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 | 7.70% | — | +0.05% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.46% | +0.93% | +1.09% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.15% | -0.24% | — | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.01% | -0.68% | +0.01% | |
| 5 | ADP | Automatic Data Processing | 株式-IT | 2.54% | -0.30% | -0.39% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.37% | +0.16% | +0.04% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 2.33% | — | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.12% | +0.10% | — | |
| 9 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.01% | -0.09% | +0.02% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.64% | +0.05% | — | |
| 11 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.59% | — | +0.11% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.57% | -0.21% | +1900.00% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.56% | — | +0.01% | |
| 14 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.54% | — | +0.02% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.45% | -0.22% | — | |
| 16 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.43% | +0.09% | — | |
| 17 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.39% | — | +0.02% | |
| 18 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.25% | — | — | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.24% | — | — | |
| 20 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.24% | -0.13% | +0.01% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.23% | — | -0.30% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.21% | +0.29% | +0.04% | |
| 23 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.14% | — | — | |
| 24 | CI | THE Cigna Group | 株式-ヘルスケア | 1.09% | — | — | |
| 25 | J | Jacobs Solutions INC | 株式-資本財 | 1.04% | — | — | |
| 26 | AMAT | Applied Materials INC | 株式-IT | 1.04% | +0.36% | — | |
| 27 | UNP | Union Pacific CORP | 株式-資本財 | 0.98% | — | — | |
| 28 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.98% | — | -0.01% | |
| 29 | MDT | Medtronic plc | 株式-ヘルスケア | 0.97% | — | — | |
| 30 | AMGN | Amgen INC | 株式-ヘルスケア | 0.96% | — | +0.02% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.94% | +0.05% | +0.01% | |
| 32 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.93% | — | — | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.92% | — | +4.73% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.92% | — | — | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.89% | — | -0.26% | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.88% | — | +0.02% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.79% | +0.09% | — | |
| 38 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.79% | — | — | |
| 39 | MMM | 3m Co | 株式-資本財 | 0.72% | — | +0.04% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.72% | -0.06% | — | |
| 41 | SO | Southern Co/the | 株式-公益事業 | 0.69% | — | +0.03% | |
| 42 | WAT | Waters CORP | 株式-ヘルスケア | 0.66% | -0.09% | — | |
| 43 | XLE | Ss Energy Select Sector | ETF-その他 | 0.64% | +0.15% | — | |
| 44 | TXN | Texas Instruments INC | 株式-IT | 0.62% | — | — | |
| 45 | CSX | Csx CORP | 株式-資本財 | 0.61% | — | -2.97% | |
| 46 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.59% | — | +0.03% | |
| 47 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.59% | — | — | |
| 48 | UL | Unilever PLC | 株式-生活必需品 | 0.58% | — | — | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.58% | — | — | |
| 50 | WM | Waste Management INC | 株式-資本財 | 0.57% | — | — |