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 | 12.30% | -0.60% | -1.44% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.97% | -0.31% | -1.63% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 6.55% | +0.67% | -0.03% | |
| 4 | INTU | Intuit INC | 株式-IT | 4.58% | -0.92% | -0.60% | |
| 5 | COST | Costco Wholesale CORP | 株式-生活必需品 | 4.46% | -0.52% | -0.85% | |
| 6 | ACN | Accenture plc | 株式-IT | 3.38% | -0.49% | -2.01% | |
| 7 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.17% | +2.31% | -2.44% | |
| 8 | MAR | Marriott International -cl A | 株式-一般消費財 | 2.94% | +0.26% | -1.73% | |
| 9 | CTAS | Cintas CORP | 株式-資本財 | 2.87% | -0.16% | -1.78% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.76% | — | -1.50% | |
| 11 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.72% | +0.02% | -1.31% | |
| 12 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 2.50% | — | -0.60% | |
| 13 | PAYX | Paychex INC | 株式-IT | 2.32% | -0.09% | -1.33% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 2.22% | -0.48% | -0.89% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.94% | +0.72% | -1.13% | |
| 16 | AWK | American Water Works Co INC | 株式-公益事業 | 1.93% | -0.19% | -2.78% | |
| 17 | DOV | Dover CORP | 株式-資本財 | 1.85% | +0.08% | -2.04% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.78% | +0.19% | -1.19% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.75% | +0.30% | -0.96% | |
| 20 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.74% | +0.03% | -0.60% | |
| 21 | BLKCHF | Blackrock INC | 株式-その他 | 1.61% | — | -3.87% | |
| 22 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.48% | -0.68% | -0.95% | |
| 23 | CB | Chubb Limited | 株式-金融 | 1.29% | -0.02% | -2.67% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.20% | — | -0.83% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.14% | — | -0.39% | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 1.12% | — | -0.57% | |
| 27 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.09% | -0.09% | -2.72% | |
| 28 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.06% | — | -2.29% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.94% | — | -0.66% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.92% | — | -10.75% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.87% | — | +0.44% | |
| 32 | NEE | Nextera Energy INC | 株式-公益事業 | 0.86% | — | -13.10% | |
| 33 | DE | Deere & Co | 株式-資本財 | 0.81% | +0.05% | -0.62% | |
| 34 | TROW | T Rowe Price Group INC | 株式-金融 | 0.76% | +0.06% | — | |
| 35 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.74% | -0.20% | -1.19% | |
| 36 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.73% | — | -4.87% | |
| 37 | AMP | Ameriprise Financial INC | 株式-金融 | 0.71% | -0.48% | -3.64% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.63% | — | -0.17% | |
| 39 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.60% | — | -8.14% | |
| 40 | WM | Waste Management INC | 株式-資本財 | 0.58% | -0.06% | -3.64% | |
| 41 | SCHY | Schwab International Dvd ETF | ETF-その他 | 0.57% | — | -0.10% | |
| 42 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.51% | -0.18% | -0.67% | |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.50% | — | -0.15% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.49% | — | -10.72% | |
| 45 | NVDA | Nvidia CORP | 株式-IT | 0.48% | +0.09% | +1.11% | |
| 46 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.48% | — | -1.20% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.37% | — | -8.73% | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.37% | — | -7.67% | |
| 49 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.35% | — | — | |
| 50 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.34% | — | -3.04% |