CIK: 0001730817
申告総資産額
$10.0億
上位200銘柄を表示中（全254銘柄）
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 5.37% | — | +4.56% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.89% | +0.02% | +0.02% | |
| 3 | BA | Boeing Co/the | 株式-資本財 | 2.55% | — | +3.89% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.36% | -0.08% | +9.83% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.71% | — | +13.13% | |
| 6 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.66% | — | +6.42% | |
| 7 | CVX | Chevron CORP | 株式-エネルギー | 1.61% | — | -0.76% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.51% | — | +7.24% | |
| 9 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.46% | — | +1.37% | |
| 10 | PFE | Pfizer INC | 株式-ヘルスケア | 1.30% | — | +4.35% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.28% | — | +27.52% | |
| 12 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.25% | +0.02% | +0.24% | |
| 13 | IDV | Ishares International Select | ETF-その他 | 1.22% | — | +5.95% | |
| 14 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.12% | — | +37.78% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.09% | — | +0.54% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.07% | — | +14.71% | |
| 17 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 1.05% | — | +10.50% | |
| 18 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.04% | — | +20.47% | |
| 19 | DWX | State Street Spdr S&p Intern | ETF-その他 | 1.03% | — | -4.64% | |
| 20 | UTXZ | United Tech CORP | 株式-その他 | 1.01% | — | -13.62% | |
| 21 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.95% | — | +15.52% | |
| 22 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.93% | — | -3.84% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.93% | +0.11% | +5.84% | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.92% | — | +7.46% | |
| 25 | T | At&t INC | 株式-通信サービス | 0.89% | — | +7.55% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.88% | — | -2.74% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.85% | — | -7.89% | |
| 28 | TXN | Texas Instruments INC | 株式-IT | 0.80% | — | -14.51% | |
| 29 | IBM | Intl Business Machines CORP | 株式-IT | 0.76% | — | +1.19% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.72% | — | -28.15% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.71% | -0.03% | +9.22% | |
| 32 | EMR | Emerson Electric Co | 株式-資本財 | 0.70% | — | -18.42% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | — | +12.85% | |
| 34 | TD | Toronto-dominion Bank | 株式-金融 | 0.68% | — | -8.47% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.68% | — | +9.44% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.67% | -0.21% | +38.89% | |
| 37 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.65% | — | -1.29% | |
| 38 | MBB | Ishares Mbs ETF | ETF-その他 | 0.61% | — | +7.15% | |
| 39 | BAC | Bank Of America CORP | 株式-金融 | 0.61% | — | -0.27% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.61% | — | +7.05% | |
| 41 | ALK | Alaska Air Group INC | 株式-資本財 | 0.60% | — | — | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.60% | — | -23.96% | |
| 43 | UNP | Union Pacific CORP | 株式-資本財 | 0.59% | — | -50.66% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.57% | — | -22.02% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.57% | — | +7.99% | |
| 46 | NFLX | Netflix INC | 株式-通信サービス | 0.56% | — | -27.12% | |
| 47 | GD | General Dynamics CORP | 株式-資本財 | 0.55% | — | +86.46% | |
| 48 | DVYE | Ishares Emerging Markets Div | ETF-新興国市場 | 0.54% | — | -21.72% | |
| 49 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.52% | — | -8.05% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.51% | — | +30.24% |