CIK: 0001718982
申告総資産額
$9230.7万
| # | 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 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 9.48% | — | +24.51% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-その他 | 8.35% | — | +22.52% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.37% | — | +22.91% | |
| 4 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 4.12% | — | +22.70% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 4.08% | — | +22.89% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.98% | — | +22.10% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.96% | — | +24.41% | |
| 8 | BA | Boeing Co/the | 株式-資本財 | 1.44% | — | +6.75% | |
| 9 | SPGI | S&p Global INC | 株式-金融 | 1.39% | — | +19.55% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.33% | — | +14.86% | |
| 11 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 1.33% | — | +26.75% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.33% | — | — | |
| 13 | GD | General Dynamics CORP | 株式-資本財 | 1.31% | — | +139.40% | |
| 14 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.30% | — | — | |
| 15 | BLKCHF | Blackrock INC | 株式-その他 | 1.28% | — | +13.87% | |
| 16 | HRL | Hormel Foods CORP | 株式-生活必需品 | 1.28% | — | +22.66% | |
| 17 | SYY | Sysco CORP | 株式-生活必需品 | 1.27% | — | +18.86% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.27% | — | +16.39% | |
| 19 | ECL | Ecolab INC | 株式-素材 | 1.27% | — | +27.10% | |
| 20 | BAC | Bank Of America CORP | 株式-金融 | 1.25% | — | +13.99% | |
| 21 | CINF | Cincinnati Financial CORP | 株式-金融 | 1.25% | — | +34.37% | |
| 22 | VFC | Vf CORP | 株式-一般消費財 | 1.25% | — | +13.88% | |
| 23 | TGT | Target CORP | 株式-一般消費財 | 1.25% | — | +21.74% | |
| 24 | ED | Consolidated Edison INC | 株式-公益事業 | 1.24% | — | +34.29% | |
| 25 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.23% | — | +16.84% | |
| 26 | T | At&t INC | 株式-通信サービス | 1.23% | — | +49.19% | |
| 27 | DOC | Healthpeak Properties, Inc. | 株式-不動産 | 1.22% | — | +70.89% | |
| 28 | CLX | Clorox Company | 株式-生活必需品 | 1.22% | — | +23.07% | |
| 29 | DOV | Dover CORP | 株式-資本財 | 1.22% | — | +20.87% | |
| 30 | ADP | Automatic Data Processing | 株式-IT | 1.22% | — | +26.47% | |
| 31 | EMR | Emerson Electric Co | 株式-資本財 | 1.22% | — | +17.31% | |
| 32 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.21% | — | +35.73% | |
| 33 | PPG | Ppg Industries INC | 株式-素材 | 1.21% | — | +26.34% | |
| 34 | MDT | Medtronic plc | 株式-ヘルスケア | 1.20% | — | +23.51% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.20% | — | +18.91% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 1.20% | — | +24.90% | |
| 37 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 1.19% | — | +217.33% | |
| 38 | AMGN | Amgen INC | 株式-ヘルスケア | 1.19% | — | +201.95% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.19% | — | +28.65% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.19% | — | +17.20% | |
| 41 | ITW | Illinois Tool Works | 株式-資本財 | 1.19% | — | +19.50% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.19% | — | +22.39% | |
| 43 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.18% | — | +19.57% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 1.17% | — | +9.77% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.17% | — | +23.37% | |
| 46 | ✓ | 株式-その他 | 1.17% | — | +405.79% | ||
| 47 | MMM | 3m Co | 株式-資本財 | 1.17% | — | +19.30% | |
| 48 | LEG | Leggett & Platt INC | 株式-一般消費財 | 1.16% | — | +37.57% | |
| 49 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.16% | — | +11.17% | |
| 50 | SWK | Stanley Black & Decker INC | 株式-資本財 | 1.16% | — | +21.27% |