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 | 35.41% | -0.32% | +5.29% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 13.37% | -0.02% | +3.41% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.36% | -0.09% | +1.11% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.79% | -0.25% | +1.52% | |
| 5 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 3.96% | -0.11% | +1.34% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.49% | — | — | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.44% | — | +0.41% | |
| 8 | FBIN | Fortune Brands Innovations I | 株式-資本財 | 1.37% | -0.14% | — | |
| 9 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.35% | — | -1.05% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.31% | -0.08% | +12.28% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.23% | -0.10% | +65.12% | |
| 12 | INTC | Intel CORP | 株式-IT | 1.02% | +0.03% | +17.21% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.99% | -0.08% | -3.86% | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 0.91% | -0.14% | EXIT | |
| 15 | T | At&t INC | 株式-通信サービス | 0.90% | — | +37.27% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.79% | -0.15% | +16.01% | |
| 17 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.79% | — | +2.75% | |
| 18 | CSCO | Cisco Systems INC | 株式-IT | 0.74% | — | +29.17% | |
| 19 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.71% | — | +3.97% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.71% | +0.07% | -8.41% | |
| 21 | WPC | Wp Carey INC | 株式-不動産 | 0.65% | — | -6.07% | |
| 22 | KO | The Coca-Cola Company | 株式-生活必需品 | 0.65% | — | -4.07% | |
| 23 | AMAT | Applied Materials INC | 株式-IT | 0.65% | +0.06% | -19.10% | |
| 24 | SWKS | Skyworks Solutions INC | 株式-IT | 0.64% | — | -35.20% | |
| 25 | BA | Boeing Co/the | 株式-資本財 | 0.61% | — | +4.59% | |
| 26 | ORCL | Oracle CORP | 株式-IT | 0.58% | -0.13% | -3.12% | |
| 27 | EA | Electronic Arts INC | 株式-通信サービス | 0.54% | — | -4.94% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.53% | — | -9.27% | |
| 29 | MS | Morgan Stanley | 株式-金融 | 0.53% | — | -2.46% | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 0.51% | — | -20.39% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.48% | -0.67% | +0.44% | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.44% | +0.05% | +0.81% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.41% | -0.18% | +9.81% | |
| 34 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.41% | — | -4.56% | |
| 35 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 0.38% | — | -0.97% | |
| 36 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.37% | -0.49% | — | |
| 37 | ✓ | 株式-その他 | 0.36% | — | -13.06% | ||
| 38 | TGT | Target CORP | 株式-一般消費財 | 0.36% | +0.05% | -42.92% | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.35% | — | -7.64% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.35% | — | +62.91% | |
| 41 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.33% | — | -23.34% | |
| 42 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.33% | — | -1.46% | |
| 43 | PNR | Pentair plc | 株式-資本財 | 0.32% | — | -11.48% | |
| 44 | WFC | Wells Fargo & Co | 株式-金融 | 0.31% | — | -10.56% | |
| 45 | ABX | Barrick Gold CORP | 株式-金融 | 0.31% | — | -3.42% | |
| 46 | EBAY | Ebay INC | 株式-一般消費財 | 0.31% | — | -10.27% | |
| 47 | JNP | Juniper Networks INC | 株式-その他 | 0.30% | — | -20.35% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.30% | +0.05% | — | |
| 49 | LSXMKUSD | Liberty Media Cor-siriusxm C | 株式-その他 | 0.28% | — | -7.29% | |
| 50 | UBS | UBS Group AG | 株式-金融 | 0.28% | — | -20.36% |