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 | 7.81% | — | -16.33% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.13% | +0.93% | -7.49% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.32% | -0.24% | -8.17% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.83% | -0.68% | -10.91% | |
| 5 | HD | Home Depot INC | 株式-一般消費財 | 2.52% | — | -3.15% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.21% | +0.16% | -1.83% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.15% | +0.10% | -9.80% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.00% | -0.22% | -1.62% | |
| 9 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.94% | — | -9.53% | |
| 10 | ADP | Automatic Data Processing | 株式-IT | 1.93% | -0.30% | -1.50% | |
| 11 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.62% | +0.05% | — | |
| 12 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.60% | — | -4.05% | |
| 13 | AMAT | Applied Materials INC | 株式-IT | 1.59% | +0.36% | -4.84% | |
| 14 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.50% | — | -24.46% | |
| 15 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.49% | -0.09% | -2.37% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.47% | -0.21% | -7.06% | |
| 17 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.45% | -0.13% | -5.47% | |
| 18 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.37% | +0.09% | -4.94% | |
| 19 | PYPL | Paypal Holdings INC | 株式-金融 | 1.36% | — | -7.77% | |
| 20 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.35% | — | -2.24% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.32% | -0.06% | -11.20% | |
| 22 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.30% | — | -1.17% | |
| 23 | MDT | Medtronic plc | 株式-ヘルスケア | 1.24% | — | -1.00% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.22% | — | -2.12% | |
| 25 | MMM | 3m Co | 株式-資本財 | 1.17% | — | -2.02% | |
| 26 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 1.16% | — | — | |
| 27 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.03% | — | -0.49% | |
| 28 | UNP | Union Pacific CORP | 株式-資本財 | 1.00% | — | — | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.99% | +0.05% | -3.62% | |
| 30 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.99% | — | -0.55% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.97% | — | -3.79% | |
| 32 | AMGN | Amgen INC | 株式-ヘルスケア | 0.94% | — | -2.06% | |
| 33 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.87% | — | -0.07% | |
| 34 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.86% | — | -12.06% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.83% | — | -0.60% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.83% | — | +31.94% | |
| 37 | CI | THE Cigna Group | 株式-ヘルスケア | 0.80% | — | +4.56% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.76% | +0.29% | +0.05% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.76% | — | -4.17% | |
| 40 | INTC | Intel CORP | 株式-IT | 0.76% | — | -3.47% | |
| 41 | TXN | Texas Instruments INC | 株式-IT | 0.71% | — | -3.13% | |
| 42 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.71% | — | -2.97% | |
| 43 | WAT | Waters CORP | 株式-ヘルスケア | 0.70% | -0.09% | -4.37% | |
| 44 | CSX | Csx CORP | 株式-資本財 | 0.70% | — | — | |
| 45 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.69% | — | — | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.67% | — | -1.65% | |
| 47 | UL | Unilever PLC | 株式-生活必需品 | 0.65% | — | -0.23% | |
| 48 | TGT | Target CORP | 株式-一般消費財 | 0.62% | — | -0.95% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.62% | — | -5.56% | |
| 50 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.61% | — | -1.31% |