CIK: 0001722117
申告総資産額
$1.7億
| # | 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 | GLD | Spdr Gold Shares | ETF-コモディティ | 5.43% | — | +0.59% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.58% | — | -4.05% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.47% | — | -4.24% | |
| 4 | PEP | Pepsico INC | 株式-生活必需品 | 4.21% | — | -6.17% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.57% | — | -6.31% | |
| 6 | VHT | Vanguard Health Care ETF | ETF-その他 | 3.46% | — | -5.18% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.53% | — | -4.71% | |
| 8 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.52% | — | -1.60% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.49% | — | — | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.10% | — | +0.93% | |
| 11 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.94% | — | -3.12% | |
| 12 | WELL | Welltower INC | 株式-不動産 | 1.87% | — | -2.79% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.85% | — | -0.52% | |
| 14 | VFH | Vanguard Financials ETF | ETF-その他 | 1.81% | — | -1.49% | |
| 15 | AMT | American Tower CORP | 株式-不動産 | 1.73% | — | +0.08% | |
| 16 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 1.71% | — | +0.50% | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.71% | — | -8.03% | |
| 18 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 1.70% | — | -4.23% | |
| 19 | ENB | Enbridge INC | 株式-エネルギー | 1.65% | — | -0.60% | |
| 20 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.54% | — | +0.03% | |
| 21 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.48% | — | -2.48% | |
| 22 | O | Realty Income CORP | 株式-不動産 | 1.41% | — | -3.96% | |
| 23 | CLX | Clorox Company | 株式-生活必需品 | 1.40% | — | -1.51% | |
| 24 | WEP | Magellan Midstream Partners | 株式-その他 | 1.34% | — | +0.56% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.19% | — | +21.87% | |
| 26 | INTC | Intel CORP | 株式-IT | 1.14% | — | -3.58% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.12% | — | -2.36% | |
| 28 | AMGN | Amgen INC | 株式-ヘルスケア | 1.11% | — | +5.79% | |
| 29 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.09% | — | +0.22% | |
| 30 | UTXZ | United Tech CORP | 株式-その他 | 1.03% | — | -12.56% | |
| 31 | AEP | American Electric Power | 株式-公益事業 | 0.99% | — | +0.33% | |
| 32 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.97% | — | -1.78% | |
| 33 | MA | Mastercard INC - A | 株式-金融 | 0.95% | — | -5.40% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.92% | — | +0.36% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.88% | — | — | |
| 36 | BBTUSD | Bb&t CORP | 株式-その他 | 0.88% | — | +0.31% | |
| 37 | USB | US Bancorp | 株式-金融 | 0.86% | — | -16.96% | |
| 38 | UL | Unilever PLC | 株式-生活必需品 | 0.77% | — | +5.95% | |
| 39 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 0.76% | — | +0.48% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.73% | — | -5.11% | |
| 41 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.73% | — | +0.07% | |
| 42 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.72% | — | -2.38% | |
| 43 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.67% | — | +0.59% | |
| 44 | EMR | Emerson Electric Co | 株式-資本財 | 0.66% | — | -7.66% | |
