CIK: 0001667019
申告総資産額
$2.0億
| # | 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 | MMM | 3m Co | 株式-資本財 | 5.04% | -0.20% | +106.15% | |
| 2 | V | Visa Inc-class A Shares | 株式-金融 | 3.08% | -0.34% | -1.68% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.91% | +0.01% | -1.56% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.76% | -0.87% | -0.53% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.70% | +0.11% | +0.36% | |
| 6 | ADBE | Adobe INC | 株式-IT | 2.37% | -0.29% | -2.62% | |
| 7 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 2.34% | -0.25% | -1.61% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.23% | -0.29% | -2.13% | |
| 9 | INTC | Intel CORP | 株式-IT | 2.22% | — | -0.61% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.15% | -1.14% | -0.51% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.15% | -0.07% | -0.49% | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 2.12% | +0.15% | -0.35% | |
| 13 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.00% | — | -0.67% | |
| 14 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.99% | +0.30% | -0.36% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.91% | +0.23% | -1.51% | |
| 16 | NTRS | Northern Trust CORP | 株式-金融 | 1.88% | — | -1.89% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.78% | -0.15% | +3.73% | |
| 18 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 1.77% | — | +0.65% | |
| 19 | FDX | Fedex CORP | 株式-資本財 | 1.74% | +0.13% | +2.30% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.73% | +0.53% | +0.39% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.67% | -0.17% | +0.70% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.62% | +0.49% | -2.07% | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.58% | -0.24% | -3.05% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.56% | +0.02% | -0.61% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.52% | -0.02% | +0.56% | |
| 26 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.51% | — | +1.49% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.44% | — | +26.30% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.41% | +0.28% | -0.36% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 1.28% | — | -1.10% | |
| 30 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.28% | — | — | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.28% | -0.21% | -0.57% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.25% | — | -0.38% | |
| 33 | PSX | Phillips 66 | 株式-エネルギー | 1.20% | +0.27% | -3.00% | |
| 34 | BR | Broadridge Financial Solutio | 株式-IT | 1.19% | -0.34% | — | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.15% | — | -4.09% | |
| 36 | USB | US Bancorp | 株式-金融 | 1.08% | — | +14.93% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 1.08% | +0.19% | +5.00% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.96% | — | — | |
| 39 | WFC | Wells Fargo & Co | 株式-金融 | 0.95% | -0.05% | — | |
| 40 | SYY | Sysco CORP | 株式-生活必需品 | 0.91% | — | -0.46% | |
| 41 | VFC | Vf CORP | 株式-一般消費財 | 0.90% | — | — | |
| 42 | NVDA | Nvidia CORP | 株式-IT | 0.82% | -0.18% | +0.25% | |
| 43 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 0.81% | — | -1.86% | |
| 44 | SLB | Slb LTD | 株式-エネルギー | 0.81% | — | -0.24% | |
| 45 | NUE | Nucor CORP | 株式-素材 | 0.78% | — | -5.28% | |
| 46 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.77% | — | +0.01% | |
| 47 | SYK | Stryker CORP | 株式-ヘルスケア | 0.73% | -0.03% | -0.19% | |
| 48 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.68% | — | -2.05% | |
| 49 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.61% | -0.06% | — | |
| 50 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.61% | -0.14% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MMM | 3m Co | +2.4% | +106.15% | 増加 |
| 2 | AMZN | Amazon.com INC | +0.4% | +3.73% | 増加 |
| 3 | ADBE | Adobe INC | +0.4% | -2.62% | 減少 |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.3% | +26.30% | 増加 |
| 5 | INTC | Intel CORP | +0.2% | -0.61% | 減少 |
| 6 | BR | Broadridge Financial Solutio | +0.2% | — | 変化なし |
| 7 | CTSH | Cognizant Tech Solutions-a | +0.1% | — | 変化なし |
| 8 | NVDA | Nvidia CORP | +0.1% | +0.25% | 増加 |
| 9 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +31.56% | 増加 |
| 10 | IDXX | Idexx Laboratories INC | +0.1% | — | 変化なし |
| 11 | MSFT | Microsoft CORP | +0.1% | -0.51% | 減少 |
| 12 | USB | US Bancorp | +0.1% | +14.93% | 増加 |
| 13 | CSCO | Cisco Systems INC | +0.1% | +1.94% | 増加 |
| 14 | LMT | Lockheed Martin CORP | +0.1% | -0.36% | 減少 |
| 15 | MRK | Merck & Co. INC. | +0.1% | +23.33% | 増加 |
| 16 | BA | Boeing Co/the | +0.1% | +4.30% | 増加 |
| 17 | TMO | Thermo Fisher Scientific INC | +0.1% | +2.56% | 増加 |
| 18 | V | Visa Inc-class A Shares | 0% | -1.68% | 減少 |
| 19 | KMI | Kinder Morgan INC | 0% | -3.62% | 減少 |
| 20 | DEO | Diageo Plc-sponsored Adr | -0.1% | — | 変化なし |
| 21 | CMCSA | Comcast Corp-class A | -0.1% | +0.01% | 増加 |
| 22 | SLB | Slb LTD | -0.1% | -0.24% | 減少 |
| 23 | HD | Home Depot INC | -0.1% | -17.85% | 減少 |
| 24 | DD | DuPont de Nemours, Inc. | -0.1% | +0.03% | 増加 |
| 25 | CVS | Cvs Health CORP | -0.1% | +0.03% | 増加 |
| 26 | KMB | Kimberly-clark CORP | -0.1% | — | 変化なし |
| 27 | LOW | Lowe's Cos INC | -0.1% | -2.05% | 減少 |
| 28 | T | At&t INC | -0.1% | -4.48% | 減少 |
| 29 | PRFUSD | Invesco Ftse Rafi US 1000 Et | -0.1% | +0.65% | 増加 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.49% | 減少 |
| 31 | META | Meta Platforms Inc-class A | -0.1% | -4.38% | 減少 |
| 32 | NUE | Nucor CORP | -0.1% | -5.28% | 減少 |
| 33 | AAPL | Apple INC | -0.1% | -0.53% | 減少 |
| 34 | NSRGY | Nestle Sa-spons Adr | -0.1% | -1.86% | 減少 |
| 35 | PSX | Phillips 66 | -0.1% | -3.00% | 減少 |
| 36 | GOOGL | Alphabet Inc-cl A | -0.1% | -2.13% | 減少 |
| 37 | DIS | Walt Disney Co/the | -0.1% | +0.70% | 増加 |
| 38 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -1.56% | 減少 |
| 39 | MCD | Mcdonald's CORP | -0.2% | -0.38% | 減少 |
| 40 | WFC | Wells Fargo & Co | -0.2% | — | 変化なし |
| 41 | VZ | Verizon Communications INC | -0.2% | -1.10% | 減少 |
| 42 | AEP | American Electric Power Company, Inc. | -0.2% | -6.73% | 減少 |
| 43 | CVX | Chevron CORP | -0.2% | +0.39% | 増加 |
| 44 | XOM | Exxon Mobil CORP | -0.2% | -0.36% | 減少 |
| 45 | UPS | United Parcel Service-cl B | -0.2% | +1.49% | 増加 |
| 46 | JNJ | Johnson & Johnson | -0.3% | -1.51% | 減少 |
| 47 | PG | Procter & Gamble Co/the | -0.3% | -4.09% | 減少 |
| 48 | PEP | Pepsico INC | -0.3% | -0.35% | 減少 |
| 49 | HSY | Hershey Co/the | -0.3% | -42.95% | 減少 |
| 50 | VXUS | Vanguard Total Intl Stock | — | NEW | 新規購入 |