CIK: 0001105909
申告総資産額
$2.1億
| # | 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 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 4.24% | -0.42% | -7.51% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.23% | -0.29% | -2.27% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.19% | -0.61% | -3.47% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.88% | — | -12.82% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.79% | -1.28% | -3.87% | |
| 6 | NKE | Nike INC -cl B | 株式-一般消費財 | 3.45% | -0.18% | -4.82% | |
| 7 | DHR | Danaher CORP | 株式-ヘルスケア | 2.86% | -0.24% | -4.40% | |
| 8 | DLR | Digital Realty Trust INC | 株式-不動産 | 2.69% | +0.12% | -3.20% | |
| 9 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 2.61% | — | -5.95% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.34% | +0.23% | -6.98% | |
| 11 | PEP | Pepsico INC | 株式-生活必需品 | 2.30% | — | -9.60% | |
| 12 | WMT | Walmart INC | 株式-生活必需品 | 2.19% | +0.06% | -2.62% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 2.13% | +0.16% | -4.71% | |
| 14 | UNP | Union Pacific CORP | 株式-資本財 | 2.09% | — | -2.33% | |
| 15 | LIN | Linde plc | 株式-素材 | 2.05% | — | -13.87% | |
| 16 | ORCL | Oracle CORP | 株式-IT | 2.01% | -0.70% | +0.11% | |
| 17 | QCOM | Qualcomm INC | 株式-IT | 1.98% | -0.59% | -4.34% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.95% | -0.57% | -0.79% | |
| 19 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.88% | — | -4.99% | |
| 20 | EXR | Extra Space Storage INC | 株式-不動産 | 1.72% | — | -2.94% | |
| 21 | GIS | General Mills INC | 株式-生活必需品 | 1.61% | — | -0.74% | |
| 22 | UTXZ | United Tech CORP | 株式-その他 | 1.58% | — | -2.18% | |
| 23 | ADP | Automatic Data Processing | 株式-IT | 1.57% | -0.30% | -1.93% | |
| 24 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.54% | — | -9.46% | |
| 25 | TROW | T Rowe Price Group INC | 株式-金融 | 1.51% | — | -2.32% | |
| 26 | BND | Vanguard Total Bond Market | ETF-その他 | 1.41% | — | +2.44% | |
| 27 | IBM | Intl Business Machines CORP | 株式-IT | 1.41% | -0.11% | EXIT | |
| 28 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.38% | — | +7.97% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 1.36% | — | -4.95% | |
| 30 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.34% | -0.80% | -36.26% | |
| 31 | ITW | Illinois Tool Works | 株式-資本財 | 1.34% | — | -15.95% | |
| 32 | CMI | Cummins INC | 株式-資本財 | 1.33% | — | -0.67% | |
| 33 | STT | State Street CORP | 株式-金融 | 1.33% | — | -1.00% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.30% | -0.14% | -2.21% | |
| 35 | AFL | Aflac INC | 株式-金融 | 1.30% | — | +5.32% | |
| 36 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.29% | — | +28.02% | |
| 37 | TGT | Target CORP | 株式-一般消費財 | 1.28% | +0.11% | NEW | |
| 38 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.21% | — | -2.82% | |
| 39 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.14% | — | -5.45% | |
| 40 | TD | Toronto-dominion Bank | 株式-金融 | 1.13% | — | +1.39% | |
| 41 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.11% | -0.27% | -4.94% | |
| 42 | BAH | Booz Allen Hamilton Holdings | 株式-資本財 | 1.08% | — | +11.78% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.03% | +0.49% | +11.56% | |
| 44 | VUG | Vanguard Growth ETF | ETF-その他 | 1.02% | -0.12% | +194.89% | |
