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 | 31.58% | -0.32% | +13.02% | |
| 2 | SCHR | Schwab Intermediate-term US | ETF-その他 | 26.82% | — | +0.92% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.51% | -0.25% | -0.33% | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 4.90% | -0.11% | +0.04% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.65% | -0.09% | +0.41% | |
| 6 | FBIN | Fortune Brands Innovations I | 株式-資本財 | 1.56% | -0.14% | — | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.50% | — | +0.44% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.44% | -0.08% | +0.42% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.27% | — | -9.91% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.09% | -0.08% | +1.42% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.08% | -0.10% | -5.06% | |
| 12 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.05% | — | -1.00% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.99% | -0.15% | +6.47% | |
| 14 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.93% | — | -0.52% | |
| 15 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.64% | — | +10.84% | |
| 16 | PFE | Pfizer INC | 株式-ヘルスケア | 0.61% | -0.14% | EXIT | |
| 17 | MBB | Ishares Mbs ETF | ETF-その他 | 0.58% | — | +10.62% | |
| 18 | ORCL | Oracle CORP | 株式-IT | 0.57% | -0.13% | +1.45% | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 0.55% | — | +0.87% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.44% | +0.07% | -1.46% | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 0.41% | +0.05% | +4.52% | |
| 22 | HII | Huntington Ingalls Industrie | 株式-資本財 | 0.40% | — | +7.97% | |
| 23 | RGA | Reinsurance Group Of America | 株式-金融 | 0.40% | — | — | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.38% | — | +2.69% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.36% | -0.67% | +2.95% | |
| 26 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.35% | -0.49% | — | |
| 27 | KO | The Coca-Cola Company | 株式-生活必需品 | 0.35% | — | -1.72% | |
| 28 | AMAT | Applied Materials INC | 株式-IT | 0.35% | +0.06% | -13.54% | |
| 29 | TGT | Target CORP | 株式-一般消費財 | 0.34% | +0.05% | +4.85% | |
| 30 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.34% | -0.02% | -89.46% | |
| 31 | EQR | Equity Residential | 株式-不動産 | 0.33% | — | +5.33% | |
| 32 | QCOM | Qualcomm INC | 株式-IT | 0.32% | — | -0.54% | |
| 33 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.31% | — | — | |
| 34 | EBAY | Ebay INC | 株式-一般消費財 | 0.30% | — | -1.16% | |
| 35 | ABX | Barrick Gold CORP | 株式-金融 | 0.29% | — | +7.66% | |
| 36 | INTC | Intel CORP | 株式-IT | 0.29% | +0.03% | +0.66% | |
| 37 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.28% | +0.05% | +15.76% | |
| 38 | WPC | Wp Carey INC | 株式-不動産 | 0.28% | — | -1.47% | |
| 39 | MS | Morgan Stanley | 株式-金融 | 0.27% | — | -3.26% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.27% | — | -0.24% | |
| 41 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.25% | — | -0.70% | |
| 42 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.25% | — | -27.20% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.24% | -0.08% | — | |
| 44 | FIS | Fidelity National Info Serv | 株式-IT | 0.24% | — | — | |
| 45 | MSFT | Microsoft CORP | 株式-IT | 0.23% | -0.18% | — | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.22% | — | -10.56% | |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.22% | — | — | |
| 48 | SWKS | Skyworks Solutions INC | 株式-IT | 0.21% | — | — | |
| 49 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.21% | — | — | |
| 50 | XME | Ss Spdr S&p Metals Mining | ETF-その他 | 0.20% | — | — |