CIK: 0001372130
申告総資産額
$4.9億
上位200銘柄を表示中（全235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 | 5.68% | +0.34% | -1.31% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.40% | -1.07% | -2.52% | |
| 3 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.37% | — | +0.49% | |
| 4 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 3.23% | -0.37% | -5.77% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.68% | +0.20% | -1.12% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.36% | -0.16% | +1.49% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.24% | -0.09% | -0.19% | |
| 8 | ACN | Accenture plc | 株式-IT | 2.23% | -0.41% | -2.24% | |
| 9 | FISV | Fiserv INC | 株式-その他 | 2.16% | -0.18% | -2.17% | |
| 10 | INTU | Intuit INC | 株式-IT | 2.12% | -0.64% | -7.28% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.85% | — | -1.36% | |
| 12 | DHR | Danaher CORP | 株式-ヘルスケア | 1.78% | -0.22% | -13.80% | |
| 13 | AXP | American Express Co | 株式-金融 | 1.68% | -0.38% | -1.90% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 1.62% | — | -0.22% | |
| 15 | LIN | Linde plc | 株式-素材 | 1.55% | +0.18% | -2.98% | |
| 16 | WAT | Waters CORP | 株式-ヘルスケア | 1.54% | -0.27% | -9.01% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.52% | — | -0.31% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 1.45% | +0.18% | +198.06% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.44% | -0.18% | -14.05% | |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.38% | -0.04% | +31.71% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.37% | -0.22% | +0.96% | |
| 22 | EMR | Emerson Electric Co | 株式-資本財 | 1.33% | — | -10.40% | |
| 23 | TXN | Texas Instruments INC | 株式-IT | 1.29% | +0.14% | -5.07% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.28% | +0.24% | +0.26% | |
| 25 | ORCL | Oracle CORP | 株式-IT | 1.26% | -0.32% | -2.20% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.23% | — | +2.68% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.22% | +0.29% | -0.46% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.17% | — | -3.24% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.14% | — | +26.33% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.09% | -0.09% | -4.36% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.06% | — | +11.17% | |
| 32 | HON | Honeywell International INC | 株式-資本財 | 1.05% | — | -1.23% | |
| 33 | UL | Unilever PLC | 株式-生活必需品 | 0.93% | — | -0.02% | |
| 34 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.92% | — | -19.56% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.92% | — | -2.22% | |
| 36 | MDT | Medtronic plc | 株式-ヘルスケア | 0.92% | -0.07% | -2.39% | |
| 37 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.90% | -0.15% | -1.98% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.87% | — | -1.15% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.85% | +0.34% | -0.03% | |
| 40 | ECL | Ecolab INC | 株式-素材 | 0.82% | — | -2.18% | |
| 41 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.82% | -0.07% | +1.66% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.75% | — | +402.25% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.75% | — | -16.84% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.72% | -0.15% | -0.90% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.68% | +0.13% | +59.88% | |
| 46 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.60% | — | -5.22% | |
| 47 | FTV | Fortive CORP | 株式-IT | 0.60% | — | -1.41% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.59% | — | -9.53% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.56% | +0.12% | +6.22% | |
| 50 | ETN | Eaton Corporation plc | 株式-資本財 | 0.53% | — | -1.35% |