CIK: 0001323119
申告総資産額
$23.2億
上位200銘柄を表示中（全707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 | HTO | H2o America | 株式-その他 | 6.97% | — | +18349.15% | |
| 2 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.66% | — | +33.82% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.05% | — | -0.77% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.00% | — | +2.38% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.95% | — | +6.99% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.94% | — | -5.90% | |
| 7 | CVX | Chevron CORP | 株式-エネルギー | 1.93% | — | +3.90% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.55% | — | — | |
| 9 | BA | Boeing Co/the | 株式-資本財 | 1.42% | — | -4.37% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.42% | — | +10.19% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.39% | — | +21.77% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.33% | — | +2.33% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.31% | — | — | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.29% | — | +1.31% | |
| 15 | SYK | Stryker CORP | 株式-ヘルスケア | 1.22% | — | +3.39% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.18% | — | -1.39% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.17% | — | +3.89% | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.17% | — | +24.58% | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.13% | — | -1.75% | |
| 20 | ACN | Accenture plc | 株式-IT | 1.13% | — | — | |
| 21 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.11% | — | -2.49% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 1.11% | — | -0.50% | |
| 23 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.10% | — | -6.65% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.10% | — | +5.27% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 1.06% | — | +2.21% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.05% | — | +3.10% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.03% | — | +16.54% | |
| 28 | INTC | Intel CORP | 株式-IT | 0.99% | — | +3.84% | |
| 29 | BLKCHF | Blackrock INC | 株式-その他 | 0.97% | — | -0.34% | |
| 30 | C | Citigroup INC | 株式-金融 | 0.93% | — | +16.63% | |
| 31 | CELG | Celgene CORP | 株式-その他 | 0.89% | — | +0.70% | |
| 32 | MMM | 3m Co | 株式-資本財 | 0.87% | — | +1.93% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.85% | — | +0.30% | |
| 34 | PYPL | Paypal Holdings INC | 株式-金融 | 0.85% | — | -0.14% | |
| 35 | NEE | Nextera Energy INC | 株式-公益事業 | 0.83% | — | — | |
| 36 | UNP | Union Pacific CORP | 株式-資本財 | 0.82% | — | -0.34% | |
| 37 | CB | Chubb Limited | 株式-金融 | 0.81% | — | — | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.80% | — | -8.63% | |
| 39 | TWXCHF | Time Warner INC | 株式-その他 | 0.79% | — | +8.12% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.78% | — | -0.41% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.78% | — | — | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.78% | — | +4.95% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.76% | — | -0.19% | |
| 44 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.75% | — | -27.27% | |
| 45 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.72% | — | +8.86% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.71% | — | -4.42% | |
| 47 | WFC | Wells Fargo & Co | 株式-金融 | 0.71% | — | -15.44% | |
| 48 | SLB | Slb LTD | 株式-エネルギー | 0.70% | — | -4.01% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.70% | — | +4.56% | |
| 50 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.68% | — | +3.68% |