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 | MSFT | Microsoft CORP | 株式-IT | 8.44% | -0.31% | -1.50% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 7.13% | -0.60% | -1.69% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 6.62% | +0.67% | -1.42% | |
| 4 | COST | Costco Wholesale CORP | 株式-生活必需品 | 5.05% | -0.52% | -0.96% | |
| 5 | INTU | Intuit INC | 株式-IT | 4.84% | -0.92% | +0.28% | |
| 6 | CTAS | Cintas CORP | 株式-資本財 | 3.68% | -0.16% | -0.44% | |
| 7 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.47% | +2.31% | -2.58% | |
| 8 | WMT | Walmart INC | 株式-生活必需品 | 2.95% | -0.48% | -0.11% | |
| 9 | MAR | Marriott International -cl A | 株式-一般消費財 | 2.69% | +0.26% | -3.18% | |
| 10 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 2.51% | -0.23% | +0.66% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.46% | +0.30% | -0.48% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.17% | +0.72% | -0.82% | |
| 13 | ACN | Accenture plc | 株式-IT | 2.16% | -0.49% | -3.70% | |
| 14 | XLF | Ss Financial Select Sector | ETF-その他 | 2.15% | +0.06% | +0.28% | |
| 15 | PAYX | Paychex INC | 株式-IT | 1.99% | -0.09% | -0.20% | |
| 16 | CB | Chubb Limited | 株式-金融 | 1.80% | -0.02% | -0.63% | |
| 17 | DOV | Dover CORP | 株式-資本財 | 1.78% | +0.08% | -1.31% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.73% | +0.19% | -0.14% | |
| 19 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.71% | — | -3.00% | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.70% | +0.02% | -0.41% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.54% | -0.02% | +2.39% | |
| 22 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.50% | -0.68% | +0.53% | |
| 23 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.49% | -0.09% | +0.57% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.33% | -0.20% | -4.36% | |
| 25 | AWK | American Water Works Co INC | 株式-公益事業 | 1.32% | -0.19% | -0.45% | |
| 26 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-その他 | 1.25% | — | +102.17% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 1.24% | +0.09% | -1.42% | |
| 28 | AMP | Ameriprise Financial INC | 株式-金融 | 1.23% | -0.48% | -1.20% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.12% | — | — | |
| 30 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-その他 | 1.04% | — | +44.51% | |
| 31 | AMGN | Amgen INC | 株式-ヘルスケア | 0.95% | — | -0.04% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.94% | — | -4.16% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.94% | +0.11% | -1.14% | |
| 34 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.93% | — | -0.34% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.85% | — | -0.73% | |
| 36 | AZO | Autozone INC | 株式-一般消費財 | 0.82% | -0.13% | +7.54% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.78% | — | -0.45% | |
| 38 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.78% | — | +16.42% | |
| 39 | WM | Waste Management INC | 株式-資本財 | 0.72% | -0.06% | -3.59% | |
| 40 | AAPL | Apple INC | 株式-IT | 0.70% | — | -2.97% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.69% | — | -1.60% | |
| 42 | NFLX | Netflix INC | 株式-通信サービス | 0.69% | -0.13% | +14.35% | |
| 43 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.66% | +0.02% | -3.73% | |
| 44 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 0.63% | +0.01% | — | |