| 45 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.63% | — | +0.02% | |
| 46 | CME | Cme Group INC | 株式-金融 | 0.63% | — | — | |
| 47 | EVRG | Evergy INC | 株式-公益事業 | 0.63% | — | +0.17% | |
| 48 | PAYX | Paychex INC | 株式-IT | 0.63% | — | +0.19% | |
| 49 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.62% | — | — | |
| 50 | MMM | 3m Co | 株式-資本財 | 0.62% | — | +0.19% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.3% | -4.24% | 減少 |
| 2 | GLD | Spdr Gold Shares | +0.2% | +0.59% | 増加 |
| 3 | PG | Procter & Gamble Co/the | +0.2% | -0.52% | 減少 |
| 4 | UPS | United Parcel Service-cl B | +0.2% | +0.22% | 増加 |
| 5 | WELL | Welltower INC | +0.1% | -2.79% | 減少 |
| 6 | AMT | American Tower CORP | +0.1% | +0.08% | 増加 |
| 7 | XOM | Exxon Mobil CORP | +0.1% | +21.87% | 増加 |
| 8 | CMCSA | Comcast Corp-class A | +0.1% | -1.60% | 減少 |
| 9 | AMGN | Amgen INC | +0.1% | +5.79% | 増加 |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +67.63% | 増加 |
| 11 | GOOG | Alphabet Inc-cl C | +0.1% | — | 変化なし |
| 12 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +0.93% | 増加 |
| 13 | O | Realty Income CORP | +0.1% | -3.96% | 減少 |
| 14 | NKE | Nike INC -cl B | +0.1% | -1.78% | 減少 |
| 15 | BBTUSD | Bb&t CORP | +0.1% | +0.31% | 増加 |
| 16 | AEP | American Electric Power | +0.1% | +0.33% | 増加 |
| 17 | ES | Eversource Energy | +0.1% | +0.14% | 増加 |
| 18 | EVRG | Evergy INC | +0.1% | +0.17% | 増加 |
| 19 | VZ | Verizon Communications INC | +0.1% | +0.36% | 増加 |
| 20 | CME | Cme Group INC | +0.1% | — | 変化なし |
| 21 | MDT | Medtronic plc | +0.1% | +1.49% | 増加 |
| 22 | CVS | Cvs Health CORP | +0.1% | +0.39% | 増加 |
| 23 | WEP | Magellan Midstream Partners | 0% | +0.56% | 増加 |
| 24 | VB | Vanguard Small-cap ETF | 0% | +11.56% | 増加 |
| 25 | INTC | Intel CORP | 0% | -3.58% | 減少 |
| 26 | TJX | Tjx Companies INC | 0% | -2.48% | 減少 |
| 27 | SYY | Sysco CORP | 0% | +0.07% | 増加 |
| 28 | ALNY | Alnylam Pharmaceuticals INC | 0% | -2.31% | 減少 |
| 29 | DIS | Walt Disney Co/the | -0.1% | -13.80% | 減少 |
| 30 | NVS | Novartis Ag-sponsored Adr | -0.1% | -2.38% | 減少 |
| 31 | EMR | Emerson Electric Co | -0.1% | -7.66% | 減少 |
| 32 | VEA | Vanguard Ftse Developed ETF | -0.1% | -5.11% | 減少 |
| 33 | AXP | American Express Co | -0.1% | -12.83% | 減少 |
| 34 | BIIB | Biogen INC | -0.1% | -16.65% | 減少 |
| 35 | ENB | Enbridge INC | -0.1% | -0.60% | 減少 |
| 36 | VPL | Vanguard Ftse Pacific ETF | -0.1% | -4.23% | 減少 |
| 37 | CSCO | Cisco Systems INC | -0.1% | -7.63% | 減少 |
| 38 | UTXZ | United Tech CORP | -0.1% | -12.56% | 減少 |
| 39 | PEP | Pepsico INC | -0.1% | -6.17% | 減少 |
| 40 | USB | US Bancorp | -0.1% | -16.96% | 減少 |
| 41 | PFE | Pfizer INC | -0.1% | -3.71% | 減少 |
| 42 | HON | Honeywell International INC | -0.2% | -41.59% | 減少 |
| 43 | VXUS | Vanguard Total Intl Stock | -0.2% | -4.71% | 減少 |
| 44 | VYGR | Voyager Therapeutics INC | -0.2% | — | 変化なし |
| 45 | AMZN | Amazon.com INC | -0.2% | — | 変化なし |
| 46 | VHT | Vanguard Health Care ETF | -0.3% | -5.18% | 減少 |
| 47 | JNJ | Johnson & Johnson | -0.6% | -6.31% | 減少 |
| 48 | ED | Consolidated Edison INC | — | NEW | 新規購入 |
| 49 | OMC | Omnicom Group | — | NEW | 新規購入 |
| 50 | BA | Boeing Co/the | — | EXIT | 全売却 |