CIK: 0001135439
申告総資産額
$11.9億
| # | 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 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.96% | +0.09% | +1.63% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.93% | — | -12.98% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.81% | — | +1.91% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.64% | +0.10% | +0.72% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.38% | — | -0.64% | |
| 6 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.26% | — | +0.15% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.25% | -0.23% | +14.58% | |
| 8 | T | At&t INC | 株式-通信サービス | 2.07% | — | +6.18% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.05% | +0.34% | +4.18% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.96% | -0.96% | +2.60% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.88% | +0.10% | +7.42% | |
| 12 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.85% | — | +1.37% | |
| 13 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.80% | -0.15% | +1.12% | |
| 14 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.75% | — | +2.98% | |
| 15 | BLKCHF | Blackrock INC | 株式-その他 | 1.61% | — | +3.94% | |
| 16 | VFC | Vf CORP | 株式-一般消費財 | 1.60% | — | +2.33% | |
| 17 | ADP | Automatic Data Processing | 株式-IT | 1.57% | -0.23% | +16.42% | |
| 18 | WFC | Wells Fargo & Co | 株式-金融 | 1.56% | — | +3.01% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.48% | +0.11% | +9.79% | |
| 20 | AAPL | Apple INC | 株式-IT | 1.46% | -0.22% | +8.86% | |
| 21 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.44% | — | +10.54% | |
| 22 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.43% | — | +1.16% | |
| 23 | AMGN | Amgen INC | 株式-ヘルスケア | 1.38% | +0.17% | +877.21% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.37% | — | -9.37% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 1.36% | +0.45% | +1.21% | |
| 26 | ORCL | Oracle CORP | 株式-IT | 1.27% | -0.19% | +1.18% | |
| 27 | USB | US Bancorp | 株式-金融 | 1.27% | — | +0.96% | |
| 28 | WM | Waste Management INC | 株式-資本財 | 1.22% | — | +3.80% | |
| 29 | INTC | Intel CORP | 株式-IT | 1.21% | — | +8.36% | |
| 30 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 1.19% | — | +23.99% | |
| 31 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 1.18% | — | +9.88% | |
| 32 | TROW | T Rowe Price Group INC | 株式-金融 | 1.17% | -0.67% | EXIT | |
| 33 | MCHP | Microchip Technology INC | 株式-IT | 1.15% | — | +4.08% | |
| 34 | PRU | Prudential Financial INC | 株式-金融 | 1.13% | — | +0.34% | |
| 35 | XLB | Ss Materials Select Sector | ETF-その他 | 1.09% | +0.12% | -1.25% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 1.08% | — | +23.33% | |
| 37 | GD | General Dynamics CORP | 株式-資本財 | 1.07% | — | +8.59% | |
| 38 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.05% | — | -0.21% | |
| 39 | IRM | Iron Mountain INC | 株式-不動産 | 1.00% | +0.26% | +24.14% | |
| 40 | ED | Consolidated Edison INC | 株式-公益事業 | 0.99% | — | +5.33% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.94% | — | -20.47% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.93% | — | -0.70% | |
| 43 | PHM | Pultegroup INC | 株式-一般消費財 | 0.89% | — | +9.67% | |
| 44 | CSX | Csx CORP | 株式-資本財 | 0.89% | +0.15% | +14.41% | |
| 45 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.85% | — | — | |
