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 | 12.50% | +11.02% | NEW | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 9.21% | +7.09% | NEW | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.02% | +5.68% | NEW | |
| 4 | WMT | Walmart INC | 株式-生活必需品 | 4.12% | +4.82% | NEW | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.72% | +5.10% | NEW | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.61% | +3.73% | NEW | |
| 7 | WM | Waste Management INC | 株式-資本財 | 3.38% | +3.45% | NEW | |
| 8 | ORCL | Oracle CORP | 株式-IT | 2.68% | +1.67% | NEW | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 2.46% | +2.12% | NEW | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.39% | +2.83% | NEW | |
| 11 | IBM | Intl Business Machines CORP | 株式-IT | 2.18% | +2.15% | NEW | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.16% | +2.33% | NEW | |
| 13 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.99% | +1.44% | NEW | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.95% | +2.90% | NEW | |
| 15 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.73% | — | -2.37% | |
| 16 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.72% | +1.89% | NEW | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.70% | +1.65% | NEW | |
| 18 | UNP | Union Pacific CORP | 株式-資本財 | 1.67% | +1.52% | NEW | |
| 19 | CAT | Caterpillar INC | 株式-資本財 | 1.66% | +2.74% | NEW | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 1.50% | +2.03% | NEW | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 1.43% | +1.29% | NEW | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.42% | +1.38% | NEW | |
| 23 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.42% | +1.89% | NEW | |
| 24 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.34% | +1.99% | NEW | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.30% | — | -1.72% | |
| 26 | PM | Philip Morris International | 株式-生活必需品 | 1.24% | +1.60% | NEW | |
| 27 | ACN | Accenture plc | 株式-IT | 1.24% | — | -1.34% | |
| 28 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.18% | — | +197.11% | |
| 29 | BP | Bp Plc-spons Adr | 株式-エネルギー | 1.11% | +1.71% | NEW | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.99% | — | -3.38% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.92% | — | -0.67% | |
| 32 | SO | Southern Co/the | 株式-公益事業 | 0.92% | — | -2.19% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.89% | — | — | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.88% | — | -68.55% | |
| 35 | MO | Altria Group INC | 株式-生活必需品 | 0.80% | — | -0.10% | |
| 36 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.76% | — | -1.72% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.73% | — | +0.16% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.66% | — | -0.22% | |
| 39 | TGT | Target CORP | 株式-一般消費財 | 0.65% | — | +0.74% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.65% | — | -6.35% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.65% | — | -1.25% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.62% | — | -0.48% | |
| 43 | T | At&t INC | 株式-通信サービス | 0.51% | — | +2.70% | |
| 44 | USB | US Bancorp | 株式-金融 | 0.46% | — | -1.06% | |
| 45 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.46% | — | -7.75% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.44% | — | -0.46% | |
| 47 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.43% | — | -0.69% | |
| 48 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.41% | — | +67.33% | |
| 49 | DUK | Duke Energy CORP | 株式-公益事業 | 0.41% | — | +6.17% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.33% | — | +197.14% |