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 | 7.66% | -1.71% | -3.08% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.32% | — | +3.12% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 5.76% | — | +0.20% | |
| 4 | SYK | Stryker CORP | 株式-ヘルスケア | 3.48% | -0.14% | -4.68% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.37% | -0.15% | -2.75% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.88% | — | +302.32% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.80% | +0.41% | -0.82% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.75% | -0.08% | -0.09% | |
| 9 | TYL | Tyler Technologies INC | 株式-IT | 1.64% | -0.14% | -3.07% | |
| 10 | MMM | 3m Co | 株式-資本財 | 1.63% | -0.07% | +1.54% | |
| 11 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.48% | — | -0.33% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.28% | -0.09% | -8.52% | |
| 13 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.27% | +0.09% | -0.62% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 1.20% | — | -0.03% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.16% | — | -0.04% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 1.13% | +0.20% | +1.05% | |
| 17 | UNP | Union Pacific CORP | 株式-資本財 | 1.13% | — | +0.62% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 1.08% | — | -0.21% | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 1.03% | — | -0.42% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.02% | +0.14% | +0.21% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.99% | — | -1.02% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.97% | +0.18% | -1.69% | |
| 23 | INTC | Intel CORP | 株式-IT | 0.96% | — | -2.53% | |
| 24 | KTOS | Kratos Defense & Security | 株式-資本財 | 0.95% | — | -3.07% | |
| 25 | EMR | Emerson Electric Co | 株式-資本財 | 0.90% | — | +0.14% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.84% | -0.39% | -0.23% | |
| 27 | WHG | Westwood Holdings Group INC | 株式-その他 | 0.82% | — | — | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.79% | — | -4.08% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | -0.09% | +7.40% | |
| 30 | ADP | Automatic Data Processing | 株式-IT | 0.70% | -0.10% | -2.70% | |
| 31 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.66% | — | -6.29% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.66% | — | -2.15% | |
| 33 | HON | Honeywell International INC | 株式-資本財 | 0.65% | — | -0.02% | |
| 34 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.64% | — | -0.10% | |
| 35 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.64% | — | -2.84% | |
| 36 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.64% | +0.08% | NEW | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.63% | +0.49% | -4.45% | |
| 38 | DUK | Duke Energy CORP | 株式-公益事業 | 0.63% | — | -5.73% | |
| 39 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.62% | — | -0.80% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.61% | — | -7.57% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.61% | +0.27% | +0.81% | |
| 42 | RTX | Rtx CORP | 株式-資本財 | 0.60% | — | -3.62% | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.60% | -0.22% | -3.64% | |
| 44 | T | At&t INC | 株式-通信サービス | 0.59% | — | -6.74% | |
| 45 | NOW | Servicenow INC | 株式-IT | 0.59% | — | +0.67% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.59% | — | +5.01% | |
| 47 | ALL | Allstate CORP | 株式-金融 | 0.59% | — | -2.96% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.58% | — | — | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.57% | — | -1.45% | |
| 50 | SO | Southern Co/the | 株式-公益事業 | 0.56% | — | -1.67% |