CIK: 0001430681
申告総資産額
$3.1億
| # | 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 | AAPL | Apple INC | 株式-IT | 9.00% | +11.02% | NEW | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.17% | +7.09% | NEW | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.46% | +5.68% | NEW | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.51% | +1.38% | NEW | |
| 5 | WM | Waste Management INC | 株式-資本財 | 3.49% | +3.45% | NEW | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.31% | — | -12.92% | |
| 7 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 3.13% | +1.44% | NEW | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.89% | +2.90% | NEW | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 2.76% | +4.82% | NEW | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.40% | +5.10% | NEW | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.39% | +2.33% | NEW | |
| 12 | PFE | Pfizer INC | 株式-ヘルスケア | 2.39% | — | -2.28% | |
| 13 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.24% | +1.89% | NEW | |
| 14 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 2.18% | — | -1.69% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 2.07% | +2.12% | NEW | |
| 16 | UNP | Union Pacific CORP | 株式-資本財 | 2.06% | +1.52% | NEW | |
| 17 | ORCL | Oracle CORP | 株式-IT | 2.03% | +1.67% | NEW | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 1.98% | +1.29% | NEW | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 1.84% | +2.03% | NEW | |
| 20 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.69% | +1.89% | NEW | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.68% | +2.83% | NEW | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 1.65% | +2.15% | NEW | |
| 23 | ACN | Accenture plc | 株式-IT | 1.56% | — | -4.83% | |
| 24 | CAT | Caterpillar INC | 株式-資本財 | 1.55% | +2.74% | NEW | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.50% | — | -4.84% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.38% | — | -0.24% | |
| 27 | PM | Philip Morris International | 株式-生活必需品 | 1.38% | +1.60% | NEW | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.37% | — | -40.88% | |
| 29 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.31% | — | -35.01% | |
| 30 | TGT | Target CORP | 株式-一般消費財 | 1.30% | — | -4.06% | |
| 31 | INTC | Intel CORP | 株式-IT | 1.26% | — | -2.97% | |
| 32 | SO | Southern Co/the | 株式-公益事業 | 1.13% | — | -1.50% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 1.07% | — | -12.08% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.01% | — | -0.64% | |
| 35 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.97% | — | -0.33% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.95% | +3.73% | NEW | |
| 37 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.90% | — | -6.57% | |
| 38 | MO | Altria Group INC | 株式-生活必需品 | 0.89% | — | -2.33% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.80% | — | +1.28% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.79% | +1.65% | NEW | |
| 41 | D | Dominion Energy INC | 株式-公益事業 | 0.77% | — | -8.16% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.72% | — | -1.21% | |
| 43 | USB | US Bancorp | 株式-金融 | 0.64% | — | -15.20% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.64% | — | — | |
| 45 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.61% | — | +3.32% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.58% | — | — | |
| 47 | DUK | Duke Energy CORP | 株式-公益事業 | 0.47% | — | -2.42% | |
| 48 | ICLR | ICON Public Limited Company | 株式-ヘルスケア | 0.45% | — | +4.17% | |
| 49 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.37% | — | -0.23% | |
| 50 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.37% | — | — |