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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 13.44% | — | — | |
| 2 | AAPL | Apple INC | 株式-IT | 6.88% | — | — | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.61% | — | +9.21% | |
| 4 | BA | Boeing Co/the | 株式-資本財 | 4.76% | — | +0.66% | |
| 5 | DIS | Walt Disney Co/the | 株式-通信サービス | 3.95% | — | +7.71% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.85% | — | +3.37% | |
| 7 | UNP | Union Pacific CORP | 株式-資本財 | 3.15% | — | +7.15% | |
| 8 | CVX | Chevron CORP | 株式-エネルギー | 3.07% | — | +1.55% | |
| 9 | SYK | Stryker CORP | 株式-ヘルスケア | 3.04% | — | +2.64% | |
| 10 | MMM | 3m Co | 株式-資本財 | 3.04% | — | +7.92% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.62% | — | +22.38% | |
| 12 | ITW | Illinois Tool Works | 株式-資本財 | 2.55% | — | +2.32% | |
| 13 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.53% | — | +3.47% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.48% | — | -1.35% | |
| 15 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.48% | — | — | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 2.30% | — | +5.84% | |
| 17 | HON | Honeywell International INC | 株式-資本財 | 2.26% | — | +14.94% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.23% | — | +9.32% | |
| 19 | APD | Air Products & Chemicals INC | 株式-素材 | 2.22% | — | +6.24% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.77% | — | +2.12% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.67% | — | +3.66% | |
| 22 | UL | Unilever PLC | 株式-生活必需品 | 1.26% | — | +3.79% | |
| 23 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.14% | — | +13.31% | |
| 24 | WELL | Welltower INC | 株式-不動産 | 1.11% | — | +12.35% | |
| 25 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 1.08% | — | — | |
| 26 | DUK | Duke Energy CORP | 株式-公益事業 | 1.08% | — | +10.29% | |
| 27 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.06% | — | +2.13% | |
| 28 | VTR | Ventas INC | 株式-不動産 | 1.03% | — | +2.08% | |
| 29 | PUB2USD | Altabancorp | 株式-その他 | 1.03% | — | — | |
| 30 | UTXZ | United Tech CORP | 株式-その他 | 1.02% | — | +11.91% | |
| 31 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 1.00% | — | +1.69% | |
| 32 | EMR | Emerson Electric Co | 株式-資本財 | 0.96% | — | +5.70% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.89% | — | +11.02% | |
| 34 | HQY | Healthequity INC | 株式-ヘルスケア | 0.84% | — | +20.05% | |
| 35 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.70% | — | — | |
| 36 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.64% | — | -5.83% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.61% | — | +8.38% | |
| 38 | D | Dominion Energy INC | 株式-公益事業 | 0.59% | — | +54.10% | |
| 39 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.58% | — | — | |
| 40 | FDX | Fedex CORP | 株式-資本財 | 0.57% | -1.04% | +50.00% | |
| 41 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.55% | — | +3.74% | |
| 42 | FXH | First Trust Health Care Alph | ETF-その他 | 0.53% | — | — | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.52% | — | +21.87% | |
| 44 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.52% | — | +23.89% | |
