CIK: 0001372130
申告総資産額
$4.9億
| # | 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 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 7.27% | +0.34% | +100.34% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 6.89% | — | +1.28% | |
| 3 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 4.39% | — | +125.58% | |
| 4 | ✓ | IDEXX Laboratories, Inc. | 株式-その他 | 3.11% | — | +2.75% | |
| 5 | ✓ | 3m Co | 株式-その他 | 2.83% | — | +16.61% | |
| 6 | ✓ | Exxon Mobil Corporation | 株式-その他 | 2.34% | — | +54.32% | |
| 7 | PEP | Pepsico INC | 株式-生活必需品 | 2.22% | — | -1.38% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.16% | -1.07% | -0.37% | |
| 9 | FISV | Fiserv INC | 株式-その他 | 2.05% | -0.18% | -0.99% | |
| 10 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.99% | — | +0.09% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.98% | +0.20% | +7.41% | |
| 12 | XRAY | Dentsply Sirona INC | 株式-ヘルスケア | 1.91% | — | -2.63% | |
| 13 | UNUSD | Unilever N V -ny Shares | 株式-その他 | 1.84% | — | -1.51% | |
| 14 | DHR | Danaher CORP | 株式-ヘルスケア | 1.84% | -0.22% | -1.79% | |
| 15 | WAT | Waters CORP | 株式-ヘルスケア | 1.84% | -0.27% | -1.23% | |
| 16 | ACN | Accenture plc | 株式-IT | 1.79% | -0.41% | -1.09% | |
| 17 | ✓ | Praxair | 株式-その他 | 1.74% | — | -0.49% | |
| 18 | BCRUSD | Cr Bard INC | 株式-その他 | 1.71% | — | -2.71% | |
| 19 | EMR | Emerson Electric Co | 株式-資本財 | 1.69% | — | -1.83% | |
| 20 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 1.59% | — | -0.97% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.59% | — | +0.90% | |
| 22 | TXN | Texas Instruments INC | 株式-IT | 1.58% | +0.14% | -0.94% | |
| 23 | ✓ | Cisco Systems, Inc. | 株式-その他 | 1.51% | — | +0.43% | |
| 24 | MDT | Medtronic plc | 株式-ヘルスケア | 1.40% | -0.07% | -0.65% | |
| 25 | SLB | Slb LTD | 株式-エネルギー | 1.28% | — | +0.81% | |
| 26 | AXP | American Express Co | 株式-金融 | 1.28% | -0.38% | +0.42% | |
| 27 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.26% | -0.37% | -0.01% | |
| 28 | INTU | Intuit INC | 株式-IT | 1.24% | -0.64% | -0.81% | |
| 29 | ECL | Ecolab INC | 株式-素材 | 1.19% | — | +0.16% | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 1.13% | — | +0.94% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 1.07% | +0.18% | -1.79% | |
| 32 | ROK | Rockwell Automation, Inc. | 株式-資本財 | 1.04% | — | +3.59% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.01% | — | +6.53% | |
| 34 | CELG | Celgene CORP | 株式-その他 | 0.95% | — | -1.04% | |
| 35 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.94% | +0.17% | -1.42% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.94% | +0.24% | +0.40% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.91% | — | -0.80% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.89% | -0.16% | +12.50% | |
| 39 | RHHBY | Roche Holdings Ltd-spons Adr | 株式-その他 | 0.88% | — | -1.91% | |
| 40 | ✓ | Oracle Corporation | 株式-その他 | 0.81% | — | -0.97% | |
| 41 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.79% | -0.09% | +6.97% | |
| 42 | FTV | Fortive CORP | 株式-IT | 0.77% | — | +3.61% | |
| 43 | AAPL | Apple INC | 株式-IT | 0.77% | -0.18% | -1.51% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.77% | — | +1.22% | |
