CIK: 0001372130
申告総資産額
$4.9億
上位200銘柄を表示中（全206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 | 5.38% | +0.34% | -6.64% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.48% | -1.07% | -15.96% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.93% | +0.20% | -6.74% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.93% | -0.16% | -6.59% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.84% | -0.09% | +1.59% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 2.35% | -0.04% | -1.99% | |
| 7 | INTU | Intuit INC | 株式-IT | 2.33% | -0.64% | -12.36% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.16% | — | +0.50% | |
| 9 | FISV | Fiserv INC | 株式-その他 | 2.02% | -0.18% | -10.26% | |
| 10 | AXP | American Express Co | 株式-金融 | 1.98% | -0.38% | -10.62% | |
| 11 | ORCL | Oracle CORP | 株式-IT | 1.86% | -0.32% | -15.89% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.81% | +0.24% | +17.22% | |
| 13 | ACN | Accenture plc | 株式-IT | 1.77% | -0.41% | -10.23% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.75% | — | -8.22% | |
| 15 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.72% | -0.37% | +2.64% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 1.59% | +0.18% | -22.35% | |
| 17 | EMR | Emerson Electric Co | 株式-資本財 | 1.55% | — | -5.64% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.48% | -0.22% | -20.95% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.44% | — | -6.38% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.42% | — | +1.73% | |
| 21 | TXN | Texas Instruments INC | 株式-IT | 1.36% | +0.14% | -9.55% | |
| 22 | DHR | Danaher CORP | 株式-ヘルスケア | 1.36% | -0.22% | -7.90% | |
| 23 | LIN | Linde plc | 株式-素材 | 1.35% | +0.18% | -14.72% | |
| 24 | WAT | Waters CORP | 株式-ヘルスケア | 1.32% | -0.27% | -13.71% | |
| 25 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.29% | -0.07% | +0.08% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.22% | -0.09% | -22.91% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.20% | — | -66.16% | |
| 28 | AAPL | Apple INC | 株式-IT | 1.19% | -0.18% | -23.83% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.13% | — | -12.88% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 1.10% | — | -12.44% | |
| 31 | UL | Unilever PLC | 株式-生活必需品 | 1.05% | — | -10.29% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.04% | — | -2.48% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 1.01% | — | -16.65% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.97% | — | -8.53% | |
| 35 | MDT | Medtronic plc | 株式-ヘルスケア | 0.93% | -0.07% | -10.31% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.93% | +0.33% | +10.32% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.85% | +0.34% | -15.91% | |
| 38 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.82% | -0.15% | -16.17% | |
| 39 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.82% | — | +0.24% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.80% | -0.15% | -6.80% | |
| 41 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.79% | +0.17% | -4.64% | |
| 42 | HON | Honeywell International INC | 株式-資本財 | 0.79% | — | -24.36% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.75% | — | -4.24% | |
| 44 | ECL | Ecolab INC | 株式-素材 | 0.72% | — | -24.95% | |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.67% | — | +15.03% | |
| 46 | ETN | Eaton Corporation plc | 株式-資本財 | 0.66% | — | -7.91% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.66% | — | -34.94% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.64% | +0.29% | -45.41% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.63% | +0.12% | -0.55% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.59% | — | -10.95% |