CIK: 0001663138
申告総資産額
$1.6億
| # | 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 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 13.07% | -0.03% | — | |
| 2 | VV | Vanguard Large-cap ETF | ETF-その他 | 6.74% | -0.04% | — | |
| 3 | AAPL | Apple Computer | 株式-IT | 3.78% | — | — | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.60% | +0.13% | — | |
| 5 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.56% | — | — | |
| 6 | T | At&t INC | 株式-通信サービス | 2.40% | -0.07% | — | |
| 7 | INTC | Intel CORP | 株式-IT | 2.23% | — | — | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.22% | -0.01% | — | |
| 9 | MMM | 3m Co | 株式-資本財 | 1.90% | +0.04% | — | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 1.87% | — | — | |
| 11 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.85% | — | — | |
| 12 | ADP | Automatic Data Processing | 株式-IT | 1.85% | -0.03% | — | |
| 13 | CLX | Clorox Company | 株式-生活必需品 | 1.81% | — | — | |
| 14 | ✓ | Travelers Companies INC | 株式-その他 | 1.75% | — | — | |
| 15 | PFE | Pfizer INC | 株式-ヘルスケア | 1.73% | — | — | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.64% | +0.29% | — | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.58% | -0.11% | — | |
| 18 | CSCO | Cisco Systems INC | 株式-IT | 1.55% | +0.02% | — | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.54% | — | — | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 1.54% | — | — | |
| 21 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 1.51% | — | — | |
| 22 | UTXZ | United Tech CORP | 株式-その他 | 1.45% | -0.17% | — | |
| 23 | APD | Air Products & Chemicals INC | 株式-素材 | 1.42% | — | — | |
| 24 | ✓ | 株式-その他 | 1.42% | — | — | ||
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.41% | -0.04% | — | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 1.38% | — | — | |
| 27 | WELL | Welltower INC | 株式-不動産 | 1.37% | — | — | |
| 28 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.36% | -0.10% | — | |
| 29 | BIP | Brookfield Infrastructure Partners L.P. | 株式-公益事業 | 1.31% | -0.02% | — | |
| 30 | AXP | American Express Co | 株式-金融 | 1.28% | +0.02% | — | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.25% | -0.04% | — | |
| 32 | SLB | Slb LTD | 株式-エネルギー | 1.25% | -0.24% | — | |
| 33 | GWW | Ww Grainger INC | 株式-資本財 | 1.22% | -0.13% | — | |
| 34 | CAT | Caterpillar INC | 株式-資本財 | 1.13% | — | — | |
| 35 | GM | General Motors Co | 株式-一般消費財 | 1.12% | — | — | |
| 36 | POOL | Pool CORP | 株式-資本財 | 1.02% | +0.02% | — | |
| 37 | ✓ | 株式-その他 | 1.02% | — | — | ||
| 38 | ✓ | 株式-その他 | 0.97% | — | — | ||
| 39 | VUG | Vanguard Growth ETF | ETF-その他 | 0.95% | -0.11% | — | |
| 40 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.91% | — | — | |
| 41 | GRA1EUR | Wr Grace & Co | 株式-その他 | 0.90% | — | — | |
| 42 | ALL | Allstate CORP | 株式-金融 | 0.86% | +0.31% | — | |
| 43 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 0.84% | — | — | |
| 44 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.82% | — | — | |
| 45 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.79% | — | — | |
| 46 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.74% | -0.36% | — | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.72% | — | — | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.70% | — | — | |
| 49 | AIG | American International Group | 株式-金融 | 0.64% | — | — | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.59% | — | — |