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 | 7.94% | — | +0.03% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.77% | +0.93% | — | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.88% | -0.68% | -2.77% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.52% | -0.24% | -23.38% | |
| 5 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 2.84% | +1.44% | NEW | |
| 6 | HD | Home Depot INC | 株式-一般消費財 | 2.34% | — | -0.27% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.16% | +0.10% | -48.14% | |
| 8 | ADP | Automatic Data Processing | 株式-IT | 2.10% | -0.30% | -0.79% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.91% | -0.22% | -1.56% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.72% | — | — | |
| 11 | AMAT | Applied Materials INC | 株式-IT | 1.55% | +0.36% | — | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.51% | -0.09% | -10.32% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.48% | -0.21% | -21.10% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.47% | +0.16% | -11.98% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.47% | +0.05% | -0.01% | |
| 16 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.37% | — | -1.10% | |
| 17 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.32% | — | -10.87% | |
| 18 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.17% | — | — | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.14% | +0.29% | +0.04% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.11% | — | +0.34% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.10% | — | -2.67% | |
| 22 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.08% | — | -3.03% | |
| 23 | J | Jacobs Solutions INC | 株式-資本財 | 1.02% | — | — | |
| 24 | AMGN | Amgen INC | 株式-ヘルスケア | 1.01% | — | — | |
| 25 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.01% | — | -5.50% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 1.00% | — | +0.01% | |
| 27 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.99% | — | — | |
| 28 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.99% | +0.09% | -31.58% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.99% | -0.13% | -10.81% | |
| 30 | UNP | Union Pacific CORP | 株式-資本財 | 0.90% | — | -12.22% | |
| 31 | CI | THE Cigna Group | 株式-ヘルスケア | 0.86% | — | -11.42% | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.85% | +0.05% | -8.63% | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.81% | — | — | |
| 34 | MDT | Medtronic plc | 株式-ヘルスケア | 0.81% | — | — | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.73% | — | -3.33% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.73% | — | — | |
| 37 | SNPS | Synopsys INC | 株式-IT | 0.71% | -0.07% | — | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.66% | — | — | |
| 39 | WAT | Waters CORP | 株式-ヘルスケア | 0.66% | -0.09% | — | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.65% | — | -33.21% | |
| 41 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.63% | — | — | |
| 42 | CSX | Csx CORP | 株式-資本財 | 0.63% | — | — | |
| 43 | XLE | Ss Energy Select Sector | ETF-その他 | 0.63% | +0.15% | +1.97% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.62% | +0.09% | -4.97% | |
| 45 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.60% | — | -3.35% | |
| 46 | MA | Mastercard INC - A | 株式-金融 | 0.59% | — | -1.30% | |
| 47 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 0.58% | -0.09% | +0.58% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.57% | -0.06% | — | |
| 49 | SO | Southern Co/the | 株式-公益事業 | 0.55% | — | -2.68% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.54% | -0.06% | -7.59% |