CIK: 0001513865
申告総資産額
$5.6億
| # | 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 | 5.36% | — | +3.24% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.89% | — | +3.65% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.38% | — | +4.14% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.82% | — | +5.39% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.52% | — | +2.33% | |
| 6 | MA | Mastercard INC - A | 株式-金融 | 2.41% | — | -5.66% | |
| 7 | ACN | Accenture plc | 株式-IT | 2.28% | — | -3.65% | |
| 8 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 2.23% | — | +7.79% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.16% | — | -0.38% | |
| 10 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.92% | — | +4.15% | |
| 11 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 1.92% | — | +1.04% | |
| 12 | BLKCHF | Blackrock INC | 株式-その他 | 1.89% | — | -2.65% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.86% | — | -0.03% | |
| 14 | INTU | Intuit INC | 株式-IT | 1.78% | — | -6.73% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.76% | — | +1.60% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.73% | — | -0.64% | |
| 17 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.62% | — | -6.15% | |
| 18 | DCI | Donaldson Co INC | 株式-資本財 | 1.60% | — | +2.16% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.58% | — | +8.00% | |
| 20 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.56% | — | -2.72% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.50% | — | +7.78% | |
| 22 | ECL | Ecolab INC | 株式-素材 | 1.37% | — | +0.87% | |
| 23 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.36% | — | -5.74% | |
| 24 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.35% | — | -1.16% | |
| 25 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.33% | — | +0.28% | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.32% | — | +14.10% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.31% | — | +2.79% | |
| 28 | ITW | Illinois Tool Works | 株式-資本財 | 1.28% | — | -1.40% | |
| 29 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.28% | — | +10.69% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 1.26% | — | -1.83% | |
| 31 | ROL | Rollins INC | 株式-一般消費財 | 1.21% | — | -7.06% | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 1.19% | — | +1.18% | |
| 33 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.17% | — | -1.05% | |
| 34 | HON | Honeywell International INC | 株式-資本財 | 1.17% | — | +1.75% | |
| 35 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.17% | — | -4.21% | |
| 36 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.14% | — | — | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.12% | — | -1.09% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.09% | — | +17.45% | |
| 39 | GD | General Dynamics CORP | 株式-資本財 | 1.08% | — | +7.18% | |
| 40 | BAX | Baxter International INC | 株式-ヘルスケア | 1.03% | — | +1.78% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.00% | — | +5.52% | |
| 42 | PXGBX | Praxair INC | 株式-その他 | 1.00% | — | +2.82% | |
| 43 | SLB | Slb LTD | 株式-エネルギー | 0.99% | — | +3.27% | |
| 44 | ED | Consolidated Edison INC | 株式-公益事業 | 0.99% | — | -0.57% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.98% | — | +2.74% | |
| 46 | CERNCHF | Cerner CORP | 株式-その他 | 0.97% | — | +2.57% | |
| 47 | PII | Polaris INC | 株式-一般消費財 | 0.93% | — | -3.19% | |
| 48 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 0.86% | — | +0.67% | |
| 49 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.83% | — | +3.67% | |
| 50 | ADBE | Adobe INC | 株式-IT | 0.78% | — | +1.80% |