CIK: 0001372130
申告総資産額
$4.9億
上位200銘柄を表示中（全230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 | 6.01% | +0.34% | -0.49% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.30% | -1.07% | -1.86% | |
| 3 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.23% | — | -5.58% | |
| 4 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 2.94% | -0.37% | -1.73% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.66% | +0.20% | -1.40% | |
| 6 | ACN | Accenture plc | 株式-IT | 2.46% | -0.41% | -0.90% | |
| 7 | INTU | Intuit INC | 株式-IT | 2.34% | -0.64% | -1.58% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.26% | -0.16% | -1.84% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.18% | -0.09% | +0.13% | |
| 10 | DHR | Danaher CORP | 株式-ヘルスケア | 2.04% | -0.22% | -0.38% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.01% | — | -9.63% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.01% | -0.18% | -5.75% | |
| 13 | FISV | Fiserv INC | 株式-その他 | 1.96% | -0.18% | -0.55% | |
| 14 | WAT | Waters CORP | 株式-ヘルスケア | 1.73% | -0.27% | -0.50% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.68% | — | -1.54% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.52% | — | -2.73% | |
| 17 | LIN | Linde plc | 株式-素材 | 1.50% | +0.18% | -2.14% | |
| 18 | AXP | American Express Co | 株式-金融 | 1.50% | -0.38% | +0.56% | |
| 19 | TXN | Texas Instruments INC | 株式-IT | 1.42% | +0.14% | -0.01% | |
| 20 | EMR | Emerson Electric Co | 株式-資本財 | 1.36% | — | -0.59% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 1.36% | +0.18% | -1.72% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.34% | -0.22% | +1.23% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.30% | +0.24% | +6.95% | |
| 24 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.29% | — | -3.47% | |
| 25 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.29% | — | -10.86% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.19% | — | +4.38% | |
| 27 | HON | Honeywell International INC | 株式-資本財 | 1.16% | — | -1.80% | |
| 28 | ORCL | Oracle CORP | 株式-IT | 1.15% | -0.32% | -0.47% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.12% | +0.29% | -4.85% | |
| 30 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.10% | -0.04% | — | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.03% | -0.09% | -3.37% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 1.02% | — | -1.69% | |
| 33 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.00% | -0.15% | -8.06% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.97% | — | +5.29% | |
| 35 | UL | Unilever PLC | 株式-生活必需品 | 0.96% | — | +11.37% | |
| 36 | MDT | Medtronic plc | 株式-ヘルスケア | 0.95% | -0.07% | -0.04% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.95% | — | -2.38% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.92% | — | -1.85% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.86% | +0.34% | -0.45% | |
| 40 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.77% | -0.07% | +3.67% | |
| 41 | ECL | Ecolab INC | 株式-素材 | 0.77% | — | -6.19% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.73% | — | — | |
| 43 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.67% | — | -7.34% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.65% | -0.15% | -2.04% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.58% | — | -2.11% | |
| 46 | FTV | Fortive CORP | 株式-IT | 0.55% | — | -0.21% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.53% | +0.12% | +3.29% | |
| 48 | NVDA | Nvidia CORP | 株式-IT | 0.53% | — | -4.11% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.52% | — | -0.72% | |
| 50 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.49% | — | -1.11% |