CIK: 0001733082
申告総資産額
$11.4億
| # | 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 | XOM | Exxon Mobil CORP | 株式-エネルギー | 15.07% | +2.14% | +0.80% | |
| 2 | CVX | Chevron CORP | 株式-エネルギー | 8.05% | +1.24% | +1.42% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.69% | -0.48% | +4.68% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.28% | — | -4.34% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.13% | -1.05% | +12.15% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.10% | — | +1.65% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.63% | +0.29% | +0.47% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.53% | -0.41% | -0.07% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.43% | -0.23% | +19.51% | |
| 10 | ADP | Automatic Data Processing | 株式-IT | 2.33% | -0.24% | +0.72% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.77% | — | +0.98% | |
| 12 | ARVN | Arvinas INC | 株式-その他 | 1.76% | — | — | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.75% | — | +30.37% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.71% | — | +1.46% | |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.68% | -0.13% | — | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.67% | — | -2.42% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.47% | -0.18% | -0.21% | |
| 18 | TGT | Target CORP | 株式-一般消費財 | 1.43% | — | +8.26% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.24% | -0.10% | -0.01% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.23% | — | -7.29% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.16% | — | +0.30% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.10% | — | +0.73% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.09% | — | +60.55% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.08% | -0.05% | +49.68% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.05% | — | +3.46% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.05% | -0.24% | -0.22% | |
| 27 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.97% | — | +164.91% | |
| 28 | SYK | Stryker CORP | 株式-ヘルスケア | 0.94% | — | +31.46% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.89% | — | +67.07% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.82% | -0.06% | -0.54% | |
| 31 | HON | Honeywell International INC | 株式-資本財 | 0.82% | +0.05% | +11.27% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.77% | -0.23% | -0.43% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.74% | — | — | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.71% | -0.07% | +26.76% | |
| 35 | DE | Deere & Co | 株式-資本財 | 0.68% | +0.13% | +26.95% | |
| 36 | BA | Boeing Co/the | 株式-資本財 | 0.67% | — | -0.33% | |
| 37 | MMM | 3m Co | 株式-資本財 | 0.65% | — | +24.93% | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.61% | — | -0.12% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.61% | -0.12% | -10.99% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | -0.20% | -0.41% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.58% | -0.10% | +33.93% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.58% | — | — | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.57% | — | +13.52% | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.57% | — | — | |
| 45 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.56% | +0.11% | -0.22% | |
| 46 | WFC | Wells Fargo & Co | 株式-金融 | 0.56% | — | +8.66% | |
| 47 | UTXZ | United Tech CORP | 株式-その他 | 0.55% | — | — | |
| 48 | PM | Philip Morris International | 株式-生活必需品 | 0.46% | — | — | |
| 49 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.45% | — | — | |
| 50 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.41% | -0.32% | — |