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 | 8.02% | -0.82% | +1.08% | |
| 2 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 6.54% | -0.29% | -1.83% | |
| 3 | WM | Waste Management INC | 株式-資本財 | 4.88% | +0.12% | +1.57% | |
| 4 | MCD | Mcdonald's CORP | 株式-一般消費財 | 4.69% | +0.07% | +0.97% | |
| 5 | ACN | Accenture plc | 株式-IT | 4.62% | -0.65% | +1.58% | |
| 6 | CAT | Caterpillar INC | 株式-資本財 | 4.38% | +1.01% | -0.71% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.97% | -0.27% | +1.36% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.92% | -0.96% | +3.31% | |
| 9 | CMI | Cummins INC | 株式-資本財 | 3.79% | -0.39% | +1.14% | |
| 10 | GS | Goldman Sachs Group INC | 株式-金融 | 3.70% | -0.53% | +1.18% | |
| 11 | CNI | Canadian Natl Railway Co | 株式-資本財 | 3.69% | — | +1.58% | |
| 12 | KO | Coca-cola Co/the | 株式-生活必需品 | 3.67% | -0.13% | +1.81% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 3.50% | +0.35% | +1.60% | |
| 14 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 3.39% | — | +1.91% | |
| 15 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 3.34% | -0.09% | +1.48% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.34% | +0.02% | +2.76% | |
| 17 | AOS | Smith (a.o.) CORP | 株式-資本財 | 3.31% | -0.23% | +1.41% | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 2.99% | — | +2.90% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.73% | -0.28% | +4.41% | |
| 20 | CVS | Cvs Health CORP | 株式-ヘルスケア | 2.65% | — | +4.83% | |
| 21 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.50% | — | +3.03% | |
| 22 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.26% | -0.18% | +3.83% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 2.02% | — | +6.39% | |
| 24 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.99% | — | +5.31% | |
| 25 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.70% | — | +1.48% | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.01% | — | +0.24% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.94% | +0.28% | +2.14% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.50% | +0.04% | +15.92% | |
| 29 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.48% | — | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | — | — | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 0.32% | -0.05% | — | |
| 32 | HSY | Hershey Co/the | 株式-生活必需品 | 0.31% | — | — | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.28% | +0.09% | — | |
| 34 | COR | Cencora INC | 株式-ヘルスケア | 0.28% | — | — | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.27% | -0.05% | — | |
| 36 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.24% | — | +6.36% | |
| 37 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.23% | — | — | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.22% | — | — | |
| 39 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.22% | — | +14.85% | |
| 40 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.21% | — | +15.08% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.21% | +0.05% | -9.40% | |
| 42 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.21% | — | +7.37% | |
| 43 | DHR | Danaher CORP | 株式-ヘルスケア | 0.20% | — | +1.68% | |
| 44 | NVR | Nvr INC | 株式-一般消費財 | 0.16% | — | — | |
| 45 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.16% | — | +9.97% | |
| 46 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.16% | — | +14.44% | |
| 47 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.16% | +0.53% | +28.63% | |
| 48 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.15% | — | — | |
| 49 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.15% | — | +10.54% | |
| 50 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-その他 | 0.15% | — | +18.66% |