| 45 | T | At&t INC | 株式-通信サービス | 0.51% | — | +17.02% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.47% | — | +104.17% | |
| 47 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.47% | — | — | |
| 48 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.40% | — | +14.29% | |
| 49 | HRSEUR | L3harris Technologies INC | 株式-その他 | 0.40% | — | +87.50% | |
| 50 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 0.37% | — | +1.03% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +0.3% | +22.38% | 増加 |
| 2 | HQY | Healthequity INC | +0.2% | +20.05% | 増加 |
| 3 | XOM | Exxon Mobil CORP | +0.2% | +3.37% | 増加 |
| 4 | ABBV | Abbvie INC | +0.2% | +104.17% | 増加 |
| 5 | AAPL | Apple INC | +0.2% | — | 変化なし |
| 6 | DIS | Walt Disney Co/the | +0.2% | +7.71% | 増加 |
| 7 | WELL | Welltower INC | +0.2% | +12.35% | 増加 |
| 8 | D | Dominion Energy INC | +0.2% | +54.10% | 増加 |
| 9 | UNP | Union Pacific CORP | +0.2% | +7.15% | 増加 |
| 10 | CVX | Chevron CORP | +0.2% | +1.55% | 増加 |
| 11 | HON | Honeywell International INC | +0.2% | +14.94% | 増加 |
| 12 | FDX | Fedex CORP | +0.1% | +50.00% | 増加 |
| 13 | HRSEUR | L3harris Technologies INC | +0.1% | +87.50% | 増加 |
| 14 | COST | Costco Wholesale CORP | +0.1% | +3.66% | 増加 |
| 15 | VTR | Ventas INC | +0.1% | +2.08% | 増加 |
| 16 | XLY | Ss Consumer Disc Select Sect | +0.1% | +13.31% | 増加 |
| 17 | VZ | Verizon Communications INC | +0.1% | +11.02% | 増加 |
| 18 | SNY | Sanofi-adr | +0.1% | +23.89% | 増加 |
| 19 | KO | Coca-cola Co/the | +0.1% | +21.87% | 増加 |
| 20 | BDX | Becton Dickinson And Co | +0.1% | +2.13% | 増加 |
| 21 | ✓ | Laboratory CORP Amer Hldgs | 0% | +1.69% | 増加 |
| 22 | UTXZ | United Tech CORP | 0% | +11.91% | 増加 |
| 23 | DUK | Duke Energy CORP | 0% | +10.29% | 増加 |
| 24 | PUB2USD | Altabancorp | 0% | — | 変化なし |
| 25 | SYK | Stryker CORP | 0% | +2.64% | 増加 |
| 26 | EMR | Emerson Electric Co | 0% | +5.70% | 増加 |
| 27 | VIG | Vanguard Dividend Apprec ETF | 0% | +8.38% | 増加 |
| 28 | PEG | Public Service Enterprise Gp | 0% | — | 変化なし |
| 29 | MCK | Mckesson CORP | 0% | +14.29% | 増加 |
| 30 | ADM | Archer-daniels-midland Co | 0% | — | 変化なし |
| 31 | ABT | Abbott Laboratories | 0% | +3.47% | 増加 |
| 32 | PEP | Pepsico INC | 0% | +5.84% | 増加 |
| 33 | UL | Unilever PLC | -0.1% | +3.79% | 増加 |
| 34 | APD | Air Products & Chemicals INC | -0.1% | +6.24% | 増加 |
| 35 | JNJ | Johnson & Johnson | -0.1% | +9.32% | 増加 |
| 36 | MDY | State Street Spdr S&p Midcap | -0.1% | -1.35% | 減少 |
| 37 | GILD | Gilead Sciences INC | -0.1% | -5.83% | 減少 |
| 38 | BA | Boeing Co/the | -0.2% | +0.66% | 増加 |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | +9.21% | 増加 |
| 40 | MMM | 3m Co | -0.3% | +7.92% | 増加 |
| 41 | ITW | Illinois Tool Works | -0.5% | +2.32% | 増加 |
| 42 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | 新規購入 |
| 43 | VOE | Vanguard Mid-cap Value ETF | — | EXIT | 全売却 |
| 44 | IJK | Ishares S&p Mid-cap 400 Grow | — | NEW | 新規購入 |
| 45 | IJR | Ishares Core S&p Small-cap E | — | EXIT | 全売却 |
| 46 | ABBNY | Abb Ltd-spon Adr | — | EXIT | 全売却 |
| 47 | INTC | Intel CORP | — | NEW | 新規購入 |
| 48 | VLO | Valero Energy CORP | — | NEW | 新規購入 |
| 49 | VYM | Vanguard High Dvd Yield ETF | — | EXIT | 全売却 |
| 50 | GLD | Spdr Gold Shares | — | EXIT | 全売却 |