CIK: 0001372130
申告総資産額
$4.9億
上位200銘柄を表示中（全211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 | 5.62% | +0.34% | -1.00% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.49% | -1.07% | -1.00% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.14% | -0.16% | +2.19% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.97% | -0.09% | -0.03% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.96% | +0.20% | -1.77% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 2.28% | -0.04% | -0.21% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.14% | — | +1.59% | |
| 8 | ORCL | Oracle CORP | 株式-IT | 2.11% | -0.32% | -9.05% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.02% | -0.22% | +1.93% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.95% | +0.24% | +5.69% | |
| 11 | AXP | American Express Co | 株式-金融 | 1.93% | -0.38% | -3.23% | |
| 12 | INTU | Intuit INC | 株式-IT | 1.93% | -0.64% | -1.45% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.73% | — | -2.97% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 1.54% | +0.18% | -5.31% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.50% | — | +3.14% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.50% | — | +5.72% | |
| 17 | FISV | Fiserv INC | 株式-その他 | 1.48% | -0.18% | +0.99% | |
| 18 | ACN | Accenture plc | 株式-IT | 1.46% | -0.41% | +2.65% | |
| 19 | EMR | Emerson Electric Co | 株式-資本財 | 1.45% | — | -1.87% | |
| 20 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.39% | -0.07% | +1.89% | |
| 21 | DHR | Danaher CORP | 株式-ヘルスケア | 1.32% | -0.22% | -0.62% | |
| 22 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.30% | -0.37% | -3.35% | |
| 23 | LIN | Linde plc | 株式-素材 | 1.29% | +0.18% | -3.31% | |
| 24 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.25% | +0.33% | +18.90% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.23% | -0.09% | -4.93% | |
| 26 | AAPL | Apple INC | 株式-IT | 1.19% | -0.18% | -16.88% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.15% | — | -2.06% | |
| 28 | TXN | Texas Instruments INC | 株式-IT | 1.13% | +0.14% | -2.96% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.09% | — | -1.42% | |
| 30 | WAT | Waters CORP | 株式-ヘルスケア | 1.09% | -0.27% | -1.45% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.08% | — | -3.25% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 1.08% | — | -2.62% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 1.04% | — | -0.97% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 1.02% | — | -2.36% | |
| 35 | UL | Unilever PLC | 株式-生活必需品 | 0.98% | — | -1.40% | |
| 36 | MDT | Medtronic plc | 株式-ヘルスケア | 0.96% | -0.07% | -2.69% | |
| 37 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.93% | -0.15% | -2.30% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.87% | +0.34% | -2.84% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.85% | -0.15% | +9.49% | |
| 40 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.85% | — | +6.81% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.76% | — | -0.19% | |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.75% | — | +14.91% | |
| 43 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.73% | +0.17% | -0.97% | |
| 44 | ECL | Ecolab INC | 株式-素材 | 0.70% | — | -1.12% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.64% | +0.29% | -1.58% | |
| 46 | ETN | Eaton Corporation plc | 株式-資本財 | 0.63% | — | -5.22% | |
| 47 | HON | Honeywell International INC | 株式-資本財 | 0.62% | — | -9.54% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.61% | — | -4.61% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.59% | — | +1.59% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.58% | +0.13% | +4.95% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | +0.8% | -9.05% | 減少 |
| 2 | MSFT | Microsoft CORP | +0.8% | -1.00% | 減少 |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.7% | +5.69% | 増加 |
| 4 | VV | Vanguard Large-cap ETF | +0.7% | -0.03% | 増加 |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.6% | -1.00% | 減少 |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.6% | +2.19% | 減少 |
| 7 | GLD | Spdr Gold Shares | +0.5% | +18.90% | 増加 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.5% | +1.93% | 減少 |
| 9 | NVDA | Nvidia CORP | +0.4% | -2.62% | 減少 |
| 10 | DSI | Ishares Esg Msci Kld 400 ETF | +0.4% | +1.89% | 増加 |
| 11 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +121.60% | 増加 |
| 12 | VIG | Vanguard Dividend Apprec ETF | +0.3% | +3.14% | 増加 |
| 13 | IDXX | Idexx Laboratories INC | +0.2% | -2.30% | 減少 |
| 14 | AXP | American Express Co | +0.2% | -3.23% | 減少 |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +14.91% | 増加 |
| 16 | EMR | Emerson Electric Co | +0.2% | -1.87% | 減少 |
| 17 | VWO | Vanguard Ftse Emerging Marke | +0.2% | -1.42% | 減少 |
| 18 | AMZN | Amazon.com INC | +0.2% | +9.49% | 増加 |
| 19 | AVGO | Broadcom INC | +0.2% | +41.05% | 増加 |
| 20 | UBER | Uber Technologies INC | +0.1% | -0.11% | 増加 |
| 21 | UL | Unilever PLC | -0.1% | -1.40% | 減少 |
| 22 | TXN | Texas Instruments INC | -0.1% | -2.96% | 減少 |
| 23 | DHR | Danaher CORP | -0.1% | -0.62% | 減少 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -1.18% | 減少 |
| 25 | HO1 | Hologic INC | -0.1% | -14.17% | 減少 |
| 26 | ECL | Ecolab INC | -0.1% | -1.12% | 減少 |
| 27 | QCOM | Qualcomm INC | -0.1% | — | 減少 |
| 28 | CARR | Carrier Global CORP | -0.1% | -1.50% | 減少 |
| 29 | WMT | Walmart INC | -0.1% | -5.31% | 減少 |
| 30 | SYK | Stryker CORP | -0.1% | — | 減少 |
| 31 | LIN | Linde plc | -0.2% | -3.31% | 減少 |
| 32 | FTV | Fortive CORP | -0.2% | -2.93% | 減少 |
| 33 | UPS | United Parcel Service-cl B | -0.2% | -31.82% | 減少 |
| 34 | CVX | Chevron CORP | -0.2% | -2.84% | 減少 |
| 35 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -3.35% | 減少 |
| 36 | PEP | Pepsico INC | -0.2% | -2.36% | 減少 |
| 37 | HON | Honeywell International INC | -0.2% | -9.54% | 減少 |
| 38 | ADP | Automatic Data Processing | -0.3% | -27.78% | 減少 |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | -0.3% | -4.61% | 減少 |
| 40 | AAPL | Apple INC | -0.4% | -16.88% | 減少 |
| 41 | WAT | Waters CORP | -0.4% | -1.45% | 減少 |
| 42 | ACN | Accenture plc | -0.4% | +2.65% | 減少 |
| 43 | XOM | Exxon Mobil CORP | -0.6% | -1.58% | 減少 |
| 44 | FISV | Fiserv INC | -1.2% | +0.99% | 減少 |
| 45 | PG | Procter & Gamble Co/the | -2.4% | -3.25% | 減少 |
| 46 | JMBS | Janus Henderson Mortg Backed | — | NEW | 新規購入 |
| 47 | ROP | Roper Technologies INC | — | EXIT | 全売却 |
| 48 | CVS | Cvs Health CORP | — | EXIT | 全売却 |
| 49 | PCAR | Paccar INC | — | EXIT | 全売却 |
| 50 | APH | Amphenol Corp-cl A | — | EXIT | 全売却 |