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 | 5.89% | +0.34% | -2.24% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.86% | -1.07% | -7.18% | |
| 3 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.83% | — | -2.36% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.75% | +0.20% | -1.39% | |
| 5 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 2.74% | -0.37% | -8.11% | |
| 6 | DHR | Danaher CORP | 株式-ヘルスケア | 2.34% | -0.22% | -1.89% | |
| 7 | ACN | Accenture plc | 株式-IT | 2.28% | -0.41% | -1.69% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.25% | — | -5.71% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.12% | -0.16% | +12.28% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.11% | -0.09% | -2.20% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.00% | -0.18% | -6.37% | |
| 12 | INTU | Intuit INC | 株式-IT | 1.98% | -0.64% | -1.82% | |
| 13 | FISV | Fiserv INC | 株式-その他 | 1.93% | -0.18% | -2.13% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 1.91% | — | -4.61% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.63% | — | -9.65% | |
| 16 | WAT | Waters CORP | 株式-ヘルスケア | 1.59% | -0.27% | +1.40% | |
| 17 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.57% | — | -3.67% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.54% | — | -1.89% | |
| 19 | LIN | Linde plc | 株式-素材 | 1.50% | +0.18% | -3.95% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 1.47% | +0.18% | -9.50% | |
| 21 | TXN | Texas Instruments INC | 株式-IT | 1.43% | +0.14% | -5.04% | |
| 22 | EMR | Emerson Electric Co | 株式-資本財 | 1.40% | — | +0.59% | |
| 23 | AXP | American Express Co | 株式-金融 | 1.37% | -0.38% | -1.48% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.35% | +0.29% | -5.31% | |
| 25 | ORCL | Oracle CORP | 株式-IT | 1.28% | -0.32% | -2.63% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.27% | -0.22% | -0.87% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.21% | +0.24% | -1.49% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 1.14% | — | -2.64% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.11% | — | +0.80% | |
| 30 | HON | Honeywell International INC | 株式-資本財 | 1.11% | — | -2.88% | |
| 31 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.03% | -0.15% | -1.59% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.00% | -0.09% | -2.60% | |
| 33 | MDT | Medtronic plc | 株式-ヘルスケア | 0.99% | -0.07% | -1.67% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.97% | +0.34% | -1.44% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.97% | — | -3.30% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.95% | — | +0.69% | |
| 37 | UL | Unilever PLC | 株式-生活必需品 | 0.95% | — | +1.56% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.94% | — | +4.09% | |
| 39 | ECL | Ecolab INC | 株式-素材 | 0.83% | — | -12.50% | |
| 40 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.74% | — | -25.84% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.74% | — | -0.66% | |
| 42 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.69% | -0.07% | +6.43% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.67% | — | -8.17% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.63% | -0.15% | -1.67% | |
| 45 | FTV | Fortive CORP | 株式-IT | 0.62% | — | -3.24% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.61% | — | -4.89% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.54% | — | -2.70% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.54% | +0.12% | -0.84% | |
| 49 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.52% | — | -5.81% | |
| 50 | NVDA | Nvidia CORP | 株式-IT | 0.47% | — | -24.82% |