CIK: 0001133119
申告総資産額
$2.3億
| # | 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 | ABBV | Abbvie INC | 株式-ヘルスケア | 5.64% | -0.30% | — | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.08% | -2.27% | — | |
| 3 | ABT | Abbott Laboratories | 株式-ヘルスケア | 4.63% | -0.55% | — | |
| 4 | AAPL | Apple INC | 株式-IT | 4.56% | -0.38% | — | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 4.04% | +0.35% | — | |
| 6 | NAC | Nuveen Ca Qlty Muni INC | 株式-その他 | 3.63% | -0.73% | EXIT | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.86% | -0.14% | — | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.86% | +0.25% | — | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.47% | — | — | |
| 10 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.24% | -0.13% | — | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.19% | — | — | |
| 12 | ADP | Automatic Data Processing | 株式-IT | 2.15% | -0.25% | — | |
| 13 | VTV | Vanguard Value ETF | ETF-その他 | 1.69% | — | — | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.67% | +0.31% | — | |
| 15 | WFC | Wells Fargo & Co | 株式-金融 | 1.63% | -0.08% | — | |
| 16 | UTXZ | United Tech CORP | 株式-その他 | 1.59% | — | — | |
| 17 | NEE | Nextera Energy INC | 株式-公益事業 | 1.59% | — | — | |
| 18 | INTC | Intel CORP | 株式-IT | 1.52% | — | — | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.50% | — | — | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 1.37% | — | — | |
| 21 | CB | Chubb Limited | 株式-金融 | 1.32% | — | — | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.31% | — | — | |
| 23 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.29% | — | — | |
| 24 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 1.23% | — | — | |
| 25 | VFC | Vf CORP | 株式-一般消費財 | 1.21% | — | — | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.20% | — | — | |
| 27 | IBM | Intl Business Machines CORP | 株式-IT | 1.20% | -0.10% | — | |
| 28 | VUG | Vanguard Growth ETF | ETF-その他 | 1.18% | — | — | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.10% | — | — | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 1.06% | +0.13% | — | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.02% | — | — | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.01% | +1.13% | — | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.99% | — | — | |
| 34 | MMM | 3m Co | 株式-資本財 | 0.95% | — | — | |
| 35 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.93% | — | — | |
| 36 | T | At&t INC | 株式-通信サービス | 0.89% | +0.09% | — | |
| 37 | LIN | Linde plc | 株式-素材 | 0.86% | — | — | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.85% | +0.22% | — | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.82% | — | — | |
| 40 | HON | Honeywell International INC | 株式-資本財 | 0.78% | +0.12% | — | |
| 41 | TGT | Target CORP | 株式-一般消費財 | 0.76% | — | — | |
| 42 | XPCQX | Pimco California Muni INC Fd | 株式-その他 | 0.75% | -0.10% | EXIT | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.73% | +0.20% | — | |
| 44 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.72% | +0.26% | — | |
| 45 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.71% | — | — | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.62% | — | — | |
| 47 | EMR | Emerson Electric Co | 株式-資本財 | 0.61% | — | — | |
| 48 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.58% | — | — | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.57% | — | — | |
| 50 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.57% | — | — |