CIK: 0001372130
申告総資産額
$4.9億
上位200銘柄を表示中（全211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 | 5.64% | +0.34% | +0.27% | |
| 2 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.68% | — | -1.78% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.45% | -1.07% | +0.52% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.31% | — | -3.57% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.95% | — | -13.21% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.75% | +0.20% | +0.05% | |
| 7 | DHR | Danaher CORP | 株式-ヘルスケア | 2.75% | -0.22% | -0.39% | |
| 8 | ACN | Accenture plc | 株式-IT | 2.14% | -0.41% | +0.53% | |
| 9 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 2.06% | -0.37% | -1.66% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 2.05% | — | -0.38% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.02% | -0.09% | -0.00% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.99% | -0.18% | -3.85% | |
| 13 | INTU | Intuit INC | 株式-IT | 1.84% | -0.64% | -1.06% | |
| 14 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.72% | — | -0.68% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.71% | -0.16% | +8.31% | |
| 16 | WAT | Waters CORP | 株式-ヘルスケア | 1.65% | -0.27% | +0.20% | |
| 17 | FISV | Fiserv INC | 株式-その他 | 1.64% | -0.18% | +0.46% | |
| 18 | TXN | Texas Instruments INC | 株式-IT | 1.60% | +0.14% | -0.01% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.54% | +0.18% | -0.23% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.53% | — | +2.75% | |
| 21 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.46% | — | +1.13% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.27% | +0.29% | -0.09% | |
| 23 | LIN | Linde plc | 株式-素材 | 1.27% | — | +0.30% | |
| 24 | AXP | American Express Co | 株式-金融 | 1.27% | -0.38% | +0.38% | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.19% | — | -21.91% | |
| 26 | EMR | Emerson Electric Co | 株式-資本財 | 1.18% | — | +0.31% | |
| 27 | HON | Honeywell International INC | 株式-資本財 | 1.12% | — | +0.99% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.06% | +0.24% | +1.61% | |
| 29 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.05% | — | -15.34% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.01% | — | +4.23% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.00% | — | -2.02% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.98% | +0.34% | +0.85% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.96% | -0.22% | +1963.43% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.96% | — | -0.08% | |
| 35 | MDT | Medtronic plc | 株式-ヘルスケア | 0.94% | -0.07% | +1.97% | |
| 36 | ECL | Ecolab INC | 株式-素材 | 0.93% | — | -0.37% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.92% | — | +2.10% | |
| 38 | UL | Unilever PLC | 株式-生活必需品 | 0.88% | — | -0.23% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.84% | -0.09% | -1.85% | |
| 40 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.82% | -0.15% | -0.01% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.80% | — | -7.86% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.76% | -0.32% | +4.44% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.76% | — | -0.46% | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.72% | — | — | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | -0.15% | +0.16% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.57% | — | -1.44% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.56% | +0.12% | +11.31% | |
| 48 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.55% | -0.07% | +2.43% | |
| 49 | TFC | Truist Financial CORP | 株式-金融 | 0.53% | — | +1.94% | |
| 50 | FTV | Fortive CORP | 株式-IT | 0.53% | — | +2.75% |