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 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.64% | +0.52% | +0.56% | |
| 2 | INTC | Intel CORP | 株式-IT | 2.64% | -0.10% | +0.21% | |
| 3 | PFE | Pfizer INC | 株式-ヘルスケア | 2.58% | +0.51% | +38.41% | |
| 4 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.49% | -0.57% | +1.29% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.49% | -0.07% | +0.24% | |
| 6 | CSCO | Cisco Systems INC | 株式-IT | 2.42% | -0.15% | +0.85% | |
| 7 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.25% | — | -0.18% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.23% | — | -2.30% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.13% | +0.62% | -5.95% | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 2.05% | — | +3.99% | |
| 11 | SO | Southern Co/the | 株式-公益事業 | 1.86% | — | -0.33% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.73% | +0.65% | -37.87% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.70% | -0.22% | +0.09% | |
| 14 | ODFL | Old Dominion Freight Line | 株式-資本財 | 1.69% | — | — | |
| 15 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 1.69% | -0.30% | +0.34% | |
| 16 | T | At&t INC | 株式-通信サービス | 1.63% | — | -5.53% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.48% | -0.28% | -0.47% | |
| 18 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.45% | — | -1.12% | |
| 19 | MMM | 3m Co | 株式-資本財 | 1.24% | — | +0.26% | |
| 20 | UTXZ | United Tech CORP | 株式-その他 | 1.18% | — | +1.89% | |
| 21 | IBM | Intl Business Machines CORP | 株式-IT | 1.17% | — | -2.21% | |
| 22 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.11% | +0.34% | +0.01% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.09% | — | +1.33% | |
| 24 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.09% | — | +0.03% | |
| 25 | WM | Waste Management INC | 株式-資本財 | 1.05% | — | -0.29% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.04% | -0.11% | -0.81% | |
| 27 | AMGN | Amgen INC | 株式-ヘルスケア | 1.04% | — | — | |
| 28 | QCOM | Qualcomm INC | 株式-IT | 1.02% | +0.50% | +2.38% | |
| 29 | CAT | Caterpillar INC | 株式-資本財 | 1.01% | +0.31% | +0.01% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.97% | — | +1.61% | |
| 31 | APH | Amphenol Corp-cl A | 株式-IT | 0.92% | -0.76% | EXIT | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.91% | — | +44.52% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.89% | -0.55% | -13.32% | |
| 34 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.89% | — | -3.83% | |
| 35 | GIS | General Mills INC | 株式-生活必需品 | 0.88% | — | -0.79% | |
| 36 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.86% | — | — | |
| 37 | ADP | Automatic Data Processing | 株式-IT | 0.86% | -0.10% | -1.20% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.86% | +0.25% | +5.25% | |
| 39 | UL | Unilever PLC | 株式-生活必需品 | 0.85% | — | +0.02% | |
| 40 | PM | Philip Morris International | 株式-生活必需品 | 0.84% | — | -1.05% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.83% | -0.17% | -1.04% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.83% | — | +7.56% | |
| 43 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.78% | — | +3.71% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.76% | — | -1.14% | |
| 45 | DOW | Dow INC | 株式-素材 | 0.76% | +0.26% | +4.08% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.75% | -0.61% | -3.03% | |
| 47 | KEL | Kellanova | 株式-その他 | 0.74% | — | +0.02% | |
| 48 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.72% | -0.66% | EXIT | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.71% | +0.66% | +6.13% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.70% | +0.33% | +2.25% |