CIK: 0001372130
申告総資産額
$4.9億
上位200銘柄を表示中（全231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 | 5.46% | +0.34% | -1.15% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.01% | -1.07% | -1.86% | |
| 3 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.28% | — | -0.23% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.71% | -0.16% | +1.39% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.66% | +0.20% | -1.56% | |
| 6 | FISV | Fiserv INC | 株式-その他 | 2.55% | -0.18% | -2.57% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.36% | -0.09% | -0.09% | |
| 8 | ACN | Accenture plc | 株式-IT | 2.20% | -0.41% | -1.28% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.99% | -0.04% | +6.79% | |
| 10 | AXP | American Express Co | 株式-金融 | 1.93% | -0.38% | -4.02% | |
| 11 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.89% | -0.37% | -2.94% | |
| 12 | INTU | Intuit INC | 株式-IT | 1.84% | -0.64% | -3.31% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 1.84% | +0.18% | -5.85% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.81% | -0.18% | +1.08% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.80% | — | -3.59% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.74% | -0.22% | +2.26% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.56% | — | +7.70% | |
| 18 | ORCL | Oracle CORP | 株式-IT | 1.52% | -0.32% | -3.23% | |
| 19 | DHR | Danaher CORP | 株式-ヘルスケア | 1.51% | -0.22% | -2.50% | |
| 20 | WAT | Waters CORP | 株式-ヘルスケア | 1.47% | -0.27% | -2.77% | |
| 21 | EMR | Emerson Electric Co | 株式-資本財 | 1.38% | — | -1.62% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.29% | — | +3.36% | |
| 23 | LIN | Linde plc | 株式-素材 | 1.28% | +0.18% | -1.54% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 1.27% | — | -3.39% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.23% | — | +0.31% | |
| 26 | TXN | Texas Instruments INC | 株式-IT | 1.23% | +0.14% | -3.72% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.19% | -0.09% | -0.93% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.17% | +0.24% | -2.82% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.17% | — | +2.82% | |
| 30 | HON | Honeywell International INC | 株式-資本財 | 1.11% | — | +1.35% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.05% | +0.29% | -0.10% | |
| 32 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.03% | -0.07% | +14.36% | |
| 33 | UL | Unilever PLC | 株式-生活必需品 | 0.98% | — | -1.21% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.96% | — | -3.49% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.90% | +0.34% | +4.02% | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.90% | — | -6.95% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.87% | — | -8.52% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.86% | — | -1.55% | |
| 39 | MDT | Medtronic plc | 株式-ヘルスケア | 0.83% | -0.07% | -3.03% | |
| 40 | ECL | Ecolab INC | 株式-素材 | 0.77% | — | -1.65% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.75% | -0.15% | +26.80% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.70% | — | -2.04% | |
| 43 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.68% | -0.15% | +1.66% | |
| 44 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.68% | +0.17% | +0.47% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.67% | +0.13% | -5.89% | |
| 46 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.59% | +0.12% | +204.12% | |
| 47 | ETN | Eaton Corporation plc | 株式-資本財 | 0.57% | — | -0.49% | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.57% | +0.33% | +18.45% | |
| 49 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.56% | — | +4.57% | |
| 50 | PANW | Palo Alto Networks INC | 株式-IT | 0.53% | — | +101.87% |