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 | 5.03% | +0.18% | +0.79% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.59% | -0.12% | -0.24% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.45% | +0.24% | -38.64% | |
| 4 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 4.35% | +0.25% | +0.60% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.21% | +0.05% | -10.07% | |
| 6 | WMT | Walmart INC | 株式-生活必需品 | 2.72% | -0.34% | -7.05% | |
| 7 | AFL | Aflac INC | 株式-金融 | 2.67% | -0.01% | -7.59% | |
| 8 | GD | General Dynamics CORP | 株式-資本財 | 2.38% | — | -4.23% | |
| 9 | ORCL | Oracle CORP | 株式-IT | 2.34% | — | -7.67% | |
| 10 | EMR | Emerson Electric Co | 株式-資本財 | 2.31% | +0.03% | -5.39% | |
| 11 | CSCO | Cisco Systems INC | 株式-IT | 2.25% | +0.42% | -0.57% | |
| 12 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.18% | -0.45% | -4.54% | |
| 13 | TGT | Target CORP | 株式-一般消費財 | 2.06% | +0.02% | -0.05% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.00% | +0.03% | +1.00% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.92% | -0.59% | -0.30% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.88% | -0.28% | +3.44% | |
| 17 | WM | Waste Management INC | 株式-資本財 | 1.86% | — | -0.04% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.75% | — | +1.41% | |
| 19 | AMGN | Amgen INC | 株式-ヘルスケア | 1.71% | — | -5.02% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.70% | +0.16% | -4.40% | |
| 21 | TXN | Texas Instruments INC | 株式-IT | 1.68% | +0.38% | -0.89% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 1.56% | -0.44% | +3.84% | |
| 23 | ADP | Automatic Data Processing | 株式-IT | 1.54% | +0.03% | -0.07% | |
| 24 | USB | US Bancorp | 株式-金融 | 1.52% | +0.10% | -2.46% | |
| 25 | IBM | Intl Business Machines CORP | 株式-IT | 1.51% | +0.09% | +0.71% | |
| 26 | BAC | Bank Of America CORP | 株式-金融 | 1.39% | +0.09% | -6.77% | |
| 27 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.34% | +0.46% | +1.19% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.31% | — | +2.31% | |
| 29 | RY | Royal Bank Of Canada | 株式-金融 | 1.30% | +0.17% | -2.88% | |
| 30 | CAG | Conagra Brands INC | 株式-生活必需品 | 1.29% | -0.12% | -1.14% | |
| 31 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.25% | +0.28% | +35.23% | |
| 32 | TROW | T Rowe Price Group INC | 株式-金融 | 1.24% | +0.20% | +1.01% | |
| 33 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.24% | — | +5.54% | |
| 34 | APD | Air Products & Chemicals INC | 株式-素材 | 1.23% | — | +0.22% | |
| 35 | LIN | Linde plc | 株式-素材 | 1.22% | — | -3.69% | |
| 36 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.17% | — | +11.82% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.09% | -0.36% | -2.54% | |
| 38 | COP | Conocophillips | 株式-エネルギー | 1.07% | -0.30% | -2.23% | |
| 39 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.02% | +0.08% | +0.77% | |
| 40 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.97% | -0.25% | -0.14% | |
| 41 | GIS | General Mills INC | 株式-生活必需品 | 0.93% | -0.45% | +1.82% | |
| 42 | DFAI | Dimensional International Co | ETF-その他 | 0.90% | +0.39% | +1.11% | |
| 43 | ITW | Illinois Tool Works | 株式-資本財 | 0.86% | — | +1.01% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.85% | — | +1.76% | |
| 45 | PSX | Phillips 66 | 株式-エネルギー | 0.74% | -0.17% | -0.18% | |
| 46 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.71% | — | +0.01% | |
| 47 | CB | Chubb Limited | 株式-金融 | 0.70% | — | -2.21% | |
| 48 | PAYX | Paychex INC | 株式-IT | 0.69% | — | +2.82% | |
| 49 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.69% | +0.05% | +1.19% | |
| 50 | CLX | Clorox Company | 株式-生活必需品 | 0.66% | — | -0.07% |