CIK: 0001631185
申告総資産額
$1.9億
上位200銘柄を表示中(全278銘柄)
| # | 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 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 7.39% | — | +1.39% | |
| 2 | VPU | Vanguard Utilities Index Fund ETF Shares | ETF-大型株・グロース | 5.67% | — | +8.43% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.87% | — | +15.06% | |
| 4 | XOM | Exxon Mobil CORP | 株式-エネルギー | 4.74% | — | -1.22% | |
| 5 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 4.59% | — | +4.03% | |
| 6 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 4.35% | — | +3.32% | |
| 7 | DIS | Walt Disney Co/the | 株式-通信サービス | 4.29% | — | +0.21% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 4.02% | — | -2.17% | |
| 9 | AAPL | Apple INC | 株式-IT | 3.58% | — | +7.05% | |
| 10 | KO | Coca-cola Co/the | 株式-生活必需品 | 3.23% | — | -2.04% | |
| 11 | WMT | Walmart INC | 株式-生活必需品 | 2.71% | — | -1.36% | |
| 12 | MMM | 3m Co | 株式-資本財 | 2.37% | — | +2.46% | |
| 13 | DOW | Dow Chem Co | 株式-素材 | 2.24% | — | — | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.21% | — | +1.60% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 2.03% | — | -1.23% | |
| 16 | AXP | American Express Co | 株式-金融 | 1.82% | — | +0.39% | |
| 17 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.43% | — | +20.10% | |
| 18 | PAYX | Paychex INC | 株式-IT | 1.37% | — | -1.63% | |
| 19 | MA | Mastercard INC - A | 株式-金融 | 1.25% | — | +0.76% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.19% | — | +0.81% | |
| 21 | IBM | Intl Business Machines CORP | 株式-IT | 1.14% | — | — | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.92% | — | -0.20% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.84% | — | +13.33% | |
| 24 | CSX | Csx CORP | 株式-資本財 | 0.75% | — | +22.57% | |
| 25 | NJR | New Jersey Resources CORP | 株式-公益事業 | 0.72% | — | +0.28% | |
| 26 | EMR | Emerson Electric Co | 株式-資本財 | 0.70% | — | -22.75% | |
| 27 | AMGN | Amgen INC | 株式-ヘルスケア | 0.68% | — | — | |
| 28 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.66% | — | +0.02% | |
| 29 | T | At&t INC | 株式-通信サービス | 0.66% | — | +0.04% | |
| 30 | ✓ | Whole Foods Mkt INC | 株式-その他 | 0.66% | — | +16.00% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.65% | — | -1.55% | |
| 32 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.64% | — | -0.14% | |
| 33 | INTC | Intel CORP | 株式-IT | 0.62% | — | -4.30% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | — | +9.30% | |
| 35 | PM | Philip Morris International | 株式-生活必需品 | 0.59% | — | — | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.55% | — | — | |
| 37 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.54% | — | +1.34% | |
| 38 | GHC | Graham Holdings Co-class B | 株式-資本財 | 0.54% | — | +26.51% | |
| 39 | ✓ | Boeing Co | 株式-その他 | 0.51% | — | +0.53% | |
| 40 | PAG | Penske Automotive Group INC | 株式-一般消費財 | 0.47% | — | -4.78% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.45% | — | +0.21% | |
| 42 | ✓ | Two Riv Bancorp | 株式-その他 | 0.43% | — | — | |
| 43 | WM | Waste Management INC | 株式-資本財 | 0.43% | — | — | |
| 44 | ADP | Automatic Data Processing | 株式-IT | 0.42% | — | — | |
