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 | AAPL | Apple INC | 株式-IT | 4.70% | -0.61% | +13.76% | |
| 2 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 4.45% | -0.42% | -8.36% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.13% | -1.28% | -9.50% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.63% | -0.29% | -15.53% | |
| 5 | NKE | Nike INC -cl B | 株式-一般消費財 | 3.33% | -0.18% | +7.42% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.92% | -0.57% | +12.19% | |
| 7 | DHR | Danaher CORP | 株式-ヘルスケア | 2.73% | -0.24% | -1.29% | |
| 8 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 2.32% | — | +17.06% | |
| 9 | ORCL | Oracle CORP | 株式-IT | 2.22% | -0.70% | +13.19% | |
| 10 | QCOM | Qualcomm INC | 株式-IT | 2.05% | -0.59% | +17.07% | |
| 11 | TGT | Target CORP | 株式-一般消費財 | 1.97% | +0.11% | NEW | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.94% | +0.23% | -8.28% | |
| 13 | UNP | Union Pacific CORP | 株式-資本財 | 1.90% | — | +15.65% | |
| 14 | EXR | Extra Space Storage INC | 株式-不動産 | 1.85% | — | +7.81% | |
| 15 | LIN | Linde plc | 株式-素材 | 1.79% | — | +38.28% | |
| 16 | TROW | T Rowe Price Group INC | 株式-金融 | 1.76% | — | +7.46% | |
| 17 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.64% | +0.12% | -4.74% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 1.63% | — | -11.49% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.60% | +0.06% | -4.94% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 1.56% | — | +14.17% | |
| 21 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.54% | — | +597.25% | |
| 22 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.51% | — | -7.09% | |
| 23 | ADP | Automatic Data Processing | 株式-IT | 1.47% | -0.30% | -14.88% | |
| 24 | NUE | Nucor CORP | 株式-素材 | 1.47% | — | -2.35% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 1.46% | +0.16% | -3.51% | |
| 26 | AFL | Aflac INC | 株式-金融 | 1.43% | — | -8.96% | |
| 27 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.40% | -0.80% | — | |
| 28 | CMI | Cummins INC | 株式-資本財 | 1.30% | — | +7.53% | |
| 29 | STT | State Street CORP | 株式-金融 | 1.30% | — | -2.76% | |
| 30 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.25% | — | +28.15% | |
| 31 | ITW | Illinois Tool Works | 株式-資本財 | 1.25% | — | +25.11% | |
| 32 | LDOS | Leidos Holdings INC | 株式-IT | 1.25% | -0.25% | -4.27% | |
| 33 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.25% | -0.27% | -12.36% | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 1.23% | -0.11% | EXIT | |
| 35 | RTX | Rtx CORP | 株式-資本財 | 1.21% | — | +31.17% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.20% | -0.14% | +2.98% | |
| 37 | TD | Toronto-dominion Bank | 株式-金融 | 1.19% | — | -12.03% | |
| 38 | GIS | General Mills INC | 株式-生活必需品 | 1.15% | — | -9.51% | |
| 39 | VUG | Vanguard Growth ETF | ETF-その他 | 1.14% | -0.12% | — | |
| 40 | TKR | Timken Co | 株式-資本財 | 1.11% | — | +17.67% | |
| 41 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.06% | — | -1.37% | |
| 42 | PRU | Prudential Financial INC | 株式-金融 | 1.06% | — | -5.01% | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.97% | — | +35.24% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.92% | +0.49% | -52.19% | |
| 45 | BAH | Booz Allen Hamilton Holdings | 株式-資本財 | 0.87% | — | -24.73% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.79% | — | +144.54% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.74% | — | — | |
| 48 | IP | International Paper Co | 株式-一般消費財 | 0.74% | — | +5.12% | |
| 49 | SNA | Snap-on INC | 株式-資本財 | 0.70% | — | +4.06% | |
| 50 | PII | Polaris INC | 株式-一般消費財 | 0.70% | — | +2.32% |