CIK: 0001737987
申告総資産額
$2.1億
| # | 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 | AAPL | Apple INC | 株式-IT | 9.97% | -0.68% | -3.99% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.64% | +1.05% | -2.57% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.30% | +0.39% | -3.46% | |
| 4 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 4.22% | -0.94% | -0.18% | |
| 5 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 3.94% | -0.36% | -1.41% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.81% | -0.21% | +0.58% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 3.78% | -0.77% | -0.10% | |
| 8 | ETN | Eaton Corporation plc | 株式-資本財 | 3.69% | +0.67% | -4.15% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.52% | +1.11% | -2.73% | |
| 10 | DIS | Walt Disney Co/the | 株式-通信サービス | 3.28% | -0.08% | -1.23% | |
| 11 | QCOM | Qualcomm INC | 株式-IT | 3.14% | — | -1.96% | |
| 12 | FDX | Fedex CORP | 株式-資本財 | 2.92% | -0.40% | +0.25% | |
| 13 | GS | Goldman Sachs Group INC | 株式-金融 | 2.80% | +0.78% | +0.74% | |
| 14 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.79% | -0.16% | EXIT | |
| 15 | PANW | Palo Alto Networks INC | 株式-IT | 2.52% | +0.10% | +1.90% | |
| 16 | IBM | Intl Business Machines CORP | 株式-IT | 2.41% | -0.26% | -6.49% | |
| 17 | T | At&t INC | 株式-通信サービス | 2.25% | — | +4.01% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 2.22% | -0.16% | +0.90% | |
| 19 | UNP | Union Pacific CORP | 株式-資本財 | 2.18% | -0.21% | +1.72% | |
| 20 | RTX | Rtx CORP | 株式-資本財 | 2.03% | +0.11% | +0.78% | |
| 21 | IP | International Paper Co | 株式-一般消費財 | 1.95% | — | +1.90% | |
| 22 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.88% | -0.46% | +6.45% | |
| 23 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.43% | -0.20% | +0.24% | |
| 24 | CMC | Commercial Metals Co | 株式-資本財 | 1.37% | -1.73% | EXIT | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 1.20% | +0.05% | +16.76% | |
| 26 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.17% | +0.23% | -3.16% | |
| 27 | PWR | Quanta Services INC | 株式-資本財 | 0.96% | +2.00% | — | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.95% | — | -5.28% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.92% | +0.11% | -4.62% | |
| 30 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.90% | +0.03% | -4.83% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.88% | +0.15% | -1.72% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.85% | — | +6.85% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.74% | — | -6.14% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.74% | — | +72.23% | |
| 35 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.72% | — | -7.21% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.66% | +0.06% | +86.32% | |
| 37 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.64% | +0.04% | -9.20% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.53% | — | -2.29% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.51% | — | +0.85% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.49% | +0.09% | +1.65% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.48% | — | — | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.45% | -0.04% | +3.77% | |
| 43 | FE | Firstenergy CORP | 株式-公益事業 | 0.38% | — | +45.75% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.37% | — | +0.98% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.36% | — | -12.59% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.35% | -0.04% | -43.48% | |
| 47 | AMGN | Amgen INC | 株式-ヘルスケア | 0.34% | — | +3.35% | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.34% | -0.12% | EXIT | |
| 49 | VUG | Vanguard Growth ETF | ETF-その他 | 0.31% | — | -52.56% | |
| 50 | SO | Southern Co/the | 株式-公益事業 | 0.31% | — | — |