| 45 | BLK | Blackrock INC | 株式-金融 | 0.60% | — | -3.84% | |
| 46 | DE | Deere & Co | 株式-資本財 | 0.54% | +0.05% | -1.14% | |
| 47 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.51% | — | +7.03% | |
| 48 | TROW | T Rowe Price Group INC | 株式-金融 | 0.41% | +0.06% | -5.73% | |
| 49 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.34% | +0.03% | -0.65% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.33% | — | -12.14% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.6% | -1.50% | 減少 |
| 2 | INTU | Intuit INC | +0.8% | +0.28% | 増加 |
| 3 | GSIE | Goldman Sachs Activebeta Int | +0.6% | NEW | 新規購入 |
| 4 | IBTI | Ishares Ibonds Dec 2028 Term | +0.6% | +102.17% | 増加 |
| 5 | XLK | Ss Technology Select Sector | +0.4% | -2.58% | 減少 |
| 6 | NVDA | Nvidia CORP | +0.3% | -1.42% | 減少 |
| 7 | IBTH | Ishares Ibonds Dec 2027 Term | +0.3% | +44.51% | 増加 |
| 8 | NFLX | Netflix INC | +0.2% | +14.35% | 増加 |
| 9 | AMZN | Amazon.com INC | +0.2% | -0.48% | 減少 |
| 10 | SCHB | Schwab US Broad Market ETF | +0.2% | -1.42% | 減少 |
| 11 | XLC | Ss Comm Select Sector Spdr | +0.2% | +0.66% | 増加 |
| 12 | WMT | Walmart INC | +0.1% | -0.11% | 減少 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.82% | 減少 |
| 14 | SCHW | Schwab (charles) CORP | +0.1% | +0.57% | 増加 |
| 15 | MAR | Marriott International -cl A | +0.1% | -3.18% | 減少 |
| 16 | CTAS | Cintas CORP | +0.1% | -0.44% | 減少 |
| 17 | IBTG | Ishares Ibonds Dec 2026 Term | +0.1% | +16.42% | 増加 |
| 18 | FTNT | Fortinet INC | +0.1% | +28.99% | 増加 |
| 19 | SPGI | S&p Global INC | +0.1% | +28.54% | 増加 |
| 20 | ROL | Rollins INC | 0% | +22.81% | 増加 |
| 21 | FERG | Ferguson Enterprises INC | 0% | +44.39% | 増加 |
| 22 | AMP | Ameriprise Financial INC | 0% | -1.20% | 減少 |
| 23 | QUAL | Ishares Msci USA Quality Fac | — | -1.14% | 減少 |
| 24 | XLY | Ss Consumer Disc Select Sect | — | -3.73% | 減少 |
| 25 | BLK | Blackrock INC | — | -3.84% | 減少 |
| 26 | DE | Deere & Co | — | -1.14% | 減少 |
| 27 | AZO | Autozone INC | 0% | +7.54% | 増加 |
| 28 | XLF | Ss Financial Select Sector | 0% | +0.28% | 増加 |
| 29 | ABT | Abbott Laboratories | -0.1% | +0.53% | 増加 |
| 30 | DOV | Dover CORP | -0.1% | -1.31% | 減少 |
| 31 | USMV | Ishares Msci USA Min Vol Fac | -0.1% | +2.39% | 増加 |
| 32 | WM | Waste Management INC | -0.1% | -3.59% | 減少 |
| 33 | UNH | Unitedhealth Group INC | -0.1% | EXIT | 全売却 |
| 34 | MRK | Merck & Co. INC. | -0.1% | -12.14% | 減少 |
| 35 | PG | Procter & Gamble Co/the | -0.1% | -0.45% | 減少 |
| 36 | COST | Costco Wholesale CORP | -0.1% | -0.96% | 減少 |
| 37 | AAPL | Apple INC | -0.1% | -2.97% | 減少 |
| 38 | AWK | American Water Works Co INC | -0.2% | -0.45% | 減少 |
| 39 | AMGN | Amgen INC | -0.2% | -0.04% | 減少 |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | — | 変化なし |
| 41 | JNJ | Johnson & Johnson | -0.2% | -4.16% | 減少 |
| 42 | CB | Chubb Limited | -0.2% | -0.63% | 減少 |
| 43 | PAYX | Paychex INC | -0.3% | -0.20% | 減少 |
| 44 | XLV | Ss Health Care Select Sector | -0.3% | -4.36% | 減少 |
| 45 | ACN | Accenture plc | -0.3% | -3.70% | 減少 |
| 46 | ABBV | Abbvie INC | -0.4% | -0.14% | 減少 |
| 47 | CHD | Church & Dwight Co INC | -0.4% | -3.00% | 減少 |
| 48 | TMO | Thermo Fisher Scientific INC | -0.5% | -85.34% | 減少 |
| 49 | SCHY | Schwab International Dvd ETF | -0.6% | -92.65% | 減少 |
| 50 | SCHD | Schwab US Dvd Equity ETF | -1% | -1.69% | 減少 |