CIK: 0001752045
申告総資産額
$2.6億
| # | 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 | FFA | First Trust Enhan Eqty INC | 株式-その他 | 4.83% | +0.18% | +0.13% | |
| 2 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 4.81% | +0.25% | +15.78% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.75% | -0.12% | +1.02% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.35% | +0.24% | -3.88% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.87% | +0.05% | -2.48% | |
| 6 | AFL | Aflac INC | 株式-金融 | 2.85% | -0.01% | -2.39% | |
| 7 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.77% | -0.45% | +0.60% | |
| 8 | CSCO | Cisco Systems INC | 株式-IT | 2.73% | +0.42% | +0.57% | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 2.50% | -0.34% | -0.80% | |
| 10 | EMR | Emerson Electric Co | 株式-資本財 | 2.40% | +0.03% | +0.34% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 2.22% | -0.59% | +1.21% | |
| 12 | GD | General Dynamics CORP | 株式-資本財 | 2.10% | — | +0.93% | |
| 13 | ORCL | Oracle CORP | 株式-IT | 2.09% | — | +0.78% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 2.00% | -0.28% | +0.90% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.96% | — | -2.28% | |
| 16 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.91% | +0.03% | +13.59% | |
| 17 | TGT | Target CORP | 株式-一般消費財 | 1.80% | +0.02% | +0.65% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.71% | +0.16% | +2.92% | |
| 19 | ADP | Automatic Data Processing | 株式-IT | 1.66% | +0.03% | -2.38% | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 1.66% | — | +2.77% | |
| 21 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.48% | — | -3.03% | |
| 22 | USB | US Bancorp | 株式-金融 | 1.48% | +0.10% | -0.15% | |
| 23 | TXN | Texas Instruments INC | 株式-IT | 1.48% | +0.38% | +2.38% | |
| 24 | WM | Waste Management INC | 株式-資本財 | 1.45% | — | -1.69% | |
| 25 | APD | Air Products & Chemicals INC | 株式-素材 | 1.41% | — | -0.31% | |
| 26 | CAG | Conagra Brands INC | 株式-生活必需品 | 1.40% | -0.12% | -0.03% | |
| 27 | LIN | Linde plc | 株式-素材 | 1.34% | — | -5.45% | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 1.31% | +0.09% | +0.39% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 1.26% | -0.44% | +4.23% | |
| 30 | COP | Conocophillips | 株式-エネルギー | 1.26% | -0.30% | +0.06% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.25% | -0.36% | +1.53% | |
| 32 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.25% | — | +0.51% | |
| 33 | RY | Royal Bank Of Canada | 株式-金融 | 1.24% | +0.17% | — | |
| 34 | TROW | T Rowe Price Group INC | 株式-金融 | 1.24% | +0.20% | +0.54% | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 1.21% | +0.09% | — | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.18% | — | +1.15% | |
| 37 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.17% | +0.28% | -2.91% | |
| 38 | GIS | General Mills INC | 株式-生活必需品 | 1.16% | -0.45% | +0.04% | |
| 39 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.01% | +0.46% | +26.75% | |
| 40 | MMM | 3m Co | 株式-資本財 | 0.93% | — | -16.42% | |
| 41 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.87% | — | -1.48% | |
| 42 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.86% | -0.25% | +0.33% | |
| 43 | ITW | Illinois Tool Works | 株式-資本財 | 0.86% | — | +1.80% | |
| 44 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.86% | +0.08% | +2.72% | |
| 45 | LW | Lamb Weston Holdings INC | 株式-生活必需品 | 0.81% | — | — | |
| 46 | PSX | Phillips 66 | 株式-エネルギー | 0.80% | -0.17% | — | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.74% | — | +2.71% | |
| 48 | DFAI | Dimensional International Co | ETF-その他 | 0.72% | +0.39% | +12.10% | |
| 49 | PAYX | Paychex INC | 株式-IT | 0.66% | — | +1.87% | |
| 50 | CB | Chubb Limited | 株式-金融 | 0.65% | — | — |