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 | AAPL | Apple INC | 株式-IT | 6.54% | +0.24% | +51.65% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.63% | -0.12% | +3.89% | |
| 3 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 4.60% | +0.25% | +4.12% | |
| 4 | FFA | First Trust Enhan Eqty INC | 株式-その他 | 4.60% | +0.18% | +0.05% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.24% | +0.05% | +0.24% | |
| 6 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.73% | -0.45% | -2.74% | |
| 7 | AFL | Aflac INC | 株式-金融 | 2.67% | -0.01% | -2.88% | |
| 8 | CSCO | Cisco Systems INC | 株式-IT | 2.34% | +0.42% | +0.64% | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 2.32% | -0.34% | +1.68% | |
| 10 | GD | General Dynamics CORP | 株式-資本財 | 2.23% | — | +1.70% | |
| 11 | EMR | Emerson Electric Co | 株式-資本財 | 2.18% | +0.03% | +0.89% | |
| 12 | TGT | Target CORP | 株式-一般消費財 | 2.07% | +0.02% | -3.73% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.93% | +0.03% | +1.78% | |
| 14 | ORCL | Oracle CORP | 株式-IT | 1.92% | — | +2.07% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.88% | — | +0.46% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.85% | -0.28% | +2.48% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.79% | -0.59% | +1.76% | |
| 18 | AMGN | Amgen INC | 株式-ヘルスケア | 1.79% | — | +2.80% | |
| 19 | USB | US Bancorp | 株式-金融 | 1.76% | +0.10% | -1.15% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.73% | +0.16% | +1.25% | |
| 21 | WM | Waste Management INC | 株式-資本財 | 1.59% | — | +2.42% | |
| 22 | ADP | Automatic Data Processing | 株式-IT | 1.53% | +0.03% | +2.92% | |
| 23 | IBM | Intl Business Machines CORP | 株式-IT | 1.41% | +0.09% | +2.92% | |
| 24 | CAG | Conagra Brands INC | 株式-生活必需品 | 1.37% | -0.12% | — | |
| 25 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.32% | — | -0.41% | |
| 26 | RY | Royal Bank Of Canada | 株式-金融 | 1.32% | +0.17% | — | |
| 27 | TXN | Texas Instruments INC | 株式-IT | 1.31% | +0.38% | -9.24% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 1.29% | +0.09% | -6.02% | |
| 29 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.27% | +0.28% | +3.15% | |
| 30 | APD | Air Products & Chemicals INC | 株式-素材 | 1.24% | — | +1.16% | |
| 31 | LIN | Linde plc | 株式-素材 | 1.23% | — | -7.97% | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 1.23% | -0.44% | -11.85% | |
| 33 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.18% | — | +0.33% | |
| 34 | TROW | T Rowe Price Group INC | 株式-金融 | 1.15% | +0.20% | +0.11% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.15% | — | +3.74% | |
| 36 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.14% | +0.46% | +11.45% | |
| 37 | COP | Conocophillips | 株式-エネルギー | 1.12% | -0.30% | +2.99% | |
| 38 | GIS | General Mills INC | 株式-生活必需品 | 1.04% | -0.45% | -3.21% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.00% | -0.36% | +2.97% | |
| 40 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.97% | +0.08% | +4.54% | |
| 41 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.92% | -0.25% | +4.48% | |
| 42 | ITW | Illinois Tool Works | 株式-資本財 | 0.92% | — | +4.22% | |
| 43 | DFAI | Dimensional International Co | ETF-その他 | 0.84% | +0.39% | +17.42% | |
| 44 | LW | Lamb Weston Holdings INC | 株式-生活必需品 | 0.80% | — | -7.15% | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.79% | — | -20.80% | |
| 46 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.78% | — | +3.68% | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.78% | — | +5.96% | |
| 48 | PSX | Phillips 66 | 株式-エネルギー | 0.75% | -0.17% | -6.99% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.71% | — | +71.19% | |
| 50 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.71% | +0.05% | +5.15% |