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 | 4.78% | +0.18% | — | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.50% | -0.12% | +2.82% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.49% | +0.24% | -1.64% | |
| 4 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 4.18% | +0.25% | +3.06% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.76% | +0.05% | +0.09% | |
| 6 | AFL | Aflac INC | 株式-金融 | 2.88% | -0.01% | -7.33% | |
| 7 | WMT | Walmart INC | 株式-生活必需品 | 2.81% | -0.34% | -6.81% | |
| 8 | ORCL | Oracle CORP | 株式-IT | 2.40% | — | -8.45% | |
| 9 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.38% | -0.45% | -1.50% | |
| 10 | CSCO | Cisco Systems INC | 株式-IT | 2.33% | +0.42% | -0.27% | |
| 11 | GD | General Dynamics CORP | 株式-資本財 | 2.30% | — | +0.02% | |
| 12 | EMR | Emerson Electric Co | 株式-資本財 | 2.13% | +0.03% | -0.04% | |
| 13 | TGT | Target CORP | 株式-一般消費財 | 2.08% | +0.02% | +2.95% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.03% | +0.03% | +0.48% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.97% | -0.28% | +9.03% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.83% | — | +1.81% | |
| 17 | IBM | Intl Business Machines CORP | 株式-IT | 1.76% | +0.09% | -1.59% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.72% | +0.16% | -5.70% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 1.69% | -0.59% | +0.65% | |
| 20 | WM | Waste Management INC | 株式-資本財 | 1.68% | — | -0.16% | |
| 21 | TXN | Texas Instruments INC | 株式-IT | 1.67% | +0.38% | +0.61% | |
| 22 | ADP | Automatic Data Processing | 株式-IT | 1.66% | +0.03% | -0.09% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 1.64% | -0.44% | +4.18% | |
| 24 | AMGN | Amgen INC | 株式-ヘルスケア | 1.59% | — | -3.16% | |
| 25 | USB | US Bancorp | 株式-金融 | 1.58% | +0.10% | -2.62% | |
| 26 | RY | Royal Bank Of Canada | 株式-金融 | 1.37% | +0.17% | -3.37% | |
| 27 | CAG | Conagra Brands INC | 株式-生活必需品 | 1.36% | -0.12% | -0.76% | |
| 28 | DFAU | Dimensional US Core Equity M | ETF-その他 | 1.32% | +0.46% | +0.20% | |
| 29 | BAC | Bank Of America CORP | 株式-金融 | 1.29% | +0.09% | -0.20% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.28% | — | +0.33% | |
| 31 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.27% | +0.28% | +2.34% | |
| 32 | APD | Air Products & Chemicals INC | 株式-素材 | 1.26% | — | -4.90% | |
| 33 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.24% | — | +1.32% | |
| 34 | LIN | Linde plc | 株式-素材 | 1.23% | — | -0.09% | |
| 35 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.21% | — | +11.71% | |
| 36 | TROW | T Rowe Price Group INC | 株式-金融 | 1.17% | +0.20% | +7.75% | |
| 37 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.13% | -0.25% | +0.25% | |
| 38 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.10% | +0.08% | +0.18% | |
| 39 | GIS | General Mills INC | 株式-生活必需品 | 1.03% | -0.45% | +1.59% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.00% | -0.36% | -3.53% | |
| 41 | COP | Conocophillips | 株式-エネルギー | 0.92% | -0.30% | -0.06% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.90% | — | +0.63% | |
| 43 | DFAI | Dimensional International Co | ETF-その他 | 0.90% | +0.39% | +0.30% | |
| 44 | ITW | Illinois Tool Works | 株式-資本財 | 0.89% | — | +0.46% | |
