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 | 4.11% | +0.09% | +1.78% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.98% | — | +1.72% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.84% | — | -5.17% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.27% | +0.10% | -0.96% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.21% | — | -0.36% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.28% | -0.23% | +0.95% | |
| 7 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.17% | — | +4.80% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.17% | -0.96% | +1.05% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.99% | +0.34% | +2.28% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.98% | +0.10% | +1.96% | |
| 11 | T | At&t INC | 株式-通信サービス | 1.96% | — | +3.37% | |
| 12 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.92% | — | +0.44% | |
| 13 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.78% | -0.15% | +2.46% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.71% | -0.22% | +1.96% | |
| 15 | BLKCHF | Blackrock INC | 株式-その他 | 1.71% | — | +2.92% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.69% | — | +4.13% | |
| 17 | AMGN | Amgen INC | 株式-ヘルスケア | 1.58% | +0.17% | +7.07% | |
| 18 | ADP | Automatic Data Processing | 株式-IT | 1.53% | -0.23% | +4.25% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.52% | +0.11% | +2.45% | |
| 20 | VFC | Vf CORP | 株式-一般消費財 | 1.46% | — | +3.24% | |
| 21 | WFC | Wells Fargo & Co | 株式-金融 | 1.43% | — | +0.28% | |
| 22 | MCHP | Microchip Technology INC | 株式-IT | 1.39% | — | +1.26% | |
| 23 | INTC | Intel CORP | 株式-IT | 1.38% | — | +2.23% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.38% | — | +3.93% | |
| 25 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.34% | — | +3.03% | |
| 26 | USB | US Bancorp | 株式-金融 | 1.34% | — | +1.87% | |
| 27 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.33% | — | -4.23% | |
| 28 | PRU | Prudential Financial INC | 株式-金融 | 1.28% | — | +2.04% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 1.28% | +0.45% | -1.66% | |
| 30 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 1.27% | — | +9.69% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 1.23% | — | +6.01% | |
| 32 | GD | General Dynamics CORP | 株式-資本財 | 1.21% | — | +4.15% | |
| 33 | ORCL | Oracle CORP | 株式-IT | 1.20% | -0.19% | +1.24% | |
| 34 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 1.19% | — | +3.49% | |
| 35 | WM | Waste Management INC | 株式-資本財 | 1.15% | — | +0.73% | |
| 36 | TROW | T Rowe Price Group INC | 株式-金融 | 1.10% | -0.67% | EXIT | |
| 37 | XLB | Ss Materials Select Sector | ETF-その他 | 1.09% | +0.12% | -0.27% | |
| 38 | CSX | Csx CORP | 株式-資本財 | 1.07% | +0.15% | +5.93% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 1.05% | -0.02% | +333.71% | |
| 40 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.01% | — | -0.99% | |
| 41 | PHM | Pultegroup INC | 株式-一般消費財 | 0.98% | — | +9.76% | |
| 42 | IRM | Iron Mountain INC | 株式-不動産 | 0.95% | +0.26% | +3.20% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.94% | — | +0.02% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.93% | — | -5.64% | |
| 45 | ED | Consolidated Edison INC | 株式-公益事業 | 0.92% | — | +2.42% | |
