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 | AAPL | Apple INC | 株式-IT | 7.87% | — | -3.99% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.58% | — | -0.90% | |
| 3 | DIS | Walt Disney Co/the | 株式-通信サービス | 4.41% | — | -1.69% | |
| 4 | UNP | Union Pacific CORP | 株式-資本財 | 3.76% | — | +2.91% | |
| 5 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.48% | — | -2.67% | |
| 6 | ITW | Illinois Tool Works | 株式-資本財 | 3.30% | — | +2.18% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.27% | — | +4.44% | |
| 8 | APD | Air Products & Chemicals INC | 株式-素材 | 2.98% | — | +4.56% | |
| 9 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.89% | — | -0.80% | |
| 10 | MMM | 3m Co | 株式-資本財 | 2.86% | — | +2.71% | |
| 11 | PEP | Pepsico INC | 株式-生活必需品 | 2.73% | — | -0.62% | |
| 12 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.72% | — | -4.76% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.71% | — | -94.21% | |
| 14 | SYK | Stryker CORP | 株式-ヘルスケア | 2.45% | — | -0.95% | |
| 15 | EMR | Emerson Electric Co | 株式-資本財 | 2.37% | — | +0.69% | |
| 16 | BA | Boeing Co/the | 株式-資本財 | 2.33% | — | +8.38% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 2.29% | — | -0.71% | |
| 18 | DUK | Duke Energy CORP | 株式-公益事業 | 2.17% | — | +4.31% | |
| 19 | WELL | Welltower INC | 株式-不動産 | 1.93% | — | +11.95% | |
| 20 | D | Dominion Energy INC | 株式-公益事業 | 1.90% | — | +4.89% | |
| 21 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.84% | — | -1.12% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.81% | — | -1.42% | |
| 23 | VTR | Ventas INC | 株式-不動産 | 1.79% | — | +20.37% | |
| 24 | UL | Unilever PLC | 株式-生活必需品 | 1.77% | — | +18.69% | |
| 25 | HON | Honeywell International INC | 株式-資本財 | 1.76% | — | +0.17% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.75% | — | +4.54% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 1.67% | — | -2.62% | |
| 28 | INTC | Intel CORP | 株式-IT | 1.49% | — | -0.37% | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.41% | — | +0.01% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 1.33% | — | -0.75% | |
| 31 | UTXZ | United Tech CORP | 株式-その他 | 1.30% | — | -0.37% | |
| 32 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 1.10% | — | +4.71% | |
| 33 | HQY | Healthequity INC | 株式-ヘルスケア | 1.06% | — | -2.19% | |
| 34 | SNY | Sanofi-adr | 株式-ヘルスケア | 1.06% | — | -0.50% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.99% | — | -0.74% | |
| 36 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.90% | — | — | |
| 37 | VUG | Vanguard Growth ETF | ETF-その他 | 0.84% | — | -66.61% | |
| 38 | AVB | Avalonbay Communities INC | 株式-不動産 | 0.78% | — | — | |
| 39 | FDX | Fedex CORP | 株式-資本財 | 0.70% | -1.04% | -1.54% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.66% | — | +7.30% | |
| 41 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.64% | — | +2.98% | |
| 42 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.64% | — | +1.92% | |
| 43 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.64% | — | -98.20% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.63% | — | -99.26% | |
| 45 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.61% | — | -2.06% | |
| 46 | PUB2USD | Altabancorp | 株式-その他 | 0.57% | — | -6.36% | |
| 47 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.56% | — | — | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.43% | — | -2.74% | |
| 49 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.42% | — | — | |
| 50 | LHX | L3harris Technologies INC | 株式-資本財 | 0.41% | — | — |