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 | 6.20% | +2.14% | -0.16% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.41% | -0.41% | -1.54% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.23% | -1.05% | -0.15% | |
| 4 | CVX | Chevron CORP | 株式-エネルギー | 4.17% | +1.24% | -0.23% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.74% | -0.48% | +8.57% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.93% | -0.24% | -2.27% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.90% | +0.29% | +1.40% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.33% | -0.23% | +4.38% | |
| 9 | ARVN | Arvinas INC | 株式-その他 | 1.70% | — | -1.00% | |
| 10 | ADP | Automatic Data Processing | 株式-IT | 1.60% | -0.24% | +0.41% | |
| 11 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.52% | -0.05% | +0.45% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.52% | — | +0.64% | |
| 13 | TGT | Target CORP | 株式-一般消費財 | 1.50% | — | +0.08% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.47% | -0.10% | +18.78% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.46% | -0.06% | -0.25% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.44% | -0.18% | -1.27% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.42% | — | -2.17% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.27% | -0.23% | -0.67% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.24% | — | -0.52% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.24% | — | -0.42% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.20% | — | -3.58% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.13% | -0.13% | — | |
| 23 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.10% | — | +8.45% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.04% | -0.20% | -0.37% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.03% | — | -2.75% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.02% | — | +4.70% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.02% | — | -3.47% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.95% | — | +0.50% | |
| 29 | RTX | Rtx CORP | 株式-資本財 | 0.93% | +0.03% | +7.24% | |
| 30 | ACN | Accenture plc | 株式-IT | 0.92% | -0.09% | -1.12% | |
| 31 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.92% | -0.10% | +0.05% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.89% | — | +3.39% | |
| 33 | HON | Honeywell International INC | 株式-資本財 | 0.89% | +0.05% | +4.27% | |
| 34 | SYK | Stryker CORP | 株式-ヘルスケア | 0.82% | — | +0.61% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.79% | — | +7.54% | |
| 36 | DE | Deere & Co | 株式-資本財 | 0.78% | +0.13% | +0.06% | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.78% | -0.07% | +6.52% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.74% | — | -2.71% | |
| 39 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.74% | — | +2.08% | |
| 40 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.64% | +0.11% | +9.20% | |
| 41 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.64% | -0.07% | — | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.60% | — | -16.62% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.60% | +0.10% | +0.85% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.59% | — | +6.19% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.59% | — | +2.38% | |
| 46 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.58% | — | +0.12% | |
| 47 | ADBE | Adobe INC | 株式-IT | 0.57% | -0.11% | +0.09% | |
| 48 | AMT | American Tower CORP | 株式-不動産 | 0.56% | — | -1.79% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.55% | -0.13% | — | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.55% | — | -4.57% |