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 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-その他 | 7.77% | — | +1.03% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.79% | +0.93% | — | |
| 3 | AAPL | Apple INC | 株式-IT | 3.75% | -0.24% | -3.79% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.25% | -0.68% | +0.25% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.74% | +0.16% | +0.04% | |
| 6 | HD | Home Depot INC | 株式-一般消費財 | 2.63% | — | — | |
| 7 | ADP | Automatic Data Processing | 株式-IT | 2.16% | -0.30% | — | |
| 8 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.11% | — | -0.10% | |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.97% | — | — | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.90% | -0.22% | -0.82% | |
| 11 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.73% | — | +0.01% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.60% | +0.05% | -0.17% | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.60% | -0.09% | -1.32% | |
| 14 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.58% | -0.13% | -0.80% | |
| 15 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.53% | — | -1.13% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.52% | — | -0.39% | |
| 17 | MDT | Medtronic plc | 株式-ヘルスケア | 1.48% | — | — | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 1.35% | — | -2.10% | |
| 19 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.30% | — | +0.02% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 1.29% | +0.05% | +0.01% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.28% | -0.21% | -0.44% | |
| 22 | MMM | 3m Co | 株式-資本財 | 1.24% | — | +0.01% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.22% | -0.06% | -0.43% | |
| 24 | AMGN | Amgen INC | 株式-ヘルスケア | 1.19% | — | — | |
| 25 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.16% | — | +0.02% | |
| 26 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 1.11% | — | — | |
| 27 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.08% | — | -0.57% | |
| 28 | PYPL | Paypal Holdings INC | 株式-金融 | 1.05% | — | — | |
| 29 | UNP | Union Pacific CORP | 株式-資本財 | 0.99% | — | -0.35% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.99% | — | — | |
| 31 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.96% | — | — | |
| 32 | UTXZ | United Tech CORP | 株式-その他 | 0.94% | — | — | |
| 33 | INTC | Intel CORP | 株式-IT | 0.92% | — | — | |
| 34 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.92% | — | -16.60% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.91% | — | -3.62% | |
| 36 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.88% | — | — | |
| 37 | AMAT | Applied Materials INC | 株式-IT | 0.87% | +0.36% | — | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.86% | +0.29% | -0.87% | |
| 39 | CI | THE Cigna Group | 株式-ヘルスケア | 0.84% | — | -0.31% | |
| 40 | SO | Southern Co/the | 株式-公益事業 | 0.84% | — | +0.03% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.80% | — | — | |
| 42 | WAT | Waters CORP | 株式-ヘルスケア | 0.76% | -0.09% | -6.78% | |
| 43 | MA | Mastercard INC - A | 株式-金融 | 0.75% | — | — | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.75% | — | -2.27% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.74% | — | -0.77% | |
| 46 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.71% | +0.05% | +2.19% | |
| 47 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 0.69% | -0.09% | — | |
| 48 | CSX | Csx CORP | 株式-資本財 | 0.63% | — | — | |
| 49 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.63% | — | +0.06% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | +0.09% | +0.11% |