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 | 8.88% | -1.54% | -1.15% | |
| 2 | VTIP | Vanguard Short-term Tips | ETF-その他 | 6.69% | +1.57% | +34.67% | |
| 3 | ADP | Automatic Data Processing | 株式-IT | 4.83% | -0.59% | -1.16% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.40% | +0.76% | +0.17% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.93% | -0.05% | -1.62% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.62% | -0.21% | -0.61% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.27% | -0.30% | -0.57% | |
| 8 | IBM | Intl Business Machines CORP | 株式-IT | 2.91% | -0.39% | -3.29% | |
| 9 | AMGN | Amgen INC | 株式-ヘルスケア | 2.88% | +0.28% | -0.65% | |
| 10 | ECL | Ecolab INC | 株式-素材 | 2.87% | — | -0.82% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.62% | — | -0.65% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.39% | -0.04% | -2.55% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.23% | — | +0.80% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.20% | +0.59% | -3.77% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.04% | -0.20% | -1.06% | |
| 16 | EMR | Emerson Electric Co | 株式-資本財 | 2.03% | — | +4.78% | |
| 17 | CRM | Salesforce INC | 株式-IT | 1.99% | -0.48% | +0.65% | |
| 18 | COF | Capital One Financial CORP | 株式-金融 | 1.88% | -0.41% | +10.77% | |
| 19 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.85% | — | -0.57% | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.73% | -0.32% | -2.09% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 1.70% | +0.19% | -0.49% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.56% | — | -3.78% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.55% | +0.71% | -5.94% | |
| 24 | XLE | Ss Energy Select Sector | ETF-その他 | 1.41% | +0.54% | -0.60% | |
| 25 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-その他 | 1.28% | +0.29% | +28.37% | |
| 26 | SPLB | Ss Spdr P Long Term C ETF | ETF-その他 | 1.21% | -1.69% | EXIT | |
| 27 | QCOM | Qualcomm INC | 株式-IT | 1.19% | -0.26% | +1.46% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.14% | +0.11% | -0.48% | |
| 29 | MCO | Moody's CORP | 株式-金融 | 1.09% | -0.10% | — | |
| 30 | HPQ | Hp INC | 株式-IT | 1.06% | -0.09% | -0.58% | |
| 31 | SCHI | Schwab 5-10 Year Corporate B | ETF-投資適格社債 | 1.05% | — | +2.29% | |
| 32 | AXP | American Express Co | 株式-金融 | 1.01% | -0.15% | — | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.85% | +0.32% | -9.29% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.82% | -0.09% | -0.62% | |
| 35 | TXN | Texas Instruments INC | 株式-IT | 0.76% | +0.10% | -2.19% | |
| 36 | GE | General Electric | 株式-資本財 | 0.72% | -0.03% | +0.62% | |
| 37 | RTX | Rtx CORP | 株式-資本財 | 0.69% | — | -2.15% | |
| 38 | AVGO | Broadcom INC | 株式-IT | 0.66% | — | +6.03% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.65% | +0.10% | -0.06% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.60% | -0.05% | — | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | — | +2.28% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | +0.21% | — | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.53% | +0.32% | +320.14% | |
| 44 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.51% | — | -1.27% | |
| 45 | SLB | Slb LTD | 株式-エネルギー | 0.49% | -0.37% | -1.50% | |
| 46 | CAT | Caterpillar INC | 株式-資本財 | 0.49% | +0.16% | — | |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.38% | -0.33% | EXIT | |
| 48 | GEV | GE Vernova INC | 株式-資本財 | 0.37% | +0.16% | -0.45% | |
| 49 | INTU | Intuit INC | 株式-IT | 0.37% | -0.09% | — | |
| 50 | SCHQ | Schwab Long-term US Treasury | ETF-政府公債 | 0.35% | -0.31% | EXIT |