CIK: 0001792851
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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 23.78% | — | — | |
| 2 | AAPL | Apple INC | 株式-IT | 5.05% | -0.08% | -43.13% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.97% | -0.22% | -23.17% | |
| 4 | UPS | United Parcel Service-cl B | 株式-資本財 | 3.81% | — | +2.14% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.80% | +0.05% | +4.01% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.52% | -0.12% | -9.66% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 3.31% | — | +10.81% | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.92% | — | — | |
| 9 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.87% | — | — | |
| 10 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.87% | — | +10.42% | |
| 11 | T | At&t INC | 株式-通信サービス | 2.85% | — | +27.66% | |
| 12 | WMT | Walmart INC | 株式-生活必需品 | 2.80% | — | +3.08% | |
| 13 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.76% | — | — | |
| 14 | D | Dominion Energy INC | 株式-公益事業 | 2.76% | — | -0.97% | |
| 15 | SO | Southern Co/the | 株式-公益事業 | 2.48% | — | -1.39% | |
| 16 | CVS | Cvs Health CORP | 株式-ヘルスケア | 2.45% | — | — | |
| 17 | BLKCHF | Blackrock INC | 株式-その他 | 2.37% | — | -22.19% | |
| 18 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.30% | — | — | |
| 19 | ALK | Alaska Air Group INC | 株式-資本財 | 2.28% | — | — | |
| 20 | LUV | Southwest Airlines Co | 株式-資本財 | 2.24% | — | — | |
| 21 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 2.24% | — | +6.74% | |
| 22 | APD | Air Products & Chemicals INC | 株式-素材 | 2.02% | +0.04% | — | |
| 23 | PSA | Public Storage | 株式-不動産 | 1.99% | — | — | |
| 24 | IRM | Iron Mountain INC | 株式-不動産 | 1.77% | — | — | |
| 25 | MMM | 3m Co | 株式-資本財 | 1.72% | — | +0.02% | |
| 26 | AAL | American Airlines Group INC | 株式-資本財 | 1.70% | — | — | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.51% | +0.11% | — | |
| 28 | SLB | Slb LTD | 株式-エネルギー | 1.27% | — | — | |
| 29 | DORM | Dorman Products INC | 株式-一般消費財 | 0.91% | — | -6.66% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.86% | -0.05% | — | |
| 31 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.75% | — | +0.31% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.65% | — | -23.92% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.45% | — | — |