CIK: 0001018674
申告総資産額
$21.9億
上位200銘柄を表示中（全355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 | MMM | 3m Co | 株式-資本財 | 7.84% | -1.07% | +24.17% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.06% | -0.03% | -0.29% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.19% | -0.47% | +0.16% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.05% | +0.35% | -0.65% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.44% | -0.09% | -0.48% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.85% | -0.07% | +0.06% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.80% | — | -0.62% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.71% | +0.88% | +0.11% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 1.40% | +0.26% | +2.59% | |
| 10 | INTC | Intel CORP | 株式-IT | 1.27% | — | -0.67% | |
| 11 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.18% | — | +10.27% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.08% | — | +1.95% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.08% | — | -1.18% | |
| 14 | HON | Honeywell International INC | 株式-資本財 | 1.04% | +0.03% | -0.50% | |
| 15 | AMT | American Tower CORP | 株式-不動産 | 1.00% | — | +0.13% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.95% | +0.07% | +0.35% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 0.95% | +0.12% | +0.13% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.94% | +0.05% | -1.16% | |
| 19 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.93% | — | -13.50% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.91% | — | +3.49% | |
| 21 | BA | Boeing Co/the | 株式-資本財 | 0.89% | — | +1.14% | |
| 22 | BLKCHF | Blackrock INC | 株式-その他 | 0.85% | — | +0.72% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.84% | +0.01% | -0.27% | |
| 24 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.84% | — | +0.30% | |
| 25 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.78% | — | -0.32% | |
| 26 | COP | Conocophillips | 株式-エネルギー | 0.75% | — | +0.34% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.71% | — | +6.59% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.69% | — | +2.01% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.67% | — | +1.70% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.65% | — | -4.58% | |
| 31 | DHR | Danaher CORP | 株式-ヘルスケア | 0.65% | — | -0.44% | |
| 32 | NEE | Nextera Energy INC | 株式-公益事業 | 0.62% | +1.08% | +7.30% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.61% | — | -1.01% | |
| 34 | UTXZ | United Tech CORP | 株式-その他 | 0.61% | — | -0.39% | |
| 35 | ORCL | Oracle CORP | 株式-IT | 0.59% | -0.46% | -25.64% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.57% | +0.22% | +1.82% | |
| 37 | CAT | Caterpillar INC | 株式-資本財 | 0.57% | +0.01% | -1.13% | |
| 38 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.57% | — | -0.52% | |
| 39 | SLB | Slb LTD | 株式-エネルギー | 0.56% | — | -0.20% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.56% | — | -4.18% | |
| 41 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.54% | — | +0.61% | |
| 42 | DNKN | Dunkin' Brands Group INC | 株式-その他 | 0.54% | — | -3.52% | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.51% | -0.49% | -2.93% | |
| 44 | CRM | Salesforce INC | 株式-IT | 0.51% | -0.14% | +41.36% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.50% | — | +0.20% | |
| 46 | CSX | Csx CORP | 株式-資本財 | 0.50% | — | +1.51% | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.50% | — | -1.78% | |
| 48 | ROP | Roper Technologies INC | 株式-IT | 0.48% | +0.06% | +0.37% | |
| 49 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.47% | — | +1.16% | |
| 50 | ACN | Accenture plc | 株式-IT | 0.47% | — | -0.74% |