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 | 5.04% | +0.34% | -1.30% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.67% | -1.07% | -0.06% | |
| 3 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.45% | — | +0.36% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.78% | +0.20% | +0.25% | |
| 5 | FISV | Fiserv INC | 株式-その他 | 2.64% | -0.18% | -6.54% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.59% | -0.16% | -2.14% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.30% | -0.09% | -0.88% | |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 2.19% | -0.04% | +6.61% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.95% | — | +3.98% | |
| 10 | INTU | Intuit INC | 株式-IT | 1.89% | -0.64% | +2.21% | |
| 11 | ACN | Accenture plc | 株式-IT | 1.88% | -0.41% | -6.29% | |
| 12 | AXP | American Express Co | 株式-金融 | 1.70% | -0.38% | -5.47% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 1.68% | +0.18% | -8.62% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.60% | — | +1.99% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.54% | -0.18% | -6.51% | |
| 16 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.54% | -0.37% | -1.94% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.50% | -0.22% | +2.47% | |
| 18 | WAT | Waters CORP | 株式-ヘルスケア | 1.48% | -0.27% | -2.23% | |
| 19 | LIN | Linde plc | 株式-素材 | 1.44% | +0.18% | -1.64% | |
| 20 | DHR | Danaher CORP | 株式-ヘルスケア | 1.40% | -0.22% | +0.47% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.38% | — | +1.81% | |
| 22 | ORCL | Oracle CORP | 株式-IT | 1.29% | -0.32% | -1.58% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 1.26% | — | -2.58% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.26% | +0.24% | -1.53% | |
| 25 | EMR | Emerson Electric Co | 株式-資本財 | 1.23% | — | -2.42% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.23% | -0.09% | -1.89% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.21% | — | -3.89% | |
| 28 | TXN | Texas Instruments INC | 株式-IT | 1.19% | +0.14% | -1.95% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.19% | +0.29% | -0.58% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.11% | — | -0.11% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 1.08% | +0.34% | +0.28% | |
| 32 | UL | Unilever PLC | 株式-生活必需品 | 1.04% | — | -1.88% | |
| 33 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.04% | -0.07% | +5.34% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 1.02% | — | -1.44% | |
| 35 | MDT | Medtronic plc | 株式-ヘルスケア | 0.98% | -0.07% | +1.88% | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.92% | — | -1.91% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.89% | — | -1.84% | |
| 38 | HON | Honeywell International INC | 株式-資本財 | 0.86% | — | -19.58% | |
| 39 | ECL | Ecolab INC | 株式-素材 | 0.82% | — | -3.63% | |
| 40 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.75% | — | +28.60% | |
| 41 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.73% | +0.17% | +0.88% | |
| 42 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.73% | +0.33% | +4.95% | |
| 43 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.70% | -0.15% | -2.42% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.68% | -0.15% | +2.17% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.67% | — | -1.17% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.66% | — | -8.63% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.65% | +0.13% | -1.02% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.61% | +0.12% | -1.58% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.59% | — | +5.32% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | -0.12% | +4.05% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | FISV | Fiserv INC | +1.2% | -6.54% | 減少 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +1.1% | -2.14% | 増加 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | +2.47% | 増加 |
| 4 | GLD | Spdr Gold Shares | +0.6% | +4.95% | 増加 |
| 5 | ORCL | Oracle CORP | +0.6% | -1.58% | 減少 |
| 6 | DSI | Ishares Esg Msci Kld 400 ETF | +0.5% | +5.34% | 増加 |
| 7 | CVX | Chevron CORP | +0.5% | +0.28% | 増加 |
| 8 | AXP | American Express Co | +0.5% | -5.47% | 減少 |
| 9 | VIG | Vanguard Dividend Apprec ETF | +0.4% | -3.89% | 増加 |
| 10 | NVDA | Nvidia CORP | +0.4% | -8.63% | 増加 |
| 11 | WMT | Walmart INC | +0.4% | -8.62% | 増加 |
| 12 | KMI | Kinder Morgan INC | +0.4% | +0.88% | 増加 |
| 13 | VYM | Vanguard High Dvd Yield ETF | +0.4% | +0.25% | 減少 |
| 14 | MSFT | Microsoft CORP | +0.4% | -0.06% | 減少 |
| 15 | XOM | Exxon Mobil CORP | +0.3% | -0.58% | 減少 |
| 16 | PANW | Palo Alto Networks INC | +0.3% | +0.10% | 増加 |
| 17 | VOO | Vanguard S&p 500 ETF | +0.3% | -1.02% | 増加 |
| 18 | ETN | Eaton Corporation plc | +0.3% | +3.80% | 増加 |
| 19 | MA | Mastercard INC - A | +0.3% | +5.32% | 増加 |
| 20 | TJX | Tjx Companies INC | +0.3% | -1.11% | 増加 |
| 21 | ADBE | Adobe INC | +0.3% | +14.54% | 増加 |
| 22 | AAPL | Apple INC | -0.2% | -6.51% | 減少 |
| 23 | ECL | Ecolab INC | -0.3% | -3.63% | 減少 |
| 24 | PEP | Pepsico INC | -0.3% | -2.58% | 減少 |
| 25 | WAT | Waters CORP | -0.3% | -2.23% | 減少 |
| 26 | JNJ | Johnson & Johnson | -0.3% | -1.80% | 減少 |
| 27 | VWO | Vanguard Ftse Emerging Marke | -0.4% | -1.84% | 減少 |
| 28 | TXN | Texas Instruments INC | -0.4% | -1.95% | 減少 |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | -0.4% | -1.87% | 減少 |
| 30 | BIV | Vanguard Intermediate-term B | -0.5% | +11.55% | 減少 |
| 31 | IDXX | Idexx Laboratories INC | -0.6% | -2.42% | 減少 |
| 32 | XRAY | Dentsply Sirona INC | -0.7% | -9.38% | 減少 |
| 33 | CVS | Cvs Health CORP | -0.8% | -38.81% | 減少 |
| 34 | DHR | Danaher CORP | -1.1% | +0.47% | 減少 |
| 35 | IJR | Ishares Core S&p Small-cap E | -1.1% | -1.30% | 減少 |
| 36 | MMM | 3m Co | -1.2% | -72.22% | 減少 |
| 37 | UPS | United Parcel Service-cl B | -1.5% | -5.27% | 減少 |
| 38 | VGSH | Vanguard Short-term Treasury | -1.9% | -8.54% | 減少 |
| 39 | BSV | Vanguard Short-term Bond ETF | -2.3% | +3.98% | 減少 |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | -2.8% | -1.91% | 減少 |
| 41 | JAAA | Janus Henderson Aaa Clo ETF | — | NEW | 新規購入 |
| 42 | LIN | Linde plc | — | NEW | 新規購入 |
| 43 | LIN | Linde plc | — | EXIT | 全売却 |
| 44 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | 新規購入 |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | 新規購入 |
| 46 | VWOB | Vanguard Emerg Mkts Gov Bnd | — | EXIT | 全売却 |
| 47 | VTIP | Vanguard Short-term Tips | — | NEW | 新規購入 |
| 48 | DLR | Digital Realty Trust INC | — | EXIT | 全売却 |
| 49 | UBER | Uber Technologies INC | — | NEW | 新規購入 |
| 50 | INTC | Intel CORP | — | EXIT | 全売却 |