CIK: 0001715862
申告総資産額
$4.2億
| # | 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 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 8.13% | — | — | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 5.43% | — | — | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.92% | -0.17% | — | |
| 4 | NEE | Nextera Energy INC | 株式-公益事業 | 4.30% | — | — | |
| 5 | MCK | Mckesson CORP | 株式-ヘルスケア | 4.25% | — | — | |
| 6 | CTVA | Corteva INC | 株式-素材 | 3.94% | — | — | |
| 7 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.46% | — | — | |
| 8 | LIN | Linde plc | 株式-素材 | 3.26% | — | — | |
| 9 | FDX | Fedex CORP | 株式-資本財 | 3.19% | — | — | |
| 10 | ACN | Accenture plc | 株式-IT | 2.79% | -0.21% | — | |
| 11 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 2.55% | — | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.50% | -0.64% | — | |
| 13 | CSCO | Cisco Systems INC | 株式-IT | 2.49% | — | — | |
| 14 | ES | Eversource Energy | 株式-公益事業 | 2.43% | — | — | |
| 15 | UNM | Unum Group | 株式-金融 | 2.41% | — | — | |
| 16 | BLKCHF | Blackrock INC | 株式-その他 | 2.34% | — | — | |
| 17 | MDT | Medtronic plc | 株式-ヘルスケア | 2.26% | — | — | |
| 18 | CB | Chubb Limited | 株式-金融 | 2.17% | — | — | |
| 19 | AXON | Axon Enterprise INC | 株式-資本財 | 2.06% | — | — | |
| 20 | PEN | Penumbra INC | 株式-ヘルスケア | 1.93% | — | — | |
| 21 | ETSY | Etsy INC | 株式-一般消費財 | 1.91% | — | — | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.85% | — | — | |
| 23 | FOUR | Shift4 Payments Inc-class A | 株式-IT | 1.70% | — | — | |
| 24 | IBKR | Interactive Brokers Gro-cl A | 株式-金融 | 1.65% | — | — | |
| 25 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.60% | — | — | |
| 26 | APY1EUR | Championx CORP | 株式-その他 | 1.56% | — | — | |
| 27 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 1.50% | — | — | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.50% | -0.99% | — | |
| 29 | MNST | Monster Beverage CORP | 株式-生活必需品 | 1.49% | — | — | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 1.36% | — | — | |
| 31 | FANG | Diamondback Energy INC | 株式-エネルギー | 1.35% | — | — | |
| 32 | AMT | American Tower CORP | 株式-不動産 | 1.32% | — | — | |
| 33 | BAP | Credicorp Ltd. | 株式-金融 | 1.17% | — | — | |
| 34 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.16% | — | — | |
| 35 | ✓ | 株式-その他 | 1.16% | — | — | ||
| 36 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 1.14% | — | — | |
| 37 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.00% | — | — | |
| 38 | WCN | Waste Connections INC | 株式-資本財 | 0.98% | — | — | |
| 39 | MA | Mastercard INC - A | 株式-金融 | 0.95% | — | — | |
| 40 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.80% | — | — | |
| 41 | CVE | Cenovus Energy INC | 株式-エネルギー | 0.79% | — | — | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.74% | +0.25% | — | |
| 43 | IHDG | Wisdomtree International Hed | ETF-その他 | 0.70% | — | — | |
| 44 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.67% | — | — | |
| 45 | GS | Goldman Sachs Group INC | 株式-金融 | 0.64% | — | — | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.53% | -0.20% | — | |
| 47 | GNK | Genco Shipping & Trading Limited | 株式-その他 | 0.45% | — | — | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.44% | — | — | |
| 49 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.34% | — | — | |
| 50 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.33% | +1.02% | NEW |