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 | 9.06% | — | +2.75% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 6.03% | — | -1.67% | |
| 3 | COST | Costco Wholesale CORP | 株式-生活必需品 | 4.44% | — | +5.36% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.32% | — | +4.74% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.06% | — | +8.07% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.86% | — | -0.88% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.67% | — | +4.72% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.57% | — | -0.87% | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.36% | — | +11.62% | |
| 10 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 3.25% | — | +7.51% | |
| 11 | PEP | Pepsico INC | 株式-生活必需品 | 3.23% | — | -0.45% | |
| 12 | KO | Coca-cola Co/the | 株式-生活必需品 | 3.03% | — | -0.81% | |
| 13 | ADBE | Adobe INC | 株式-IT | 3.03% | — | +117.33% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 2.97% | — | +7.26% | |
| 15 | HSY | Hershey Co/the | 株式-生活必需品 | 2.50% | — | -4.08% | |
| 16 | ORCL | Oracle CORP | 株式-IT | 2.30% | — | +6.66% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 2.13% | — | +3.70% | |
| 18 | GM | General Motors Co | 株式-一般消費財 | 2.01% | — | — | |
| 19 | AMCR | Amcor plc | 株式-一般消費財 | 1.95% | — | +17.74% | |
| 20 | F | Ford Motor Co | 株式-一般消費財 | 1.90% | — | — | |
| 21 | ACN | Accenture plc | 株式-IT | 1.87% | — | -18.78% | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 1.61% | — | -1.01% | |
| 23 | INTU | Intuit INC | 株式-IT | 1.60% | +0.98% | NEW | |
| 24 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.55% | — | -0.60% | |
| 25 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.47% | — | -16.32% | |
| 26 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.46% | — | -8.95% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.44% | — | -0.92% | |
| 28 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.42% | — | +3.41% | |
| 29 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.32% | — | -7.10% | |
| 30 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.22% | — | -0.04% | |
| 31 | AVGO | Broadcom INC | 株式-IT | 1.15% | — | — | |
| 32 | FISV | Fiserv INC | 株式-その他 | 1.01% | — | -14.28% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.99% | — | -13.89% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.97% | — | -13.34% | |
| 35 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.89% | — | -0.65% | |
| 36 | TXN | Texas Instruments INC | 株式-IT | 0.84% | — | — | |
| 37 | UNP | Union Pacific CORP | 株式-資本財 | 0.76% | — | -4.44% | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 0.73% | — | +4.15% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.69% | — | -3.47% | |
| 40 | CRM | Salesforce INC | 株式-IT | 0.62% | +0.61% | NEW | |
| 41 | EMR | Emerson Electric Co | 株式-資本財 | 0.57% | — | -4.27% | |
| 42 | SYK | Stryker CORP | 株式-ヘルスケア | 0.53% | — | — | |
| 43 | GBCI | Glacier Bancorp INC | 株式-金融 | 0.36% | — | — | |
| 44 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.35% | — | -61.30% | |
| 45 | MDT | Medtronic plc | 株式-ヘルスケア | 0.32% | — | +24.36% | |
| 46 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.32% | — | -18.99% | |
| 47 | TELLEUR | Tellurian INC | 株式-その他 | 0.25% | — | — | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.21% | — | +31.00% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.20% | — | — | |
| 50 | RTX | Rtx CORP | 株式-資本財 | 0.19% | — | — |