| 45 | CB | Chubb Limited | 株式-金融 | 0.73% | — | -0.44% | |
| 46 | PAYX | Paychex INC | 株式-IT | 0.72% | — | -0.20% | |
| 47 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.72% | +0.05% | +0.88% | |
| 48 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.69% | +0.05% | +1.07% | |
| 49 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.66% | — | +1.35% | |
| 50 | PSX | Phillips 66 | 株式-エネルギー | 0.64% | -0.17% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IBM | Intl Business Machines CORP | +0.3% | -1.59% | 減少 |
| 2 | AFL | Aflac INC | +0.2% | -7.33% | 減少 |
| 3 | MCD | Mcdonald's CORP | +0.2% | -1.50% | 減少 |
| 4 | LMT | Lockheed Martin CORP | +0.2% | +0.25% | 増加 |
| 5 | ADP | Automatic Data Processing | +0.1% | -0.09% | 減少 |
| 6 | SBUX | Starbucks CORP | +0.1% | +1.07% | 増加 |
| 7 | GIS | General Mills INC | +0.1% | +1.59% | 増加 |
| 8 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | NEW | 新規購入 |
| 9 | WMT | Walmart INC | +0.1% | -6.81% | 減少 |
| 10 | PEP | Pepsico INC | +0.1% | +9.03% | 増加 |
| 11 | MMM | 3m Co | +0.1% | — | 変化なし |
| 12 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | 新規購入 |
| 13 | VEA | Vanguard Ftse Developed ETF | +0.1% | NEW | 新規購入 |
| 14 | BDX | Becton Dickinson And Co | +0.1% | NEW | 新規購入 |
| 15 | VXUS | Vanguard Total Intl Stock | +0.1% | NEW | 新規購入 |
| 16 | CSCO | Cisco Systems INC | +0.1% | -0.27% | 減少 |
| 17 | JNJ | Johnson & Johnson | +0.1% | +1.81% | 増加 |
| 18 | VZ | Verizon Communications INC | +0.1% | +4.18% | 増加 |
| 19 | TRV | Travelers Cos Inc/the | +0.1% | +0.18% | 増加 |
| 20 | CAG | Conagra Brands INC | +0.1% | -0.76% | 減少 |
| 21 | RY | Royal Bank Of Canada | +0.1% | -3.37% | 減少 |
| 22 | PM | Philip Morris International | +0.1% | +1.18% | 増加 |
| 23 | ORCL | Oracle CORP | +0.1% | -8.45% | 減少 |
| 24 | USB | US Bancorp | +0.1% | -2.62% | 減少 |
| 25 | RTX | Rtx CORP | +0.1% | -0.66% | 減少 |
| 26 | KO | Coca-cola Co/the | +0.1% | +0.63% | 増加 |
| 27 | AAPL | Apple INC | 0% | -1.64% | 減少 |
| 28 | UPS | United Parcel Service-cl B | 0% | +11.71% | 増加 |
| 29 | SCHD | Schwab US Dvd Equity ETF | 0% | +0.48% | 増加 |
| 30 | APD | Air Products & Chemicals INC | 0% | -4.90% | 減少 |
| 31 | ITW | Illinois Tool Works | 0% | +0.46% | 増加 |
| 32 | CAH | Cardinal Health INC | 0% | +0.88% | 増加 |
| 33 | PAYX | Paychex INC | 0% | -0.20% | 減少 |
| 34 | CB | Chubb Limited | 0% | -0.44% | 減少 |
| 35 | TGT | Target CORP | 0% | +2.95% | 増加 |
| 36 | ABBV | Abbvie INC | 0% | -5.70% | 減少 |
| 37 | CVS | Cvs Health CORP | 0% | +2.34% | 増加 |
| 38 | LIN | Linde plc | 0% | -0.09% | 減少 |
| 39 | CMCSA | Comcast Corp-class A | — | +1.32% | 増加 |
| 40 | TXN | Texas Instruments INC | 0% | +0.61% | 増加 |
| 41 | DFAU | Dimensional US Core Equity M | 0% | +0.20% | 増加 |
| 42 | GD | General Dynamics CORP | -0.1% | +0.02% | 増加 |
| 43 | BSV | Vanguard Short-term Bond ETF | -0.1% | +2.82% | 増加 |
| 44 | COP | Conocophillips | -0.2% | -0.06% | 減少 |
| 45 | ICSH | Ishares Ultra Short Duration | -0.2% | +3.06% | 増加 |
| 46 | LW | Lamb Weston Holdings INC | -0.2% | -2.32% | 減少 |
| 47 | INTC | Intel CORP | -0.2% | -42.73% | 減少 |
| 48 | CVX | Chevron CORP | -0.2% | +0.65% | 増加 |
| 49 | FFA | First Trust Enhan Eqty INC | -0.3% | — | 変化なし |
| 50 | MSFT | Microsoft CORP | -0.5% | +0.09% | 増加 |