| 46 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.84% | — | -3.00% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.78% | — | -0.96% | |
| 48 | IR | Ingersoll-rand PLC | 株式-資本財 | 0.74% | — | +0.15% | |
| 49 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.72% | -0.08% | +20.06% | |
| 50 | F | Ford Motor Co | 株式-一般消費財 | 0.71% | — | +6.37% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMGN | Amgen INC | +1.2% | +877.21% | 増加 |
| 2 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.5% | +981.31% | 増加 |
| 3 | XOM | Exxon Mobil CORP | +0.3% | +0.72% | 増加 |
| 4 | IRM | Iron Mountain INC | +0.3% | +24.14% | 増加 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +14.58% | 増加 |
| 6 | BUD | Anheuser-busch Inbev-spn Adr | +0.3% | +23.99% | 増加 |
| 7 | T | At&t INC | +0.2% | +6.18% | 増加 |
| 8 | JNJ | Johnson & Johnson | +0.2% | +4.18% | 増加 |
| 9 | ADP | Automatic Data Processing | +0.2% | +16.42% | 増加 |
| 10 | CSCO | Cisco Systems INC | +0.2% | +23.33% | 増加 |
| 11 | BDX | Becton Dickinson And Co | +0.2% | +1.37% | 増加 |
| 12 | GSK | GSK plc ADRhedged | +0.1% | +9.88% | 増加 |
| 13 | WM | Waste Management INC | +0.1% | +3.80% | 増加 |
| 14 | PEP | Pepsico INC | +0.1% | +9.79% | 増加 |
| 15 | PG | Procter & Gamble Co/the | +0.1% | +7.42% | 増加 |
| 16 | UNH | Unitedhealth Group INC | +0.1% | +1.12% | 増加 |
| 17 | HD | Home Depot INC | +0.1% | +104.51% | 増加 |
| 18 | GD | General Dynamics CORP | +0.1% | +8.59% | 増加 |
| 19 | CSX | Csx CORP | +0.1% | +14.41% | 増加 |
| 20 | CVX | Chevron CORP | +0.1% | +1.21% | 増加 |
| 21 | XLK | Ss Technology Select Sector | +0.1% | +20.06% | 増加 |
| 22 | XLV | Ss Health Care Select Sector | +0.1% | +17.88% | 増加 |
| 23 | VB | Vanguard Small-cap ETF | +0.1% | +1.91% | 増加 |
| 24 | PHM | Pultegroup INC | +0.1% | +9.67% | 増加 |
| 25 | TROW | T Rowe Price Group INC | +0.1% | +11.07% | 増加 |
| 26 | INTC | Intel CORP | +0.1% | +8.36% | 増加 |
| 27 | MCHP | Microchip Technology INC | +0.1% | +4.08% | 増加 |
| 28 | ED | Consolidated Edison INC | +0.1% | +5.33% | 増加 |
| 29 | XLF | Ss Financial Select Sector | +0.1% | +15.60% | 増加 |
| 30 | PFE | Pfizer INC | +0.1% | +2.08% | 増加 |
| 31 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +19.88% | 増加 |
| 32 | VNQ | Vanguard Real Estate ETF | +0.1% | -0.64% | 減少 |
| 33 | D | Dominion Energy INC | 0% | +6.10% | 増加 |
| 34 | XLY | Ss Consumer Disc Select Sect | 0% | +14.28% | 増加 |
| 35 | BLKCHF | Blackrock INC | 0% | +3.94% | 増加 |
| 36 | VO | Vanguard Mid-cap ETF | — | +1.63% | 増加 |
| 37 | CL | Colgate-palmolive Co | -0.1% | -14.37% | 減少 |
| 38 | AAPL | Apple INC | -0.1% | +8.86% | 増加 |
| 39 | VT | Vanguard Tot World Stk ETF | -0.1% | -17.14% | 減少 |
| 40 | MSFT | Microsoft CORP | -0.2% | +2.60% | 増加 |
| 41 | BSV | Vanguard Short-term Bond ETF | -0.2% | -9.37% | 減少 |
| 42 | WOO | Foot Locker INC | -0.2% | -8.63% | 減少 |
| 43 | VWO | Vanguard Ftse Emerging Marke | -0.3% | -20.47% | 減少 |
| 44 | IDV | Ishares International Select | -0.5% | -72.53% | 減少 |
| 45 | EFA | Ishares Msci Eafe ETF | -0.9% | -12.98% | 減少 |
| 46 | IBB | Ishares Biotechnology ETF | -1.2% | -84.50% | 減少 |
| 47 | DWM | Wisdomtree International Equ | -1.8% | -79.67% | 減少 |
| 48 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | 新規購入 |
| 49 | AMNBUSD | Amer Natl Bnkshs/danville Va | — | NEW | 新規購入 |
| 50 | ✓ | — | EXIT | 全売却 |