CIK: 0000928566
申告総資産額
$1.2億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 18.14% | -0.19% | +1.99% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 6.00% | — | +50.43% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.79% | -0.06% | — | |
| 4 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 5.75% | +0.03% | — | |
| 5 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.45% | — | — | |
| 6 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 1.64% | -0.96% | — | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.62% | — | -1.90% | |
| 8 | INGR | Ingredion INC | 株式-生活必需品 | 1.59% | — | -1.70% | |
| 9 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.47% | — | -25.94% | |
| 10 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 1.44% | — | +2.75% | |
| 11 | FMC | Fmc CORP | 株式-素材 | 1.39% | — | -9.75% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.24% | — | +48.96% | |
| 13 | 6D8 | Dupont De Nemours INC | 株式-その他 | 1.16% | — | -10.38% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.09% | — | -2.99% | |
| 15 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.05% | — | — | |
| 16 | SLB | Slb LTD | 株式-エネルギー | 1.05% | — | -2.92% | |
| 17 | KEX | Kirby CORP | 株式-資本財 | 1.04% | +0.28% | — | |
| 18 | HAL | Halliburton Co | 株式-エネルギー | 1.03% | +0.27% | -1.48% | |
| 19 | BAX | Baxter International INC | 株式-ヘルスケア | 1.02% | — | +21.85% | |
| 20 | VTV | Vanguard Value ETF | ETF-その他 | 1.02% | — | — | |
| 21 | GPN | Global Payments INC | 株式-資本財 | 1.02% | — | -0.91% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 1.01% | — | -2.07% | |
| 23 | ITT | Itt INC | 株式-資本財 | 1.00% | — | — | |
| 24 | TGT | Target CORP | 株式-一般消費財 | 0.96% | — | -1.21% | |
| 25 | ALSN | Allison Transmission Holding | 株式-一般消費財 | 0.96% | — | — | |
| 26 | C | Citigroup INC | 株式-金融 | 0.92% | — | -4.22% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.89% | — | — | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.88% | — | -5.00% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.85% | — | -9.88% | |
| 30 | IBM | Intl Business Machines CORP | 株式-IT | 0.80% | — | -4.62% | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 0.78% | — | -0.15% | |
| 32 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.77% | — | -21.07% | |
| 33 | MDT | Medtronic plc | 株式-ヘルスケア | 0.74% | — | -1.38% | |
| 34 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.71% | — | — | |
| 35 | PNC | Pnc Financial Services Group | 株式-金融 | 0.71% | — | -19.84% | |
| 36 | MOG-A | Moog Inc-class A | 株式-その他 | 0.64% | — | — | |
| 37 | T | At&t INC | 株式-通信サービス | 0.61% | — | -3.50% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.60% | — | — | |
| 39 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 0.60% | — | -1.97% | |
| 40 | AGI | Alamos Gold Inc-class A | 株式-素材 | 0.58% | — | — | |
| 41 | MMS | Maximus INC | 株式-資本財 | 0.57% | -0.56% | EXIT | |
| 42 | BMRN | Biomarin Pharmaceutical INC | 株式-ヘルスケア | 0.56% | +0.27% | — | |
| 43 | INTC | Intel CORP | 株式-IT | 0.55% | — | -1.56% | |
| 44 | FCN | Fti Consulting INC | 株式-資本財 | 0.54% | — | — | |
| 45 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.54% | — | — | |
| 46 | ALB | Albemarle CORP | 株式-素材 | 0.54% | — | -1.44% | |
| 47 | DUK | Duke Energy CORP | 株式-公益事業 | 0.54% | — | -9.52% | |
| 48 | ✓ | 株式-その他 | 0.53% | — | -14.95% | ||
| 49 | FTS | Fortis INC | 株式-公益事業 | 0.53% | — | — | |
| 50 | HALO | Halozyme Therapeutics INC | 株式-ヘルスケア | 0.53% | — | +24.00% |