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 | 7.46% | -0.87% | -1.41% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.60% | -1.14% | -1.11% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.14% | +0.11% | -1.71% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 4.47% | -0.18% | -1.02% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.75% | -0.29% | -0.34% | |
| 6 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 3.74% | — | -2.94% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 3.29% | -0.34% | +0.40% | |
| 8 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 3.24% | -0.11% | -1.85% | |
| 9 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.16% | +0.49% | -0.31% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.00% | +0.01% | -2.06% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.97% | -0.15% | -0.56% | |
| 12 | ADBE | Adobe INC | 株式-IT | 2.68% | -0.29% | -0.73% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.56% | -0.07% | +1.67% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.44% | -0.21% | +0.02% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.80% | +0.02% | +0.12% | |
| 16 | CSCO | Cisco Systems INC | 株式-IT | 1.40% | +0.15% | -0.53% | |
| 17 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.36% | -0.24% | -1.11% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.34% | +0.53% | -3.00% | |
| 19 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.32% | +0.30% | — | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.30% | -0.02% | -3.65% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 1.24% | +0.15% | +0.12% | |
| 22 | MMM | 3m Co | 株式-資本財 | 1.23% | -0.20% | -0.26% | |
| 23 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.16% | — | -1.94% | |
| 24 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.16% | -0.25% | -1.85% | |
| 25 | BR | Broadridge Financial Solutio | 株式-IT | 1.16% | -0.34% | — | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 1.13% | +0.19% | -4.21% | |
| 27 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.12% | — | -0.11% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.08% | — | +0.49% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.84% | -0.07% | +58.84% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.77% | — | -0.39% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.77% | +0.23% | -0.09% | |
| 32 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.75% | -0.14% | — | |
| 33 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.75% | — | -6.14% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.72% | — | — | |
| 35 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.70% | — | +0.35% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.70% | — | -4.95% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.69% | — | +31.01% | |
| 38 | SYK | Stryker CORP | 株式-ヘルスケア | 0.68% | -0.03% | — | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.67% | — | — | |
| 40 | VTV | Vanguard Value ETF | ETF-その他 | 0.65% | — | -14.81% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.65% | +0.13% | -0.78% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.64% | -0.17% | -4.72% | |
| 43 | ADP | Automatic Data Processing | 株式-IT | 0.63% | -0.08% | — | |
| 44 | SYY | Sysco CORP | 株式-生活必需品 | 0.60% | — | +1.47% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.57% | +0.28% | +2.10% | |
| 46 | PSX | Phillips 66 | 株式-エネルギー | 0.54% | +0.27% | -0.62% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.54% | — | +5.22% | |
| 48 | NTRS | Northern Trust CORP | 株式-金融 | 0.53% | — | +3.91% | |
| 49 | FDX | Fedex CORP | 株式-資本財 | 0.52% | +0.13% | — | |
| 50 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.49% | — | — |