CIK: 0001054677
申告総資産額
$15.5億
上位200銘柄を表示中（全221銘柄）
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 9.90% | +0.38% | +0.33% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 5.69% | +0.27% | +0.30% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.95% | -0.19% | -0.11% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.64% | +0.13% | +1.63% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.96% | +0.16% | +1.62% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.94% | — | +1.09% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.85% | -0.90% | +0.18% | |
| 8 | ✓ | Invesco Exchange Traded Fd T | 株式-その他 | 2.80% | — | +3.51% | |
| 9 | XLF | Ss Financial Select Sector | ETF-その他 | 2.59% | — | -1.70% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.58% | -0.24% | -0.47% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.47% | +0.19% | +6.15% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.16% | -0.11% | -0.83% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 2.13% | -0.16% | +1.52% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.77% | -0.01% | +15.25% | |
| 15 | ✓ | JPMorgan Ultra-Short Income ETF | ETF-その他 | 1.77% | — | +0.19% | |
| 16 | SNAXX | Schwa Prime Adv Money Fd-ult | 株式-その他 | 1.76% | — | -4.22% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.56% | -0.07% | +0.86% | |
| 18 | ✓ | Select Sector Spdr Tr Real Est | 株式-その他 | 1.53% | — | -0.47% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.52% | — | -0.25% | |
| 20 | FISV | Fiserv INC | 株式-その他 | 1.50% | -0.37% | -0.33% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.50% | -0.01% | -0.00% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.42% | -0.16% | -30.10% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.41% | +0.24% | +3.08% | |
| 24 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.40% | — | +0.69% | |
| 25 | HON | Honeywell International INC | 株式-資本財 | 1.33% | +0.15% | +0.29% | |
| 26 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.27% | — | +33.26% | |
| 27 | KEY | Keycorp | 株式-金融 | 1.02% | — | -0.90% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.96% | — | +2.49% | |
| 29 | CTAS | Cintas CORP | 株式-資本財 | 0.96% | — | +4.95% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.93% | +0.31% | +0.40% | |
| 31 | XLE | Ss Energy Select Sector | ETF-その他 | 0.86% | — | -10.86% | |
| 32 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.74% | — | +0.23% | |
| 33 | QCOM | Qualcomm INC | 株式-IT | 0.73% | -0.11% | +2.92% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.72% | — | +1.82% | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.71% | +0.25% | +6.40% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.67% | — | +2.81% | |
| 37 | ED | Consolidated Edison INC | 株式-公益事業 | 0.65% | — | -0.21% | |
| 38 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.63% | — | +0.35% | |
| 39 | UNP | Union Pacific CORP | 株式-資本財 | 0.62% | — | +1.23% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.57% | +0.84% | -1.22% | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.57% | — | -0.39% | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.56% | — | +1.49% | |
| 43 | D | Dominion Energy INC | 株式-公益事業 | 0.55% | — | +6.30% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.54% | — | +2.49% | |
