CIK: 0000915325
申告総資産額
$26.9億
| # | 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 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 6.33% | -5.20% | EXIT | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.67% | -2.66% | EXIT | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.12% | -3.14% | EXIT | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.96% | -2.48% | EXIT | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.84% | — | +10.06% | |
| 6 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.77% | — | -1.52% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.75% | -3.42% | EXIT | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.60% | -3.92% | EXIT | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.56% | -1.97% | EXIT | |
| 10 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.55% | — | +9.26% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.54% | -1.14% | EXIT | |
| 12 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.53% | — | -14.80% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.49% | -2.88% | EXIT | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.46% | -0.87% | EXIT | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.39% | -1.44% | EXIT | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.34% | -0.99% | EXIT | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.30% | -1.10% | EXIT | |
| 18 | DHR | Danaher CORP | 株式-ヘルスケア | 1.22% | -1.19% | EXIT | |
| 19 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.22% | — | +2.26% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.19% | -0.98% | EXIT | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.19% | — | +16.00% | |
| 22 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.15% | -1.02% | EXIT | |
| 23 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.11% | — | +6.27% | |
| 24 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.10% | — | +49.89% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 1.10% | — | +4.71% | |
| 26 | ECL | Ecolab INC | 株式-素材 | 1.08% | -0.80% | EXIT | |
| 27 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.07% | — | +6.02% | |
| 28 | FIS | Fidelity National Info Serv | 株式-IT | 1.03% | -0.94% | EXIT | |
| 29 | ✓ | 株式-その他 | 1.03% | — | +4.10% | ||
| 30 | HON | Honeywell International INC | 株式-資本財 | 1.00% | — | +3.24% | |
| 31 | WFC | Wells Fargo & Co | 株式-金融 | 0.96% | — | +4.39% | |
| 32 | BA | Boeing Co/the | 株式-資本財 | 0.95% | — | +5.69% | |
| 33 | NEE | Nextera Energy INC | 株式-公益事業 | 0.94% | -1.12% | EXIT | |
| 34 | AMT | American Tower CORP | 株式-不動産 | 0.93% | — | +2.27% | |
| 35 | BLKCHF | Blackrock INC | 株式-その他 | 0.90% | — | +7.56% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.87% | -1.71% | EXIT | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.87% | -0.89% | EXIT | |
| 38 | FDX | Fedex CORP | 株式-資本財 | 0.87% | — | +2.63% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.86% | -1.07% | EXIT | |
| 40 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.85% | — | +3.88% | |
| 41 | LRCXEUR | Lam Research CORP | 株式-IT | 0.83% | -1.09% | EXIT | |
| 42 | CELG | Celgene CORP | 株式-その他 | 0.83% | — | +5.18% | |
| 43 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.81% | — | +3.44% | |
| 44 | DFSEUR | Discover Financial Services | 株式-その他 | 0.80% | — | +3.62% | |
| 45 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.79% | — | +3.49% | |
| 46 | VFC | Vf CORP | 株式-一般消費財 | 0.79% | — | +2.37% | |
| 47 | MET | Metlife INC | 株式-金融 | 0.79% | — | +3.90% | |
| 48 | USB | US Bancorp | 株式-金融 | 0.78% | — | +5.17% | |
| 49 | MDT | Medtronic plc | 株式-ヘルスケア | 0.75% | -0.95% | EXIT | |
| 50 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.74% | -0.76% | EXIT |