| 45 | TD | Toronto-dominion Bank | 株式-金融 | 0.42% | — | — | |
| 46 | ✓ | Accenture PLC | 株式-その他 | 0.42% | — | -0.82% | |
| 47 | FISV | Fiserv INC | 株式-その他 | 0.41% | — | — | |
| 48 | LBTYA | Liberty Global Ltd. | 株式-その他 | 0.40% | — | -3.38% | |
| 49 | MO | Altria Group INC | 株式-生活必需品 | 0.39% | — | — | |
| 50 | CABO | Cable One INC | 株式-通信サービス | 0.39% | — | -0.48% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VPU | Vanguard Utilities Index Fund ETF Shares | +0.7% | +8.43% | 増加 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +15.06% | 増加 |
| 3 | JNJ | Johnson & Johnson | +0.3% | +1.39% | 増加 |
| 4 | AAPL | Apple INC | +0.3% | +7.05% | 増加 |
| 5 | MMM | 3m Co | +0.2% | +2.46% | 増加 |
| 6 | DEO | Diageo Plc-sponsored Adr | +0.2% | +20.10% | 増加 |
| 7 | WMT | Walmart INC | +0.2% | -1.36% | 減少 |
| 8 | PG | Procter & Gamble Co/the | +0.2% | +3.32% | 増加 |
| 9 | XOM | Exxon Mobil CORP | +0.1% | -1.22% | 減少 |
| 10 | CSX | Csx CORP | +0.1% | +22.57% | 増加 |
| 11 | GHC | Graham Holdings Co-class B | +0.1% | +26.51% | 増加 |
| 12 | NSRGY | Nestle Sa-spons Adr | +0.1% | +4.03% | 増加 |
| 13 | KO | Coca-cola Co/the | +0.1% | -2.04% | 減少 |
| 14 | IBM | Intl Business Machines CORP | +0.1% | — | 変化なし |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +13.33% | 増加 |
| 16 | T | At&t INC | +0.1% | +0.04% | 増加 |
| 17 | VZ | Verizon Communications INC | +0.1% | +0.21% | 増加 |
| 18 | CVX | Chevron CORP | +0.1% | +0.81% | 増加 |
| 19 | NJR | New Jersey Resources CORP | +0.1% | +0.28% | 増加 |
| 20 | PM | Philip Morris International | +0.1% | — | 変化なし |
| 21 | MCD | Mcdonald's CORP | 0% | -0.20% | 減少 |
| 22 | ✓ | Whole Foods Mkt INC | 0% | +16.00% | 増加 |
| 23 | FISV | Fiserv INC | 0% | — | 変化なし |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 変化なし |
| 25 | WM | Waste Management INC | 0% | — | 変化なし |
| 26 | NEE | Nextera Energy INC | 0% | — | 変化なし |
| 27 | TD | Toronto-dominion Bank | 0% | — | 変化なし |
| 28 | CL | Colgate-palmolive Co | 0% | +0.02% | 増加 |
| 29 | MRK | Merck & Co. INC. | 0% | +1.60% | 増加 |
| 30 | MCK | Mckesson CORP | -0.1% | — | 変化なし |
| 31 | COP | Conocophillips | -0.1% | — | 変化なし |
| 32 | BAC | Bank Of America CORP | -0.1% | +0.07% | 増加 |
| 33 | NVS | Novartis Ag-sponsored Adr | -0.1% | +3.40% | 増加 |
| 34 | LBTYA | Liberty Global Ltd. | -0.1% | -3.38% | 減少 |
| 35 | META | Meta Platforms Inc-class A | -0.1% | -35.71% | 減少 |
| 36 | AMGN | Amgen INC | -0.1% | — | 変化なし |
| 37 | PAG | Penske Automotive Group INC | -0.1% | -4.78% | 減少 |
| 38 | C | Citigroup INC | -0.1% | — | 変化なし |
| 39 | INTC | Intel CORP | -0.1% | -4.30% | 減少 |
| 40 | PFE | Pfizer INC | -0.1% | -1.55% | 減少 |
| 41 | ✓ | Boeing Co | -0.1% | +0.53% | 増加 |
| 42 | EMR | Emerson Electric Co | -0.1% | -22.75% | 減少 |
| 43 | MSFT | Microsoft CORP | -0.2% | -2.17% | 減少 |
| 44 | AXP | American Express Co | -0.3% | +0.39% | 増加 |
| 45 | DIS | Walt Disney Co/the | -0.4% | +0.21% | 増加 |
| 46 | ✓ | Stancorp Finl Group INC Com | — | EXIT | 全売却 |
| 47 | PRFUSD | Invesco Ftse Rafi US 1000 Et | — | EXIT | 全売却 |
| 48 | ✓ | — | EXIT | 全売却 | |
| 49 | JNJ | Johnson & Johnson | — | EXIT | 全売却 |
| 50 | ✓ | — | EXIT | 全売却 |