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 | AAPL | Apple INC | 株式-IT | 4.69% | -0.87% | +13.07% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.45% | -1.14% | +17.22% | |
| 3 | V | Visa Inc-class A Shares | 株式-金融 | 3.82% | -0.34% | +2.59% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.73% | +0.11% | +4.97% | |
| 5 | ADBE | Adobe INC | 株式-IT | 3.59% | -0.29% | +4.66% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.39% | +0.01% | +16.81% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.87% | -0.15% | +22.52% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.86% | -0.29% | +3.85% | |
| 9 | INTC | Intel CORP | 株式-IT | 2.76% | — | +14.47% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.51% | -0.07% | +16.72% | |
| 11 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 2.50% | -0.25% | +2.82% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.49% | +0.49% | +3.83% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 2.21% | +0.15% | +0.80% | |
| 14 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.14% | -0.24% | +4.32% | |
| 15 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.94% | — | +11.93% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.91% | -0.17% | +23.92% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.88% | +0.02% | +35.65% | |
| 18 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.85% | — | +12.96% | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 1.84% | — | +20.98% | |
| 20 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.80% | +0.30% | +1.74% | |
| 21 | AMGN | Amgen INC | 株式-ヘルスケア | 1.68% | +0.19% | +7.27% | |
| 22 | NTRS | Northern Trust CORP | 株式-金融 | 1.60% | — | +13.59% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.56% | +0.23% | +9.00% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.54% | -0.21% | +13.51% | |
| 25 | MMM | 3m Co | 株式-資本財 | 1.51% | -0.20% | -52.78% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.42% | — | +18.86% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 1.31% | +0.53% | +12.71% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.29% | — | +13.50% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.20% | -0.02% | +8.77% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.11% | — | +1.42% | |
| 31 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 1.01% | — | +11.03% | |
| 32 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.97% | — | -21.27% | |
| 33 | BR | Broadridge Financial Solutio | 株式-IT | 0.92% | -0.34% | -0.60% | |
| 34 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.90% | -0.14% | +25.22% | |
| 35 | USB | US Bancorp | 株式-金融 | 0.86% | — | +9.54% | |
| 36 | FDX | Fedex CORP | 株式-資本財 | 0.79% | +0.13% | +17.23% | |
| 37 | PSX | Phillips 66 | 株式-エネルギー | 0.78% | +0.27% | +1.36% | |
| 38 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.77% | — | -1.78% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.77% | — | -10.81% | |
| 40 | SYY | Sysco CORP | 株式-生活必需品 | 0.76% | — | +10.71% | |
| 41 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.75% | -0.06% | +6.76% | |
| 42 | SYK | Stryker CORP | 株式-ヘルスケア | 0.74% | -0.03% | -1.25% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.71% | +0.15% | +30.32% | |
| 44 | TGT | Target CORP | 株式-一般消費財 | 0.70% | — | +45.05% | |
| 45 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.67% | -0.06% | -3.86% | |
| 46 | ADP | Automatic Data Processing | 株式-IT | 0.65% | -0.08% | +15.28% | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.62% | -0.18% | -2.69% | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.59% | — | +53.11% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.58% | +0.28% | +2.88% | |
| 50 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.56% | — | +24.59% |