CIK: 0001135439
申告総資産額
$11.9億
上位200銘柄を表示中（全205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 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.18% | — | +1.83% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.10% | +0.09% | +1.67% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.36% | — | -0.67% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.89% | -0.96% | +1.68% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.46% | +0.10% | -2.62% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.37% | -0.23% | -0.82% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.36% | — | -1.90% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.29% | -0.22% | -6.62% | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.25% | -0.15% | -2.30% | |
| 10 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 2.08% | — | +0.14% | |
| 11 | BLKCHF | Blackrock INC | 株式-その他 | 1.99% | — | -0.59% | |
| 12 | ADP | Automatic Data Processing | 株式-IT | 1.77% | -0.23% | -0.51% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.75% | +0.34% | +1.52% | |
| 14 | VFC | Vf CORP | 株式-一般消費財 | 1.73% | — | -0.47% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.69% | -0.25% | +1.66% | |
| 16 | AMGN | Amgen INC | 株式-ヘルスケア | 1.69% | +0.17% | +1.51% | |
| 17 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.66% | — | +5255.68% | |
| 18 | INTC | Intel CORP | 株式-IT | 1.66% | — | +3.15% | |
| 19 | CSX | Csx CORP | 株式-資本財 | 1.60% | +0.15% | +7.76% | |
| 20 | TROW | T Rowe Price Group INC | 株式-金融 | 1.59% | -0.67% | EXIT | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.57% | — | +0.15% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 1.56% | -0.02% | +0.67% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 1.53% | — | +1.17% | |
| 24 | MCHP | Microchip Technology INC | 株式-IT | 1.53% | — | -0.14% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.46% | +0.10% | +2.90% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 1.38% | +0.45% | +0.59% | |
| 27 | T | At&t INC | 株式-通信サービス | 1.37% | — | +0.69% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 1.36% | +0.11% | +2.82% | |
| 29 | USB | US Bancorp | 株式-金融 | 1.30% | — | +1.30% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.26% | -0.17% | +387.31% | |
| 31 | GD | General Dynamics CORP | 株式-資本財 | 1.24% | — | +0.70% | |
| 32 | D | Dominion Energy INC | 株式-公益事業 | 1.22% | — | +1.62% | |
| 33 | WM | Waste Management INC | 株式-資本財 | 1.21% | — | +1.02% | |
| 34 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 1.19% | — | +2.40% | |
| 35 | PHM | Pultegroup INC | 株式-一般消費財 | 1.05% | — | -2.25% | |
| 36 | XLB | Ss Materials Select Sector | ETF-その他 | 1.01% | +0.12% | -0.15% | |
| 37 | SLB | Slb LTD | 株式-エネルギー | 0.87% | — | +745.05% | |
| 38 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.87% | — | -2.51% | |
| 39 | IRM | Iron Mountain INC | 株式-不動産 | 0.86% | +0.26% | +2.23% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.86% | — | -3.21% | |
| 41 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.83% | — | -0.16% | |
| 42 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.82% | — | +11.04% | |
| 43 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 0.80% | — | -1.33% | |
| 44 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.79% | — | — | |
