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 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 16.09% | -0.32% | -3.04% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.77% | -1.71% | -1.87% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.44% | — | -5.37% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.23% | -0.15% | -0.22% | |
| 5 | SYK | Stryker CORP | 株式-ヘルスケア | 3.04% | -0.14% | -1.36% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.96% | — | -13.59% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.49% | +0.41% | +0.81% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.88% | — | +50.63% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.79% | -0.08% | -0.01% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.55% | +0.49% | +1.55% | |
| 11 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.31% | +0.09% | +0.37% | |
| 12 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.30% | +0.14% | +0.77% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.27% | +0.27% | +0.90% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 1.25% | — | +0.98% | |
| 15 | XLE | Ss Energy Select Sector | ETF-その他 | 1.19% | +0.36% | +27.39% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.16% | — | -0.81% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.10% | — | +0.96% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 1.07% | +0.20% | +1.90% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.97% | +0.18% | +0.22% | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.94% | — | +93.78% | |
| 21 | TYL | Tyler Technologies INC | 株式-IT | 0.93% | -0.14% | +1.10% | |
| 22 | UNP | Union Pacific CORP | 株式-資本財 | 0.92% | — | +1.35% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.89% | — | +1.53% | |
| 24 | RTX | Rtx CORP | 株式-資本財 | 0.85% | — | -1.35% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | -0.39% | +1.31% | |
| 26 | EMR | Emerson Electric Co | 株式-資本財 | 0.83% | — | -0.85% | |
| 27 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.80% | +0.10% | +112.47% | |
| 28 | MMM | 3m Co | 株式-資本財 | 0.78% | -0.07% | -1.93% | |
| 29 | ADP | Automatic Data Processing | 株式-IT | 0.77% | -0.10% | +1.07% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | -0.09% | +9.62% | |
| 31 | ORCL | Oracle CORP | 株式-IT | 0.71% | -0.22% | -1.18% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.70% | — | +2.24% | |
| 33 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.69% | — | -2.10% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.66% | — | +14.18% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | -0.09% | -4.83% | |
| 36 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.62% | -0.19% | +169.06% | |
| 37 | WHG | Westwood Holdings Group INC | 株式-その他 | 0.62% | — | — | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.62% | — | -2.19% | |
| 39 | CLF | Cleveland-cliffs INC | 株式-素材 | 0.61% | -0.09% | -17.65% | |
| 40 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.58% | — | — | |
| 41 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.57% | — | +3.19% | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.57% | -0.27% | EXIT | |
| 43 | ALL | Allstate CORP | 株式-金融 | 0.57% | — | +2.14% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.56% | — | +3.16% | |
| 45 | DUK | Duke Energy CORP | 株式-公益事業 | 0.54% | — | +0.07% | |
| 46 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.50% | — | -0.34% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.49% | — | -0.13% | |
| 48 | HON | Honeywell International INC | 株式-資本財 | 0.48% | — | -8.81% | |
| 49 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.48% | — | -0.83% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.47% | — | +7.02% |