CIK: 0001706016
申告総資産額
$3.3億
| # | 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 | 4.50% | -0.28% | -6.36% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.63% | -0.67% | -1.76% | |
| 3 | FDT | First Trust Develp Mkt Ex-us | ETF-その他 | 2.69% | — | -0.47% | |
| 4 | HD | Home Depot INC | 株式-一般消費財 | 2.22% | -0.09% | -3.54% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.21% | -0.27% | +0.05% | |
| 6 | AJG | Arthur J Gallagher & Co | 株式-金融 | 2.13% | -0.24% | -0.09% | |
| 7 | DUK | Duke Energy CORP | 株式-公益事業 | 1.91% | +0.21% | -0.20% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.90% | — | +1.17% | |
| 9 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.88% | — | -0.63% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.87% | +0.31% | -0.06% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.87% | -0.20% | +2.59% | |
| 12 | VMC | Vulcan Materials Co | 株式-素材 | 1.75% | -0.09% | +0.77% | |
| 13 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.73% | +0.16% | +1.27% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.69% | -0.12% | -0.12% | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 1.59% | +0.20% | +0.43% | |
| 16 | AMGN | Amgen INC | 株式-ヘルスケア | 1.57% | +0.09% | +0.29% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.56% | — | +2.32% | |
| 18 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.55% | — | -0.51% | |
| 19 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.54% | — | +1.53% | |
| 20 | INTC | Intel CORP | 株式-IT | 1.54% | — | -1.94% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.54% | -0.61% | -1.05% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.50% | -0.14% | -0.08% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.50% | — | -0.69% | |
| 24 | ANGL | Vaneck Fallen Angel High Yld | ETF-その他 | 1.49% | — | -0.92% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.49% | -0.09% | +0.33% | |
| 26 | MPT | Medical Properties Trust INC | 株式-不動産 | 1.46% | — | +0.40% | |
| 27 | CAT | Caterpillar INC | 株式-資本財 | 1.45% | +0.38% | -0.06% | |
| 28 | AMAT | Applied Materials INC | 株式-IT | 1.36% | +0.29% | -1.81% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 1.34% | -0.23% | +2.20% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.32% | — | -0.24% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.32% | +0.16% | +0.65% | |
| 32 | BA | Boeing Co/the | 株式-資本財 | 1.28% | — | +0.75% | |
| 33 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.28% | +0.30% | +0.37% | |
| 34 | PYPL | Paypal Holdings INC | 株式-金融 | 1.24% | — | +2.41% | |
| 35 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.21% | — | +1.93% | |
| 36 | ORCL | Oracle CORP | 株式-IT | 1.18% | -0.35% | -1.25% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 1.18% | +0.14% | -0.52% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 1.16% | — | +0.56% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.15% | +0.20% | +3.08% | |
| 40 | SO | Southern Co/the | 株式-公益事業 | 1.14% | +0.13% | -13.31% | |
| 41 | XMLV | Invesco S&p Midcap Low Volat | ETF-その他 | 1.12% | — | -0.40% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.00% | -0.47% | +0.96% | |
| 43 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.97% | — | +6.27% | |
| 44 | CSX | Csx CORP | 株式-資本財 | 0.95% | +0.10% | +0.23% | |
| 45 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.93% | — | -0.37% | |
| 46 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.91% | -0.13% | +3.12% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.90% | — | -0.18% | |
| 48 | DE | Deere & Co | 株式-資本財 | 0.88% | +0.21% | -2.23% | |
| 49 | UNP | Union Pacific CORP | 株式-資本財 | 0.82% | — | -1.05% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.79% | — | -4.27% |