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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.10% | +0.33% | +4.83% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.04% | -0.07% | -17.96% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.61% | — | -5.83% | |
| 4 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.95% | — | -20.68% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.48% | -0.13% | -12.97% | |
| 6 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.34% | -0.21% | -8.50% | |
| 7 | RPM | Rpm International INC | 株式-素材 | 2.22% | — | -18.28% | |
| 8 | PEP | Pepsico INC | 株式-生活必需品 | 2.18% | -0.26% | +1.53% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.04% | — | +32.74% | |
| 10 | MMM | 3m Co | 株式-資本財 | 1.99% | — | -12.95% | |
| 11 | VZ | Verizon Communications INC | 株式-通信サービス | 1.93% | — | -13.33% | |
| 12 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.89% | -0.15% | -15.25% | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.77% | +0.04% | -1.05% | |
| 14 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.76% | — | -6.46% | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.71% | -0.08% | +2.70% | |
| 16 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.68% | — | -1.68% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.68% | +0.14% | +3.32% | |
| 18 | HON | Honeywell International INC | 株式-資本財 | 1.67% | -0.60% | EXIT | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.67% | +0.08% | -2.75% | |
| 20 | ADP | Automatic Data Processing | 株式-IT | 1.66% | +0.05% | +1.45% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.64% | +0.36% | -24.05% | |
| 22 | INTC | Intel CORP | 株式-IT | 1.63% | +0.43% | -9.01% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.59% | +0.06% | -16.27% | |
| 24 | RTX | Rtx CORP | 株式-資本財 | 1.58% | — | -7.21% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 1.57% | — | -5.38% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 1.49% | -0.33% | +3.90% | |
| 27 | WM | Waste Management INC | 株式-資本財 | 1.44% | — | -5.87% | |
| 28 | SYK | Stryker CORP | 株式-ヘルスケア | 1.39% | — | +1.68% | |
| 29 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.38% | — | +28.59% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 1.34% | +0.12% | -7.37% | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 1.34% | — | -8.71% | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.26% | — | +6.19% | |
| 33 | NEE | Nextera Energy INC | 株式-公益事業 | 1.26% | — | -1.38% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.15% | — | +7.63% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.09% | — | — | |
| 36 | ACN | Accenture plc | 株式-IT | 1.08% | -0.26% | +7.75% | |
| 37 | EMR | Emerson Electric Co | 株式-資本財 | 1.08% | — | -2.20% | |
| 38 | XLF | Ss Financial Select Sector | ETF-その他 | 1.03% | -0.14% | +271.01% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.97% | +0.09% | +10.11% | |
| 40 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.95% | — | +17.99% | |
| 41 | SO | Southern Co/the | 株式-公益事業 | 0.88% | — | +6.51% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.87% | — | -67.26% | |
| 43 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.86% | — | +3.66% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.85% | — | — | |
| 45 | T | At&t INC | 株式-通信サービス | 0.83% | — | -16.39% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.80% | +0.34% | -17.86% | |
| 47 | PYPL | Paypal Holdings INC | 株式-金融 | 0.79% | — | -3.58% | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.79% | — | +10.35% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.77% | — | +0.50% | |
| 50 | CINF | Cincinnati Financial CORP | 株式-金融 | 0.75% | +0.03% | — |