CIK: 0001703100
申告総資産額
$2.1億
| # | 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 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.89% | — | -0.94% | |
| 2 | CSCO | Cisco Systems INC | 株式-IT | 2.73% | -0.15% | -0.18% | |
| 3 | INTC | Intel CORP | 株式-IT | 2.66% | -0.10% | -2.74% | |
| 4 | PFE | Pfizer INC | 株式-ヘルスケア | 2.65% | +0.51% | +1.06% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.64% | +0.65% | -6.99% | |
| 6 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.51% | +0.52% | -0.68% | |
| 7 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.43% | — | -2.30% | |
| 8 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.23% | — | +541.41% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.08% | -0.07% | +1.56% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.03% | -0.57% | — | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.84% | -0.28% | -2.13% | |
| 12 | MMM | 3m Co | 株式-資本財 | 1.82% | — | -0.84% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.81% | +0.62% | +4.92% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 1.72% | — | +19.88% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.70% | -0.22% | +28.84% | |
| 16 | SO | Southern Co/the | 株式-公益事業 | 1.65% | — | -0.16% | |
| 17 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 1.60% | -0.30% | +6.91% | |
| 18 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.50% | — | +3.79% | |
| 19 | ODFL | Old Dominion Freight Line | 株式-資本財 | 1.41% | — | -1.79% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.38% | -0.11% | +0.55% | |
| 21 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.33% | — | +1.46% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 1.27% | — | -6.87% | |
| 23 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.20% | — | — | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 1.17% | — | +0.02% | |
| 25 | CAT | Caterpillar INC | 株式-資本財 | 1.12% | +0.31% | -1.90% | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.11% | — | +0.84% | |
| 27 | UTXZ | United Tech CORP | 株式-その他 | 1.08% | — | -10.69% | |
| 28 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.08% | +0.34% | -7.50% | |
| 29 | WM | Waste Management INC | 株式-資本財 | 1.07% | — | -4.97% | |
| 30 | AMGN | Amgen INC | 株式-ヘルスケア | 1.02% | — | -0.75% | |
| 31 | UL | Unilever PLC | 株式-生活必需品 | 0.99% | — | +5.39% | |
| 32 | PM | Philip Morris International | 株式-生活必需品 | 0.99% | — | +3.45% | |
| 33 | T | At&t INC | 株式-通信サービス | 0.96% | — | -5.08% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.96% | -0.55% | +0.46% | |
| 35 | APH | Amphenol Corp-cl A | 株式-IT | 0.92% | -0.76% | EXIT | |
| 36 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.90% | — | -2.76% | |
| 37 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.89% | — | -15.00% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.86% | -0.17% | +1.30% | |
| 39 | ADP | Automatic Data Processing | 株式-IT | 0.84% | -0.10% | — | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.84% | — | +0.18% | |
| 41 | GIS | General Mills INC | 株式-生活必需品 | 0.79% | — | -15.13% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.78% | -0.61% | +10.82% | |
| 43 | QCOM | Qualcomm INC | 株式-IT | 0.77% | +0.50% | +18.55% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.77% | — | — | |
| 45 | DUK | Duke Energy CORP | 株式-公益事業 | 0.74% | — | +0.31% | |
| 46 | WEP | Magellan Midstream Partners | 株式-その他 | 0.71% | -0.12% | +5.27% | |
| 47 | NFLX | Netflix INC | 株式-通信サービス | 0.69% | — | +1.76% | |
| 48 | EMR | Emerson Electric Co | 株式-資本財 | 0.68% | — | -7.29% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.68% | +0.33% | — | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.67% | +0.25% | +10.59% |