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 | 10.26% | -0.53% | -2.11% | |
| 2 | PEBO | Peoples Bancorp INC | 株式-その他 | 8.13% | +0.82% | -5.35% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 6.67% | -0.75% | -1.53% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.23% | — | -1.64% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.37% | -0.39% | -0.05% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 3.63% | — | -3.65% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.20% | -0.39% | +3.55% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.97% | +0.37% | — | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.91% | -0.11% | -1.23% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.79% | — | -1.33% | |
| 11 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.58% | — | -3.57% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.45% | -0.33% | -5.76% | |
| 13 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 2.26% | — | -3.62% | |
| 14 | CVX | Chevron CORP | 株式-エネルギー | 2.25% | +0.75% | +0.17% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.11% | -0.31% | -3.27% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.10% | — | -3.71% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.79% | -0.52% | +1.34% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.49% | — | -0.15% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.33% | -0.21% | +1.34% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.31% | -0.09% | -16.59% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.19% | -0.14% | +1.87% | |
| 22 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 1.17% | — | — | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.13% | — | -0.10% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.12% | +0.38% | +0.48% | |
| 25 | DFIV | Dimensional International Va | ETF-その他 | 1.08% | +0.30% | -2.41% | |
| 26 | DIVB | Ishares Core Dividend ETF | ETF-その他 | 1.01% | — | -2.65% | |
| 27 | ORCL | Oracle CORP | 株式-IT | 0.85% | -0.25% | -9.46% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.79% | -0.14% | +6.12% | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.75% | — | -3.69% | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.73% | -0.10% | +4.15% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.69% | -0.17% | +3.20% | |
| 32 | LII | Lennox International INC | 株式-資本財 | 0.64% | — | — | |
| 33 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.62% | -0.46% | +18.91% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.57% | — | +1.40% | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.56% | -0.10% | +0.24% | |
| 36 | ESCA | Escalade INC | 株式-その他 | 0.55% | +0.14% | -2.70% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.55% | — | -0.06% | |
| 38 | MS | Morgan Stanley | 株式-金融 | 0.54% | -0.09% | -0.92% | |
| 39 | DE | Deere & Co | 株式-資本財 | 0.52% | +0.08% | -1.36% | |
| 40 | PSX | Phillips 66 | 株式-エネルギー | 0.50% | +0.20% | — | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.50% | — | -0.04% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.49% | — | -1.72% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.48% | — | +0.91% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.47% | +0.12% | -0.41% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.46% | — | -8.92% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.46% | — | — | |
| 47 | MU | Micron Technology INC | 株式-IT | 0.43% | +0.08% | -62.99% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.42% | -0.12% | +1.02% | |
| 49 | CSX | Csx CORP | 株式-資本財 | 0.42% | — | +0.08% | |
| 50 | UNP | Union Pacific CORP | 株式-資本財 | 0.41% | — | -2.43% |