CIK: 0001730210
申告総資産額
$3.0億
| # | 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 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 17.26% | — | -0.10% | |
| 2 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 7.46% | — | +15.73% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.59% | — | +11.74% | |
| 4 | TGT | Target CORP | 株式-一般消費財 | 2.75% | — | +16.62% | |
| 5 | SPGI | S&p Global INC | 株式-金融 | 2.69% | — | +20.16% | |
| 6 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.65% | — | +19.21% | |
| 7 | TROW | T Rowe Price Group INC | 株式-金融 | 2.53% | — | +23.12% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.43% | — | +20.60% | |
| 9 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.40% | — | +24.79% | |
| 10 | EMR | Emerson Electric Co | 株式-資本財 | 2.39% | — | +22.84% | |
| 11 | RTX | Rtx CORP | 株式-資本財 | 2.37% | — | +30.27% | |
| 12 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 2.37% | — | -29.73% | |
| 13 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.36% | — | +22.16% | |
| 14 | ADP | Automatic Data Processing | 株式-IT | 2.35% | — | +25.86% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 2.35% | — | +24.19% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.33% | — | +24.60% | |
| 17 | MDT | Medtronic plc | 株式-ヘルスケア | 2.29% | — | +25.03% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 2.19% | — | +26.18% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.12% | — | +30.00% | |
| 20 | SWK | Stanley Black & Decker INC | 株式-資本財 | 2.09% | — | +29.48% | |
| 21 | PPG | Ppg Industries INC | 株式-素材 | 2.05% | — | +28.66% | |
| 22 | ECL | Ecolab INC | 株式-素材 | 2.03% | — | +33.15% | |
| 23 | APD | Air Products & Chemicals INC | 株式-素材 | 1.96% | — | +32.47% | |
| 24 | T | At&t INC | 株式-通信サービス | 1.93% | — | +36.12% | |
| 25 | CARR | Carrier Global CORP | 株式-資本財 | 1.88% | — | +38.49% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.87% | — | +36.61% | |
| 27 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.84% | — | +40.04% | |
| 28 | ROP | Roper Technologies INC | 株式-IT | 1.74% | — | +46.08% | |
| 29 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.70% | — | +48.82% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.66% | — | +37.89% | |
| 31 | ATO | Atmos Energy CORP | 株式-公益事業 | 1.55% | — | +53.95% | |
| 32 | AMD | Advanced Micro Devices | 株式-IT | 1.49% | — | +53.21% | |
| 33 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.42% | — | -33.70% | |
| 34 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.77% | — | -43.55% | |
| 35 | GD | General Dynamics CORP | 株式-資本財 | 0.54% | — | -7.46% | |
| 36 | SYY | Sysco CORP | 株式-生活必需品 | 0.52% | — | -12.48% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.51% | — | -3.39% | |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.47% | — | -48.22% | |
| 39 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.44% | — | -57.76% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.37% | — | -25.82% | |
| 41 | VFC | Vf CORP | 株式-一般消費財 | 0.35% | — | -28.63% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.34% | — | +0.08% | |
| 43 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 0.33% | — | +0.35% | |
| 44 | PETQEUR | Petiq INC | 株式-その他 | 0.27% | — | -6.80% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.25% | — | +0.14% | |
| 46 | ED | Consolidated Edison INC | 株式-公益事業 | 0.23% | — | -28.39% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.20% | — | -23.04% | |
| 48 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.19% | — | -63.79% | |
| 49 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.19% | — | -21.65% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.17% | — | — |