CIK: 0001372130
申告総資産額
$4.9億
上位200銘柄を表示中（全240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 | 5.50% | +0.34% | -1.71% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.09% | -1.07% | -2.29% | |
| 3 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.33% | — | -0.75% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.66% | +0.20% | -0.62% | |
| 5 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 2.64% | -0.37% | -3.91% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.56% | -0.16% | +1.30% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.26% | -0.09% | -3.35% | |
| 8 | FISV | Fiserv INC | 株式-その他 | 2.24% | -0.18% | -2.15% | |
| 9 | ACN | Accenture plc | 株式-IT | 2.19% | -0.41% | +0.33% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.86% | — | +1.54% | |
| 11 | INTU | Intuit INC | 株式-IT | 1.84% | -0.64% | -2.78% | |
| 12 | DHR | Danaher CORP | 株式-ヘルスケア | 1.84% | -0.22% | -1.68% | |
| 13 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.84% | -0.04% | +14.37% | |
| 14 | AXP | American Express Co | 株式-金融 | 1.80% | -0.38% | -2.95% | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 1.71% | +0.18% | -5.26% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.63% | -0.18% | -1.62% | |
| 17 | ORCL | Oracle CORP | 株式-IT | 1.57% | -0.32% | -2.31% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.46% | -0.22% | +0.77% | |
| 19 | LIN | Linde plc | 株式-素材 | 1.45% | +0.18% | -1.67% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 1.44% | — | -1.52% | |
| 21 | WAT | Waters CORP | 株式-ヘルスケア | 1.44% | -0.27% | -3.90% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.42% | — | -1.71% | |
| 23 | TXN | Texas Instruments INC | 株式-IT | 1.38% | +0.14% | -3.15% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.30% | +0.24% | +1.64% | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.28% | — | +4.36% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.22% | — | -0.57% | |
| 27 | EMR | Emerson Electric Co | 株式-資本財 | 1.22% | — | +1.46% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.12% | +0.29% | -1.35% | |
| 29 | UL | Unilever PLC | 株式-生活必需品 | 1.12% | — | -1.40% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.10% | — | +10.76% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.03% | -0.09% | -1.27% | |
| 32 | HON | Honeywell International INC | 株式-資本財 | 0.98% | — | -1.58% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.96% | — | -11.46% | |
| 34 | MDT | Medtronic plc | 株式-ヘルスケア | 0.94% | -0.07% | -0.32% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.93% | — | -0.29% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.88% | — | -2.85% | |
| 37 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.87% | -0.07% | +0.83% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.86% | +0.34% | +5.24% | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.84% | — | -2.82% | |
| 40 | ECL | Ecolab INC | 株式-素材 | 0.83% | — | -2.98% | |
| 41 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.81% | -0.15% | -0.17% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.70% | — | -2.10% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.68% | +0.13% | +5.95% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.58% | +0.12% | +4.09% | |
| 45 | ETN | Eaton Corporation plc | 株式-資本財 | 0.56% | — | +7.44% | |
| 46 | FTV | Fortive CORP | 株式-IT | 0.53% | — | +3.67% | |
| 47 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.53% | +0.17% | +2.23% | |
| 48 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.53% | — | — | |
| 49 | HO1 | Hologic INC | 株式-その他 | 0.52% | — | -0.78% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | -0.15% | +3.26% |