CIK: 0001714341
申告総資産額
$2.4億
| # | 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 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.70% | -0.35% | — | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.21% | -1.41% | — | |
| 3 | BAC | Bank Of America CORP | 株式-金融 | 3.06% | -0.24% | — | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.80% | +0.24% | — | |
| 5 | AAPL | Apple INC | 株式-IT | 2.58% | -0.41% | — | |
| 6 | INTC | Intel CORP | 株式-IT | 2.38% | — | — | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.38% | — | — | |
| 8 | MMM | 3m Co | 株式-資本財 | 2.31% | — | — | |
| 9 | NKE | Nike INC -cl B | 株式-一般消費財 | 2.30% | -0.16% | — | |
| 10 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.28% | — | — | |
| 11 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.23% | — | — | |
| 12 | PFE | Pfizer INC | 株式-ヘルスケア | 2.14% | -0.20% | EXIT | |
| 13 | BA | Boeing Co/the | 株式-資本財 | 2.06% | — | — | |
| 14 | CSCO | Cisco Systems INC | 株式-IT | 2.05% | — | — | |
| 15 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 2.00% | +0.10% | — | |
| 16 | T | At&t INC | 株式-通信サービス | 1.97% | — | — | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.96% | +0.21% | — | |
| 18 | GLW | Corning INC | 株式-IT | 1.92% | +0.83% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.90% | -0.40% | — | |
| 20 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.81% | — | — | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.64% | — | — | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 1.61% | — | — | |
| 23 | XLF | Ss Financial Select Sector | ETF-その他 | 1.61% | -0.14% | — | |
| 24 | FDX | Fedex CORP | 株式-資本財 | 1.59% | +0.12% | — | |
| 25 | STT | State Street CORP | 株式-金融 | 1.52% | — | — | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.50% | — | — | |
| 27 | ✓ | 株式-その他 | 1.48% | — | — | ||
| 28 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.46% | — | — | |
| 29 | EMR | Emerson Electric Co | 株式-資本財 | 1.38% | — | — | |
| 30 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.33% | -0.21% | — | |
| 31 | GM | General Motors Co | 株式-一般消費財 | 1.32% | — | — | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.31% | +0.13% | — | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 1.15% | — | — | |
| 34 | WDC | Western Digital CORP | 株式-IT | 1.09% | — | — | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.09% | -0.30% | EXIT | |
| 36 | UTXZ | United Tech CORP | 株式-その他 | 1.03% | — | — | |
| 37 | LAZ | Lazard, Inc. | 株式-金融 | 1.01% | — | — | |
| 38 | ✓ | Powershares ETF Trust | ETF-その他 | 0.95% | — | — | |
| 39 | XLB | Ss Materials Select Sector | ETF-その他 | 0.93% | — | — | |
| 40 | DNKN | Dunkin' Brands Group INC | 株式-その他 | 0.91% | — | — | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.88% | +0.18% | — | |
| 42 | PPG | Ppg Industries INC | 株式-素材 | 0.84% | — | — | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.81% | — | — | |
| 44 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.80% | — | — | |
| 45 | OXY | Occidental Petroleum CORP | 株式-エネルギー | 0.79% | — | — | |
| 46 | COP | Conocophillips | 株式-エネルギー | 0.78% | — | — | |
| 47 | CE | Celanese CORP | 株式-素材 | 0.78% | — | — | |
| 48 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.78% | — | — | |
| 49 | SAFT | Safety Insurance Group INC | 株式-その他 | 0.76% | — | — | |
| 50 | QCOM | Qualcomm INC | 株式-IT | 0.75% | — | — |