| 45 | T | At&t INC | 株式-通信サービス | 0.52% | — | +4.94% | |
| 46 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.51% | — | +1.81% | |
| 47 | CLX | Clorox Company | 株式-生活必需品 | 0.50% | — | +0.69% | |
| 48 | TGT | Target CORP | 株式-一般消費財 | 0.50% | +0.08% | +1.75% | |
| 49 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.49% | — | +0.30% | |
| 50 | PAYX | Paychex INC | 株式-IT | 0.48% | -0.07% | +3.13% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.7% | -0.11% | 減少 |
| 2 | AEP | American Electric Power Company, Inc. | +0.4% | +33.26% | 増加 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +15.25% | 増加 |
| 4 | UNH | Unitedhealth Group INC | +0.2% | +2.49% | 増加 |
| 5 | JPM | Jpmorgan Chase & Co | +0.2% | -0.83% | 減少 |
| 6 | IBB | Ishares Biotechnology ETF | +0.2% | +0.69% | 増加 |
| 7 | BLKCHF | Blackrock INC | +0.2% | +174.14% | 増加 |
| 8 | MSFT | Microsoft CORP | +0.1% | +0.18% | 増加 |
| 9 | ✓ | +0.1% | +95.16% | 増加 | |
| 10 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +1.09% | 増加 |
| 11 | AMGN | Amgen INC | +0.1% | +1.49% | 増加 |
| 12 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.33% | 増加 |
| 13 | QCOM | Qualcomm INC | +0.1% | +2.92% | 増加 |
| 14 | LEG | Leggett & Platt INC | +0.1% | +3.23% | 増加 |
| 15 | TGT | Target CORP | +0.1% | +1.75% | 増加 |
| 16 | ADBE | Adobe INC | +0.1% | +28.10% | 増加 |
| 17 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +1.63% | 増加 |
| 18 | V | Visa Inc-class A Shares | +0.1% | +1.52% | 増加 |
| 19 | DIS | Walt Disney Co/the | +0.1% | +0.86% | 増加 |
| 20 | INTC | Intel CORP | +0.1% | +2.49% | 増加 |
| 21 | FISV | Fiserv INC | 0% | -0.33% | 減少 |
| 22 | KEY | Keycorp | 0% | -0.90% | 減少 |
| 23 | SWVXX | Schwa Prime Adv Money Fd-inv | 0% | +19.54% | 増加 |
| 24 | SYY | Sysco CORP | 0% | +11.16% | 増加 |
| 25 | IJR | Ishares Core S&p Small-cap E | 0% | +1.62% | 増加 |
| 26 | UNP | Union Pacific CORP | 0% | +1.23% | 増加 |
| 27 | XLF | Ss Financial Select Sector | — | -1.70% | 減少 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -0.00% | 減少 |
| 29 | DGRW | Wisdomtree U.s. Quality Divi | — | +0.23% | 増加 |
| 30 | D | Dominion Energy INC | — | +6.30% | 増加 |
| 31 | T | At&t INC | — | +4.94% | 増加 |
| 32 | LMT | Lockheed Martin CORP | 0% | +6.40% | 増加 |
| 33 | CTAS | Cintas CORP | 0% | +4.95% | 増加 |
| 34 | COST | Costco Wholesale CORP | 0% | +3.08% | 増加 |
| 35 | HON | Honeywell International INC | 0% | +0.29% | 増加 |
| 36 | AMZN | Amazon.com INC | -0.1% | -0.47% | 減少 |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | +6.15% | 増加 |
| 38 | IWR | Ishares Russell Mid-cap ETF | -0.1% | +0.30% | 増加 |
| 39 | ✓ | Invesco Exchange Traded Fd T | -0.1% | +3.51% | 増加 |
| 40 | MCD | Mcdonald's CORP | -0.1% | +1.82% | 増加 |
| 41 | ✓ | Fidelity Colchester Str Tr Pri | -0.1% | -61.27% | 減少 |
| 42 | IBM | Intl Business Machines CORP | -0.2% | -30.55% | 減少 |
| 43 | XLE | Ss Energy Select Sector | -0.2% | -10.86% | 減少 |
| 44 | HD | Home Depot INC | -0.2% | -0.25% | 減少 |
| 45 | SNAXX | Schwa Prime Adv Money Fd-ult | -0.2% | -4.22% | 減少 |
| 46 | GOOGL | Alphabet Inc-cl A | -0.6% | -30.10% | 減少 |
| 47 | GIS | General Mills INC | — | EXIT | 全売却 |
| 48 | HASI | Ha Sustainable Infrastructur | — | NEW | 新規購入 |
| 49 | GTLOX | Glenmede Disciplin US Eq-aui | — | NEW | 新規購入 |
| 50 | ✓ | SPDR SSGA Gender Divrsty Indx ETF | — | NEW | 新規購入 |