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 | 8.26% | -1.54% | -4.02% | |
| 2 | VTIP | Vanguard Short-term Tips | ETF-その他 | 6.60% | +1.57% | +5.17% | |
| 3 | ADP | Automatic Data Processing | 株式-IT | 4.24% | -0.59% | -0.84% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.17% | -0.30% | -0.68% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.86% | -0.05% | -2.08% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.58% | -0.21% | -2.26% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.56% | +0.76% | -13.72% | |
| 8 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.70% | -0.04% | -2.89% | |
| 9 | ECL | Ecolab INC | 株式-素材 | 2.68% | — | -1.57% | |
| 10 | AMGN | Amgen INC | 株式-ヘルスケア | 2.67% | +0.28% | -1.31% | |
| 11 | IBM | Intl Business Machines CORP | 株式-IT | 2.57% | -0.39% | -0.59% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.45% | +0.59% | -1.60% | |
| 13 | SCHI | Schwab 5-10 Year Corporate B | ETF-投資適格社債 | 2.34% | — | +136.11% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.34% | — | -0.59% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.14% | — | -4.52% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.10% | — | +42.44% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.87% | — | +0.97% | |
| 18 | EMR | Emerson Electric Co | 株式-資本財 | 1.84% | — | -0.99% | |
| 19 | COF | Capital One Financial CORP | 株式-金融 | 1.74% | -0.41% | -0.45% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.73% | -0.20% | -1.28% | |
| 21 | CRM | Salesforce INC | 株式-IT | 1.70% | -0.48% | +5.45% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 1.68% | +0.19% | -0.43% | |
| 23 | SPLB | Ss Spdr P Long Term C ETF | ETF-その他 | 1.63% | -1.69% | EXIT | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.52% | -0.32% | -3.56% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.51% | +0.71% | +0.05% | |
| 26 | XLE | Ss Energy Select Sector | ETF-その他 | 1.37% | +0.54% | -0.66% | |
| 27 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-その他 | 1.20% | +0.29% | +0.42% | |
| 28 | QCOM | Qualcomm INC | 株式-IT | 1.16% | -0.26% | -0.13% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.15% | +0.11% | -1.18% | |
| 30 | HPQ | Hp INC | 株式-IT | 1.09% | -0.09% | -0.94% | |
| 31 | AXP | American Express Co | 株式-金融 | 0.97% | -0.15% | — | |
| 32 | MCO | Moody's CORP | 株式-金融 | 0.96% | -0.10% | — | |
| 33 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.92% | — | +91.30% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.84% | +0.32% | -1.74% | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.80% | — | +9.08% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.80% | -0.09% | -3.48% | |
| 37 | GE | General Electric | 株式-資本財 | 0.78% | -0.03% | -0.84% | |
| 38 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.75% | +0.32% | +44.18% | |
| 39 | RTX | Rtx CORP | 株式-資本財 | 0.73% | — | -1.00% | |
| 40 | PANW | Palo Alto Networks INC | 株式-IT | 0.71% | +0.50% | — | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.63% | +0.10% | -0.98% | |
| 42 | TXN | Texas Instruments INC | 株式-IT | 0.63% | +0.10% | — | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | — | +9.93% | |
| 44 | MA | Mastercard INC - A | 株式-金融 | 0.56% | -0.05% | — | |
