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 | 13.72% | +2.94% | -7.20% | |
| 2 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 8.02% | — | -9.66% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 5.61% | — | -1.83% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.15% | — | -16.49% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.09% | -0.05% | -37.36% | |
| 6 | BWX | State Street Spdr Bloomberg | ETF-その他 | 2.02% | — | -1.87% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.69% | +0.08% | -42.98% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.37% | — | -4.67% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.31% | +1.37% | -57.85% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.25% | +0.24% | +58.26% | |
| 11 | WFC | Wells Fargo & Co | 株式-金融 | 1.15% | — | -4.40% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.08% | — | -4.52% | |
| 13 | OPLN | Openlane INC | 株式-その他 | 1.07% | — | -2.96% | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 1.06% | — | -4.74% | |
| 15 | PCG | P G & E CORP | 株式-公益事業 | 1.02% | — | -4.62% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.00% | — | -4.80% | |
| 17 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.96% | — | -4.60% | |
| 18 | BLKCHF | Blackrock INC | 株式-その他 | 0.95% | — | — | |
| 19 | BA | Boeing Co/the | 株式-資本財 | 0.94% | — | -3.32% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.94% | — | -4.17% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.94% | — | -4.34% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.93% | — | -4.32% | |
| 23 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.90% | — | -4.01% | |
| 24 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.89% | — | +113.59% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.88% | — | -25.47% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.81% | — | -3.29% | |
| 27 | MDT | Medtronic plc | 株式-ヘルスケア | 0.80% | — | — | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.80% | — | +44.87% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | -0.26% | +37.24% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.78% | — | -3.77% | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.77% | — | -3.46% | |
| 32 | ICE | Intercontinental Exchange In | 株式-金融 | 0.76% | -0.10% | -3.72% | |
| 33 | DE | Deere & Co | 株式-資本財 | 0.76% | — | -3.57% | |
| 34 | AEP | American Electric Power | 株式-公益事業 | 0.76% | — | -4.37% | |
| 35 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.73% | — | -4.38% | |
| 36 | CMI | Cummins INC | 株式-資本財 | 0.70% | — | -3.79% | |
| 37 | COST | Costco Wholesale Corporation | 株式-生活必需品 | 0.70% | — | -45.78% | |
| 38 | ISBCUSD | Investors Bancorp INC | 株式-その他 | 0.68% | — | — | |
| 39 | C | Citigroup INC | 株式-金融 | 0.67% | -0.14% | — | |
| 40 | PBF | Pbf Energy Inc-class A | 株式-エネルギー | 0.66% | — | -54.55% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.66% | — | -3.18% | |
| 42 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.66% | — | +0.96% | |
| 43 | TWXCHF | Time Warner INC | 株式-その他 | 0.66% | — | -3.22% | |
| 44 | MS | Morgan Stanley | 株式-金融 | 0.64% | -0.10% | — | |
| 45 | ✓ | Chambers Str Pptys | 株式-その他 | 0.62% | — | -4.53% | |
| 46 | AMAT | Applied Materials INC | 株式-IT | 0.59% | — | — | |
| 47 | WDC | Western Digital CORP | 株式-IT | 0.59% | — | — | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.57% | — | -29.06% | |
| 49 | UNP | Union Pacific CORP | 株式-資本財 | 0.52% | — | -0.60% | |
| 50 | HPE | Hewlett-Packard Company | 株式-IT | 0.51% | — | — |