CIK: 0001790295
申告総資産額
$3.8億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.33% | -0.22% | — | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.83% | +0.14% | — | |
| 3 | V | Visa Inc-class A Shares | 株式-金融 | 3.21% | -0.32% | — | |
| 4 | AAPL | Apple INC | 株式-IT | 2.39% | -0.41% | — | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.31% | -1.08% | — | |
| 6 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.30% | — | — | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.21% | +0.26% | — | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.14% | — | — | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.99% | — | — | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.67% | — | — | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 1.61% | +0.38% | — | |
| 12 | ADP | Automatic Data Processing | 株式-IT | 1.61% | -0.19% | — | |
| 13 | VFC | Vf CORP | 株式-一般消費財 | 1.54% | — | — | |
| 14 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.54% | — | — | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.51% | — | — | |
| 16 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.49% | — | — | |
| 17 | ORCL | Oracle CORP | 株式-IT | 1.48% | -0.35% | — | |
| 18 | AFL | Aflac INC | 株式-金融 | 1.46% | — | — | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.41% | +0.09% | — | |
| 20 | BLKCHF | Blackrock INC | 株式-その他 | 1.38% | — | — | |
| 21 | SYY | Sysco CORP | 株式-生活必需品 | 1.37% | — | — | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.37% | — | — | |
| 23 | INTC | Intel CORP | 株式-IT | 1.35% | — | — | |
| 24 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.35% | -0.12% | — | |
| 25 | D | Dominion Energy INC | 株式-公益事業 | 1.35% | — | — | |
| 26 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.33% | — | — | |
| 27 | AMAT | Applied Materials INC | 株式-IT | 1.31% | +0.59% | — | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.26% | — | — | |
| 29 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.22% | — | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.20% | -0.08% | — | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.17% | -0.39% | — | |
| 32 | MMM | 3m Co | 株式-資本財 | 1.12% | — | — | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.12% | +0.38% | — | |
| 34 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.12% | — | — | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 1.11% | — | — | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.05% | — | — | |
| 37 | OMC | Omnicom Group | 株式-通信サービス | 1.05% | — | — | |
| 38 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.04% | — | — | |
| 39 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 1.04% | — | — | |
| 40 | NUE | Nucor CORP | 株式-素材 | 1.00% | — | — | |
| 41 | RHHBY | Roche Holdings Ltd-spons Adr | 株式-その他 | 0.98% | — | — | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.97% | -0.25% | — | |
| 43 | APD | Air Products & Chemicals INC | 株式-素材 | 0.96% | +0.10% | — | |
| 44 | FDX | Fedex CORP | 株式-資本財 | 0.96% | +0.16% | — | |
| 45 | T | At&t INC | 株式-通信サービス | 0.91% | — | — | |
| 46 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.86% | — | — | |
| 47 | TD | Toronto-dominion Bank | 株式-金融 | 0.86% | — | — | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.86% | — | — | |
| 49 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.86% | — | — | |
| 50 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.85% | +0.07% | — |