CIK: 0001603937
申告総資産額
$5.7億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 7.31% | — | -1.70% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.81% | — | -3.03% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.45% | — | +0.04% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.09% | — | -1.79% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.85% | — | -2.06% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.85% | — | +0.32% | |
| 7 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.56% | — | +1.55% | |
| 8 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.32% | — | -1.65% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 2.17% | — | +0.29% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.16% | — | -4.65% | |
| 11 | VZ | Verizon Communications INC | 株式-通信サービス | 2.13% | — | -4.56% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.00% | — | +1434.80% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.83% | — | -0.27% | |
| 14 | BAC | Bank Of America CORP | 株式-金融 | 1.78% | — | -0.03% | |
| 15 | SO | Southern Co/the | 株式-公益事業 | 1.70% | — | -3.22% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.60% | — | +3.06% | |
| 17 | AMGN | Amgen INC | 株式-ヘルスケア | 1.59% | — | -3.36% | |
| 18 | WM | Waste Management INC | 株式-資本財 | 1.54% | — | -5.92% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.37% | — | -17.15% | |
| 20 | MPT | Medical Properties Trust INC | 株式-不動産 | 1.36% | — | -13.24% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.25% | — | +23.93% | |
| 22 | DUK | Duke Energy CORP | 株式-公益事業 | 1.19% | — | -26.17% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 1.14% | — | -1.54% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 1.10% | — | -10.61% | |
| 25 | NEE | Nextera Energy INC | 株式-公益事業 | 1.07% | — | -3.54% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.06% | — | -6.33% | |
| 27 | IBM | Intl Business Machines CORP | 株式-IT | 1.00% | — | -5.52% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.91% | — | +0.83% | |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.91% | — | -0.63% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.89% | — | -11.32% | |
| 31 | INTC | Intel CORP | 株式-IT | 0.86% | — | -23.07% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.84% | — | -0.92% | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.83% | — | — | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.83% | — | +0.92% | |
| 35 | DOW | Dow INC | 株式-素材 | 0.82% | — | -1.23% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.82% | — | +0.62% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.81% | — | -5.22% | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.75% | — | -0.21% | |
| 39 | T | At&t INC | 株式-通信サービス | 0.73% | — | -7.04% | |
| 40 | USB | US Bancorp | 株式-金融 | 0.72% | — | -8.53% | |
| 41 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.72% | — | +4.72% | |
| 42 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.66% | — | -9.23% | |
| 43 | RTX | Rtx CORP | 株式-資本財 | 0.65% | — | -3.70% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.64% | — | -15.81% | |
| 45 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.55% | — | -11.27% | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.53% | — | -7.38% | |
| 47 | XDIAX | Nuveen Dow 30 Dynamic Overwr | 株式-その他 | 0.52% | — | +0.79% | |
| 48 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.52% | — | -4.20% | |
| 49 | QCOM | Qualcomm INC | 株式-IT | 0.50% | — | +2.01% | |
| 50 | WFC 7.5 PERP L | Wells Fargo & Company | 株式-金融 | 0.47% | — | +17.92% |