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 | 7.20% | — | -0.20% | |
| 2 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 4.43% | +1.44% | NEW | |
| 3 | AAPL | Apple INC | 株式-IT | 4.06% | -0.24% | -0.15% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.91% | +0.93% | +0.13% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.09% | -0.68% | +0.01% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.22% | +0.10% | — | |
| 7 | ADP | Automatic Data Processing | 株式-IT | 2.00% | -0.30% | +0.39% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.99% | +0.16% | +0.04% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 1.95% | — | -0.85% | |
| 10 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.88% | -0.09% | +0.02% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.77% | -0.21% | — | |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.64% | — | — | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.53% | +0.05% | — | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.47% | -0.22% | — | |
| 15 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.44% | — | +0.02% | |
| 16 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.40% | — | +0.01% | |
| 17 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.30% | +0.09% | — | |
| 18 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.30% | — | +0.01% | |
| 19 | AMAT | Applied Materials INC | 株式-IT | 1.29% | +0.36% | — | |
| 20 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.17% | -0.13% | +0.01% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.16% | — | -0.50% | |
| 22 | UNP | Union Pacific CORP | 株式-資本財 | 1.07% | — | — | |
| 23 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.04% | — | — | |
| 24 | MDT | Medtronic plc | 株式-ヘルスケア | 1.03% | — | +3.20% | |
| 25 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 1.02% | — | — | |
| 26 | GE | General Electric | 株式-資本財 | 1.00% | — | — | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 0.98% | — | +0.01% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.90% | +0.29% | -0.98% | |
| 29 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.89% | — | +1.62% | |
| 30 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.88% | — | — | |
| 31 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.86% | — | -1.06% | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.83% | +0.05% | +0.01% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.82% | -0.06% | +1.16% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.82% | — | +1.31% | |
| 35 | AMGN | Amgen INC | 株式-ヘルスケア | 0.80% | — | — | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.77% | — | -1.08% | |
| 37 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.75% | — | — | |
| 38 | MMM | 3m Co | 株式-資本財 | 0.75% | — | +0.45% | |
| 39 | CI | THE Cigna Group | 株式-ヘルスケア | 0.75% | — | +1.44% | |
| 40 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.74% | — | — | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.72% | +0.09% | — | |
| 42 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.70% | — | +2.71% | |
| 43 | CSX | Csx CORP | 株式-資本財 | 0.70% | — | — | |
| 44 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.69% | — | — | |
| 45 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.63% | — | +0.03% | |
| 46 | WAT | Waters CORP | 株式-ヘルスケア | 0.58% | -0.09% | — | |
| 47 | TGT | Target CORP | 株式-一般消費財 | 0.57% | — | — | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.57% | -0.06% | — | |
| 49 | SO | Southern Co/the | 株式-公益事業 | 0.57% | — | +0.04% | |
| 50 | TXN | Texas Instruments INC | 株式-IT | 0.57% | — | — |