CIK: 0001540141
申告総資産額
$8.9億
| # | 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 | CVX | Chevron CORP | 株式-エネルギー | 3.66% | -0.47% | — | |
| 2 | WFC | Wells Fargo & Co | 株式-金融 | 3.47% | -0.78% | — | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.46% | — | — | |
| 4 | VHT | Vanguard Health Care ETF | ETF-その他 | 3.40% | +0.20% | — | |
| 5 | VFH | Vanguard Financials ETF | ETF-その他 | 2.79% | +0.08% | — | |
| 6 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.76% | -0.19% | — | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.71% | +0.15% | — | |
| 8 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 2.64% | — | — | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 2.54% | +0.28% | — | |
| 10 | UTXZ | United Tech CORP | 株式-その他 | 2.28% | +0.08% | — | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.20% | — | — | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.01% | — | — | |
| 13 | VDE | Vanguard Energy ETF | ETF-その他 | 1.94% | — | — | |
| 14 | INTC | Intel CORP | 株式-IT | 1.63% | -0.21% | — | |
| 15 | ✓ | Exxon Mobil Corporation | 株式-その他 | 1.59% | — | — | |
| 16 | IBM | Intl Business Machines CORP | 株式-IT | 1.58% | — | — | |
| 17 | VIS | Vanguard Industrials ETF | ETF-その他 | 1.54% | +0.08% | — | |
| 18 | ✓ | 3m Co | 株式-その他 | 1.46% | — | — | |
| 19 | PFE | Pfizer INC | 株式-ヘルスケア | 1.45% | +0.18% | — | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.32% | +0.08% | — | |
| 21 | ✓ | AT & T, Inc. New | 株式-その他 | 1.26% | — | — | |
| 22 | ✓ | J P Morgan Chase And Co | 株式-その他 | 1.26% | — | — | |
| 23 | ✓ | 株式-その他 | 1.11% | — | — | ||
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 1.10% | — | — | |
| 25 | AAPL | Apple INC | 株式-IT | 1.10% | +0.28% | — | |
| 26 | ✓ | Cisco Systems, Inc. | 株式-その他 | 1.00% | — | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.99% | +0.09% | — | |
| 28 | APD | Air Products & Chemicals INC | 株式-素材 | 0.96% | — | — | |
| 29 | ✓ | Alps Group Inc | 株式-その他 | 0.92% | — | — | |
| 30 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.90% | — | — | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.89% | — | — | |
| 32 | GIS | General Mills INC | 株式-生活必需品 | 0.86% | — | — | |
| 33 | ✓ | Oracle Corporation | 株式-その他 | 0.85% | — | — | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.83% | -0.05% | — | |
| 35 | ✓ | Comcast Corporation | 株式-その他 | 0.81% | — | — | |
| 36 | ✓ | TotalEnergies SE | 株式-その他 | 0.80% | — | — | |
| 37 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.78% | +0.06% | — | |
| 38 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.76% | +0.06% | — | |
| 39 | ADP | Automatic Data Processing | 株式-IT | 0.75% | — | — | |
| 40 | AXP | American Express Co | 株式-金融 | 0.75% | — | — | |
| 41 | ✓ | Freeport-McMoRan Inc. | 株式-その他 | 0.73% | — | — | |
| 42 | ✓ | Novartis AG | 株式-その他 | 0.73% | — | — | |
| 43 | ✓ | Duke Energy Corporation | 株式-その他 | 0.72% | — | — | |
| 44 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.68% | — | — | |
| 45 | VAW | Vanguard Materials ETF | ETF-その他 | 0.68% | — | — | |
| 46 | ✓ | Verizon Communications Inc. | 株式-その他 | 0.64% | — | — | |
| 47 | ✓ | Costco Wholesale Corporation | 株式-その他 | 0.64% | — | — | |
| 48 | HPE | Hewlett-Packard Company | 株式-IT | 0.62% | — | — | |
| 49 | EMR | Emerson Electric Co | 株式-資本財 | 0.61% | +0.10% | — | |
| 50 | PM | Philip Morris International | 株式-生活必需品 | 0.61% | — | — |