CIK: 0001480916
申告総資産額
—
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 12.05% | — | +2.16% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.49% | — | -9.76% | |
| 3 | NEOG | Neogen CORP | 株式-ヘルスケア | 3.88% | — | -5.04% | |
| 4 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.77% | — | -0.20% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.39% | — | -0.55% | |
| 6 | ECL | Ecolab INC | 株式-素材 | 3.15% | — | -0.00% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.09% | — | -0.58% | |
| 8 | PWR | Quanta Services INC | 株式-資本財 | 2.92% | — | -2.81% | |
| 9 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.53% | — | +0.01% | |
| 10 | INTC | Intel CORP | 株式-IT | 2.26% | — | -0.00% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.21% | — | +50.24% | |
| 12 | OHI | Omega Healthcare Investors | 株式-不動産 | 2.20% | — | +0.16% | |
| 13 | CSCO | Cisco Systems INC | 株式-IT | 2.11% | — | +0.53% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.98% | — | -0.52% | |
| 15 | AMT | American Tower CORP | 株式-不動産 | 1.90% | — | -0.12% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.86% | — | +0.48% | |
| 17 | COF | Capital One Financial CORP | 株式-金融 | 1.84% | — | — | |
| 18 | DCI | Donaldson Co INC | 株式-資本財 | 1.80% | — | — | |
| 19 | WFC | Wells Fargo & Co | 株式-金融 | 1.68% | — | -1.96% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.67% | — | +0.37% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.67% | — | +0.47% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.57% | — | -0.04% | |
| 23 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.55% | — | -0.29% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.39% | — | +0.17% | |
| 25 | WY | Weyerhaeuser Co | 株式-不動産 | 1.34% | — | +0.68% | |
| 26 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.34% | — | +0.28% | |
| 27 | AXP | American Express Company | 株式-金融 | 1.33% | — | -0.15% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 1.15% | — | -0.11% | |
| 29 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.09% | — | +0.78% | |
| 30 | EWA | Ishares Msci Australia ETF | ETF-その他 | 1.07% | — | — | |
| 31 | FFIV | F5 INC | 株式-IT | 1.05% | — | — | |
| 32 | CP | Canadian Pacific Kansa F | 株式-資本財 | 1.05% | — | — | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.96% | — | -14.65% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.79% | — | -0.61% | |
| 35 | ORCL | Oracle CORP | 株式-IT | 0.77% | — | — | |
| 36 | MMM | 3m Co | 株式-資本財 | 0.74% | — | +0.96% | |
| 37 | CAT | Caterpillar INC | 株式-資本財 | 0.67% | — | -0.64% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.60% | — | +1.29% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.60% | — | -1.60% | |
| 40 | LMEUR | Legg Mason INC | 株式-その他 | 0.59% | — | -9.10% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.57% | — | +2.24% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.57% | — | -1.38% | |
| 43 | TROW | T Rowe Price Group INC | 株式-金融 | 0.56% | — | -0.77% | |
| 44 | UTXZ | United Tech CORP | 株式-その他 | 0.53% | — | -0.53% | |
| 45 | ✓ | Student Transportation INC | 株式-その他 | 0.51% | — | — | |
| 46 | MKC-V | Mccormick & Co INC Vtg Com | 株式-その他 | 0.50% | — | — | |
| 47 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.50% | — | +0.10% | |
| 48 | WRI | Weingarten Realty Investors | 株式-その他 | 0.46% | — | — | |
| 49 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.45% | — | +5.54% | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.44% | — | -2.51% |