CIK: 0001276151
申告総資産額
$9282.6万
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 15.65% | +2.94% | — | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 7.87% | — | — | |
| 3 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 7.31% | — | — | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.63% | -0.05% | — | |
| 5 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 4.72% | — | — | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.15% | +1.37% | — | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.20% | +0.08% | — | |
| 8 | BWX | State Street Spdr Bloomberg | ETF-その他 | 1.61% | — | — | |
| 9 | TGT | Target CORP | 株式-一般消費財 | 1.30% | +0.75% | NEW | |
| 10 | OPLN | Openlane INC | 株式-その他 | 1.24% | — | — | |
| 11 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.18% | — | — | |
| 12 | ✓ | American Intl Group INC | 株式-その他 | 1.15% | — | — | |
| 13 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 1.13% | — | — | |
| 14 | MO | Altria Group INC | 株式-生活必需品 | 1.07% | — | — | |
| 15 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.04% | — | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.01% | — | — | |
| 17 | ✓ | 株式-その他 | 1.01% | — | — | ||
| 18 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.00% | — | — | |
| 19 | WMB | Williams Cos INC | 株式-エネルギー | 0.98% | -0.10% | — | |
| 20 | NOVEUR | National Oilwell Varco INC | 株式-その他 | 0.95% | — | — | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.93% | — | — | |
| 22 | D | Dominion Energy INC | 株式-公益事業 | 0.91% | — | — | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.91% | — | — | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 0.86% | -0.26% | — | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.85% | — | — | |
| 26 | UFS | Domtar CORP | 株式-その他 | 0.84% | — | — | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.83% | — | — | |
| 28 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.82% | — | — | |
| 29 | PNC | Pnc Financial Services Group | 株式-金融 | 0.81% | — | — | |
| 30 | PRU | Prudential Financial INC | 株式-金融 | 0.79% | — | — | |
| 31 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.78% | — | — | |
| 32 | DFSEUR | Discover Financial Services | 株式-その他 | 0.78% | — | — | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.77% | — | — | |
| 34 | ✓ | 株式-その他 | 0.76% | — | — | ||
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.76% | — | — | |
| 36 | UNP | Union Pacific CORP | 株式-資本財 | 0.76% | — | — | |
| 37 | WFC | Wells Fargo & Co | 株式-金融 | 0.75% | — | — | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.75% | — | — | |
| 39 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.75% | — | — | |
| 40 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.71% | +0.08% | — | |
| 41 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.67% | — | — | |
| 42 | ✓ | St Jude Med INC | 株式-その他 | 0.63% | — | — | |
| 43 | KHC | The Kraft Heinz Company | 株式-生活必需品 | 0.63% | — | — | |
| 44 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.62% | — | — | |
| 45 | MRVL | Marvell Technology, Inc. | 株式-IT | 0.61% | — | — | |
| 46 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.61% | — | — | |
| 47 | CB | Chubb Limited | 株式-金融 | 0.60% | — | — | |
| 48 | MSFT | Microsoft Corporation | 株式-IT | 0.51% | — | — | |
| 49 | DVA | Davita INC | 株式-ヘルスケア | 0.49% | — | — | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.48% | — | — |