CIK: 0001756695
申告総資産額
$10.9億
| # | 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 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 13.24% | -0.60% | +0.63% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.67% | -0.31% | -0.29% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.55% | +0.67% | +99.39% | |
| 4 | COST | Costco Wholesale CORP | 株式-生活必需品 | 4.38% | -0.52% | -0.69% | |
| 5 | INTU | Intuit INC | 株式-IT | 4.18% | -0.92% | -1.65% | |
| 6 | ACN | Accenture plc | 株式-IT | 3.67% | -0.49% | -3.30% | |
| 7 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.85% | +2.31% | +0.08% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.84% | — | -3.69% | |
| 9 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.57% | +0.02% | -0.19% | |
| 10 | AWK | American Water Works Co INC | 株式-公益事業 | 2.42% | -0.19% | +0.51% | |
| 11 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 2.41% | — | -0.50% | |
| 12 | MAR | Marriott International -cl A | 株式-一般消費財 | 2.38% | +0.26% | +0.78% | |
| 13 | PAYX | Paychex INC | 株式-IT | 2.37% | -0.09% | +0.85% | |
| 14 | CTAS | Cintas CORP | 株式-資本財 | 2.31% | -0.16% | -5.38% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.28% | +0.30% | -4.67% | |
| 16 | BLKCHF | Blackrock INC | 株式-その他 | 1.96% | — | -1.98% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.93% | +0.72% | +1.63% | |
| 18 | DOV | Dover CORP | 株式-資本財 | 1.87% | +0.08% | -2.26% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.82% | -0.48% | +2.17% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.75% | +0.19% | +4.57% | |
| 21 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.64% | -0.68% | -1.16% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.57% | +0.03% | +0.74% | |
| 23 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.45% | -0.09% | -0.13% | |
| 24 | NEE | Nextera Energy INC | 株式-公益事業 | 1.39% | — | -0.17% | |
| 25 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.27% | — | — | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.13% | — | -20.49% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.01% | — | -0.53% | |
| 28 | CB | Chubb Limited | 株式-金融 | 1.01% | -0.02% | +5.62% | |
| 29 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.01% | — | -23.61% | |
| 30 | TROW | T Rowe Price Group INC | 株式-金融 | 0.94% | +0.06% | -2.64% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.93% | — | +1.37% | |
| 32 | MMM | 3m Co | 株式-資本財 | 0.92% | — | -8.05% | |
| 33 | AMGN | Amgen INC | 株式-ヘルスケア | 0.83% | — | +96.98% | |
| 34 | DE | Deere & Co | 株式-資本財 | 0.81% | +0.05% | +0.26% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.75% | — | +1.95% | |
| 36 | 2JE | Focus Financial Partners-a | 株式-その他 | 0.68% | — | — | |
| 37 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.64% | — | +2.81% | |
| 38 | AMP | Ameriprise Financial INC | 株式-金融 | 0.64% | -0.48% | -3.01% | |
| 39 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.63% | — | -23.84% | |
| 40 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.63% | -0.20% | +7.69% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.63% | — | +0.48% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.60% | — | -0.93% | |
| 43 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.55% | — | -4.27% | |
| 44 | WM | Waste Management INC | 株式-資本財 | 0.50% | -0.06% | +7.64% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.49% | — | -1.84% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.47% | +0.09% | +14.39% | |
| 47 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.38% | — | — | |
| 48 | MAA | Mid-america Apartment Comm | 株式-不動産 | 0.36% | — | — | |
| 49 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.35% | +0.02% | -14.56% | |
| 50 | DY | Dycom Industries INC | 株式-資本財 | 0.34% | — | — |