CIK: 0001686242
申告総資産額
$10.7億
上位200銘柄を表示中（全461銘柄）
| # | 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 | VZ | Verizon Communications INC | 株式-通信サービス | 3.90% | +0.32% | +1.21% | |
| 2 | T | At&t INC | 株式-通信サービス | 3.66% | +0.24% | -13.08% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.93% | -1.35% | +2.22% | |
| 4 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.44% | +2.39% | NEW | |
| 5 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.31% | — | +0.64% | |
| 6 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.07% | — | +9.31% | |
| 7 | GD | General Dynamics CORP | 株式-資本財 | 1.98% | — | +1.15% | |
| 8 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.96% | — | +3.31% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 1.93% | — | +1.54% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.92% | — | +6.23% | |
| 11 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.92% | — | +17.25% | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 1.81% | +0.31% | +72.30% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.76% | — | — | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.65% | — | +1.98% | |
| 15 | RTN1USD | Raytheon Company | 株式-その他 | 1.61% | — | +0.62% | |
| 16 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.54% | — | — | |
| 17 | MS | Morgan Stanley | 株式-金融 | 1.53% | -0.48% | — | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.52% | — | +1411.35% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.48% | — | +2.54% | |
| 20 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.47% | — | -37.05% | |
| 21 | LNC | Lincoln National CORP | 株式-金融 | 1.44% | — | — | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 1.42% | -1.43% | +4.12% | |
| 23 | KDP | Keurig Dr Pepper Inc. | 株式-生活必需品 | 1.42% | — | +2.90% | |
| 24 | CELG | Celgene CORP | 株式-その他 | 1.42% | — | +29.05% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.38% | — | +46.86% | |
| 26 | WM | Waste Management INC | 株式-資本財 | 1.36% | — | +1.07% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 1.34% | — | +204.53% | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 1.33% | -0.62% | — | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.33% | — | — | |
| 30 | WEP | Magellan Midstream Partners | 株式-その他 | 1.22% | — | — | |
| 31 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.21% | — | +51.17% | |
| 32 | AMAT | Applied Materials INC | 株式-IT | 1.14% | — | — | |
| 33 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.07% | — | — | |
| 34 | HON | Honeywell International INC | 株式-資本財 | 1.07% | — | +2.41% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.03% | +0.35% | -29.78% | |
| 36 | ✓ | 株式-その他 | 1.03% | — | -37.44% | ||
| 37 | MA | Mastercard INC - A | 株式-金融 | 1.00% | -0.74% | +71.12% | |
| 38 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.99% | — | — | |
| 39 | USB | US Bancorp | 株式-金融 | 0.99% | — | +3.82% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | — | +6.72% | |
| 41 | TXN | Texas Instruments INC | 株式-IT | 0.93% | — | +9.08% | |
| 42 | ✓ | 株式-その他 | 0.92% | — | +3.48% | ||
| 43 | BGS | B&g Foods INC | 株式-その他 | 0.91% | — | +3.06% | |
| 44 | FISV | Fiserv INC | 株式-その他 | 0.87% | — | +4.93% | |
| 45 | EOG | Eog Resources INC | 株式-エネルギー | 0.85% | — | +5.95% | |
| 46 | SCHD | Schwab U.S. Dividend Equity ETF | ETF-その他 | 0.80% | — | — | |
| 47 | EPR | Epr Properties | 株式-不動産 | 0.80% | — | +6.34% | |
| 48 | AMGN | Amgen INC | 株式-ヘルスケア | 0.77% | +0.50% | — | |
| 49 | REYN | Reynolds Consumer Products Inc. | 株式-その他 | 0.77% | — | -2.69% | |
| 50 | EA | Electronic Arts INC | 株式-通信サービス | 0.74% | — | — |