CIK: 0001372130
申告総資産額
$4.9億
上位200銘柄を表示中（全225銘柄）
| # | 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 | 5.85% | +0.34% | -1.05% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.36% | — | +2.82% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.21% | — | +12.76% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.39% | -1.07% | -1.10% | |
| 5 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.30% | — | -0.19% | |
| 6 | DHR | Danaher CORP | 株式-ヘルスケア | 2.73% | -0.22% | -1.52% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.40% | +0.20% | +1.10% | |
| 8 | ACN | Accenture plc | 株式-IT | 2.19% | -0.41% | -0.97% | |
| 9 | INTU | Intuit INC | 株式-IT | 2.13% | -0.64% | -0.53% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.01% | -0.09% | +0.17% | |
| 11 | WAT | Waters CORP | 株式-ヘルスケア | 1.81% | -0.27% | -1.53% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.79% | -0.18% | -2.65% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.78% | — | -19.14% | |
| 14 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.71% | -0.37% | -0.91% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.60% | — | +6.09% | |
| 16 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.59% | — | -1.22% | |
| 17 | TXN | Texas Instruments INC | 株式-IT | 1.59% | +0.14% | -0.47% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.56% | -0.16% | +2.83% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.55% | — | -0.14% | |
| 20 | FISV | Fiserv INC | 株式-その他 | 1.52% | -0.18% | +0.27% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.47% | — | +0.14% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 1.29% | +0.18% | +1.10% | |
| 23 | AXP | American Express Co | 株式-金融 | 1.26% | -0.38% | +0.17% | |
| 24 | EMR | Emerson Electric Co | 株式-資本財 | 1.24% | — | -0.01% | |
| 25 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.24% | -0.15% | -1.95% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.14% | — | +0.62% | |
| 27 | MDT | Medtronic plc | 株式-ヘルスケア | 1.14% | -0.07% | +0.10% | |
| 28 | ECL | Ecolab INC | 株式-素材 | 1.09% | — | +0.03% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 1.08% | — | -2.36% | |
| 30 | LIN | Linde plc | 株式-素材 | 1.08% | — | -0.56% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.07% | -0.09% | -0.16% | |
| 32 | HON | Honeywell International INC | 株式-資本財 | 1.06% | — | -0.00% | |
| 33 | MMM | 3m Co | 株式-資本財 | 1.03% | — | -3.78% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.03% | +0.24% | +0.59% | |
| 35 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.99% | — | +0.74% | |
| 36 | UL | Unilever PLC | 株式-生活必需品 | 0.94% | — | -2.32% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.90% | -0.22% | +1.20% | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.88% | — | -5.00% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.86% | — | +0.44% | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.81% | -0.32% | -0.50% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.80% | — | +1.79% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.78% | +0.29% | -2.50% | |
| 43 | XRAY | Dentsply Sirona INC | 株式-ヘルスケア | 0.68% | — | +0.35% | |
| 44 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.65% | — | -5.57% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | — | -0.19% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.59% | — | -3.03% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.56% | +0.34% | +1.50% | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | -0.15% | +6.30% | |
| 49 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.50% | -0.07% | -1.61% | |
| 50 | FTV | Fortive CORP | 株式-IT | 0.49% | — | +0.94% |