CIK: 0001799877
申告総資産額
$7.2億
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.85% | -0.11% | +1.86% | |
| 2 | BAC | Bank Of America CORP | 株式-金融 | 3.01% | -0.27% | +3.94% | |
| 3 | SCHW | Schwab (charles) CORP | 株式-金融 | 2.59% | -0.13% | +5.47% | |
| 4 | CVS | Cvs Health CORP | 株式-ヘルスケア | 2.45% | — | +5.27% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.40% | -0.51% | +11.99% | |
| 6 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.38% | — | +3.56% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.38% | -0.12% | +3.48% | |
| 8 | MOS | Mosaic Co/the | 株式-素材 | 2.14% | +0.14% | +3.07% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.11% | -0.65% | -2.54% | |
| 10 | DLTR | Dollar Tree INC | 株式-生活必需品 | 2.07% | -0.32% | +5.87% | |
| 11 | RTX | Rtx CORP | 株式-資本財 | 1.93% | -0.10% | +6.06% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.67% | -1.04% | +1.95% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.64% | — | +7.09% | |
| 14 | CSCO | Cisco Systems INC | 株式-IT | 1.63% | — | +4.33% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.63% | -0.22% | +12.27% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.63% | -0.17% | +14.48% | |
| 17 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.58% | -0.22% | +6.61% | |
| 18 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.47% | — | +12.67% | |
| 19 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.43% | — | +3.82% | |
| 20 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 1.42% | — | — | |
| 21 | MET | Metlife INC | 株式-金融 | 1.40% | -0.07% | +3.94% | |
| 22 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.40% | — | +8.44% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 1.36% | — | -5.03% | |
| 24 | RY | Royal Bank Of Canada | 株式-金融 | 1.36% | — | -11.23% | |
| 25 | SERVUSD | Terminix Global Holdings INC | 株式-その他 | 1.32% | — | +17.06% | |
| 26 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.31% | +0.23% | +3.01% | |
| 27 | TWTRUSD | Twitter INC | 株式-その他 | 1.29% | — | +4.96% | |
| 28 | INTC | Intel CORP | 株式-IT | 1.29% | — | +9.57% | |
| 29 | FISV | Fiserv INC | 株式-その他 | 1.28% | — | +4.73% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.28% | +0.18% | +3.23% | |
| 31 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.27% | — | +9.52% | |
| 32 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.23% | — | -1.98% | |
| 33 | VNT | Vontier CORP | 株式-IT | 1.22% | — | +3.30% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 1.21% | +0.54% | +5.34% | |
| 35 | MA | Mastercard INC - A | 株式-金融 | 1.17% | -0.15% | +11.34% | |
| 36 | QCOM | Qualcomm INC | 株式-IT | 1.14% | -0.14% | +4.44% | |
| 37 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.14% | — | +4.12% | |
| 38 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 1.14% | — | -0.45% | |
| 39 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.11% | +0.16% | +8.37% | |
| 40 | AON | Aon plc | 株式-金融 | 1.09% | — | +7.01% | |
| 41 | IVZ | Invesco Ltd. | 株式-金融 | 1.08% | -0.09% | +12.02% | |
| 42 | IFF | Intl Flavors & Fragrances | 株式-素材 | 1.08% | — | +3.57% | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.08% | — | +5.18% | |
| 44 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.05% | — | +202.67% | |
| 45 | SONY | Sony Group CORP - Sp Adr | 株式-IT | 1.03% | -0.22% | +6.10% | |
| 46 | KMX | Carmax INC | 株式-一般消費財 | 0.98% | — | +0.99% | |
| 47 | WFC | Wells Fargo & Co | 株式-金融 | 0.97% | — | +6.74% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.96% | — | -0.81% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.90% | — | +0.02% | |
| 50 | UL | Unilever PLC | 株式-生活必需品 | 0.84% | — | +26.69% |