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 | 12.73% | — | -0.11% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.72% | — | +2.32% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.94% | — | +1.78% | |
| 4 | BA | Boeing Co/the | 株式-資本財 | 4.72% | — | — | |
| 5 | DIS | Walt Disney Co/the | 株式-通信サービス | 4.04% | — | +1.97% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 3.65% | — | -0.39% | |
| 7 | UNP | Union Pacific CORP | 株式-資本財 | 3.26% | — | +0.13% | |
| 8 | MMM | 3m Co | 株式-資本財 | 3.18% | — | +8.38% | |
| 9 | SYK | Stryker CORP | 株式-ヘルスケア | 2.87% | — | -0.51% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.76% | — | +8.81% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 2.76% | — | +3.31% | |
| 12 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.73% | — | — | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.41% | — | +5.66% | |
| 14 | HON | Honeywell International INC | 株式-資本財 | 2.37% | — | +1.18% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 2.34% | — | +8.32% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.31% | — | — | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.31% | — | -0.20% | |
| 18 | APD | Air Products & Chemicals INC | 株式-素材 | 2.17% | — | +1.96% | |
| 19 | ITW | Illinois Tool Works | 株式-資本財 | 2.11% | — | -13.26% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.69% | — | — | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.45% | — | -9.98% | |
| 22 | UL | Unilever PLC | 株式-生活必需品 | 1.13% | — | — | |
| 23 | XLE | Ss Energy Select Sector | ETF-その他 | 1.06% | — | — | |
| 24 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.04% | — | — | |
| 25 | UTXZ | United Tech CORP | 株式-その他 | 1.03% | — | — | |
| 26 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 1.01% | — | +4.48% | |
| 27 | WELL | Welltower INC | 株式-不動産 | 0.99% | — | -3.14% | |
| 28 | DUK | Duke Energy CORP | 株式-公益事業 | 0.99% | — | -1.33% | |
| 29 | HQY | Healthequity INC | 株式-ヘルスケア | 0.99% | — | +3.30% | |
| 30 | EMR | Emerson Electric Co | 株式-資本財 | 0.99% | — | +4.04% | |
| 31 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.97% | — | +11.67% | |
| 32 | VTR | Ventas INC | 株式-不動産 | 0.92% | — | +3.06% | |
| 33 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.90% | — | +66.68% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.89% | — | +4.93% | |
| 35 | PUB2USD | Altabancorp | 株式-その他 | 0.88% | — | — | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.80% | — | +85.95% | |
| 37 | FDX | Fedex CORP | 株式-資本財 | 0.74% | -1.04% | +37.04% | |
| 38 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.69% | — | — | |
| 39 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.62% | — | — | |
| 40 | D | Dominion Energy INC | 株式-公益事業 | 0.61% | — | +10.64% | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.59% | — | +18.73% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.58% | — | -2.52% | |
| 43 | T | At&t INC | 株式-通信サービス | 0.58% | — | +21.10% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.55% | — | +130.71% | |
| 45 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.52% | — | — | |
| 46 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.51% | — | — | |
| 47 | FXH | First Trust Health Care Alph | ETF-その他 | 0.50% | — | -9.09% | |
| 48 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.44% | — | — | |
| 49 | HRSEUR | L3harris Technologies INC | 株式-その他 | 0.42% | — | — | |
| 50 | ZION | Zions Bancorp NA | 株式-金融 | 0.31% | — | — |