CIK: 0001372130
申告総資産額
$4.9億
上位200銘柄を表示中（全215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% | +0.60% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.30% | -1.07% | +6.77% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.15% | -0.16% | +2.10% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.98% | -0.09% | +1.92% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.91% | +0.20% | +0.52% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.65% | -0.22% | +5.95% | |
| 7 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 2.21% | -0.04% | +1.15% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.12% | — | +3.03% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.11% | +0.24% | +7.76% | |
| 10 | AXP | American Express Co | 株式-金融 | 2.00% | -0.38% | -3.29% | |
| 11 | INTU | Intuit INC | 株式-IT | 1.90% | -0.64% | +5.60% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.64% | — | -0.02% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.58% | — | +10.53% | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.56% | +0.33% | +16.10% | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 1.55% | +0.18% | -3.09% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.53% | -0.18% | +25.15% | |
| 17 | ACN | Accenture plc | 株式-IT | 1.53% | -0.41% | +0.09% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.47% | — | +0.22% | |
| 19 | DHR | Danaher CORP | 株式-ヘルスケア | 1.44% | -0.22% | -1.14% | |
| 20 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.44% | -0.07% | +5.64% | |
| 21 | EMR | Emerson Electric Co | 株式-資本財 | 1.40% | — | -0.88% | |
| 22 | ORCL | Oracle CORP | 株式-IT | 1.34% | -0.32% | -5.17% | |
| 23 | WAT | Waters CORP | 株式-ヘルスケア | 1.31% | -0.27% | -0.98% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.23% | -0.09% | +1.63% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.13% | — | +0.87% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.13% | -0.15% | +30.90% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 1.12% | — | -0.72% | |
| 28 | LIN | Linde plc | 株式-素材 | 1.10% | +0.18% | -0.60% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.08% | — | +3.40% | |
| 30 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.07% | -0.37% | -6.47% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.04% | — | +7.01% | |
| 32 | TXN | Texas Instruments INC | 株式-IT | 1.01% | +0.14% | -1.95% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 1.01% | — | +0.57% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.98% | — | -5.15% | |
| 35 | MDT | Medtronic plc | 株式-ヘルスケア | 0.93% | -0.07% | -0.66% | |
| 36 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.92% | -0.15% | -2.42% | |
| 37 | UL | Unilever Plc-sponsored Adr | 株式-生活必需品 | 0.89% | -0.12% | — | |
| 38 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.87% | — | +7.26% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | +0.34% | -2.02% | |
| 40 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 0.78% | +0.15% | +203.74% | |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.74% | — | +4.09% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.74% | — | — | |
| 43 | FISV | Fiserv INC | 株式-その他 | 0.73% | -0.18% | -1.12% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.67% | +0.29% | +1.61% | |
| 45 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.67% | +0.17% | -1.51% | |
| 46 | ECL | Ecolab INC | 株式-素材 | 0.64% | — | -1.45% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.62% | +0.13% | +8.91% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.57% | — | -2.23% | |
| 49 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.55% | — | +0.80% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.55% | +0.70% | +20.26% |