CIK: 0001512978
申告総資産額
$1.9億
| # | 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 | HD | Home Depot INC | 株式-一般消費財 | 30.98% | +0.83% | +0.28% | |
| 2 | AJG | Arthur J Gallagher & Co | 株式-金融 | 3.17% | — | +2.35% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.11% | +0.20% | -2.29% | |
| 4 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 3.01% | — | -1.65% | |
| 5 | WFC | Wells Fargo & Co | 株式-金融 | 2.92% | — | -2.73% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.88% | +0.23% | -2.36% | |
| 7 | SHEL | Shell Plc-adr | 株式-エネルギー | 2.63% | -0.66% | -4.24% | |
| 8 | HON | Honeywell International INC | 株式-資本財 | 2.57% | -2.56% | EXIT | |
| 9 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.51% | -0.32% | -0.27% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.41% | — | -1.67% | |
| 11 | 6D8 | Dupont De Nemours INC | 株式-その他 | 2.25% | -1.23% | EXIT | |
| 12 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.23% | -0.39% | -1.66% | |
| 13 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.18% | -0.29% | -3.66% | |
| 14 | LHX | L3harris Technologies INC | 株式-資本財 | 2.12% | -0.65% | -2.00% | |
| 15 | MCHP | Microchip Technology INC | 株式-IT | 2.09% | +0.40% | -1.90% | |
| 16 | ACN | Accenture plc | 株式-IT | 2.05% | — | -1.37% | |
| 17 | COP | Conocophillips | 株式-エネルギー | 2.00% | -0.51% | -1.99% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.94% | -0.30% | -0.40% | |
| 19 | ADI | Analog Devices INC | 株式-IT | 1.90% | +0.51% | -1.99% | |
| 20 | USB | US Bancorp | 株式-金融 | 1.73% | -0.99% | -3.36% | |
| 21 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.70% | -0.38% | -3.19% | |
| 22 | BAC | Bank Of America CORP | 株式-金融 | 1.68% | +0.20% | -1.86% | |
| 23 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.65% | -1.48% | EXIT | |
| 24 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 1.59% | — | — | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 1.47% | -0.20% | -1.58% | |
| 26 | EQIX | Equinix INC | 株式-不動産 | 1.43% | +0.04% | -1.77% | |
| 27 | PNC | Pnc Financial Services Group | 株式-金融 | 1.21% | +0.20% | -2.40% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.19% | +0.53% | -1.20% | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 1.08% | — | -38.84% | |
| 30 | EMN | Eastman Chemical Co | 株式-素材 | 0.90% | -0.10% | -3.99% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.88% | -0.17% | -8.18% | |
| 32 | RTX | Rtx CORP | 株式-資本財 | 0.86% | — | -2.01% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.82% | +0.08% | -15.36% | |
| 34 | SRE | Sempra | 株式-公益事業 | 0.77% | -0.08% | -1.94% | |
| 35 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.75% | — | -17.22% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.57% | +0.12% | +928.59% | |
| 37 | EVRG | Evergy INC | 株式-公益事業 | 0.55% | +0.01% | -4.37% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.53% | +0.08% | -11.74% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.51% | +0.07% | -13.21% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.44% | — | -8.86% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.44% | -0.07% | +118.16% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.40% | — | -12.71% | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.26% | -0.06% | +124.56% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.23% | -0.07% | +0.03% | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.20% | — | — | |
| 46 | SYK | Stryker CORP | 株式-ヘルスケア | 0.18% | — | -1.54% | |
| 47 | BWXT | Bwx Technologies INC | 株式-資本財 | 0.17% | — | +0.03% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.14% | — | — | |
| 49 | GE | General Electric | 株式-資本財 | 0.13% | — | — | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.13% | — | -12.19% |