CIK: 0001769288
申告総資産額
$3.7億
| # | 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 | AAPL | Apple INC | 株式-IT | 6.74% | -0.82% | -0.41% | |
| 2 | INTC | Intel CORP | 株式-IT | 5.33% | — | +0.37% | |
| 3 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 5.18% | -0.27% | +4.45% | |
| 4 | MCD | Mcdonald's CORP | 株式-一般消費財 | 4.96% | +0.07% | +5.23% | |
| 5 | ACN | Accenture plc | 株式-IT | 4.75% | -0.65% | +1.05% | |
| 6 | WM | Waste Management INC | 株式-資本財 | 4.70% | +0.12% | +1.98% | |
| 7 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 4.66% | -0.29% | +1.70% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 4.41% | +0.02% | +5.46% | |
| 9 | KO | Coca-cola Co/the | 株式-生活必需品 | 4.12% | -0.13% | +5.23% | |
| 10 | CNI | Canadian Natl Railway Co | 株式-資本財 | 4.07% | — | +1.05% | |
| 11 | WMT | Walmart INC | 株式-生活必需品 | 4.06% | +0.35% | +4.06% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.97% | -0.96% | +6.56% | |
| 13 | CAT | Caterpillar INC | 株式-資本財 | 3.89% | +1.01% | +2.45% | |
| 14 | DIS | Walt Disney Co/the | 株式-通信サービス | 3.79% | -0.28% | +3.06% | |
| 15 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 3.71% | — | +2.06% | |
| 16 | PFE | Pfizer INC | 株式-ヘルスケア | 3.70% | — | +1.35% | |
| 17 | CMI | Cummins INC | 株式-資本財 | 3.55% | -0.39% | +3.16% | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 3.35% | — | +11.35% | |
| 19 | CVS | Cvs Health CORP | 株式-ヘルスケア | 3.26% | — | +8.12% | |
| 20 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 3.03% | — | -10.00% | |
| 21 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 2.97% | -0.09% | +6.98% | |
| 22 | GS | Goldman Sachs Group INC | 株式-金融 | 2.90% | -0.53% | +3.78% | |
| 23 | AOS | Smith (a.o.) CORP | 株式-資本財 | 2.57% | -0.23% | +2.46% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.30% | +0.28% | +2.70% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.86% | +0.04% | +13.34% | |
| 26 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.55% | — | — | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | -0.05% | — | |
| 28 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.37% | — | — | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 0.37% | -0.05% | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.34% | — | — | |
| 31 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.33% | — | — | |
| 32 | FULT | Fulton Financial CORP | 株式-金融 | 0.31% | — | — | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.30% | +0.05% | — | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.29% | +0.09% | +25.75% | |
| 35 | DGICA | Donegal Group Inc-cl A | 株式-その他 | 0.29% | — | +14.39% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.27% | — | — | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.27% | — | — |