| 45 | NWL | Newell Brands INC | 株式-生活必需品 | 0.74% | — | +6.33% | |
| 46 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.70% | — | +1.28% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.66% | — | -8.00% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.61% | — | +3.35% | |
| 49 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.58% | — | -1.34% | |
| 50 | ✓ | Merck & Co., Inc. | 株式-その他 | 0.57% | — | +2.16% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +2.4% | +125.58% | 増加 |
| 2 | ✓ | IDEXX Laboratories, Inc. | +0.6% | +2.75% | 増加 |
| 3 | ✓ | Exxon Mobil Corporation | +0.5% | +54.32% | 増加 |
| 4 | ✓ | 3m Co | +0.3% | +16.61% | 増加 |
| 5 | UNUSD | Unilever N V -ny Shares | +0.1% | -1.51% | 減少 |
| 6 | WAT | Waters CORP | +0.1% | -1.23% | 減少 |
| 7 | AAPL | Apple INC | +0.1% | -1.51% | 減少 |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +12.50% | 増加 |
| 9 | IEMG | Ishares Core Msci Emerging | 0% | +18.40% | 増加 |
| 10 | HEFA | Isha Curr Hedged Msci Eafe | 0% | +44.74% | 増加 |
| 11 | FTV | Fortive CORP | 0% | +3.61% | 増加 |
| 12 | ✓ | Oracle Corporation | 0% | -0.97% | 減少 |
| 13 | VWO | Vanguard Ftse Emerging Marke | 0% | +0.90% | 増加 |
| 14 | ✓ | Cisco Systems, Inc. | 0% | +0.43% | 増加 |
| 15 | MDT | Medtronic plc | 0% | -0.65% | 減少 |
| 16 | VO | Vanguard Mid-cap ETF | 0% | +6.53% | 増加 |
| 17 | VV | Vanguard Large-cap ETF | 0% | +6.97% | 増加 |
| 18 | NWL | Newell Brands INC | 0% | +6.33% | 増加 |
| 19 | JNJ | Johnson & Johnson | — | +1.22% | 増加 |
| 20 | VYM | Vanguard High Dvd Yield ETF | 0% | +7.41% | 増加 |
| 21 | RHHBY | Roche Holdings Ltd-spons Adr | 0% | -1.91% | 減少 |
| 22 | TXN | Texas Instruments INC | 0% | -0.94% | 減少 |
| 23 | ROK | Rockwell Automation, Inc. | 0% | +3.59% | 増加 |
| 24 | VEA | Vanguard Ftse Developed ETF | 0% | +0.40% | 増加 |
| 25 | EFA | Ishares Msci Eafe ETF | 0% | -0.80% | 減少 |
| 26 | AXP | American Express Co | 0% | +0.42% | 増加 |
| 27 | ECL | Ecolab INC | 0% | +0.16% | 増加 |
| 28 | CELG | Celgene CORP | 0% | -1.04% | 減少 |
| 29 | DHR | Danaher CORP | -0.1% | -1.79% | 減少 |
| 30 | BCRUSD | Cr Bard INC | -0.1% | -2.71% | 減少 |
| 31 | FISV | Fiserv INC | -0.1% | -0.99% | 減少 |
| 32 | NSRGY | Nestle Sa-spons Adr | -0.1% | -0.97% | 減少 |
| 33 | EMR | Emerson Electric Co | -0.1% | -1.83% | 減少 |
| 34 | MSFT | Microsoft CORP | -0.1% | -0.37% | 減少 |
| 35 | XRAY | Dentsply Sirona INC | -0.1% | -2.63% | 減少 |
| 36 | PEP | Pepsico INC | -0.1% | -1.38% | 減少 |
| 37 | BSV | Vanguard Short-term Bond ETF | -0.1% | -8.00% | 減少 |
| 38 | OXY | Occidental Petroleum CORP | -0.2% | +1.28% | 増加 |
| 39 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -0.01% | 減少 |
| 40 | SLB | Slb LTD | -0.2% | +0.81% | 増加 |
| 41 | QCOM | Qualcomm INC | -0.3% | +0.94% | 増加 |
| 42 | UPS | United Parcel Service-cl B | -0.4% | +0.09% | 増加 |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | -0.6% | +1.28% | 増加 |
| 44 | IJR | Ishares Core S&p Small-cap E | -0.7% | +100.34% | 増加 |
| 45 | PCAR | Paccar INC | — | NEW | 新規購入 |
| 46 | SJM | Jm Smucker Co/the | — | NEW | 新規購入 |
| 47 | DUK | Du Pont E I De Nemour&Co | — | NEW | 新規購入 |
| 48 | KMB | Kimberly-clark CORP | — | NEW | 新規購入 |
| 49 | ✓ | Ingersoll Rand Inc. | — | NEW | 新規購入 |
| 50 | BAC | Bank Of America CORP | — | NEW | 新規購入 |