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 | 5.82% | — | +5.36% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.53% | — | +10.14% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.37% | — | +21.58% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.89% | — | +1.21% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.50% | — | +9.15% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.41% | — | +18.68% | |
| 7 | ACN | Accenture plc | 株式-IT | 2.37% | — | +7.44% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.30% | — | +1.96% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 2.12% | — | +1.65% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.97% | — | +23.75% | |
| 11 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.92% | — | +2.36% | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.84% | — | +4.01% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.80% | — | +4.46% | |
| 14 | INTU | Intuit INC | 株式-IT | 1.73% | — | +4.90% | |
| 15 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 1.70% | — | +2.96% | |
| 16 | ADBE | Adobe INC | 株式-IT | 1.69% | — | +4.75% | |
| 17 | BLKCHF | Blackrock INC | 株式-その他 | 1.68% | — | +1.78% | |
| 18 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.60% | — | +1.30% | |
| 19 | PYPL | Paypal Holdings INC | 株式-金融 | 1.58% | — | -0.71% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.53% | — | +6.63% | |
| 21 | DCI | Donaldson Co INC | 株式-資本財 | 1.47% | — | +6.55% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.47% | — | +16.45% | |
| 23 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.46% | — | +0.33% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.44% | — | +3.75% | |
| 25 | ECL | Ecolab INC | 株式-素材 | 1.39% | — | +6.87% | |
| 26 | HON | Honeywell International INC | 株式-資本財 | 1.38% | — | +10.59% | |
| 27 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.33% | — | +18.17% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 1.27% | — | +13.17% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.27% | — | +4.43% | |
| 30 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.23% | — | +5.29% | |
| 31 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.21% | — | +5.65% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.19% | — | +10.34% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.19% | — | +2.56% | |
| 34 | ITW | Illinois Tool Works | 株式-資本財 | 1.13% | — | +8.68% | |
| 35 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.12% | — | +28.05% | |
| 36 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.12% | — | +15.99% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 1.12% | — | -5.15% | |
| 38 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.06% | — | +7.34% | |
| 39 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.04% | — | +3.12% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 1.00% | — | +20.07% | |
| 41 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.99% | — | +5.19% | |
| 42 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.98% | — | +11.24% | |
| 43 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.97% | — | +6.91% | |
| 44 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.95% | — | +12.10% | |
| 45 | CRM | Salesforce INC | 株式-IT | 0.91% | — | +12.04% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.90% | — | +8.32% | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.88% | — | +21.79% | |
| 48 | ROP | Roper Technologies INC | 株式-IT | 0.87% | — | +11.58% | |
| 49 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.86% | — | +7.81% | |
| 50 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.83% | — | +0.28% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group INC | +0.5% | +248.12% | 増加 |
| 2 | VB | Vanguard Small-cap ETF | +0.3% | +5.36% | 増加 |
| 3 | CVX | Chevron CORP | +0.3% | +20.07% | 増加 |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.2% | +23.75% | 増加 |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | +1.96% | 増加 |
| 6 | VCIT | Vanguard Int-term Corporate | +0.2% | +21.58% | 増加 |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +18.68% | 増加 |
| 8 | VOO | Vanguard S&p 500 ETF | +0.2% | +16.45% | 増加 |
| 9 | TTC | Toro Co | +0.2% | +64.54% | 増加 |
| 10 | VEA | Vanguard Ftse Developed ETF | +0.2% | +10.14% | 増加 |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | +4.43% | 増加 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +6.63% | 増加 |
| 13 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | +28.05% | 増加 |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +9.15% | 増加 |
| 15 | ACN | Accenture plc | +0.1% | +7.44% | 増加 |
| 16 | PFF | Ishares Preferred & Income S | +0.1% | +18.17% | 増加 |
| 17 | VO | Vanguard Mid-cap ETF | +0.1% | +10.34% | 増加 |
| 18 | ITW | Illinois Tool Works | +0.1% | +8.68% | 増加 |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +21.79% | 増加 |
| 20 | MTN | Vail Resorts INC | +0.1% | +17.00% | 増加 |
| 21 | MBB | Ishares Mbs ETF | +0.1% | +24.17% | 増加 |
| 22 | BKNG | Booking Holdings INC | +0.1% | +11.24% | 増加 |
| 23 | XYL | Xylem INC | +0.1% | +13.54% | 増加 |
| 24 | TIP | Ishares Tips Bond ETF | +0.1% | +15.99% | 増加 |
| 25 | HD | Home Depot INC | +0.1% | +33.17% | 増加 |
| 26 | ABT | Abbott Laboratories | 0% | +2.36% | 増加 |
| 27 | HON | Honeywell International INC | 0% | +10.59% | 増加 |
| 28 | VTI | Vanguard Total Stock Mkt ETF | 0% | +8.32% | 増加 |
| 29 | VIGI | Vanguard Int Div App Indx Fd | 0% | +12.10% | 増加 |
| 30 | FDX | Fedex CORP | 0% | +6.72% | 増加 |
| 31 | VZ | Verizon Communications INC | 0% | +13.17% | 増加 |
| 32 | STZ | Constellation Brands Inc-a | 0% | +10.63% | 増加 |
| 33 | AMT | American Tower CORP | 0% | +10.99% | 増加 |
| 34 | DCI | Donaldson Co INC | 0% | +6.55% | 増加 |
| 35 | VNQ | Vanguard Real Estate ETF | 0% | +3.12% | 増加 |
| 36 | HRL | Hormel Foods CORP | 0% | +9.73% | 増加 |
| 37 | SSNC | Ss&c Technologies Holdings | 0% | +17.05% | 増加 |
| 38 | NEE | Nextera Energy INC | 0% | +14.26% | 増加 |
| 39 | CRM | Salesforce INC | 0% | +12.04% | 増加 |
| 40 | BLKCHF | Blackrock INC | -0.1% | +1.78% | 増加 |
| 41 | ECL | Ecolab INC | -0.1% | +6.87% | 増加 |
| 42 | DIS | Walt Disney Co/the | -0.1% | +4.01% | 増加 |
| 43 | INTU | Intuit INC | -0.1% | +4.90% | 増加 |
| 44 | GD | General Dynamics CORP | -0.1% | -51.44% | 減少 |
| 45 | NKE | Nike INC -cl B | -0.2% | +1.30% | 増加 |
| 46 | MKC | Mccormick & Co-non Vtg Shrs | -0.2% | +2.96% | 増加 |
| 47 | ISRG | Intuitive Surgical INC | -0.3% | +0.33% | 増加 |
| 48 | AAPL | Apple INC | -0.5% | +1.21% | 増加 |
| 49 | BAX | Baxter International INC | -0.5% | -66.77% | 減少 |
| 50 | DE | Deere & Co | — | NEW | 新規購入 |