | 株式-IT | 0.68% | — | -5.18% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.66% | — | -97.05% | |
| 24 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.65% | — | -4.65% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 0.64% | — | -9.41% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.60% | -0.10% | — | |
| 27 | TPR | Tapestry INC | 株式-一般消費財 | 0.59% | — | +0.88% | |
| 28 | BA | Boeing Co/the | 株式-資本財 | 0.58% | — | +2.07% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | — | -3.91% | |
| 30 | FLR | Fluor CORP | 株式-資本財 | 0.57% | — | -30.27% | |
| 31 | UBS | UBS Group AG | 株式-金融 | 0.56% | — | +67.69% | |
| 32 | TGT | Target CORP | 株式-一般消費財 | 0.55% | +0.05% | -7.58% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.52% | — | -8.38% | |
| 34 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.52% | — | -8.70% | |
| 35 | ✓ | 株式-その他 | 0.52% | — | -48.19% | ||
| 36 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.51% | — | -53.38% | |
| 37 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.50% | — | -2.35% | |
| 38 | TAP | Molson Coors Beverage Co - B | 株式-生活必需品 | 0.50% | — | -37.35% | |
| 39 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.48% | — | -14.90% | |
| 40 | BEN | Franklin Resources INC | 株式-金融 | 0.48% | — | -28.94% | |
| 41 | EBAY | Ebay INC | 株式-一般消費財 | 0.47% | — | -19.26% | |
| 42 | VIAB | Viacom Inc-class B | 株式-その他 | 0.47% | — | -11.90% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.46% | -0.67% | -3.56% | |
| 44 | LSXMKUSD | Liberty Media Cor-siriusxm C | 株式-その他 | 0.39% | — | -3.15% | |
| 45 | DE | Deere & Co | 株式-資本財 | 0.38% | — | -6.25% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.38% | +0.05% | — | |
| 47 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.38% | — | -3.80% | |
| 48 | INTC | Intel CORP | 株式-IT | 0.37% | +0.03% | +0.11% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.37% | — | -29.94% | |
| 50 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.37% | — | — |