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 | 9.21% | — | -1.18% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 6.93% | +0.03% | +194.40% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.62% | — | -0.79% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 5.04% | -1.18% | — | |
| 5 | AAPL | Apple INC | 株式-IT | 4.98% | -0.31% | -0.06% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.61% | — | -0.55% | |
| 7 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 4.57% | — | +0.68% | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-その他 | 4.29% | — | +0.21% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 4.25% | — | +0.41% | |
| 10 | CVS | Cvs Health CORP | 株式-ヘルスケア | 3.59% | — | +0.13% | |
| 11 | AMGN | Amgen INC | 株式-ヘルスケア | 3.49% | — | +0.27% | |
| 12 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 3.12% | — | -15.10% | |
| 13 | TXT | Textron INC | 株式-資本財 | 2.70% | +0.10% | NEW | |
| 14 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.57% | — | -1.22% | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 2.45% | — | -1.16% | |
| 16 | CFG | Citizens Financial Group | 株式-金融 | 2.34% | — | -0.32% | |
| 17 | LNT | Alliant Energy CORP | 株式-公益事業 | 2.11% | — | +0.91% | |
| 18 | ORI | Old Republic Intl CORP | 株式-金融 | 1.87% | — | -1.04% | |
| 19 | ORCL | Oracle CORP | 株式-IT | 1.85% | — | -1.84% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.75% | — | -2.38% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.75% | +0.13% | +122.01% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.66% | +0.28% | +1.02% | |
| 23 | WH | Wyndham Hotels & Resorts INC | 株式-一般消費財 | 1.56% | — | -0.62% | |
| 24 | IR | Ingersoll-rand PLC | 株式-資本財 | 1.55% | — | -20.33% | |
| 25 | COR | Cencora INC | 株式-ヘルスケア | 1.53% | -0.45% | -34.70% | |
| 26 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.44% | — | +1.07% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.43% | — | -64.77% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.34% | — | +0.61% | |
| 29 | SIVBEUR | Svb Financial Group | 株式-その他 | 1.14% | — | -0.29% | |
| 30 | SLB | Slb LTD | 株式-エネルギー | 1.11% | — | -5.67% | |
| 31 | BA | Boeing Co/the | 株式-資本財 | 1.06% | — | — | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.04% | — | — | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.88% | -0.10% | -2.46% | |
| 34 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.82% | — | -67.74% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.57% | — | +0.02% | |
| 36 | NFLX | Netflix INC | 株式-通信サービス | 0.49% | -0.13% | — | |
| 37 | BSCK | Invesco Bulletshares 2020 Co | ETF-その他 | 0.48% | — | — | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | -0.05% | +5.54% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.47% | — | +1.18% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.47% | +0.16% | NEW | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.37% | +0.07% | — | |
| 42 | GLW | Corning INC | 株式-IT | 0.29% | +0.20% | — | |
| 43 | HO1 | Hologic INC | 株式-その他 | 0.21% | — | — | |
| 44 | BAC | Bank Of America CORP | 株式-金融 | 0.20% | — | — | |
| 45 | ACRXUSD | Acelrx Pharmaceuticals INC | 株式-その他 | 0.15% | — | +8.06% | |
| 46 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.10% | — | — | |
| 47 | AKBA | Akebia Therapeutics INC | 株式-その他 | 0.09% | — | -6.61% |