CIK: 0001631054
申告総資産額
$1.5億
| # | 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 | BX | Blackstone INC | 株式-金融 | 5.59% | -0.51% | -0.46% | |
| 2 | JPM | Jpmorgan Chase & Co | 株式-金融 | 5.19% | — | -0.39% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.10% | -0.46% | -0.14% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.44% | -0.11% | -3.09% | |
| 5 | ETN | Eaton Corporation plc | 株式-資本財 | 3.75% | -0.56% | -1.00% | |
| 6 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.90% | -0.17% | — | |
| 7 | AVGO | Broadcom INC | 株式-IT | 2.64% | -0.07% | -0.59% | |
| 8 | CI | THE Cigna Group | 株式-ヘルスケア | 2.58% | -0.15% | — | |
| 9 | AAPL | Apple INC | 株式-IT | 2.48% | — | -15.55% | |
| 10 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 2.42% | -0.19% | — | |
| 11 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.38% | +0.41% | — | |
| 12 | ENB | Enbridge INC | 株式-エネルギー | 2.38% | -0.17% | -0.45% | |
| 13 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.25% | — | +94.60% | |
| 14 | UNP | Union Pacific CORP | 株式-資本財 | 2.19% | -0.04% | — | |
| 15 | OEF | Ishares S&p 100 ETF | ETF-その他 | 2.16% | +0.06% | -2.02% | |
| 16 | WPC | Wp Carey INC | 株式-不動産 | 2.09% | -0.18% | -2.98% | |
| 17 | ITW | Illinois Tool Works | 株式-資本財 | 1.95% | -0.08% | -0.43% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.89% | -0.10% | — | |
| 19 | DE | Deere & Co | 株式-資本財 | 1.88% | — | -0.38% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.64% | +0.11% | -0.11% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.63% | +0.17% | — | |
| 22 | GIS | General Mills INC | 株式-生活必需品 | 1.62% | -0.15% | — | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.60% | -0.05% | -0.14% | |
| 24 | TD | Toronto-dominion Bank | 株式-金融 | 1.60% | +0.24% | — | |
| 25 | PFE | Pfizer INC | 株式-ヘルスケア | 1.59% | -0.03% | -1.02% | |
| 26 | MMM | 3m Co | 株式-資本財 | 1.58% | — | -1.08% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.51% | — | -5.42% | |
| 28 | MDT | Medtronic plc | 株式-ヘルスケア | 1.33% | -0.05% | -0.90% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.33% | -0.04% | — | |
| 30 | FDX | Fedex CORP | 株式-資本財 | 1.29% | +0.19% | — | |
| 31 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.29% | — | -1.17% | |
| 32 | WELL | Welltower INC | 株式-不動産 | 1.23% | — | -0.34% | |
| 33 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.23% | — | -25.78% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 1.20% | -0.03% | — | |
| 35 | HTGC | Hercules Capital INC | 株式-金融 | 1.08% | — | -0.25% | |
| 36 | KEL | Kellanova | 株式-その他 | 1.08% | — | -1.00% | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.00% | -0.06% | -1.32% | |
| 38 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.97% | — | -0.34% | |
| 39 | CAT | Caterpillar INC | 株式-資本財 | 0.92% | +0.22% | — | |
| 40 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.92% | -1.18% | EXIT | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.88% | -0.05% | +200.00% | |
| 42 | HON | Honeywell International INC | 株式-資本財 | 0.86% | +0.06% | — | |
| 43 | UL | Unilever PLC | 株式-生活必需品 | 0.82% | -0.81% | EXIT | |
| 44 | RPM | Rpm International INC | 株式-素材 | 0.76% | -0.07% | -3.42% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.75% | -0.03% | — | |
| 46 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.75% | +0.07% | -2.15% | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.72% | — | -2.03% | |
| 48 | SYK | Stryker CORP | 株式-ヘルスケア | 0.71% | -0.03% | — | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.70% | — | +176.63% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.65% | — | — |