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 | AAPL | Apple INC | 株式-IT | 6.54% | — | +7.99% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.50% | — | +5.56% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.56% | — | +11.02% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.06% | — | +14.39% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.75% | — | +19.81% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.66% | — | +5.14% | |
| 7 | BAC | Bank Of America CORP | 株式-金融 | 2.31% | — | +13.34% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.19% | — | -1.70% | |
| 9 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.19% | — | +5.28% | |
| 10 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.12% | — | -3.21% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.97% | — | +17.88% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.97% | — | +29.64% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.86% | — | -4.68% | |
| 14 | WM | Waste Management INC | 株式-資本財 | 1.84% | — | +18.30% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.80% | — | +23.59% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.77% | — | +7.63% | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 1.71% | — | +18.13% | |
| 18 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.64% | — | -1.52% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.62% | — | -0.71% | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 1.47% | — | +1.03% | |
| 21 | UNP | Union Pacific CORP | 株式-資本財 | 1.43% | — | +33.62% | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.38% | — | +31.63% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.22% | — | +14.54% | |
| 24 | ORCL | Oracle CORP | 株式-IT | 1.21% | — | +14.38% | |
| 25 | SO | Southern Co/the | 株式-公益事業 | 1.21% | — | -0.62% | |
| 26 | IBM | Intl Business Machines CORP | 株式-IT | 1.15% | — | +0.63% | |
| 27 | DUK | Duke Energy CORP | 株式-公益事業 | 1.03% | — | +4.63% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 1.02% | — | +7.27% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.00% | — | -5.76% | |
| 30 | NEE | Nextera Energy INC | 株式-公益事業 | 0.96% | — | -0.86% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.96% | — | +0.33% | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.91% | — | -7.74% | |
| 33 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.90% | — | +29.04% | |
| 34 | DOW | Dow INC | 株式-素材 | 0.88% | — | +8.48% | |
| 35 | INTC | Intel CORP | 株式-IT | 0.87% | — | +28.20% | |
| 36 | RTX | Rtx CORP | 株式-資本財 | 0.85% | — | +18.49% | |
| 37 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.83% | — | +38.93% | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.83% | — | +44.77% | |
| 39 | MPT | Medical Properties Trust INC | 株式-不動産 | 0.77% | — | +3.41% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.76% | — | +15.96% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.75% | — | -11.12% | |
| 42 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.74% | — | -0.14% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.72% | — | +23.08% | |
| 44 | WFC | Wells Fargo & Co | 株式-金融 | 0.69% | — | +40.19% | |
| 45 | USB | US Bancorp | 株式-金融 | 0.69% | — | -5.68% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.61% | — | +69.69% | |
| 47 | CAT | Caterpillar INC | 株式-資本財 | 0.61% | — | -18.97% | |
| 48 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.61% | — | +1.36% | |
| 49 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.57% | — | +34.90% | |
| 50 | HON | Honeywell International INC | 株式-資本財 | 0.54% | — | -7.16% |