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 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.03% | — | +0.25% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.02% | +0.09% | +0.42% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.50% | — | -2.61% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.19% | +0.10% | -1.46% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.89% | — | -0.95% | |
| 6 | ✓ | Spdr S&p 500 ETF Tr | ETF-大型株・グロース | 2.40% | — | — | |
| 7 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.26% | — | +1.83% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.24% | -0.96% | +0.25% | |
| 9 | T | At&t INC | 株式-通信サービス | 2.01% | — | +2.43% | |
| 10 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.91% | -0.15% | -2.20% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.89% | +0.34% | +1.86% | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.83% | — | +0.76% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.82% | +0.10% | +2.43% | |
| 14 | BLKCHF | Blackrock INC | 株式-その他 | 1.74% | — | +1.17% | |
| 15 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.70% | — | +0.46% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.68% | -0.22% | +0.22% | |
| 17 | ADP | Automatic Data Processing | 株式-IT | 1.68% | -0.23% | -1.23% | |
| 18 | WFC | Wells Fargo & Co | 株式-金融 | 1.67% | — | -1.94% | |
| 19 | PRU | Prudential Financial INC | 株式-金融 | 1.53% | — | -2.24% | |
| 20 | USB | US Bancorp | 株式-金融 | 1.53% | — | -0.03% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 1.42% | +0.45% | +1.13% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 1.41% | +0.11% | +0.73% | |
| 23 | AMGN | Amgen INC | 株式-ヘルスケア | 1.38% | +0.17% | +4.36% | |
| 24 | VFC | Vf CORP | 株式-一般消費財 | 1.36% | — | +2.43% | |
| 25 | MCHP | Microchip Technology INC | 株式-IT | 1.35% | — | -1.62% | |
| 26 | GD | General Dynamics CORP | 株式-資本財 | 1.34% | — | +3.26% | |
| 27 | INTC | Intel CORP | 株式-IT | 1.30% | — | +1.83% | |
| 28 | TROW | T Rowe Price Group INC | 株式-金融 | 1.24% | -0.67% | EXIT | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.24% | — | -5.02% | |
| 30 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.22% | — | +1.81% | |
| 31 | WM | Waste Management INC | 株式-資本財 | 1.22% | — | -0.61% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 1.19% | -0.02% | +14.25% | |
| 33 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.16% | — | +1.56% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 1.15% | — | +3.13% | |
| 35 | CSX | Csx CORP | 株式-資本財 | 1.14% | +0.15% | -5.85% | |
| 36 | ORCL | Oracle CORP | 株式-IT | 1.12% | -0.19% | -0.47% | |
| 37 | XLB | Ss Materials Select Sector | ETF-その他 | 1.08% | +0.12% | -0.58% | |
| 38 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 1.03% | — | +2.00% | |
| 39 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.00% | — | +7.09% | |
| 40 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.00% | — | -1.14% | |
| 41 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 0.98% | — | +1.12% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.92% | — | — | |
| 43 | ED | Consolidated Edison INC | 株式-公益事業 | 0.86% | — | -0.16% | |
| 44 | PHM | Pultegroup INC | 株式-一般消費財 | 0.84% | — | -2.13% | |