| 45 | IR | Ingersoll-rand PLC | 株式-資本財 | 0.79% | — | +1.41% | |
| 46 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.76% | — | — | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.75% | — | +1.28% | |
| 48 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.74% | — | -3.58% | |
| 49 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.74% | -0.08% | -3.09% | |
| 50 | APTV | Aptiv PLC | 株式-一般消費財 | 0.69% | — | +11.39% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | +1.6% | +5255.68% | 増加 |
| 2 | JPM | Jpmorgan Chase & Co | +1% | +387.31% | 増加 |
| 3 | SLB | Slb LTD | +0.8% | +745.05% | 増加 |
| 4 | CSX | Csx CORP | +0.3% | +7.76% | 増加 |
| 5 | ADP | Automatic Data Processing | +0.2% | -0.51% | 減少 |
| 6 | VB | Vanguard Small-cap ETF | +0.2% | +1.83% | 増加 |
| 7 | MSFT | Microsoft CORP | +0.2% | +1.68% | 増加 |
| 8 | UNH | Unitedhealth Group INC | +0.2% | -2.30% | 減少 |
| 9 | TJX | Tjx Companies INC | +0.2% | +11.04% | 増加 |
| 10 | BDX | Becton Dickinson And Co | +0.2% | +0.14% | 増加 |
| 11 | V | Visa Inc-class A Shares | +0.2% | +1.66% | 増加 |
| 12 | XOM | Exxon Mobil CORP | +0.1% | -2.62% | 減少 |
| 13 | AMGN | Amgen INC | +0.1% | +1.51% | 増加 |
| 14 | VFC | Vf CORP | +0.1% | -0.47% | 減少 |
| 15 | HD | Home Depot INC | +0.1% | +0.67% | 増加 |
| 16 | CVX | Chevron CORP | +0.1% | +0.59% | 増加 |
| 17 | APTV | Aptiv PLC | +0.1% | +11.39% | 増加 |
| 18 | VNQ | Vanguard Real Estate ETF | +0.1% | -1.90% | 減少 |
| 19 | AMZN | Amazon.com INC | +0.1% | +21.61% | 増加 |
| 20 | VO | Vanguard Mid-cap ETF | +0.1% | +1.67% | 増加 |
| 21 | TROW | T Rowe Price Group INC | +0.1% | -0.82% | 減少 |
| 22 | AVD | American Vanguard CORP | +0.1% | — | 変化なし |
| 23 | MRK | Merck & Co. INC. | +0.1% | +4.80% | 増加 |
| 24 | IRM | Iron Mountain INC | +0.1% | +2.23% | 増加 |
| 25 | NSC | Norfolk Southern CORP | +0.1% | +1.72% | 増加 |
| 26 | DIS | Walt Disney Co/the | 0% | +0.15% | 増加 |
| 27 | AAPL | Apple INC | 0% | -6.62% | 減少 |
| 28 | PNC | Pnc Financial Services Group | -0.1% | -22.70% | 減少 |
| 29 | MO | Altria Group INC | -0.1% | -17.37% | 減少 |
| 30 | IBM | Intl Business Machines CORP | -0.1% | -64.20% | 減少 |
| 31 | CL | Colgate-palmolive Co | -0.1% | -19.03% | 減少 |
| 32 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +1.28% | 増加 |
| 33 | BF-B | Brown-forman Corp-class B | -0.1% | — | 変化なし |
| 34 | BUD | Anheuser-busch Inbev-spn Adr | -0.1% | -1.33% | 減少 |
| 35 | PM | Philip Morris International | -0.1% | -19.28% | 減少 |
| 36 | JNJ | Johnson & Johnson | -0.1% | +1.52% | 増加 |
| 37 | T | At&t INC | -0.2% | +0.69% | 増加 |
| 38 | BLKCHF | Blackrock INC | -0.2% | -0.59% | 減少 |
| 39 | EFA | Ishares Msci Eafe ETF | -0.3% | -0.67% | 減少 |
| 40 | GD | General Dynamics CORP | -0.3% | +0.70% | 増加 |
| 41 | TOTL | Ss Doubleline Tr Tact ETF | -0.9% | -84.94% | 減少 |
| 42 | BSV | Vanguard Short-term Bond ETF | -1% | -77.53% | 減少 |
| 43 | MPC | Marathon Petroleum CORP | -1% | -86.97% | 減少 |
| 44 | WFC | Wells Fargo & Co | -1.1% | -87.24% | 減少 |
| 45 | BIV | Vanguard Intermediate-term B | -1.1% | -72.70% | 減少 |
| 46 | VMBS | Vanguard Mortgage-backed Sec | — | NEW | 新規購入 |
| 47 | GVI | Ishares Intermediate Governm | — | NEW | 新規購入 |
| 48 | VCLT | Vanguard Long-term CORP Bond | — | NEW | 新規購入 |
| 49 | SYK | Stryker CORP | — | NEW | 新規購入 |
| 50 | BNY | Bank Of New York Mellon CORP | — | NEW | 新規購入 |