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 | 5.86% | +0.34% | — | |
| 2 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 4.88% | — | — | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.89% | -1.07% | — | |
| 4 | DHR | Danaher CORP | 株式-ヘルスケア | 3.13% | -0.22% | — | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.76% | +0.20% | — | |
| 6 | ACN | Accenture plc | 株式-IT | 2.29% | -0.41% | — | |
| 7 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.28% | — | — | |
| 8 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.27% | -0.09% | — | |
| 9 | AAPL | Apple INC | 株式-IT | 2.17% | -0.18% | — | |
| 10 | FISV | Fiserv INC | 株式-その他 | 2.13% | -0.18% | — | |
| 11 | INTU | Intuit INC | 株式-IT | 2.06% | -0.64% | — | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 2.01% | — | — | |
| 13 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.86% | -0.37% | — | |
| 14 | TXN | Texas Instruments INC | 株式-IT | 1.85% | +0.14% | — | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 1.84% | +0.18% | — | |
| 16 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 1.74% | — | — | |
| 17 | VFIAX | Vanguard 500 Index-adm | 株式-その他 | 1.70% | — | — | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.65% | -0.16% | — | |
| 19 | ✓ | 3m Co | 株式-その他 | 1.64% | — | — | |
| 20 | UNUSD | Unilever N V -ny Shares | 株式-その他 | 1.62% | — | — | |
| 21 | WAT | Waters CORP | 株式-ヘルスケア | 1.55% | -0.27% | — | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.54% | — | — | |
| 23 | ECL | Ecolab INC | 株式-素材 | 1.53% | — | — | |
| 24 | ✓ | IDEXX Laboratories, Inc. | 株式-その他 | 1.43% | — | — | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.38% | — | — | |
| 26 | MDT | Medtronic plc | 株式-ヘルスケア | 1.35% | -0.07% | — | |
| 27 | EMR | Emerson Electric Co | 株式-資本財 | 1.31% | — | — | |
| 28 | ✓ | Cisco Systems, Inc. | 株式-その他 | 1.29% | — | — | |
| 29 | LIN | Linde plc | 株式-素材 | 1.28% | — | — | |
| 30 | VIMAX | Vanguard Mid Cap Index-adm | 株式-その他 | 1.20% | — | — | |
| 31 | AXP | American Express Co | 株式-金融 | 1.16% | -0.38% | — | |
| 32 | HON | Honeywell International INC | 株式-資本財 | 1.16% | — | — | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.03% | +0.24% | — | |
| 34 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.01% | — | — | |
| 35 | ✓ | Oracle Corporation | 株式-その他 | 0.89% | — | — | |
| 36 | RHHBY | Roche Holdings Ltd-spons Adr | 株式-その他 | 0.86% | — | — | |
| 37 | ✓ | J P Morgan Chase And Co | 株式-その他 | 0.86% | — | — | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.84% | — | — | |
| 39 | XRAY | Dentsply Sirona INC | 株式-ヘルスケア | 0.83% | — | — | |
| 40 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.81% | — | — | |
| 41 | ✓ | Exxon Mobil Corporation | 株式-その他 | 0.78% | — | — | |
| 42 | FTV | Fortive CORP | 株式-IT | 0.74% | — | — | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | — | — | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | -0.22% | — | |
| 45 | VSMAX | Vanguard Sml Cap Indx-adm | 株式-その他 | 0.67% | — | — | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.67% | -0.15% | — | |
| 47 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.56% | -0.07% | — | |
| 48 | ✓ | Merck & Co., Inc. | 株式-その他 | 0.51% | — | — | |
| 49 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.50% | — | — | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.47% | — | — |