CIK: 0001080173
申告総資産額
$3.4億
| # | 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 | VTIP | Vanguard Short-term Tips | ETF-その他 | 8.17% | +1.57% | -0.78% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.55% | -1.54% | -0.69% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 6.82% | +0.76% | -3.72% | |
| 4 | ADP | Automatic Data Processing | 株式-IT | 5.94% | -0.59% | -0.77% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.86% | -0.05% | -3.96% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.58% | +0.59% | -0.52% | |
| 7 | AMGN | Amgen INC | 株式-ヘルスケア | 3.54% | +0.28% | -0.32% | |
| 8 | PEP | Pepsico INC | 株式-生活必需品 | 3.14% | +0.19% | -0.61% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.06% | — | -0.52% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.65% | -0.30% | +1891.21% | |
| 11 | ECL | Ecolab INC | 株式-素材 | 2.43% | — | -0.76% | |
| 12 | SIVBEUR | Svb Financial Group | 株式-その他 | 2.41% | — | -0.60% | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.29% | -0.20% | -0.23% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.10% | — | -4.12% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.08% | — | -9.08% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.03% | -0.04% | -1.02% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.99% | -0.21% | -0.40% | |
| 18 | XLE | Ss Energy Select Sector | ETF-その他 | 1.77% | +0.54% | -1.97% | |
| 19 | HPQ | Hp INC | 株式-IT | 1.64% | -0.09% | -0.57% | |
| 20 | EMR | Emerson Electric Co | 株式-資本財 | 1.61% | — | -0.78% | |
| 21 | IBM | Intl Business Machines CORP | 株式-IT | 1.57% | -0.39% | -0.25% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.56% | +0.71% | -0.06% | |
| 23 | CRM | Salesforce INC | 株式-IT | 1.53% | -0.48% | -1.47% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 1.25% | +0.10% | -0.12% | |
| 25 | COF | Capital One Financial CORP | 株式-金融 | 1.18% | -0.41% | -5.68% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.17% | +0.11% | -3.22% | |
| 27 | OMC | Omnicom Group | 株式-通信サービス | 1.14% | — | -1.50% | |
| 28 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.01% | — | -1.24% | |
| 29 | SLB | Slb LTD | 株式-エネルギー | 0.98% | -0.37% | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.88% | -0.09% | -0.02% | |
| 31 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-その他 | 0.88% | +0.29% | -3.82% | |
| 32 | HPE | Hewlett Packard Enterprise | 株式-IT | 0.81% | — | -0.75% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.81% | -0.32% | — | |
| 34 | TXN | Texas Instruments INC | 株式-IT | 0.77% | +0.10% | -0.19% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.76% | +0.32% | — | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.74% | — | — | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.71% | — | — | |
| 38 | QCOM | Qualcomm INC | 株式-IT | 0.65% | -0.26% | — | |
| 39 | RTX | Rtx CORP | 株式-資本財 | 0.60% | — | -0.19% | |
| 40 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.58% | — | — | |
| 41 | NTR | Nutrien LTD | 株式-素材 | 0.54% | -0.10% | EXIT | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.47% | — | -2.74% | |
| 43 | MCO | Moody's CORP | 株式-金融 | 0.45% | -0.10% | — | |
| 44 | AAPL | Apple INC | 株式-IT | 0.45% | — | — | |
| 45 | AXP | American Express Co | 株式-金融 | 0.45% | -0.15% | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.42% | +0.21% | +3.59% | |
| 47 | CAT | Caterpillar INC | 株式-資本財 | 0.42% | +0.16% | — | |
| 48 | CMF | Ishares California Muni Bond | ETF-その他 | 0.35% | — | -15.06% | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.33% | — | — | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.30% | — | — |