CIK: 0000872359
申告総資産額
$3.1億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 7.63% | — | -1.04% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.30% | — | — | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-その他 | 4.54% | — | -1.05% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 4.43% | — | -5.16% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.16% | — | +23.25% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 4.03% | — | +4.33% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.93% | -0.31% | +12.11% | |
| 8 | AMGN | Amgen INC | 株式-ヘルスケア | 3.82% | — | -2.72% | |
| 9 | TXT | Textron INC | 株式-資本財 | 3.81% | +0.10% | NEW | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 3.50% | — | — | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.47% | — | — | |
| 12 | CVS | Cvs Health CORP | 株式-ヘルスケア | 3.44% | — | +104.16% | |
| 13 | ORCL | Oracle CORP | 株式-IT | 3.40% | — | -4.06% | |
| 14 | SCI | Service CORP International | 株式-一般消費財 | 3.29% | — | +0.83% | |
| 15 | COP | Conocophillips | 株式-エネルギー | 3.19% | — | -2.34% | |
| 16 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 2.89% | — | -9.88% | |
| 17 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 2.84% | — | -6.51% | |
| 18 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.52% | — | -28.28% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.29% | — | -65.45% | |
| 20 | COR | Cencora INC | 株式-ヘルスケア | 2.02% | -0.45% | +94.31% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.85% | +0.03% | -0.57% | |
| 22 | ORI | Old Republic Intl CORP | 株式-金融 | 1.78% | — | — | |
| 23 | PNC | Pnc Financial Services Group | 株式-金融 | 1.73% | — | -0.63% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 1.63% | — | +40.51% | |
| 25 | QCOM | Qualcomm INC | 株式-IT | 1.46% | — | — | |
| 26 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.44% | +0.28% | +3.04% | |
| 27 | IR | Ingersoll-rand PLC | 株式-資本財 | 1.42% | — | +0.45% | |
| 28 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.37% | — | +6.59% | |
| 29 | WH | Wyndham Hotels & Resorts INC | 株式-一般消費財 | 1.33% | — | -7.09% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.18% | — | — | |
| 31 | SLB | Slb LTD | 株式-エネルギー | 1.07% | — | -16.54% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.00% | — | — | |
| 33 | CFG | Citizens Financial Group | 株式-金融 | 0.95% | — | — | |
| 34 | SIVBEUR | Svb Financial Group | 株式-その他 | 0.89% | — | — | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.85% | +0.16% | NEW | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.84% | +0.13% | +0.49% | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.81% | -0.10% | — | |
| 38 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.76% | — | -68.70% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.51% | — | +0.04% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.43% | — | — | |
| 41 | NFLX | Netflix INC | 株式-通信サービス | 0.37% | -0.13% | -0.66% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | -0.05% | — | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.30% | +0.07% | — | |
| 44 | GLW | Corning INC | 株式-IT | 0.28% | +0.20% | — | |
| 45 | BLBD | Blue Bird CORP | 株式-その他 | 0.20% | — | — | |
| 46 | BAC | Bank Of America CORP | 株式-金融 | 0.19% | — | -8.57% | |
| 47 | HO1 | Hologic INC | 株式-その他 | 0.19% | — | — | |
| 48 | ACRXUSD | Acelrx Pharmaceuticals INC | 株式-その他 | 0.13% | — | -1.23% | |
| 49 | AKBA | Akebia Therapeutics INC | 株式-その他 | 0.11% | — | — | |
| 50 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.07% | — | +0.05% |