CIK: 0001767297
申告総資産額
$5.5億
| # | 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 | QDF | Flexshares Quality Dividend | ETF-その他 | 12.37% | -0.06% | +1.07% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.61% | -0.31% | +2.06% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.40% | -0.71% | +1.87% | |
| 4 | GUNR | Flexshares Global Upstream N | ETF-その他 | 4.05% | +0.97% | +2.83% | |
| 5 | TDTT | Flexshares Iboxx 3-year Targ | ETF-その他 | 2.77% | +0.06% | +7.49% | |
| 6 | TDTF | Flexshares Iboxx 5-year Targ | ETF-その他 | 2.72% | — | +5.96% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.29% | -0.20% | +5.20% | |
| 8 | DHR | Danaher CORP | 株式-ヘルスケア | 2.13% | -0.07% | +0.51% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.09% | -0.04% | +0.91% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.99% | -0.18% | +3.72% | |
| 11 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.79% | — | -0.64% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.71% | +0.48% | -0.34% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.69% | — | +7.08% | |
| 14 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.55% | -0.09% | — | |
| 15 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.51% | — | +2.44% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.47% | -0.11% | -0.51% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.42% | — | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.41% | -0.04% | -3.80% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.39% | — | +1.86% | |
| 20 | CRM | Salesforce INC | 株式-IT | 1.38% | -0.33% | — | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.37% | +0.10% | +3.81% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.35% | +0.27% | -0.21% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 1.31% | — | -0.58% | |
| 24 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.23% | — | -0.51% | |
| 25 | INTC | Intel CORP | 株式-IT | 1.21% | — | — | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.11% | -0.13% | — | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 1.09% | — | +0.06% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.08% | — | -0.01% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.06% | — | — | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.02% | — | +427.56% | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 0.89% | -0.06% | — | |
| 32 | MMM | 3m Co | 株式-資本財 | 0.88% | — | -1.12% | |
| 33 | DE | Deere & Co | 株式-資本財 | 0.87% | +0.06% | -4.18% | |
| 34 | NEE | Nextera Energy INC | 株式-公益事業 | 0.85% | — | +1.26% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.78% | — | +2.08% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.68% | — | — | |
| 37 | ACN | Accenture plc | 株式-IT | 0.68% | — | -2.34% | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.67% | — | -0.66% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.63% | — | +4.65% | |
| 40 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.60% | — | — | |
| 41 | SBR | Sabine Royalty Trust | 株式-その他 | 0.59% | — | — | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.58% | — | +2.36% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.54% | — | — | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.53% | — | +4.79% | |
| 45 | USB | US Bancorp | 株式-金融 | 0.51% | — | — | |
| 46 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.50% | — | +8.24% | |
| 47 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.50% | — | +3.30% | |
| 48 | ORCL | Oracle CORP | 株式-IT | 0.49% | -0.10% | — | |
| 49 | AFL | Aflac INC | 株式-金融 | 0.48% | — | -2.37% | |
| 50 | HON | Honeywell International INC | 株式-資本財 | 0.48% | — | -2.69% |