CIK: 0001158970
申告総資産額
$18.1億
| # | 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 | MMM | 3m Co | 株式-資本財 | 16.21% | -0.24% | — | |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 8.69% | — | — | |
| 3 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 3.80% | — | — | |
| 4 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.69% | -0.31% | — | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.13% | — | — | |
| 6 | XLF | Ss Financial Select Sector | ETF-その他 | 3.02% | -0.09% | — | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.27% | +0.17% | — | |
| 8 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.85% | -0.08% | — | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.68% | — | — | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.59% | +0.08% | — | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.47% | +0.09% | — | |
| 12 | XLE | Ss Energy Select Sector | ETF-その他 | 1.28% | — | — | |
| 13 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.26% | — | — | |
| 14 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 1.25% | — | — | |
| 15 | IBM | Intl Business Machines CORP | 株式-IT | 1.21% | — | — | |
| 16 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.19% | — | — | |
| 17 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 1.18% | — | — | |
| 18 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.16% | — | — | |
| 19 | IYC | Ishares US Consumer Discreti | ETF-その他 | 1.14% | — | — | |
| 20 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 1.12% | — | — | |
| 21 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 1.09% | — | — | |
| 22 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.09% | — | — | |
| 23 | UNP | Union Pacific CORP | 株式-資本財 | 1.04% | — | — | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 1.01% | — | — | |
| 25 | DIM | Wisdomtree Intl M/c Dvd Fund | ETF-その他 | 1.01% | — | — | |
| 26 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.00% | — | — | |
| 27 | RYN | Rayonier INC | 株式-不動産 | 1.00% | — | — | |
| 28 | ✓ | Powershares ETF Fund S&P Smallcap | ETF-その他 | 0.95% | — | — | |
| 29 | WFC | Wells Fargo & Co | 株式-金融 | 0.94% | — | — | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.93% | -0.64% | — | |
| 31 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.91% | — | — | |
| 32 | WELL | Welltower Inc. | 株式-不動産 | 0.91% | — | — | |
| 33 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 0.90% | — | — | |
| 34 | MET | Metlife INC | 株式-金融 | 0.88% | — | — | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.84% | — | — | |
| 36 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.82% | — | — | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.82% | -0.07% | — | |
| 38 | REFI | Chicago Atlantic Real Estate Finance, Inc. | 株式-その他 | 0.78% | — | — | |
| 39 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.78% | — | — | |
| 40 | ITW | Illinois Tool Works | 株式-資本財 | 0.77% | — | — | |
| 41 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 0.77% | — | — | |
| 42 | XHS | Ss Spdr S&p Hc Services ETF | ETF-その他 | 0.76% | — | — | |
| 43 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.75% | — | — | |
| 44 | IHE | Ishares US Pharmaceuticals E | ETF-その他 | 0.74% | — | — | |
| 45 | EUFN | Ishares Msci Europe Financia | ETF-その他 | 0.73% | — | — | |
| 46 | TGT | Target CORP | 株式-一般消費財 | 0.73% | — | — | |
| 47 | BAX | Baxter International INC | 株式-ヘルスケア | 0.70% | — | — | |
| 48 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.70% | — | — | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | — | |
| 50 | ✓ | Powershares ETF Tr Ii S&p Smcp | ETF-その他 | 0.62% | — | — |