CIK: 0001631185
申告総資産額
$1.9億
| # | 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 | 10.01% | — | — | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 9.29% | — | +2.85% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 6.51% | — | +4.16% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.79% | — | -16.92% | |
| 5 | VPU | Vanguard Utilities Index Fund ETF Shares | ETF-大型株・グロース | 5.51% | — | +0.05% | |
| 6 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 4.40% | — | +3.92% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.94% | — | +0.78% | |
| 8 | DIS | Walt Disney Co/the | 株式-通信サービス | 3.66% | — | +0.49% | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 3.18% | — | -0.12% | |
| 10 | MA | Mastercard INC - A | 株式-金融 | 2.47% | — | -2.62% | |
| 11 | AXP | American Express Co | 株式-金融 | 2.28% | — | +0.06% | |
| 12 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.17% | — | +2.53% | |
| 13 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.04% | — | +4.38% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.03% | — | — | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.78% | — | +5.50% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.69% | — | +0.11% | |
| 17 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.63% | — | +2.81% | |
| 18 | CSX | Csx CORP | 株式-資本財 | 1.31% | — | -2.97% | |
| 19 | FDX | Fedex CORP | 株式-資本財 | 1.20% | — | -9.92% | |
| 20 | PAYX | Paychex INC | 株式-IT | 1.18% | — | -2.77% | |
| 21 | INTC | Intel CORP | 株式-IT | 0.89% | — | — | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.87% | — | -6.27% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.86% | — | — | |
| 24 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.85% | — | +0.09% | |
| 25 | OCFC | Oceanfirst Financial CORP | 株式-その他 | 0.80% | — | -3.06% | |
| 26 | MMM | 3m Co | 株式-資本財 | 0.76% | — | — | |
| 27 | AMGN | Amgen INC | 株式-ヘルスケア | 0.74% | — | — | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | — | — | |
| 29 | NJR | New Jersey Resources CORP | 株式-公益事業 | 0.62% | — | +0.32% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.60% | — | +0.20% | |
| 31 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.60% | — | — | |
| 32 | CABO | Cable One INC | 株式-通信サービス | 0.59% | — | -4.60% | |
| 33 | FISV | Fiserv INC | 株式-その他 | 0.57% | — | — | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.56% | — | — | |
| 35 | ✓ | Accenture PLC | 株式-その他 | 0.56% | — | — | |
| 36 | T | At&t INC | 株式-通信サービス | 0.52% | — | +25.11% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.48% | — | +4.57% | |
| 38 | DOW | Dow INC | 株式-素材 | 0.46% | — | — | |
| 39 | ✓ | Boeing Co | 株式-その他 | 0.45% | — | — | |
| 40 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.45% | — | -38.87% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.44% | — | — | |
| 42 | WM | Waste Management INC | 株式-資本財 | 0.43% | — | — | |
| 43 | NEE | Nextera Energy INC | 株式-公益事業 | 0.42% | — | +22.22% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.42% | — | — | |
| 45 | ADP | Automatic Data Processing | 株式-IT | 0.40% | — | — | |
| 46 | EMR | Emerson Electric Co | 株式-資本財 | 0.39% | — | — | |
| 47 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.38% | — | +117.83% | |
| 48 | GHC | Graham Holdings Co-class B | 株式-資本財 | 0.37% | — | -9.08% | |
| 49 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.36% | — | +35.49% | |
| 50 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.31% | — | +0.70% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +1.9% | — | 変化なし |
| 2 | MSFT | Microsoft CORP | +1.2% | +2.85% | 増加 |
| 3 | AMZN | Amazon.com INC | +0.4% | — | 変化なし |
| 4 | MRSH | Marsh & Mclennan Cos | +0.2% | +117.83% | 増加 |
| 5 | MDLZ | Mondelez International Inc-a | +0.2% | +781.60% | 増加 |
| 6 | 6D8 | Dupont De Nemours INC | +0.2% | — | 変化なし |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.11% | 増加 |
| 8 | DOW | Dow INC | +0.1% | — | 変化なし |
| 9 | CL | Colgate-palmolive Co | +0.1% | +35.49% | 増加 |
| 10 | MA | Mastercard INC - A | +0.1% | -2.62% | 減少 |
| 11 | ✓ | Accenture PLC | +0.1% | — | 変化なし |
| 12 | HD | Home Depot INC | +0.1% | — | 変化なし |
| 13 | 0VVB | Paramount Global-class B | +0.1% | +62.50% | 増加 |
| 14 | T | At&t INC | +0.1% | +25.11% | 増加 |
| 15 | EMR | Emerson Electric Co | 0% | — | 変化なし |
| 16 | CSX | Csx CORP | 0% | -2.97% | 減少 |
| 17 | CVX | Chevron CORP | 0% | +0.20% | 増加 |
| 18 | HES | Hess CORP | 0% | — | 変化なし |
| 19 | GOOG | Alphabet Inc-cl C | 0% | — | 変化なし |
| 20 | ✓ | Boeing Co | 0% | — | 変化なし |
| 21 | NEE | Nextera Energy INC | 0% | +22.22% | 増加 |
| 22 | PEP | Pepsico INC | 0% | +5.50% | 増加 |
| 23 | PAYX | Paychex INC | 0% | -2.77% | 減少 |
| 24 | PNR | Pentair plc | 0% | -4.55% | 減少 |
| 25 | DIS | Walt Disney Co/the | — | +0.49% | 増加 |
| 26 | AMGN | Amgen INC | — | — | 変化なし |
| 27 | MMM | 3m Co | 0% | — | 変化なし |
| 28 | WM | Waste Management INC | 0% | — | 変化なし |
| 29 | SBUX | Starbucks CORP | 0% | +0.09% | 増加 |
| 30 | MCD | Mcdonald's CORP | 0% | — | 変化なし |
| 31 | INTC | Intel CORP | -0.1% | — | 変化なし |
| 32 | XOM | Exxon Mobil CORP | -0.1% | -6.27% | 減少 |
| 33 | OCFC | Oceanfirst Financial CORP | -0.1% | -3.06% | 減少 |
| 34 | AXP | American Express Co | -0.1% | +0.06% | 増加 |
| 35 | DEO | Diageo Plc-sponsored Adr | -0.1% | +2.81% | 増加 |
| 36 | FDX | Fedex CORP | -0.1% | -9.92% | 減少 |
| 37 | NSRGY | Nestle Sa-spons Adr | -0.2% | +3.92% | 増加 |
| 38 | KO | Coca-cola Co/the | -0.2% | +4.38% | 増加 |
| 39 | PG | Procter & Gamble Co/the | -0.2% | +0.78% | 増加 |
| 40 | JNJ | Johnson & Johnson | -0.3% | +4.16% | 増加 |
| 41 | NSC | Norfolk Southern CORP | -0.3% | -38.87% | 減少 |
| 42 | MRK | Merck & Co. INC. | -0.3% | +2.53% | 増加 |
| 43 | WMT | Walmart INC | -0.3% | -0.12% | 減少 |
| 44 | VPU | Vanguard Utilities Index Fund ETF Shares | -1% | +0.05% | 増加 |
| 45 | PM | Philip Morris International | — | NEW | 新規購入 |
| 46 | MO | Altria Group INC | — | NEW | 新規購入 |
| 47 | UTXZ | United Tech CORP | — | EXIT | 全売却 |
| 48 | LRCXEUR | Lam Research CORP | — | EXIT | 全売却 |
| 49 | RTX | Rtx CORP | — | NEW | 新規購入 |
| 50 | KHC | Kraft Heinz Co/the | — | NEW | 新規購入 |