CIK: 0001734460
申告総資産額
$4.7億
| # | 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 | BIV | Vanguard Intermediate-term B | ETF-その他 | 5.39% | — | — | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.76% | — | +3.33% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.58% | — | — | |
| 4 | AAPL | Apple INC | 株式-IT | 3.32% | +0.25% | -1.74% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.15% | +0.13% | -3.24% | |
| 6 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 2.91% | — | -4.21% | |
| 7 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.44% | -0.49% | +4.32% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.41% | +0.09% | +2.79% | |
| 9 | NKE | Nike INC -cl B | 株式-一般消費財 | 2.38% | — | +2.47% | |
| 10 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.17% | -0.43% | +6.92% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 2.14% | +0.14% | +2.02% | |
| 12 | SHW | Sherwin-williams Co/the | 株式-素材 | 2.14% | — | +3.48% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 2.12% | — | +7.73% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.10% | -0.39% | +1.24% | |
| 15 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.06% | — | +21.24% | |
| 16 | ACN | Accenture plc | 株式-IT | 2.02% | -0.36% | -1.06% | |
| 17 | DHR | Danaher CORP | 株式-ヘルスケア | 2.00% | — | -4.05% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 1.98% | +0.02% | -0.76% | |
| 19 | ECL | Ecolab INC | 株式-素材 | 1.97% | — | +3.33% | |
| 20 | TXN | Texas Instruments INC | 株式-IT | 1.97% | +0.54% | +1.96% | |
| 21 | UNP | Union Pacific CORP | 株式-資本財 | 1.97% | +0.05% | +5.09% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 1.95% | -0.31% | +8.22% | |
| 23 | LHX | L3harris Technologies INC | 株式-資本財 | 1.85% | — | +9.07% | |
| 24 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.82% | -0.38% | +14.36% | |
| 25 | ROP | Roper Technologies INC | 株式-IT | 1.79% | — | +7.12% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.78% | — | — | |
| 27 | MDT | Medtronic plc | 株式-ヘルスケア | 1.72% | — | +5.38% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.72% | — | -1.30% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.71% | — | -6.11% | |
| 30 | CB | Chubb Limited | 株式-金融 | 1.70% | — | +14.15% | |
| 31 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.65% | — | -0.35% | |
| 32 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.60% | -0.49% | -0.20% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.55% | — | — | |
| 34 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.53% | — | +22.83% | |
| 35 | BLKCHF | Blackrock INC | 株式-その他 | 1.50% | — | -3.25% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 1.48% | -1.89% | EXIT | |
| 37 | AXP | American Express Co | 株式-金融 | 1.45% | +0.09% | +2.81% | |
| 38 | CNI | Canadian Natl Railway Co | 株式-資本財 | 1.36% | — | +3.76% | |
| 39 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 1.27% | +0.11% | — | |
| 40 | ROST | Ross Stores INC | 株式-一般消費財 | 1.19% | — | -0.35% | |
| 41 | WMB | Williams Cos INC | 株式-エネルギー | 1.15% | — | +2.35% | |
| 42 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.10% | — | +5.60% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.94% | — | -0.61% | |
| 44 | GD | General Dynamics CORP | 株式-資本財 | 0.89% | — | +11.78% | |
| 45 | PNC | Pnc Financial Services Group | 株式-金融 | 0.86% | — | -1.32% | |
| 46 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.83% | -0.60% | +0.09% | |
| 47 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.79% | — | -3.92% | |
| 48 | AMT | American Tower CORP | 株式-不動産 | 0.77% | — | -1.92% | |
| 49 | OKE | Oneok INC | 株式-エネルギー | 0.71% | — | +0.98% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.67% | — | -3.77% |