CIK: 0001802654
申告総資産額
$2.2億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 15.68% | -1.64% | — | |
| 2 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-その他 | 7.27% | — | — | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.54% | +0.93% | — | |
| 4 | AAPL | Apple INC | 株式-IT | 2.76% | -0.24% | — | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 1.98% | -0.68% | — | |
| 6 | HD | Home Depot INC | 株式-一般消費財 | 1.88% | — | — | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.86% | +0.16% | — | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.82% | -0.22% | — | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.74% | — | — | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.71% | — | — | |
| 11 | ADP | Automatic Data Processing | 株式-IT | 1.66% | -0.30% | — | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.41% | +0.05% | — | |
| 13 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.25% | +0.09% | — | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.15% | -0.09% | — | |
| 15 | MDT | Medtronic plc | 株式-ヘルスケア | 1.14% | — | — | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.13% | -0.06% | — | |
| 17 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.11% | — | — | |
| 18 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.10% | — | — | |
| 19 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.09% | — | — | |
| 20 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.07% | -0.13% | — | |
| 21 | AON | Aon plc | 株式-金融 | 1.06% | — | — | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.06% | — | — | |
| 23 | MMM | 3m Co | 株式-資本財 | 0.98% | — | — | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.98% | +0.29% | — | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.96% | — | — | |
| 26 | UTXZ | United Tech CORP | 株式-その他 | 0.91% | — | — | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.91% | -0.21% | — | |
| 28 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.89% | — | — | |
| 29 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.88% | — | — | |
| 30 | AMGN | Amgen INC | 株式-ヘルスケア | 0.87% | — | — | |
| 31 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.83% | — | — | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.82% | +0.05% | — | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.78% | — | — | |
| 34 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.78% | — | — | |
| 35 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 0.77% | — | — | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.76% | — | — | |
| 37 | PYPL | Paypal Holdings INC | 株式-金融 | 0.73% | — | — | |
| 38 | AMAT | Applied Materials INC | 株式-IT | 0.71% | +0.36% | — | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.69% | — | — | |
| 40 | WAT | Waters CORP | 株式-ヘルスケア | 0.64% | -0.09% | — | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.64% | +0.09% | — | |
| 42 | INTC | Intel CORP | 株式-IT | 0.62% | — | — | |
| 43 | SO | Southern Co/the | 株式-公益事業 | 0.60% | — | — | |
| 44 | CI | THE Cigna Group | 株式-ヘルスケア | 0.60% | — | — | |
| 45 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.58% | — | — | |
| 46 | MA | Mastercard INC - A | 株式-金融 | 0.57% | — | — | |
| 47 | PFE | Pfizer INC | 株式-ヘルスケア | 0.56% | — | — | |
| 48 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.56% | — | — | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.56% | — | — | |
| 50 | XLE | Ss Energy Select Sector | ETF-その他 | 0.53% | +0.15% | — |