| 45 | TKR | Timken Co | 株式-資本財 | 0.98% | — | -1.78% | |
| 46 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.96% | — | -11.23% | |
| 47 | NUE | Nucor CORP | 株式-素材 | 0.94% | — | +6.75% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.80% | +0.09% | -8.79% | |
| 49 | FTV | Fortive CORP | 株式-IT | 0.78% | — | -3.16% | |
| 50 | PRU | Prudential Financial INC | 株式-金融 | 0.74% | — | +13.65% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DLR | Digital Realty Trust INC | +0.9% | -3.20% | 減少 |
| 2 | VUG | Vanguard Growth ETF | +0.7% | +194.89% | 増加 |
| 3 | AAPL | Apple INC | +0.4% | -3.47% | 減少 |
| 4 | DHR | Danaher CORP | +0.3% | -4.40% | 減少 |
| 5 | TMO | Thermo Fisher Scientific INC | +0.2% | -7.51% | 減少 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.79% | 減少 |
| 7 | JECUSD | Jacobs Engineering Group INC | +0.2% | -5.95% | 減少 |
| 8 | JNJ | Johnson & Johnson | +0.2% | -6.98% | 減少 |
| 9 | VZ | Verizon Communications INC | +0.2% | -4.71% | 減少 |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -2.27% | 減少 |
| 11 | CMCSA | Comcast Corp-class A | +0.1% | +7.97% | 増加 |
| 12 | PEP | Pepsico INC | +0.1% | -9.60% | 減少 |
| 13 | HD | Home Depot INC | +0.1% | -4.95% | 減少 |
| 14 | NKE | Nike INC -cl B | +0.1% | -4.82% | 減少 |
| 15 | ADP | Automatic Data Processing | +0.1% | -1.93% | 減少 |
| 16 | TROW | T Rowe Price Group INC | 0% | -2.32% | 減少 |
| 17 | UNP | Union Pacific CORP | — | -2.33% | 減少 |
| 18 | TD | Toronto-dominion Bank | — | +1.39% | 増加 |
| 19 | CMI | Cummins INC | 0% | -0.67% | 減少 |
| 20 | MKC | Mccormick & Co-non Vtg Shrs | 0% | -11.23% | 減少 |
| 21 | FTV | Fortive CORP | -0.1% | -3.16% | 減少 |
| 22 | IWF | Ishares Russell 1000 Growth | -0.1% | -12.82% | 減少 |
| 23 | QCOM | Qualcomm INC | -0.1% | -4.34% | 減少 |
| 24 | KO | Coca-cola Co/the | -0.1% | -9.46% | 減少 |
| 25 | CTSH | Cognizant Tech Solutions-a | -0.1% | -4.94% | 減少 |
| 26 | VEA | Vanguard Ftse Developed ETF | -0.1% | -8.79% | 減少 |
| 27 | WAB | Wabtec CORP | -0.1% | +7.87% | 増加 |
| 28 | VB | Vanguard Small-cap ETF | -0.1% | -2.28% | 減少 |
| 29 | TGT | Target CORP | -0.1% | -3.13% | 減少 |
| 30 | NUE | Nucor CORP | -0.1% | +6.75% | 増加 |
| 31 | IP | International Paper Co | -0.1% | -6.29% | 減少 |
| 32 | AFL | Aflac INC | -0.2% | +5.32% | 増加 |
| 33 | PRU | Prudential Financial INC | -0.2% | +13.65% | 増加 |
| 34 | LIN | Linde plc | -0.2% | -13.87% | 減少 |
| 35 | ITW | Illinois Tool Works | -0.2% | -15.95% | 減少 |
| 36 | STT | State Street CORP | -0.2% | -1.00% | 減少 |
| 37 | XOM | Exxon Mobil CORP | -0.3% | +11.56% | 増加 |
| 38 | PII | Polaris INC | -0.3% | +5.53% | 増加 |
| 39 | TKR | Timken Co | -0.4% | -1.78% | 減少 |
| 40 | UTXZ | United Tech CORP | -0.4% | -2.18% | 減少 |
| 41 | SLB | Slb LTD | -0.4% | +24.02% | 増加 |
| 42 | VO | Vanguard Mid-cap ETF | -0.4% | -55.54% | 減少 |
| 43 | VT | Vanguard Tot World Stk ETF | -0.7% | -36.26% | 減少 |
| 44 | VEU | Vanguard Ftse All-world Ex-u | — | EXIT | 全売却 |
| 45 | IWD | Ishares Russell 1000 Value E | — | EXIT | 全売却 |
| 46 | DIS | Walt Disney Co/the | — | EXIT | 全売却 |
| 47 | VNQ | Vanguard Real Estate ETF | — | EXIT | 全売却 |
| 48 | BA | Boeing Co/the | — | EXIT | 全売却 |
| 49 | SCHD | Schwab US Dvd Equity ETF | — | EXIT | 全売却 |
| 50 | TSN | Tyson Foods Inc-cl A | — | EXIT | 全売却 |