CIK: 0000934866
申告総資産額
$1.6億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.14% | -0.53% | -7.38% | |
| 2 | PEBO | Peoples Bancorp INC | 株式-その他 | 8.50% | +0.82% | -18.54% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 6.57% | -0.75% | -9.49% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.20% | — | -4.24% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.23% | -0.39% | -1.40% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 3.74% | — | -1.50% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.88% | +0.37% | -1.23% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.86% | -0.39% | -0.56% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.84% | -0.11% | -8.38% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.77% | — | -3.02% | |
| 11 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.66% | — | -2.21% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.52% | -0.33% | +31.92% | |
| 13 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 2.32% | — | -1.43% | |
| 14 | CVX | Chevron CORP | 株式-エネルギー | 2.26% | +0.75% | +0.35% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.16% | — | -1.81% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.07% | -0.31% | -8.59% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.87% | -0.52% | -0.27% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.59% | — | -0.88% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.55% | -0.09% | -4.72% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.45% | -0.21% | -4.52% | |
| 21 | ORCL | Oracle CORP | 株式-IT | 1.34% | -0.25% | -1.66% | |
| 22 | JPIE | Jpmorgan Income ETF | ETF-その他 | 1.31% | — | -1.69% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.13% | — | -1.06% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.10% | -0.14% | +0.39% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.03% | +0.38% | +0.02% | |
| 26 | DIVB | Ishares Core Dividend ETF | ETF-その他 | 1.01% | — | -3.24% | |
| 27 | DFIV | Dimensional International Va | ETF-その他 | 1.01% | +0.30% | -8.70% | |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.77% | — | -1.64% | |
| 29 | LII | Lennox International INC | 株式-資本財 | 0.70% | — | -5.48% | |
| 30 | MU | Micron Technology INC | 株式-IT | 0.68% | +0.08% | — | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.66% | — | -0.08% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.65% | -0.10% | +0.56% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.64% | -0.17% | +0.47% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.58% | -0.14% | -1.43% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.55% | — | +0.63% | |
| 36 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.54% | — | -1.30% | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.53% | — | +0.54% | |
| 38 | PSX | Phillips 66 | 株式-エネルギー | 0.53% | +0.20% | +0.16% | |
| 39 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.52% | -0.46% | — | |
| 40 | ESCA | Escalade INC | 株式-その他 | 0.52% | +0.14% | — | |
| 41 | DE | Deere & Co | 株式-資本財 | 0.52% | +0.08% | -0.27% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.48% | — | -0.58% | |
| 43 | MS | Morgan Stanley | 株式-金融 | 0.48% | -0.09% | -0.71% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.47% | — | -1.90% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.46% | +0.12% | -1.59% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.45% | — | -0.51% | |
| 47 | UNP | Union Pacific CORP | 株式-資本財 | 0.42% | — | -0.17% | |
| 48 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.42% | — | -0.37% | |
| 49 | CSX | Csx CORP | 株式-資本財 | 0.40% | — | -0.27% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.40% | — | -2.61% |