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 | MSFT | Microsoft CORP | 株式-IT | 8.28% | -2.27% | +1.06% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.84% | -0.38% | -0.14% | |
| 3 | ABBV | Abbvie INC | 株式-ヘルスケア | 4.20% | -0.30% | +0.29% | |
| 4 | ABT | Abbott Laboratories | 株式-ヘルスケア | 3.14% | -0.55% | -0.23% | |
| 5 | CVX | Chevron CORP | 株式-エネルギー | 2.76% | +0.22% | -0.62% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.49% | +0.25% | +4.64% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.38% | +0.35% | -0.25% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 2.34% | — | +1.94% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.17% | -0.14% | -2.30% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.08% | +0.31% | +4.89% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.07% | -0.03% | +1.15% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 2.02% | — | +0.21% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.02% | — | +1.42% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.83% | — | +1.51% | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.81% | +0.26% | -6.69% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.65% | — | +9.99% | |
| 17 | ADP | Automatic Data Processing | 株式-IT | 1.58% | -0.25% | +8.00% | |
| 18 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.57% | -0.09% | — | |
| 19 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.56% | — | — | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.53% | — | -1.12% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.45% | — | -1.82% | |
| 22 | NAC | Nuveen Ca Qlty Muni INC | 株式-その他 | 1.24% | -0.73% | EXIT | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.22% | — | — | |
| 24 | RTX | Rtx CORP | 株式-資本財 | 1.10% | — | +10.87% | |
| 25 | CB | Chubb Limited | 株式-金融 | 1.09% | — | +11.84% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.08% | +1.13% | — | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.03% | — | -0.28% | |
| 28 | NEE | Nextera Energy INC | 株式-公益事業 | 0.99% | — | +10.13% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.98% | — | -0.72% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.96% | -0.13% | -0.95% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.92% | — | — | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.89% | — | -0.26% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.89% | — | +3.82% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.82% | — | -0.58% | |
| 35 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.78% | — | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.76% | — | +124.31% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.73% | -0.09% | -0.30% | |
| 38 | WFC | Wells Fargo & Co | 株式-金融 | 0.72% | -0.08% | -0.18% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.72% | — | +1.86% | |
| 40 | HON | Honeywell International INC | 株式-資本財 | 0.67% | +0.12% | — | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.61% | -0.29% | — | |
| 42 | DE | Deere & Co | 株式-資本財 | 0.60% | — | -0.34% | |
| 43 | LIN | Linde plc | 株式-素材 | 0.60% | — | -3.36% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | -0.10% | -1.00% | |
| 45 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.57% | — | -1.16% | |
| 46 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.57% | — | +28.66% | |
| 47 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.56% | — | -5.39% | |
| 48 | CSX | Csx CORP | 株式-資本財 | 0.55% | — | — | |
| 49 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.52% | — | +7.18% | |
| 50 | SPGI | S&p Global INC | 株式-金融 | 0.52% | — | +18.77% |