CIK: 0001075699
申告総資産額
$3.0億
| # | 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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 21.98% | +4.08% | +1.07% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 7.58% | -0.38% | +0.53% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-その他 | 5.21% | +0.06% | +1.57% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.71% | -0.55% | +0.55% | |
| 5 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 4.52% | — | +0.45% | |
| 6 | GSY | Invesco Ultra Short Duration | ETF-その他 | 3.94% | +0.03% | +0.52% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.38% | -0.12% | +0.67% | |
| 8 | IWC | Ishares Micro-cap ETF | ETF-その他 | 3.33% | -0.11% | +0.50% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.81% | -0.30% | -9.18% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.49% | -0.09% | +1.34% | |
| 11 | BWX | State Street Spdr Bloomberg | ETF-その他 | 2.47% | +0.01% | +1.24% | |
| 12 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 2.26% | -2.04% | EXIT | |
| 13 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.97% | +0.11% | +0.63% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.56% | -0.01% | +1.25% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.54% | -0.26% | -10.50% | |
| 16 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.25% | -0.01% | +0.97% | |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.21% | -0.12% | -1.68% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.18% | -0.13% | -4.30% | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.12% | — | -19.29% | |
| 20 | XLE | Ss Energy Select Sector | ETF-その他 | 0.96% | -0.05% | +0.91% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.82% | +0.07% | -3.63% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.79% | — | -0.45% | |
| 23 | XLF | Ss Financial Select Sector | ETF-その他 | 0.71% | — | +28.13% | |
| 24 | OMCL | Omnicell INC | 株式-ヘルスケア | 0.69% | -0.03% | +0.01% | |
| 25 | EIPI | FT Energy Income Partners Enhanced Income ETF | ETF-その他 | 0.69% | +0.09% | -12.84% | |
| 26 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.66% | +0.07% | -17.95% | |
| 27 | IDV | Ishares International Select | ETF-その他 | 0.61% | — | -5.90% | |
| 28 | LZB | La-z-boy INC | 株式-その他 | 0.57% | -0.05% | +7.70% | |
| 29 | MASI* | Masimo CORP | 株式-その他 | 0.55% | -0.02% | +0.29% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.54% | -0.03% | -6.75% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.54% | -0.05% | +0.81% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | — | +1.17% | |
| 33 | SNA | Snap-on INC | 株式-資本財 | 0.53% | — | +0.36% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.53% | — | -4.22% | |
| 35 | HP | Helmerich & Payne | 株式-エネルギー | 0.51% | -0.06% | -3.35% | |
| 36 | BANF | Bancfirst CORP | 株式-その他 | 0.49% | — | -5.46% | |
| 37 | LEG | Leggett & Platt INC | 株式-一般消費財 | 0.48% | -0.09% | -2.26% | |
| 38 | HXL | Hexcel CORP | 株式-資本財 | 0.45% | — | +0.55% | |
| 39 | T | At&t INC | 株式-通信サービス | 0.44% | — | -1.39% | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.44% | -0.05% | -8.53% | |
| 41 | POOL | Pool CORP | 株式-資本財 | 0.44% | — | +0.41% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | -0.02% | +1.37% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.42% | — | -9.53% | |
| 44 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.42% | — | +1.28% | |
| 45 | TTC | Toro Co | 株式-資本財 | 0.41% | -0.06% | +0.57% | |
| 46 | DHR | Danaher CORP | 株式-ヘルスケア | 0.39% | — | +0.48% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.38% | — | -5.65% | |
| 48 | SITE | Siteone Landscape Supply INC | 株式-資本財 | 0.37% | — | -0.09% | |
| 49 | MKTX | Marketaxess Holdings INC | 株式-金融 | 0.36% | +0.09% | +0.80% | |
| 50 | MO | Altria Group INC | 株式-生活必需品 | 0.36% | -0.06% | -4.63% |