CIK: 0001483170
申告総資産額
$4.4億
| # | 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 | VFH | Vanguard Financials ETF | ETF-その他 | 3.40% | — | -0.78% | |
| 2 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 3.26% | — | -7.11% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.97% | — | +4.12% | |
| 4 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 2.63% | — | +0.85% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.24% | — | +7.72% | |
| 6 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.19% | — | — | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 2.16% | — | +0.14% | |
| 8 | SHW | Sherwin-williams Co/the | 株式-素材 | 2.02% | — | +1.44% | |
| 9 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.92% | — | -0.36% | |
| 10 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 1.91% | — | +0.91% | |
| 11 | FNV | Franco-nevada CORP | 株式-素材 | 1.89% | — | +1.22% | |
| 12 | ILMN | Illumina INC | 株式-ヘルスケア | 1.84% | — | -0.27% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.73% | — | -0.65% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.72% | — | -0.65% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.62% | — | +0.24% | |
| 16 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.62% | — | -1.14% | |
| 17 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.60% | — | — | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.57% | — | -1.45% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.55% | — | -35.95% | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 1.49% | — | -1.58% | |
| 21 | AWK | American Water Works Co INC | 株式-公益事業 | 1.47% | — | +0.32% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 1.45% | — | -1.33% | |
| 23 | AMGN | Amgen INC | 株式-ヘルスケア | 1.43% | — | +0.40% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.37% | — | — | |
| 25 | LNG | Cheniere Energy INC | 株式-エネルギー | 1.29% | — | +0.14% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 1.21% | — | +0.27% | |
| 27 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 1.21% | — | +3.26% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.17% | — | +1.87% | |
| 29 | ECL | Ecolab INC | 株式-素材 | 1.15% | — | -0.05% | |
| 30 | ROP | Roper Technologies INC | 株式-IT | 1.14% | — | +0.57% | |
| 31 | MLM | Martin Marietta Materials | 株式-素材 | 1.14% | — | +1.00% | |
| 32 | BND | Vanguard Total Bond Market | ETF-その他 | 1.07% | — | +0.51% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.06% | — | -0.18% | |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.04% | — | -3.71% | |
| 35 | A | Agilent Technologies INC | 株式-ヘルスケア | 1.00% | — | +0.64% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.98% | — | +0.33% | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.92% | — | +0.13% | |
| 38 | VNO 5.25 PERP M | Vornado Realty Trust | 株式-不動産 | 0.92% | — | +2.27% | |
| 39 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.91% | — | +101.89% | |
| 40 | DHR | Danaher CORP | 株式-ヘルスケア | 0.89% | — | +1.51% | |
| 41 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.88% | — | -0.21% | |
| 42 | HRL | Hormel Foods CORP | 株式-生活必需品 | 0.87% | — | -0.36% | |
| 43 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.85% | — | -0.01% | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.83% | — | +0.94% | |
| 45 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.82% | — | -54.82% | |
| 46 | GD | General Dynamics CORP | 株式-資本財 | 0.82% | — | +2.16% | |
| 47 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.77% | — | -11.66% | |
| 48 | PYPL | Paypal Holdings INC | 株式-金融 | 0.77% | — | -47.36% | |
| 49 | GM | General Motors Co | 株式-一般消費財 | 0.76% | — | — | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.76% | — | +0.08% |