CIK: 0001730660
申告総資産額
$2.4億
| # | 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 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 14.07% | — | — | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.93% | — | -4.73% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.68% | — | -2.99% | |
| 4 | BA | Boeing Co/the | 株式-資本財 | 4.95% | — | -3.79% | |
| 5 | DIS | Walt Disney Co/the | 株式-通信サービス | 3.76% | — | -0.34% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.63% | — | +3.23% | |
| 7 | MMM | 3m Co | 株式-資本財 | 3.37% | — | -14.15% | |
| 8 | SYK | Stryker CORP | 株式-ヘルスケア | 3.03% | — | -4.53% | |
| 9 | ITW | Illinois Tool Works | 株式-資本財 | 3.01% | — | -3.73% | |
| 10 | UNP | Union Pacific CORP | 株式-資本財 | 2.99% | — | +5.67% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 2.92% | — | -5.87% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.65% | — | -17.62% | |
| 13 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.59% | — | +0.03% | |
| 14 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.57% | — | -3.21% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 2.34% | — | +3.23% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.33% | — | +30.21% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.31% | — | -5.88% | |
| 18 | APD | Air Products & Chemicals INC | 株式-素材 | 2.28% | — | +3.97% | |
| 19 | HON | Honeywell International INC | 株式-資本財 | 2.11% | — | — | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.92% | — | +4.05% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.56% | — | -3.47% | |
| 22 | UL | Unilever PLC | 株式-生活必需品 | 1.31% | — | +24.35% | |
| 23 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 1.12% | — | +12.84% | |
| 24 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.06% | — | -7.46% | |
| 25 | DUK | Duke Energy CORP | 株式-公益事業 | 1.05% | — | +11.33% | |
| 26 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.01% | — | +6.82% | |
| 27 | PUB2USD | Altabancorp | 株式-その他 | 1.00% | — | -22.39% | |
| 28 | UTXZ | United Tech CORP | 株式-その他 | 0.99% | — | +5.83% | |
| 29 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.96% | — | +1.72% | |
| 30 | EMR | Emerson Electric Co | 株式-資本財 | 0.95% | — | +19.59% | |
| 31 | VTR | Ventas INC | 株式-不動産 | 0.94% | — | -17.24% | |
| 32 | WELL | Welltower INC | 株式-不動産 | 0.92% | — | +25.93% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.82% | — | -10.99% | |
| 34 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.77% | — | — | |
| 35 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.71% | — | +3.11% | |
| 36 | HQY | Healthequity INC | 株式-ヘルスケア | 0.61% | — | +13.48% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.60% | — | +5.30% | |
| 38 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.57% | — | -1.84% | |
| 39 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.55% | — | -30.68% | |
| 40 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.54% | — | — | |
| 41 | FXH | First Trust Health Care Alph | ETF-その他 | 0.53% | — | — | |
| 42 | T | At&t INC | 株式-通信サービス | 0.52% | — | -4.12% | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.45% | — | -6.11% | |
| 44 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.45% | — | -23.13% | |
| 45 | FDX | Fedex CORP | 株式-資本財 | 0.43% | -1.04% | +76.64% | |
| 46 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 0.42% | — | — | |
| 47 | D | Dominion Energy INC | 株式-公益事業 | 0.41% | — | +17.31% | |
| 48 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.39% | — | +9233.33% | |
| 49 | ZION | Zions Bancorp NA | 株式-金融 | 0.37% | — | — | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.33% | — | — |