CIK: 0001698777
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 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 3.28% | — | -9.02% | |
| 2 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 3.17% | — | -1.75% | |
| 3 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.64% | — | -6.62% | |
| 4 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.63% | — | -3.44% | |
| 5 | HPQ | Hp INC | 株式-IT | 2.61% | +0.73% | +78.34% | |
| 6 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.55% | — | +3.97% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.46% | — | -0.08% | |
| 8 | TXN | Texas Instruments INC | 株式-IT | 2.33% | — | -15.60% | |
| 9 | AMGN | Amgen INC | 株式-ヘルスケア | 2.11% | — | +7.45% | |
| 10 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.10% | -1.10% | EXIT | |
| 11 | CSCO | Cisco Systems INC | 株式-IT | 2.06% | — | -2.29% | |
| 12 | BA | Boeing Co/the | 株式-資本財 | 2.01% | — | -31.04% | |
| 13 | MO | Altria Group INC | 株式-生活必需品 | 1.95% | -1.11% | +7.27% | |
| 14 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.91% | +1.30% | NEW | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.91% | -2.06% | -36.37% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.91% | — | -0.77% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 1.87% | — | +4.69% | |
| 18 | AMAT | Applied Materials INC | 株式-IT | 1.83% | — | -0.94% | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 1.73% | — | +8.77% | |
| 20 | IDV | Ishares International Select | ETF-その他 | 1.70% | — | +5.47% | |
| 21 | GM | General Motors Co | 株式-一般消費財 | 1.68% | — | +5.83% | |
| 22 | STX | Seagate Technology Holdings plc | 株式-IT | 1.63% | — | — | |
| 23 | PAYX | Paychex INC | 株式-IT | 1.62% | — | +2.85% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.60% | — | -1.79% | |
| 25 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.59% | — | +2.75% | |
| 26 | MBB | Ishares Mbs ETF | ETF-その他 | 1.58% | — | +1641.15% | |
| 27 | TPR | Tapestry INC | 株式-一般消費財 | 1.57% | — | +5.37% | |
| 28 | CLX | Clorox Company | 株式-生活必需品 | 1.55% | — | +16.88% | |
| 29 | EMHY | Ishares J.p. Morgan Em High | ETF-その他 | 1.55% | — | +30.36% | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.45% | — | +4.31% | |
| 31 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 1.45% | — | +8.40% | |
| 32 | GIS | General Mills INC | 株式-生活必需品 | 1.43% | — | +24.09% | |
| 33 | ITW | Illinois Tool Works | 株式-資本財 | 1.36% | — | -6.69% | |
| 34 | MSI | Motorola Solutions INC | 株式-IT | 1.31% | — | -1.64% | |
| 35 | CAT | Caterpillar INC | 株式-資本財 | 1.29% | — | -10.84% | |
| 36 | KLAC | Kla CORP | 株式-IT | 1.28% | — | -1.30% | |
| 37 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 1.19% | — | +7.66% | |
| 38 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.17% | — | — | |
| 39 | SYY | Sysco CORP | 株式-生活必需品 | 1.16% | — | -6.32% | |
| 40 | WYNEUR | Wyndham Destinations INC | 株式-その他 | 1.15% | — | — | |
| 41 | LBEUR | L Brands INC | 株式-その他 | 1.15% | — | +10.36% | |
| 42 | T | At&t INC | 株式-通信サービス | 1.12% | — | +17.66% | |
| 43 | HAL | Halliburton Co | 株式-エネルギー | 1.06% | — | — | |
| 44 | DVYE | Ishares Emerging Markets Div | ETF-新興国市場 | 0.97% | — | +4.96% | |
| 45 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.95% | — | -12.56% | |
| 46 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.87% | — | +18.25% | |
| 47 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.84% | — | +6.58% | |
| 48 | AAPL | Apple INC | 株式-IT | 0.80% | -1.05% | +3.65% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.69% | -1.27% | -14.42% | |
| 50 | NVDA | Nvidia CORP | 株式-IT | 0.66% | — | +9.98% |