| 45 | IRM | Iron Mountain INC | 株式-不動産 | 0.84% | +0.26% | +6.54% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.84% | — | +0.07% | |
| 47 | IR | Ingersoll-rand PLC | 株式-資本財 | 0.79% | — | -1.01% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.76% | — | -9.99% | |
| 49 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.74% | -0.08% | +0.27% | |
| 50 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.72% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PRU | Prudential Financial INC | +0.3% | -2.24% | 減少 |
| 2 | WFC | Wells Fargo & Co | +0.2% | -1.94% | 減少 |
| 3 | USB | US Bancorp | +0.2% | -0.03% | 減少 |
| 4 | ADP | Automatic Data Processing | +0.2% | -1.23% | 減少 |
| 5 | MPC | Marathon Petroleum CORP | +0.2% | -1.14% | 減少 |
| 6 | DIS | Walt Disney Co/the | +0.1% | +0.76% | 増加 |
| 7 | TROW | T Rowe Price Group INC | +0.1% | +4.63% | 増加 |
| 8 | CVX | Chevron CORP | +0.1% | +1.13% | 増加 |
| 9 | HD | Home Depot INC | +0.1% | +14.25% | 増加 |
| 10 | UNH | Unitedhealth Group INC | +0.1% | -2.20% | 減少 |
| 11 | GD | General Dynamics CORP | +0.1% | +3.26% | 増加 |
| 12 | AEP | American Electric Power Company, Inc. | +0.1% | +1.83% | 増加 |
| 13 | MSFT | Microsoft CORP | +0.1% | +0.25% | 増加 |
| 14 | WM | Waste Management INC | +0.1% | -0.61% | 減少 |
| 15 | CSX | Csx CORP | +0.1% | -5.85% | 減少 |
| 16 | AVD | American Vanguard CORP | +0.1% | -0.42% | 減少 |
| 17 | XLF | Ss Financial Select Sector | +0.1% | +1.35% | 増加 |
| 18 | VB | Vanguard Small-cap ETF | +0.1% | +0.25% | 増加 |
| 19 | T | At&t INC | +0.1% | +2.43% | 増加 |
| 20 | BLKCHF | Blackrock INC | 0% | +1.17% | 増加 |
| 21 | VO | Vanguard Mid-cap ETF | -0.1% | +0.42% | 増加 |
| 22 | CL | Colgate-palmolive Co | -0.1% | -3.69% | 減少 |
| 23 | IRM | Iron Mountain INC | -0.1% | +6.54% | 増加 |
| 24 | PHM | Pultegroup INC | -0.1% | -2.13% | 減少 |
| 25 | BSV | Vanguard Short-term Bond ETF | -0.1% | -5.02% | 減少 |
| 26 | GSK | GSK plc ADRhedged | -0.2% | +2.00% | 増加 |
| 27 | PG | Procter & Gamble Co/the | -0.2% | +2.43% | 増加 |
| 28 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -9.99% | 減少 |
| 29 | CVS | Cvs Health CORP | -0.2% | +1.56% | 増加 |
| 30 | AMGN | Amgen INC | -0.2% | +4.36% | 増加 |
| 31 | BDX | Becton Dickinson And Co | -0.2% | +0.46% | 増加 |
| 32 | BUD | Anheuser-busch Inbev-spn Adr | -0.3% | +1.12% | 増加 |
| 33 | VNQ | Vanguard Real Estate ETF | -0.3% | -0.95% | 減少 |
| 34 | EFA | Ishares Msci Eafe ETF | -0.3% | -2.61% | 減少 |
| 35 | ✓ | Spdr S&p 500 ETF Tr | — | NEW | 新規購入 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 全売却 |
| 37 | IXUS | Ishares Core Intl Stock ETF | — | EXIT | 全売却 |
| 38 | ✓ | Ishares Tr | — | NEW | 新規購入 |
| 39 | ✓ | Ishares Tr | — | NEW | 新規購入 |
| 40 | IEFA | Ishares Core Msci Eafe ETF | — | EXIT | 全売却 |
| 41 | ✓ | Ishares Tr | — | NEW | 新規購入 |
| 42 | TLT | iShares 20+ Year Treasury Bond ETF | — | NEW | 新規購入 |
| 43 | IBMHEUR | Ishares Ibonds Sep 2019 Term | — | NEW | 新規購入 |
| 44 | TLT | iShares 20+ Year Treasury Bond ETF | — | NEW | 新規購入 |
| 45 | ✓ | Ishares Ibonds Sep 2020 Amt | — | NEW | 新規購入 |
| 46 | ✓ | Ishares Tr | — | NEW | 新規購入 |
| 47 | ✓ | Ishares Tr | — | NEW | 新規購入 |
| 48 | ✓ | iShares S&P AMT-Free Municipal | — | NEW | 新規購入 |
| 49 | TLT | iShares 20+ Year Treasury Bond ETF | — | NEW | 新規購入 |
| 50 | XLRE | Ss Real Estate Select Sector | — | EXIT | 全売却 |