CIK: 0001600035
申告総資産額
$14.3億
上位200銘柄を表示中（全1092銘柄）
| # | 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 | 5.85% | -0.41% | +0.83% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.25% | -0.27% | +4.77% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.56% | -0.58% | +1980.03% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.25% | -0.10% | -1.56% | |
| 5 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.07% | — | +5.36% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.89% | -0.23% | +5.39% | |
| 7 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.78% | — | +0.31% | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 1.76% | — | +0.38% | |
| 9 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.74% | +0.13% | -3.40% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.70% | -0.21% | +6.16% | |
| 11 | QCOM | Qualcomm INC | 株式-IT | 1.68% | -0.36% | +1.57% | |
| 12 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.68% | — | +4.66% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.67% | +0.20% | +1.85% | |
| 14 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 1.53% | — | -3.15% | |
| 15 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 1.53% | — | +11.57% | |
| 16 | BLKCHF | Blackrock INC | 株式-その他 | 1.49% | — | +3.36% | |
| 17 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.46% | -0.15% | +2.11% | |
| 18 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.46% | — | -0.17% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.43% | +0.22% | -3.22% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.42% | +0.14% | +0.41% | |
| 21 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.41% | — | -0.98% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 1.39% | +0.19% | +2.91% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.39% | — | +0.49% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 1.39% | -0.20% | +3.36% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 1.37% | — | +2.18% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.23% | -0.12% | +3.90% | |
| 27 | TFC | Truist Financial CORP | 株式-金融 | 1.23% | — | +3.00% | |
| 28 | USB | US Bancorp | 株式-金融 | 1.19% | — | +4.51% | |
| 29 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.18% | — | -3.64% | |
| 30 | D | Dominion Energy INC | 株式-公益事業 | 1.11% | — | +2.25% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 1.10% | — | +2.41% | |
| 32 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.10% | — | +1.97% | |
| 33 | MDT | Medtronic plc | 株式-ヘルスケア | 1.09% | -0.08% | +4.22% | |
| 34 | HON | Honeywell International INC | 株式-資本財 | 1.07% | +0.14% | +3.79% | |
| 35 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 1.06% | — | +18.79% | |
| 36 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.04% | — | -0.41% | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.04% | — | +1.01% | |
| 38 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.03% | -0.11% | +1.27% | |
| 39 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.94% | — | +1.47% | |
| 40 | T | At&t INC | 株式-通信サービス | 0.88% | +0.15% | -1.01% | |
| 41 | ADI | Analog Devices INC | 株式-IT | 0.88% | — | +3.20% | |
| 42 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 0.88% | — | -0.54% | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.87% | -0.32% | +4.81% | |
| 44 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.85% | — | -0.68% | |
| 45 | MCHP | Microchip Technology INC | 株式-IT | 0.84% | — | +1.33% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.83% | -0.30% | +1.53% | |
| 47 | HII | Huntington Ingalls Industrie | 株式-資本財 | 0.83% | -0.16% | EXIT | |
| 48 | FDX | Fedex CORP | 株式-資本財 | 0.83% | — | +3.40% | |
| 49 | COP | Conocophillips | 株式-エネルギー | 0.81% | +0.11% | +18.89% | |
| 50 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.78% | — | -6.05% |