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 | 9.97% | -1.54% | -0.10% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 6.25% | +0.76% | -1.30% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-その他 | 6.13% | +1.57% | -8.43% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.08% | -0.05% | -0.97% | |
| 5 | ADP | Automatic Data Processing | 株式-IT | 5.05% | -0.59% | -0.49% | |
| 6 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.29% | — | +0.24% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.21% | +0.59% | -1.60% | |
| 8 | PEP | Pepsico INC | 株式-生活必需品 | 3.17% | +0.19% | -0.18% | |
| 9 | AMGN | Amgen INC | 株式-ヘルスケア | 3.14% | +0.28% | -0.38% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.05% | -0.30% | +1.32% | |
| 11 | ECL | Ecolab INC | 株式-素材 | 2.83% | — | -0.58% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.41% | -0.21% | -0.22% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.29% | — | -0.03% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.07% | — | +1.73% | |
| 15 | CRM | Salesforce INC | 株式-IT | 2.03% | -0.48% | +1.66% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.00% | -0.20% | +0.82% | |
| 17 | XLE | Ss Energy Select Sector | ETF-その他 | 1.83% | +0.54% | +2.29% | |
| 18 | HPQ | Hp INC | 株式-IT | 1.83% | -0.09% | — | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.81% | -0.04% | +0.05% | |
| 20 | EMR | Emerson Electric Co | 株式-資本財 | 1.80% | — | +0.21% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.69% | +0.71% | -0.56% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 1.54% | -0.39% | -0.44% | |
| 23 | COF | Capital One Financial CORP | 株式-金融 | 1.24% | -0.41% | — | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.24% | +0.11% | +0.41% | |
| 25 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.14% | — | -0.14% | |
| 26 | SLB | Slb LTD | 株式-エネルギー | 1.13% | -0.37% | — | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.06% | -0.32% | — | |
| 28 | HPE | Hewlett Packard Enterprise | 株式-IT | 1.02% | — | -0.41% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.98% | -0.09% | -0.41% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.96% | — | +24.72% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.93% | +0.10% | +0.55% | |
| 32 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-その他 | 0.90% | +0.29% | +11.02% | |
| 33 | SPLB | Ss Spdr P Long Term C ETF | ETF-その他 | 0.81% | -1.69% | EXIT | |
| 34 | TXN | Texas Instruments INC | 株式-IT | 0.79% | +0.10% | — | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.78% | +0.32% | — | |
| 36 | QCOM | Qualcomm INC | 株式-IT | 0.66% | -0.26% | +2.59% | |
| 37 | RTX | Rtx CORP | 株式-資本財 | 0.65% | — | — | |
| 38 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.65% | — | — | |
| 39 | MCO | Moody's CORP | 株式-金融 | 0.58% | -0.10% | — | |
| 40 | AAPL | Apple INC | 株式-IT | 0.56% | — | — | |
| 41 | AXP | American Express Co | 株式-金融 | 0.51% | -0.15% | — | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.47% | -0.33% | EXIT | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.47% | — | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | +0.21% | -26.09% | |
| 45 | SCHQ | Schwab Long-term US Treasury | ETF-政府公債 | 0.42% | -0.31% | EXIT | |
| 46 | GE | General Electric | 株式-資本財 | 0.41% | -0.03% | — | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.36% | — | — | |
| 48 | NTR | Nutrien LTD | 株式-素材 | 0.35% | -0.10% | EXIT | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.33% | -0.05% | — | |
| 50 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.30% | — | — |