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 | 6.36% | -0.87% | +0.18% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.19% | -1.14% | +2.50% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.88% | +0.11% | -1.43% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.85% | -0.29% | +0.49% | |
| 5 | ADBE | Adobe INC | 株式-IT | 3.72% | -0.29% | +0.27% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.19% | -0.15% | +1.88% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.07% | +0.01% | -0.38% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 2.64% | -0.34% | -0.36% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.57% | -0.07% | — | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.56% | +0.49% | -0.53% | |
| 11 | MMM | 3m Co | 株式-資本財 | 2.30% | -0.20% | -0.41% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.10% | -0.21% | +1.34% | |
| 13 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 2.01% | — | +1.84% | |
| 14 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.93% | -0.24% | -0.00% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.68% | +0.15% | -0.04% | |
| 16 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 1.67% | -0.11% | +16.86% | |
| 17 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.66% | — | -1.16% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.60% | -0.18% | -1.03% | |
| 19 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.51% | — | -0.50% | |
| 20 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.44% | -0.25% | -1.47% | |
| 21 | QCOM | Qualcomm INC | 株式-IT | 1.40% | — | -1.62% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.39% | +0.02% | +0.73% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.35% | -0.17% | +0.66% | |
| 24 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.33% | -0.14% | — | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 1.24% | — | -6.87% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.22% | -0.02% | +1.65% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.15% | — | +0.69% | |
| 28 | NTRS | Northern Trust CORP | 株式-金融 | 1.12% | — | +0.79% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.12% | +0.23% | -1.54% | |
| 30 | AMGN | Amgen INC | 株式-ヘルスケア | 1.08% | +0.19% | +0.65% | |
| 31 | BR | Broadridge Financial Solutio | 株式-IT | 1.05% | -0.34% | — | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.98% | +0.53% | -0.06% | |
| 33 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.92% | +0.30% | -0.66% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.91% | — | -1.24% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.90% | +0.15% | +0.54% | |
| 36 | INTC | Intel CORP | 株式-IT | 0.88% | — | +2.84% | |
| 37 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.87% | — | -0.55% | |
| 38 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.82% | — | +0.25% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.77% | — | +4.54% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.74% | — | +8.01% | |
| 41 | TGT | Target CORP | 株式-一般消費財 | 0.73% | — | -0.84% | |
| 42 | SYY | Sysco CORP | 株式-生活必需品 | 0.71% | — | -1.17% | |
| 43 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.70% | -0.06% | — | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.69% | — | -3.33% | |
| 45 | ADP | Automatic Data Processing | 株式-IT | 0.67% | -0.08% | -0.78% | |
| 46 | FDX | Fedex CORP | 株式-資本財 | 0.64% | +0.13% | +0.43% | |
| 47 | SYK | Stryker CORP | 株式-ヘルスケア | 0.63% | -0.03% | -0.23% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.62% | — | — | |
| 49 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 0.59% | — | -3.03% | |
| 50 | PLD | Prologis INC | 株式-不動産 | 0.55% | — | +2.79% |