CIK: 0001767343
申告総資産額
$5.4億
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.14% | +0.12% | — | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.29% | — | — | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.05% | +0.03% | — | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.91% | -0.23% | — | |
| 5 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.91% | — | — | |
| 6 | BA | Boeing Co/the | 株式-資本財 | 2.78% | — | — | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.70% | — | — | |
| 8 | AAPL | Apple INC | 株式-IT | 2.62% | +0.18% | — | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.59% | +0.61% | — | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.37% | +0.03% | — | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.02% | -0.45% | — | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.97% | +0.05% | — | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.93% | — | — | |
| 14 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.88% | — | — | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.74% | — | — | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.61% | +0.08% | — | |
| 17 | PH | Parker Hannifin CORP | 株式-資本財 | 1.54% | -0.06% | — | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.50% | -0.01% | — | |
| 19 | CSX | Csx CORP | 株式-資本財 | 1.45% | — | — | |
| 20 | INTC | Intel CORP | 株式-IT | 1.44% | — | — | |
| 21 | ADI | Analog Devices INC | 株式-IT | 1.41% | +0.04% | — | |
| 22 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.41% | — | — | |
| 23 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.37% | — | — | |
| 24 | NEE | Nextera Energy INC | 株式-公益事業 | 1.36% | — | — | |
| 25 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.36% | — | — | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 1.33% | — | — | |
| 27 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.33% | — | — | |
| 28 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.31% | — | — | |
| 29 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 1.30% | — | — | |
| 30 | MMM | 3m Co | 株式-資本財 | 1.30% | — | — | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 1.29% | — | — | |
| 32 | AMGN | Amgen INC | 株式-ヘルスケア | 1.26% | — | — | |
| 33 | MO | Altria Group INC | 株式-生活必需品 | 1.15% | — | — | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.12% | +0.11% | — | |
| 35 | ICLR | ICON Public Limited Company | 株式-ヘルスケア | 1.10% | — | — | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 1.10% | +0.01% | — | |
| 37 | UTXZ | United Tech CORP | 株式-その他 | 1.09% | — | — | |
| 38 | VFH | Vanguard Financials ETF | ETF-その他 | 1.07% | — | — | |
| 39 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.06% | — | — | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.06% | — | — | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.05% | — | — | |
| 42 | MDT | Medtronic plc | 株式-ヘルスケア | 1.04% | — | — | |
| 43 | ETN | Eaton Corporation plc | 株式-資本財 | 1.02% | +0.02% | — | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.99% | +0.31% | — | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.97% | — | — | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.96% | — | — | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.91% | — | — | |
| 48 | AEP | American Electric Power | 株式-公益事業 | 0.89% | — | — | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.87% | — | — | |
| 50 | UNP | Union Pacific CORP | 株式-資本財 | 0.86% | — | — |