CIK: 0001048921
申告総資産額
$2.4億
| # | 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 | AAPL | Apple INC | 株式-IT | 5.53% | -0.07% | +304.41% | |
| 2 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 5.13% | — | — | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.79% | — | +4.88% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.20% | +0.33% | +6.64% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.90% | -0.13% | +5.13% | |
| 6 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.83% | -0.21% | +0.47% | |
| 7 | RPM | Rpm International INC | 株式-素材 | 2.51% | — | +3.89% | |
| 8 | PEP | Pepsico INC | 株式-生活必需品 | 2.50% | -0.26% | +0.97% | |
| 9 | VZ | Verizon Communications INC | 株式-通信サービス | 2.45% | — | +2.33% | |
| 10 | NKE | Nike INC -cl B | 株式-一般消費財 | 2.30% | -0.15% | +2.11% | |
| 11 | TSLA | Tesla INC | 株式-一般消費財 | 2.27% | — | +400.00% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.10% | +0.06% | +0.92% | |
| 13 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.08% | -0.08% | — | |
| 14 | MMM | 3m Co | 株式-資本財 | 2.01% | — | +1.02% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.78% | — | +0.06% | |
| 16 | INTC | Intel CORP | 株式-IT | 1.73% | +0.43% | -10.19% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.67% | +0.36% | +9.26% | |
| 18 | MA | Mastercard INC - A | 株式-金融 | 1.62% | — | +2.39% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.58% | +0.08% | +27.08% | |
| 20 | HON | Honeywell International INC | 株式-資本財 | 1.53% | -0.60% | EXIT | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.52% | +0.04% | +2.19% | |
| 22 | WM | Waste Management INC | 株式-資本財 | 1.48% | — | — | |
| 23 | NEE | Nextera Energy INC | 株式-公益事業 | 1.47% | — | +2.46% | |
| 24 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.41% | — | — | |
| 25 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.40% | — | — | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.39% | +0.14% | +0.12% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.37% | — | -26.63% | |
| 28 | SYK | Stryker CORP | 株式-ヘルスケア | 1.32% | — | +0.08% | |
| 29 | RTX | Rtx CORP | 株式-資本財 | 1.30% | — | -3.79% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 1.27% | +0.12% | +6.71% | |
| 31 | ADP | Automatic Data Processing | 株式-IT | 1.27% | +0.05% | +11.09% | |
| 32 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.19% | — | +5.40% | |
| 33 | T | At&t INC | 株式-通信サービス | 1.17% | — | -4.68% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.06% | — | +116.58% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.05% | — | — | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 1.01% | -0.33% | +0.73% | |
| 37 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.93% | — | — | |
| 38 | EMR | Emerson Electric Co | 株式-資本財 | 0.86% | — | +2.79% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.83% | — | — | |
| 40 | ACN | Accenture plc | 株式-IT | 0.81% | -0.26% | +12.83% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.79% | — | — | |
| 42 | TXN | Texas Instruments INC | 株式-IT | 0.78% | +0.22% | — | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.78% | — | — | |
| 44 | SO | Southern Co/the | 株式-公益事業 | 0.78% | — | — | |
