CIK: 0001765885
申告総資産額
$2.7億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 4.88% | -1.71% | — | |
| 2 | SYK | Stryker CORP | 株式-ヘルスケア | 3.74% | -0.14% | — | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.14% | — | — | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.14% | +0.41% | — | |
| 5 | MMM | 3m Co | 株式-資本財 | 2.56% | -0.07% | — | |
| 6 | WHG | Westwood Holdings Group INC | 株式-その他 | 2.39% | — | — | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.14% | +0.49% | — | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.02% | -0.08% | — | |
| 9 | TYL | Tyler Technologies INC | 株式-IT | 1.97% | -0.14% | — | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.90% | — | — | |
| 11 | AAPL | Apple INC | 株式-IT | 1.63% | -0.15% | — | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.58% | — | — | |
| 13 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.57% | +0.09% | — | |
| 14 | INTC | Intel CORP | 株式-IT | 1.37% | — | — | |
| 15 | UTXZ | United Tech CORP | 株式-その他 | 1.33% | — | — | |
| 16 | VZ | Verizon Communications INC | 株式-通信サービス | 1.32% | — | — | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.30% | +0.27% | — | |
| 18 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.26% | +0.14% | — | |
| 19 | T | At&t INC | 株式-通信サービス | 1.18% | — | — | |
| 20 | DUK | Duke Energy CORP | 株式-公益事業 | 1.17% | — | — | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 1.14% | — | — | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.12% | — | — | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.08% | — | — | |
| 24 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.06% | — | — | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.05% | -0.09% | — | |
| 26 | UNP | Union Pacific CORP | 株式-資本財 | 1.01% | — | — | |
| 27 | BA | Boeing Co/the | 株式-資本財 | 0.99% | — | — | |
| 28 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.95% | — | — | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.95% | +0.20% | — | |
| 30 | EMR | Emerson Electric Co | 株式-資本財 | 0.91% | — | — | |
| 31 | KTOS | Kratos Defense & Security | 株式-資本財 | 0.86% | — | — | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.84% | — | — | |
| 33 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.83% | — | — | |
| 34 | CME | Cme Group INC | 株式-金融 | 0.81% | — | — | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.79% | — | — | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.77% | — | — | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.74% | — | — | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | -0.09% | — | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.71% | — | — | |
| 40 | SO | Southern Co/the | 株式-公益事業 | 0.70% | — | — | |
| 41 | PTMC | Pacer Trendpilot US Mid Cap | ETF-その他 | 0.70% | — | — | |
| 42 | ADP | Automatic Data Processing | 株式-IT | 0.70% | -0.10% | — | |
| 43 | HON | Honeywell International INC | 株式-資本財 | 0.69% | — | — | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.68% | +0.18% | — | |
| 45 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.68% | — | — | |
| 46 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.67% | — | — | |
| 47 | AMGN | Amgen INC | 株式-ヘルスケア | 0.66% | — | — | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.64% | -0.39% | — | |
| 49 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.63% | — | — | |
| 50 | PTLC | Pacer Trendpilot US Large Ca | ETF-その他 | 0.63% | — | — |