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 | 4.06% | +0.09% | -0.08% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.96% | — | -0.09% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.63% | — | -0.72% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.72% | — | -0.24% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.66% | +0.10% | -2.70% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.38% | -0.23% | +0.55% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.27% | -0.96% | -1.46% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.02% | -0.15% | -1.73% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.02% | +0.34% | -1.07% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.00% | -0.22% | +2.47% | |
| 11 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.88% | — | +0.04% | |
| 12 | BLKCHF | Blackrock INC | 株式-その他 | 1.86% | — | +2.05% | |
| 13 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.81% | — | -4.09% | |
| 14 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.76% | — | -0.43% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.73% | +0.10% | -2.63% | |
| 16 | T | At&t INC | 株式-通信サービス | 1.71% | — | +0.15% | |
| 17 | AMGN | Amgen INC | 株式-ヘルスケア | 1.62% | +0.17% | +2.88% | |
| 18 | ADP | Automatic Data Processing | 株式-IT | 1.55% | -0.23% | -0.21% | |
| 19 | WFC | Wells Fargo & Co | 株式-金融 | 1.53% | — | -0.85% | |
| 20 | CSX | Csx CORP | 株式-資本財 | 1.52% | +0.15% | -1.74% | |
| 21 | MCHP | Microchip Technology INC | 株式-IT | 1.52% | — | +0.25% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 1.50% | +0.11% | -0.74% | |
| 23 | VFC | Vf CORP | 株式-一般消費財 | 1.43% | — | +0.05% | |
| 24 | USB | US Bancorp | 株式-金融 | 1.43% | — | -0.37% | |
| 25 | GD | General Dynamics CORP | 株式-資本財 | 1.42% | — | -0.44% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 1.35% | -0.02% | +2.74% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.28% | — | +9.03% | |
| 28 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.25% | — | +7.53% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 1.19% | +0.45% | +0.14% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 1.18% | — | +2.78% | |
| 31 | WM | Waste Management INC | 株式-資本財 | 1.17% | — | -0.47% | |
| 32 | INTC | Intel CORP | 株式-IT | 1.17% | — | +1.42% | |
| 33 | TROW | T Rowe Price Group INC | 株式-金融 | 1.16% | -0.67% | EXIT | |
| 34 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 1.09% | — | -0.96% | |
| 35 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.08% | — | +0.54% | |
| 36 | XLB | Ss Materials Select Sector | ETF-その他 | 1.08% | +0.12% | -1.26% | |
| 37 | PHM | Pultegroup INC | 株式-一般消費財 | 1.06% | — | -0.31% | |
| 38 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.05% | — | +8.32% | |
| 39 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 1.01% | — | +0.84% | |
| 40 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.94% | — | -1.60% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.90% | — | -0.78% | |
| 42 | ED | Consolidated Edison INC | 株式-公益事業 | 0.87% | — | -1.28% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.87% | -0.25% | +2490.82% | |
| 44 | IRM | Iron Mountain INC | 株式-不動産 | 0.87% | +0.26% | +2.21% | |
| 45 | IR | Ingersoll-rand PLC | 株式-資本財 | 0.87% | — | -2.51% | |
| 46 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.86% | — | — | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.83% | — | +2.83% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.78% | — | -2.61% | |
| 49 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.73% | -0.08% | -7.21% | |
| 50 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.72% | — | — |