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 | 10.96% | +11.02% | NEW | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 8.27% | +7.09% | NEW | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.25% | +5.68% | NEW | |
| 4 | WM | Waste Management INC | 株式-資本財 | 3.52% | +3.45% | NEW | |
| 5 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.94% | +1.44% | NEW | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.93% | — | -11.08% | |
| 7 | WMT | Walmart INC | 株式-生活必需品 | 2.85% | +4.82% | NEW | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.60% | +5.10% | NEW | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.56% | +1.38% | NEW | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.44% | +2.90% | NEW | |
| 11 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 2.38% | — | -5.21% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.32% | +2.33% | NEW | |
| 13 | ORCL | Oracle CORP | 株式-IT | 2.21% | +1.67% | NEW | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 2.15% | +2.12% | NEW | |
| 15 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.14% | +1.89% | NEW | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.95% | +1.29% | NEW | |
| 17 | UNP | Union Pacific CORP | 株式-資本財 | 1.94% | +1.52% | NEW | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 1.82% | — | -2.27% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.73% | +3.73% | NEW | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 1.72% | +2.03% | NEW | |
| 21 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.63% | +1.89% | NEW | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.62% | +2.83% | NEW | |
| 23 | IBM | Intl Business Machines CORP | 株式-IT | 1.57% | +2.15% | NEW | |
| 24 | ACN | Accenture plc | 株式-IT | 1.56% | — | -4.99% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.53% | — | -2.13% | |
| 26 | INTC | Intel CORP | 株式-IT | 1.49% | — | -2.12% | |
| 27 | TGT | Target CORP | 株式-一般消費財 | 1.39% | — | -1.59% | |
| 28 | CAT | Caterpillar INC | 株式-資本財 | 1.37% | +2.74% | NEW | |
| 29 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.29% | — | -3.01% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.26% | — | -3.60% | |
| 31 | PM | Philip Morris International | 株式-生活必需品 | 1.25% | +1.60% | NEW | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.25% | — | -9.72% | |
| 33 | SO | Southern Co/the | 株式-公益事業 | 1.05% | — | -2.75% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.97% | +1.65% | NEW | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.94% | — | -2.24% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.93% | — | -5.56% | |
| 37 | MO | Altria Group INC | 株式-生活必需品 | 0.85% | — | -1.14% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.82% | — | +5.89% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.74% | — | -5.16% | |
| 40 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.73% | — | -17.01% | |
| 41 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.71% | — | -6.64% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.68% | — | — | |
| 43 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.66% | — | -2.75% | |
| 44 | D | Dominion Energy INC | 株式-公益事業 | 0.62% | — | -9.55% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.59% | — | +0.02% | |
| 46 | T | At&t INC | 株式-通信サービス | 0.45% | — | +28.65% | |
| 47 | USB | US Bancorp | 株式-金融 | 0.44% | — | -15.97% | |
| 48 | DUK | Duke Energy CORP | 株式-公益事業 | 0.43% | — | +0.18% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.40% | — | +6.28% | |
| 50 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.36% | — | +0.14% |