| 46 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.85% | — | -2.59% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.81% | — | -1.32% | |
| 48 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.79% | — | +100.00% | |
| 49 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.77% | -0.08% | -0.58% | |
| 50 | IR | Ingersoll-rand PLC | 株式-資本財 | 0.75% | — | -1.86% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | HD | Home Depot INC | +0.8% | +333.71% | 増加 |
| 2 | AAPL | Apple INC | +0.3% | +1.96% | 増加 |
| 3 | MCHP | Microchip Technology INC | +0.2% | +1.26% | 増加 |
| 4 | MSFT | Microsoft CORP | +0.2% | +1.05% | 増加 |
| 5 | AMGN | Amgen INC | +0.2% | +7.07% | 増加 |
| 6 | CSX | Csx CORP | +0.2% | +5.93% | 増加 |
| 7 | VB | Vanguard Small-cap ETF | +0.2% | +1.72% | 増加 |
| 8 | INTC | Intel CORP | +0.2% | +2.23% | 増加 |
| 9 | VO | Vanguard Mid-cap ETF | +0.2% | +1.78% | 増加 |
| 10 | PRU | Prudential Financial INC | +0.2% | +2.04% | 増加 |
| 11 | CSCO | Cisco Systems INC | +0.2% | +6.01% | 増加 |
| 12 | GD | General Dynamics CORP | +0.1% | +4.15% | 増加 |
| 13 | PG | Procter & Gamble Co/the | +0.1% | +1.96% | 増加 |
| 14 | BLKCHF | Blackrock INC | +0.1% | +2.92% | 増加 |
| 15 | PHM | Pultegroup INC | +0.1% | +9.76% | 増加 |
| 16 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | +9.69% | 増加 |
| 17 | BDX | Becton Dickinson And Co | +0.1% | +0.44% | 増加 |
| 18 | USB | US Bancorp | +0.1% | +1.87% | 増加 |
| 19 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +16.21% | 増加 |
| 20 | XLK | Ss Technology Select Sector | +0.1% | -0.58% | 減少 |
| 21 | PEP | Pepsico INC | 0% | +2.45% | 増加 |
| 22 | EFAV | Ishares Msci Eafe Min Vol Fa | 0% | +6.78% | 増加 |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.95% | 増加 |
| 24 | IWM | Ishares Russell 2000 ETF | 0% | -1.32% | 減少 |
| 25 | BSV | Vanguard Short-term Bond ETF | 0% | +3.93% | 増加 |
| 26 | IDV | Ishares International Select | -0.1% | -33.97% | 減少 |
| 27 | KO | Coca-cola Co/the | -0.1% | -2.75% | 減少 |
| 28 | D | Dominion Energy INC | -0.1% | -1.73% | 減少 |
| 29 | BF-B | Brown-forman Corp-class B | -0.1% | +100.00% | 増加 |
| 30 | DWM | Wisdomtree International Equ | -0.1% | -20.22% | 減少 |
| 31 | VT | Vanguard Tot World Stk ETF | -0.1% | -16.01% | 減少 |
| 32 | TROW | T Rowe Price Group INC | -0.1% | +5.03% | 増加 |
| 33 | ED | Consolidated Edison INC | -0.1% | +2.42% | 増加 |
| 34 | CVX | Chevron CORP | -0.1% | -1.66% | 減少 |
| 35 | BMY | Bristol-myers Squibb Co | -0.1% | -1.92% | 減少 |
| 36 | XLF | Ss Financial Select Sector | -0.1% | +0.27% | 増加 |
| 37 | BIV | Vanguard Intermediate-term B | -0.1% | -4.23% | 減少 |
| 38 | CVS | Cvs Health CORP | -0.1% | +3.03% | 増加 |
| 39 | AAP | Advance Auto Parts INC | -0.1% | -54.07% | 減少 |
| 40 | T | At&t INC | -0.1% | +3.37% | 増加 |
| 41 | WFC | Wells Fargo & Co | -0.1% | +0.28% | 増加 |
| 42 | VFC | Vf CORP | -0.1% | +3.24% | 増加 |
| 43 | VNQ | Vanguard Real Estate ETF | -0.2% | -0.36% | 減少 |
| 44 | XOM | Exxon Mobil CORP | -0.4% | -0.96% | 減少 |
| 45 | WOO | Foot Locker INC | -0.6% | -91.25% | 減少 |
| 46 | UPS | United Parcel Service-cl B | — | NEW | 新規購入 |
| 47 | XLRE | Ss Real Estate Select Sector | — | NEW | 新規購入 |
| 48 | SPGI | S&p Global INC | — | NEW | 新規購入 |
| 49 | DE | Deere & Co | — | NEW | 新規購入 |
| 50 | EMR | Emerson Electric Co | — | EXIT | 全売却 |