| 45 | CAT | Caterpillar INC | 株式-資本財 | 0.55% | +0.16% | -1.39% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | +0.21% | — | |
| 47 | SLB | Slb LTD | 株式-エネルギー | 0.46% | -0.37% | -0.55% | |
| 48 | GEV | GE Vernova INC | 株式-資本財 | 0.40% | +0.16% | — | |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.37% | -0.33% | EXIT | |
| 50 | AAPL | Apple INC | 株式-IT | 0.36% | — | -1.02% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VTIP | Vanguard Short-term Tips | +1.4% | +5.17% | 増加 |
| 2 | SCHI | Schwab 5-10 Year Corporate B | +1.3% | +136.11% | 増加 |
| 3 | GOOGL | Alphabet Inc-cl A | +1.1% | -0.68% | 減少 |
| 4 | MSFT | Microsoft CORP | +1% | -4.02% | 減少 |
| 5 | VXUS | Vanguard Total Intl Stock | +0.6% | +44.18% | 増加 |
| 6 | AVGO | Broadcom INC | +0.4% | +9.08% | 増加 |
| 7 | VCIT | Vanguard Int-term Corporate | +0.4% | +42.44% | 増加 |
| 8 | SCHP | Schwab U.s. Tips ETF | +0.4% | +91.30% | 増加 |
| 9 | JPM | Jpmorgan Chase & Co | +0.3% | -2.26% | 減少 |
| 10 | COF | Capital One Financial CORP | +0.2% | -0.45% | 増加 |
| 11 | SPLB | Ss Spdr P Long Term C ETF | +0.2% | +41.73% | 増加 |
| 12 | GE | General Electric | +0.2% | -0.84% | 減少 |
| 13 | GEV | GE Vernova INC | +0.2% | — | 減少 |
| 14 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | +0.2% | +0.42% | 増加 |
| 15 | EMR | Emerson Electric Co | +0.1% | -0.99% | 増加 |
| 16 | CAT | Caterpillar INC | +0.1% | -1.39% | 減少 |
| 17 | SCHX | Schwab US Large-cap ETF | +0.1% | +0.97% | 増加 |
| 18 | AXP | American Express Co | +0.1% | — | 変化なし |
| 19 | AMZN | Amazon.com INC | +0.1% | +9.93% | 増加 |
| 20 | RTX | Rtx CORP | +0.1% | -1.00% | 減少 |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | — | 減少 |
| 22 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.18% | 減少 |
| 23 | VOO | Vanguard S&p 500 ETF | 0% | -2.08% | 減少 |
| 24 | VTI | Vanguard Total Stock Mkt ETF | 0% | -4.52% | 減少 |
| 25 | IVV | Ishares Core S&p 500 ETF | — | -3.48% | 減少 |
| 26 | DIS | Walt Disney Co/the | 0% | -1.28% | 減少 |
| 27 | QCOM | Qualcomm INC | -0.1% | -0.13% | 増加 |
| 28 | ITW | Illinois Tool Works | -0.1% | — | 減少 |
| 29 | BMY | Bristol-myers Squibb Co | -0.1% | — | 変化なし |
| 30 | IBM | Intl Business Machines CORP | -0.1% | -0.59% | 減少 |
| 31 | JNJ | Johnson & Johnson | -0.2% | -1.60% | 減少 |
| 32 | SLB | Slb LTD | -0.2% | -0.55% | 減少 |
| 33 | ECL | Ecolab INC | -0.2% | -1.57% | 減少 |
| 34 | ABBV | Abbvie INC | -0.3% | -2.89% | 減少 |
| 35 | XLE | Ss Energy Select Sector | -0.3% | -0.66% | 減少 |
| 36 | CVX | Chevron CORP | -0.3% | -1.74% | 減少 |
| 37 | CRM | Salesforce INC | -0.4% | +5.45% | 増加 |
| 38 | PEP | Pepsico INC | -0.4% | -0.43% | 減少 |
| 39 | XOM | Exxon Mobil CORP | -0.4% | +0.05% | 減少 |
| 40 | LLY | Eli Lilly & Co | -0.5% | -3.56% | 減少 |
| 41 | PG | Procter & Gamble Co/the | -0.7% | -0.59% | 減少 |
| 42 | AMGN | Amgen INC | -0.8% | -1.31% | 減少 |
| 43 | ADP | Automatic Data Processing | -0.9% | -0.84% | 減少 |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | -1.1% | -13.72% | 減少 |
| 45 | PANW | Palo Alto Networks INC | — | NEW | 新規購入 |
| 46 | DFSEUR | Discover Financial Services | — | EXIT | 全売却 |
| 47 | SHEL | Shell Plc-adr | — | EXIT | 全売却 |
| 48 | GEHC | GE Healthcare Technology | — | EXIT | 全売却 |
| 49 | EPD | Enterprise Products Partners | — | EXIT | 全売却 |
| 50 | DHR | Danaher CORP | — | EXIT | 全売却 |