CIK: 0001666239
申告総資産額
$6.8億
| # | 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 | GLD | Spdr Gold Shares | ETF-コモディティ | 4.94% | -0.30% | — | |
| 2 | TGT | Target CORP | 株式-一般消費財 | 2.69% | — | -0.25% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.46% | — | +0.33% | |
| 4 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 2.44% | — | +149.68% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.28% | — | -17.17% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.98% | — | +1.31% | |
| 7 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.94% | — | -15.36% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.89% | — | -13.72% | |
| 9 | HON | Honeywell International INC | 株式-資本財 | 1.87% | — | +4.47% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 1.84% | +0.19% | +1.43% | |
| 11 | INTC | Intel CORP | 株式-IT | 1.84% | — | -1.82% | |
| 12 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.82% | — | -0.66% | |
| 13 | MS | Morgan Stanley | 株式-金融 | 1.80% | — | +2.92% | |
| 14 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.78% | — | -3.49% | |
| 15 | EQH | Equitable Holdings INC | 株式-金融 | 1.66% | — | +25.00% | |
| 16 | PM | Philip Morris International | 株式-生活必需品 | 1.62% | +0.44% | +0.81% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.60% | — | +24.35% | |
| 18 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 1.59% | — | +1.16% | |
| 19 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.59% | — | -0.14% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.57% | — | +8.35% | |
| 21 | PFE | Pfizer INC | 株式-ヘルスケア | 1.56% | — | -1.30% | |
| 22 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.55% | +0.90% | +2.13% | |
| 23 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.51% | — | +0.78% | |
| 24 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 1.50% | — | +1.66% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 1.43% | -0.24% | +4.24% | |
| 26 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.43% | — | +0.51% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.41% | — | — | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.35% | — | -2.02% | |
| 29 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.34% | — | +19.10% | |
| 30 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.32% | — | -25.54% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.32% | — | -1.40% | |
| 32 | LRCXEUR | Lam Research CORP | 株式-IT | 1.30% | — | +0.54% | |
| 33 | AVGO | Broadcom INC | 株式-IT | 1.29% | +0.16% | +0.49% | |
| 34 | C | Citigroup INC | 株式-金融 | 1.27% | — | -4.20% | |
| 35 | KSUEUR | Kansas City Southern | 株式-その他 | 1.27% | — | +2.24% | |
| 36 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 1.25% | — | — | |
| 37 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.24% | — | +2.47% | |
| 38 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 1.17% | — | +32.48% | |
| 39 | BAC | Bank Of America CORP | 株式-金融 | 1.15% | — | +42.97% | |
| 40 | RTX | Rtx CORP | 株式-資本財 | 1.13% | — | — | |
| 41 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 1.07% | — | -5.77% | |
| 42 | CI | THE Cigna Group | 株式-ヘルスケア | 1.02% | — | +3.32% | |
| 43 | UNP | Union Pacific CORP | 株式-資本財 | 1.01% | — | -0.87% | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 1.00% | — | +0.41% | |
| 45 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.97% | — | +57.25% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.95% | — | +5.42% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.81% | — | -0.27% | |
| 48 | BX | Blackstone INC | 株式-金融 | 0.76% | — | — | |
| 49 | PH | Parker Hannifin CORP | 株式-資本財 | 0.76% | — | — | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.71% | — | +7.05% |