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 | CSCO | Cisco Systems INC | 株式-IT | 2.98% | -0.15% | +0.34% | |
| 2 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.74% | — | +0.23% | |
| 3 | INTC | Intel CORP | 株式-IT | 2.63% | -0.10% | -1.24% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.46% | +0.65% | -5.39% | |
| 5 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.45% | +0.52% | -1.19% | |
| 6 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.32% | — | +0.42% | |
| 7 | PFE | Pfizer INC | 株式-ヘルスケア | 2.27% | +0.51% | +0.86% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.23% | -0.57% | +14.21% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.12% | -0.07% | +0.51% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.87% | -0.28% | -1.70% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.87% | -0.22% | +6.07% | |
| 12 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.85% | — | -5.60% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.83% | +0.62% | -3.51% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 1.83% | — | +4.55% | |
| 15 | MMM | 3m Co | 株式-資本財 | 1.74% | — | +0.34% | |
| 16 | SO | Southern Co/the | 株式-公益事業 | 1.68% | — | -0.53% | |
| 17 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 1.61% | -0.30% | +5.63% | |
| 18 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.46% | — | +3.04% | |
| 19 | ODFL | Old Dominion Freight Line | 株式-資本財 | 1.44% | — | — | |
| 20 | IBM | Intl Business Machines CORP | 株式-IT | 1.41% | — | +2.47% | |
| 21 | T | At&t INC | 株式-通信サービス | 1.31% | — | +41.93% | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.22% | — | -1.80% | |
| 23 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.18% | +0.34% | +0.63% | |
| 24 | PM | Philip Morris International | 株式-生活必需品 | 1.15% | — | +0.58% | |
| 25 | UTXZ | United Tech CORP | 株式-その他 | 1.14% | — | -0.41% | |
| 26 | WM | Waste Management INC | 株式-資本財 | 1.08% | — | -0.83% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 1.07% | — | -0.26% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.04% | -0.11% | -0.65% | |
| 29 | CAT | Caterpillar INC | 株式-資本財 | 1.03% | +0.31% | -1.41% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.02% | — | +5.99% | |
| 31 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.97% | — | -6.68% | |
| 32 | UL | Unilever PLC | 株式-生活必需品 | 0.95% | — | -0.34% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.95% | -0.55% | -3.77% | |
| 34 | GIS | General Mills INC | 株式-生活必需品 | 0.94% | — | +2.69% | |
| 35 | APH | Amphenol Corp-cl A | 株式-IT | 0.92% | -0.76% | EXIT | |
| 36 | ADP | Automatic Data Processing | 株式-IT | 0.90% | -0.10% | — | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.88% | — | +2.01% | |
| 38 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.86% | — | — | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | — | +5.77% | |
| 40 | NFLX | Netflix INC | 株式-通信サービス | 0.80% | — | -0.20% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.79% | -0.17% | +0.08% | |
| 42 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.75% | — | -8.42% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.74% | -0.61% | -3.76% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.73% | — | +20.71% | |
| 45 | WEP | Magellan Midstream Partners | 株式-その他 | 0.68% | -0.12% | +3.17% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.68% | +0.33% | +3.64% | |
| 47 | EMR | Emerson Electric Co | 株式-資本財 | 0.67% | — | -0.95% | |
| 48 | DUK | Duke Energy CORP | 株式-公益事業 | 0.67% | — | +0.49% | |
| 49 | QCOM | Qualcomm INC | 株式-IT | 0.67% | +0.50% | -0.96% | |
| 50 | KEL | Kellanova | 株式-その他 | 0.63% | — | +25.37% |