CIK: 0001567993
申告総資産額
$12.9億
| # | 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 | AAPL | Apple INC | 株式-IT | 8.00% | -1.02% | -0.56% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.67% | -1.14% | -0.22% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.14% | — | -2.04% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.12% | +0.44% | +0.13% | |
| 5 | ✓ | UnitedHealth Group Incorporated | 株式-その他 | 3.07% | — | -0.95% | |
| 6 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.40% | — | +0.37% | |
| 7 | ✓ | Visa Inc. | 株式-その他 | 2.33% | — | -0.77% | |
| 8 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.26% | -0.39% | -2.03% | |
| 9 | ✓ | Duke Energy Corporation | 株式-その他 | 2.18% | — | +0.31% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 2.12% | — | +0.01% | |
| 11 | UNP | Union Pacific CORP | 株式-資本財 | 2.12% | — | -1.38% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.96% | -0.17% | +1894.98% | |
| 13 | APD | Air Products & Chemicals INC | 株式-素材 | 1.94% | +0.17% | -0.40% | |
| 14 | ✓ | Costco Wholesale Corporation | 株式-その他 | 1.94% | — | -2.82% | |
| 15 | ✓ | Alphabet Inc. | 株式-その他 | 1.90% | — | +1.69% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.85% | -0.07% | -1.01% | |
| 17 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.73% | -0.08% | +0.15% | |
| 18 | ✓ | J P Morgan Chase And Co | 株式-その他 | 1.64% | — | -0.64% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.55% | — | +2.72% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.41% | +0.30% | +0.81% | |
| 21 | ✓ | Accenture plc | 株式-その他 | 1.38% | — | -0.79% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.38% | -0.11% | -2.46% | |
| 23 | ✓ | Waste Management, Inc. | 株式-その他 | 1.31% | — | -2.24% | |
| 24 | PANW | Palo Alto Networks INC | 株式-IT | 1.20% | -0.10% | -26.56% | |
| 25 | ✓ | Ishares Core Dividend Growth | 株式-その他 | 1.20% | — | -2.66% | |
| 26 | ✓ | Verizon Communications Inc. | 株式-その他 | 1.16% | — | -0.21% | |
| 27 | ✓ | Blackstone Inc. | 株式-その他 | 1.12% | — | -0.27% | |
| 28 | ✓ | The Goldman Sachs Group, Inc. | 株式-その他 | 1.06% | — | -0.16% | |
| 29 | ✓ | Oracle Corporation | 株式-その他 | 1.06% | — | -1.26% | |
| 30 | DE | Deere & Co | 株式-資本財 | 0.98% | +0.10% | -0.26% | |
| 31 | ✓ | Eaton Corporation plc | 株式-その他 | 0.87% | — | +0.17% | |
| 32 | SYK | Stryker CORP | 株式-ヘルスケア | 0.85% | — | +0.13% | |
| 33 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.85% | — | +0.32% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.84% | +0.18% | +3.29% | |
| 35 | ✓ | Diageo plc | 株式-その他 | 0.82% | — | -1.12% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.81% | — | -1.55% | |
| 37 | ✓ | Truist Financial Corporation | 株式-その他 | 0.81% | — | -0.78% | |
| 38 | ✓ | Alphabet Inc. | 株式-その他 | 0.80% | — | -3.08% | |
| 39 | ✓ | Steris PLC | 株式-その他 | 0.80% | — | -0.59% | |
| 40 | TXN | Texas Instruments INC | 株式-IT | 0.80% | — | -0.05% | |
| 41 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.78% | — | -1.41% | |
| 42 | ✓ | Cisco Systems, Inc. | 株式-その他 | 0.74% | — | +9.01% | |
| 43 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.73% | +0.14% | +1.97% | |
| 44 | CTAS | Cintas CORP | 株式-資本財 | 0.73% | -0.05% | -0.73% | |
| 45 | ✓ | S&p Global INC | 株式-その他 | 0.72% | — | -1.65% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.71% | — | -1.69% | |
| 47 | HSY | Hershey Co/the | 株式-生活必需品 | 0.70% | — | -0.36% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.69% | — | -0.97% | |
| 49 | ✓ | Trane Technologies PLC | 株式-その他 | 0.68% | — | +3.30% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.67% | — | +4.44% |