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 | 17.49% | +2.94% | -18.51% | |
| 2 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 8.12% | — | -10.73% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 5.71% | — | -41.19% | |
| 4 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 5.06% | — | -14.87% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.34% | -0.05% | -40.49% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.03% | +1.37% | -29.03% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.28% | +0.08% | -12.67% | |
| 8 | BWX | State Street Spdr Bloomberg | ETF-その他 | 1.96% | — | -4.84% | |
| 9 | OPLN | Openlane INC | 株式-その他 | 1.57% | — | -17.00% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.31% | — | — | |
| 11 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.21% | — | -18.80% | |
| 12 | ORCL | Oracle CORP | 株式-IT | 1.20% | — | — | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.17% | — | +1.51% | |
| 14 | AIG | American International Group | 株式-金融 | 1.17% | — | — | |
| 15 | TGT | Target CORP | 株式-一般消費財 | 1.17% | +0.75% | NEW | |
| 16 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 1.14% | — | -21.70% | |
| 17 | NOVEUR | National Oilwell Varco INC | 株式-その他 | 1.10% | — | -17.42% | |
| 18 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.07% | — | -19.25% | |
| 19 | ✓ | 株式-その他 | 1.05% | — | -22.13% | ||
| 20 | UFS | Domtar CORP | 株式-その他 | 1.05% | — | -14.98% | |
| 21 | ✓ | 株式-その他 | 0.92% | — | — | ||
| 22 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.91% | — | — | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.91% | — | -19.10% | |
| 24 | BEN | Franklin Resources INC | 株式-金融 | 0.87% | — | — | |
| 25 | MO | Altria Group INC | 株式-生活必需品 | 0.85% | — | -34.64% | |
| 26 | ✓ | 株式-その他 | 0.83% | — | -23.45% | ||
| 27 | D | Dominion Energy INC | 株式-公益事業 | 0.82% | — | -33.20% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.82% | — | -14.67% | |
| 29 | PBF | Pbf Energy Inc-class A | 株式-エネルギー | 0.81% | — | — | |
| 30 | PRU | Prudential Financial INC | 株式-金融 | 0.81% | — | -21.89% | |
| 31 | ✓ | St Jude Med INC | 株式-その他 | 0.77% | — | -15.88% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.77% | -0.26% | -29.38% | |
| 33 | WFC | Wells Fargo & Co | 株式-金融 | 0.76% | — | -18.04% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.76% | — | -26.72% | |
| 35 | PNC | Pnc Financial Services Group | 株式-金融 | 0.76% | — | -23.89% | |
| 36 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.74% | — | -40.12% | |
| 37 | DFSEUR | Discover Financial Services | 株式-その他 | 0.73% | — | -28.55% | |
| 38 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.73% | — | -23.42% | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.73% | — | -19.27% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.73% | — | -31.78% | |
| 41 | 9990302D | Apache CORP | 株式-その他 | 0.73% | — | — | |
| 42 | BAX | Baxter International INC | 株式-ヘルスケア | 0.68% | — | — | |
| 43 | UNP | Union Pacific CORP | 株式-資本財 | 0.65% | — | -30.71% | |
| 44 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.59% | — | -30.45% | |
| 45 | CB | Chubb Limited | 株式-金融 | 0.59% | — | -24.85% | |
| 46 | MRVL | Marvell Technology, Inc. | 株式-IT | 0.59% | — | -20.65% | |
| 47 | MSFT | Microsoft Corporation | 株式-IT | 0.58% | — | -19.63% | |
| 48 | AEP | American Electric Power | 株式-公益事業 | 0.56% | — | — | |
| 49 | ✓ | Chambers Str Pptys | 株式-その他 | 0.52% | — | — | |
| 50 | SLB | Slb LTD | 株式-エネルギー | 0.51% | — | -30.52% |