CIK: 0001372130
申告総資産額
$4.9億
上位200銘柄を表示中（全224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 | 5.81% | +0.34% | +0.17% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.80% | -1.07% | -2.89% | |
| 3 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.78% | — | -4.56% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.74% | +0.20% | -0.01% | |
| 5 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 2.66% | -0.37% | -8.71% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.46% | — | -1.30% | |
| 7 | DHR | Danaher CORP | 株式-ヘルスケア | 2.40% | -0.22% | -2.12% | |
| 8 | ACN | Accenture plc | 株式-IT | 2.18% | -0.41% | -1.13% | |
| 9 | PEP | Pepsico INC | 株式-生活必需品 | 2.02% | — | -2.66% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.02% | -0.18% | -4.67% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.01% | -0.09% | -4.24% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.85% | — | -5.27% | |
| 13 | INTU | Intuit INC | 株式-IT | 1.84% | -0.64% | -0.72% | |
| 14 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.82% | — | -1.95% | |
| 15 | FISV | Fiserv INC | 株式-その他 | 1.80% | -0.18% | -1.92% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.77% | -0.16% | -1.23% | |
| 17 | TXN | Texas Instruments INC | 株式-IT | 1.72% | +0.14% | -2.00% | |
| 18 | WAT | Waters CORP | 株式-ヘルスケア | 1.70% | -0.27% | -2.36% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.53% | — | -2.29% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 1.51% | +0.18% | -3.89% | |
| 21 | LIN | Linde plc | 株式-素材 | 1.48% | +0.18% | — | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.42% | +0.29% | -2.52% | |
| 23 | AXP | American Express Co | 株式-金融 | 1.41% | -0.38% | -1.71% | |
| 24 | EMR | Emerson Electric Co | 株式-資本財 | 1.29% | — | -0.58% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.22% | +0.24% | +1.91% | |
| 26 | HON | Honeywell International INC | 株式-資本財 | 1.16% | — | -1.85% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 1.15% | — | -0.96% | |
| 28 | ORCL | Oracle CORP | 株式-IT | 1.10% | -0.32% | -0.91% | |
| 29 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.06% | -0.15% | -9.00% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.05% | — | -1.15% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.04% | -0.22% | +1.53% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.01% | — | +0.42% | |
| 33 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.01% | — | -4.24% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 1.00% | +0.34% | -1.81% | |
| 35 | MDT | Medtronic plc | 株式-ヘルスケア | 0.99% | -0.07% | +1.86% | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.95% | — | -4.36% | |
| 37 | UL | Unilever PLC | 株式-生活必需品 | 0.95% | — | +0.10% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.90% | — | -3.13% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.88% | -0.09% | -0.67% | |
| 40 | ECL | Ecolab INC | 株式-素材 | 0.86% | — | -5.02% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.71% | — | — | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.66% | — | +0.25% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.64% | — | +2.03% | |
| 44 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.61% | -0.07% | -0.61% | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.57% | — | +0.51% | |
| 46 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.57% | — | -5.93% | |
| 47 | FTV | Fortive CORP | 株式-IT | 0.56% | — | -0.56% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.54% | +0.12% | -0.80% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | -0.15% | -10.53% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.48% | — | -5.43% |