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 | MSFT | Microsoft CORP | 株式-IT | 8.73% | -1.54% | -0.20% | |
| 2 | VTIP | Vanguard Short-term Tips | ETF-その他 | 6.97% | +1.57% | -6.10% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 6.59% | +0.76% | +0.28% | |
| 4 | ADP | Automatic Data Processing | 株式-IT | 5.31% | -0.59% | +0.05% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.89% | -0.05% | -2.33% | |
| 6 | AMGN | Amgen INC | 株式-ヘルスケア | 3.54% | +0.28% | +0.01% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.32% | — | +0.03% | |
| 8 | PEP | Pepsico INC | 株式-生活必需品 | 3.23% | +0.19% | +0.13% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.15% | +0.59% | +0.20% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.69% | -0.30% | +0.88% | |
| 11 | ECL | Ecolab INC | 株式-素材 | 2.60% | — | +0.03% | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.30% | -0.20% | +1.90% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.24% | -0.21% | -1.83% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.22% | -0.04% | -0.54% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.19% | — | -0.36% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.14% | — | +5.33% | |
| 17 | CRM | Salesforce INC | 株式-IT | 1.95% | -0.48% | +2.69% | |
| 18 | XLE | Ss Energy Select Sector | ETF-その他 | 1.88% | +0.54% | -0.05% | |
| 19 | HPQ | Hp INC | 株式-IT | 1.80% | -0.09% | +0.43% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.79% | +0.71% | -0.22% | |
| 21 | EMR | Emerson Electric Co | 株式-資本財 | 1.79% | — | +0.29% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 1.56% | -0.39% | +0.31% | |
| 23 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.27% | — | +0.46% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.27% | +0.11% | +1.49% | |
| 25 | SLB | Slb LTD | 株式-エネルギー | 1.17% | -0.37% | -5.37% | |
| 26 | COF | Capital One Financial CORP | 株式-金融 | 1.13% | -0.41% | -1.08% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 1.07% | +0.10% | -0.70% | |
| 28 | HPE | Hewlett Packard Enterprise | 株式-IT | 1.00% | — | -0.41% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.94% | -0.09% | +0.06% | |
| 30 | TXN | Texas Instruments INC | 株式-IT | 0.84% | +0.10% | -0.47% | |
| 31 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-その他 | 0.84% | +0.29% | — | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.83% | +0.32% | — | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.80% | -0.32% | — | |
| 34 | SPLB | Ss Spdr P Long Term C ETF | ETF-その他 | 0.77% | -1.69% | EXIT | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.74% | — | -3.11% | |
| 36 | QCOM | Qualcomm INC | 株式-IT | 0.72% | -0.26% | +5.58% | |
| 37 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.68% | — | — | |
| 38 | RTX | Rtx CORP | 株式-資本財 | 0.67% | — | — | |
| 39 | CAT | Caterpillar INC | 株式-資本財 | 0.53% | +0.16% | +0.15% | |
| 40 | MCO | Moody's CORP | 株式-金融 | 0.52% | -0.10% | — | |
| 41 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.52% | — | -0.23% | |
| 42 | AXP | American Express Co | 株式-金融 | 0.50% | -0.15% | — | |
| 43 | AAPL | Apple INC | 株式-IT | 0.49% | — | — | |
| 44 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.47% | -0.33% | EXIT | |
| 45 | NTR | Nutrien LTD | 株式-素材 | 0.45% | -0.10% | EXIT | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.43% | +0.21% | +36.33% | |
| 47 | GE | General Electric | 株式-資本財 | 0.37% | -0.03% | -1.95% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.35% | — | — | |
| 49 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.32% | — | — | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.31% | -0.05% | — |