| 45 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.73% | — | — | |
| 46 | PYPL | Paypal Holdings INC | 株式-金融 | 0.71% | — | +2.89% | |
| 47 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.71% | — | +55.92% | |
| 48 | WTRG | Essential Utilities INC | 株式-公益事業 | 0.69% | — | +0.96% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.68% | +0.09% | +6.10% | |
| 50 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.68% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla INC | +1% | +400.00% | 増加 |
| 2 | AAPL | Apple INC | +0.7% | +304.41% | 増加 |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | +0.5% | +116.58% | 増加 |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.3% | +27.08% | 増加 |
| 5 | NKE | Nike INC -cl B | +0.3% | +2.11% | 増加 |
| 6 | UPS | United Parcel Service-cl B | +0.2% | — | 変化なし |
| 7 | PG | Procter & Gamble Co/the | +0.2% | — | 変化なし |
| 8 | GVI | Ishares Intermediate Governm | +0.2% | +55.92% | 増加 |
| 9 | ABT | Abbott Laboratories | +0.2% | +0.47% | 増加 |
| 10 | COST | Costco Wholesale CORP | +0.2% | +51.73% | 増加 |
| 11 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +6.64% | 増加 |
| 12 | META | Meta Platforms Inc-class A | +0.1% | +26.15% | 増加 |
| 13 | CINF | Cincinnati Financial CORP | +0.1% | +9.65% | 増加 |
| 14 | NEE | Nextera Energy INC | +0.1% | +2.46% | 増加 |
| 15 | MA | Mastercard INC - A | +0.1% | +2.39% | 増加 |
| 16 | RPM | Rpm International INC | +0.1% | +3.89% | 増加 |
| 17 | AMZN | Amazon.com INC | +0.1% | +0.92% | 増加 |
| 18 | VO | Vanguard Mid-cap ETF | +0.1% | +27.88% | 増加 |
| 19 | SYK | Stryker CORP | +0.1% | +0.08% | 増加 |
| 20 | ACN | Accenture plc | +0.1% | +12.83% | 増加 |
| 21 | HON | Honeywell International INC | 0% | — | 変化なし |
| 22 | GOOGL | Alphabet Inc-cl A | 0% | +9.26% | 増加 |
| 23 | PYPL | Paypal Holdings INC | 0% | +2.89% | 増加 |
| 24 | PFE | Pfizer INC | — | — | 変化なし |
| 25 | TXN | Texas Instruments INC | — | — | 変化なし |
| 26 | JNJ | Johnson & Johnson | 0% | +5.13% | 増加 |
| 27 | HD | Home Depot INC | 0% | +0.06% | 増加 |
| 28 | VZ | Verizon Communications INC | 0% | +2.33% | 増加 |
| 29 | SCHB | Schwab US Broad Market ETF | 0% | +0.12% | 増加 |
| 30 | WM | Waste Management INC | -0.1% | — | 変化なし |
| 31 | MRK | Merck & Co. INC. | -0.1% | — | 変化なし |
| 32 | MSFT | Microsoft CORP | -0.1% | +4.88% | 増加 |
| 33 | MO | Altria Group INC | -0.1% | -24.32% | 減少 |
| 34 | PEP | Pepsico INC | -0.1% | +0.97% | 増加 |
| 35 | XOM | Exxon Mobil CORP | -0.2% | +2.82% | 増加 |
| 36 | T | At&t INC | -0.3% | -4.68% | 減少 |
| 37 | CSCO | Cisco Systems INC | -0.3% | +6.71% | 増加 |
| 38 | RTX | Rtx CORP | -0.3% | -3.79% | 減少 |
| 39 | ABBV | Abbvie INC | -0.3% | +2.19% | 増加 |
| 40 | CVX | Chevron CORP | -0.4% | +0.73% | 増加 |
| 41 | LLY | Eli Lilly & Co | -0.4% | -27.36% | 減少 |
| 42 | DIS | Walt Disney Co/the | -0.5% | -26.63% | 減少 |
| 43 | INTC | Intel CORP | -0.8% | -10.19% | 減少 |
| 44 | VGT | Vanguard Info Tech ETF | — | NEW | 新規購入 |
| 45 | NVDA | Nvidia CORP | — | NEW | 新規購入 |
| 46 | IBM | Intl Business Machines CORP | — | EXIT | 全売却 |
| 47 | ORCL | Oracle CORP | — | EXIT | 全売却 |
| 48 | IRTC | Irhythm Holdings INC | — | NEW | 新規購入 |
| 49 | UL | Unilever PLC | — | NEW | 新規購入 |
| 50 | ASML | ASML Holding N.V. | — | NEW | 新規購入 |