CIK: 0001648711
申告総資産額
$640.1億
上位200銘柄を表示中（全1521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 | 3.04% | -0.92% | +85.67% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.69% | -0.21% | +85.93% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.04% | -0.23% | +175.24% | |
| 4 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.74% | -0.09% | +145.42% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.68% | +0.32% | +118.73% | |
| 6 | BF-A | Brown-forman Corp-class A | 株式-その他 | 1.63% | — | +101665.08% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.60% | +0.19% | +40.41% | |
| 8 | BF-B | Brown-forman Corp-class B | 株式-その他 | 1.52% | — | +1314.30% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 1.46% | — | +344.67% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.46% | +0.09% | +1.90% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.46% | — | +81.76% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.30% | +0.06% | +14.29% | |
| 13 | CSCO | Cisco Systems INC | 株式-IT | 1.28% | — | +66.83% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.26% | -0.13% | +1.32% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.00% | -0.24% | +138.52% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 0.97% | +0.17% | +24.52% | |
| 17 | USB | US Bancorp | 株式-金融 | 0.96% | — | +147.66% | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 0.91% | — | +182.74% | |
| 19 | UNP | Union Pacific CORP | 株式-資本財 | 0.87% | +0.07% | +139.78% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 0.79% | -0.08% | +9.05% | |
| 21 | PGR | Progressive CORP | 株式-金融 | 0.78% | -0.10% | +9373.73% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.75% | — | +45.49% | |
| 23 | FAST | Fastenal Co | 株式-資本財 | 0.74% | +0.18% | +513.72% | |
| 24 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.69% | — | +8.52% | |
| 25 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.69% | — | +190.59% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.66% | — | +18.12% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.65% | -0.06% | +14.29% | |
| 28 | TEL | TE Connectivity plc | 株式-IT | 0.63% | — | +1046.34% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.63% | — | +20.31% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.62% | — | +68.98% | |
| 31 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.61% | -0.11% | +21.82% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.61% | +0.06% | +65.48% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.60% | -0.13% | +100.28% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.58% | +0.24% | +21.41% | |
| 35 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.58% | +0.10% | +1180.74% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.53% | — | +55.65% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.53% | +0.11% | +103.23% | |
| 38 | WFC | Wells Fargo & Co | 株式-金融 | 0.52% | -0.07% | +384.84% | |
| 39 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.51% | — | +259.74% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.50% | -0.07% | -0.90% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | +0.10% | +64.94% | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.49% | — | +28.48% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.49% | +0.16% | +25.85% | |
| 44 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.49% | — | +17.45% | |
| 45 | INTC | Intel CORP | 株式-IT | 0.49% | — | +38.51% | |
| 46 | DHR | Danaher CORP | 株式-ヘルスケア | 0.45% | -0.10% | +3.19% | |
| 47 | FISV | Fiserv INC | 株式-その他 | 0.45% | — | +11.78% | |
| 48 | T | At&t INC | 株式-通信サービス | 0.43% | — | +21.22% | |
| 49 | OMC | Omnicom Group | 株式-通信サービス | 0.42% | — | +1896.03% | |
| 50 | VTV | Vanguard Value ETF | ETF-その他 | 0.41% | — | +1.25% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BF-A | Brown-forman Corp-class A | +1.6% | +101665.08% | 増加 |
| 2 | BF-B | Brown-forman Corp-class B | +1.4% | +1314.30% | 増加 |
| 3 | JPM | Jpmorgan Chase & Co | +1% | +175.24% | 増加 |
| 4 | HD | Home Depot INC | +1% | +344.67% | 増加 |
| 5 | DIS | Walt Disney Co/the | +0.9% | +145.42% | 増加 |
| 6 | MSFT | Microsoft CORP | +0.9% | +85.67% | 増加 |
| 7 | PGR | Progressive CORP | +0.8% | +9373.73% | 増加 |
| 8 | AAPL | Apple INC | +0.6% | +85.93% | 増加 |
| 9 | TEL | TE Connectivity plc | +0.6% | +1046.34% | 増加 |
| 10 | JNJ | Johnson & Johnson | +0.5% | +118.73% | 増加 |
| 11 | TJX | Tjx Companies INC | +0.5% | +1180.74% | 増加 |
| 12 | PFE | Pfizer INC | +0.4% | +182.74% | 増加 |
| 13 | USB | US Bancorp | +0.4% | +147.66% | 増加 |
| 14 | KMX | Carmax INC | +0.4% | +8228.02% | 増加 |
| 15 | OMC | Omnicom Group | +0.4% | +1896.03% | 増加 |
| 16 | FAST | Fastenal Co | +0.4% | +513.72% | 増加 |
| 17 | WFC | Wells Fargo & Co | +0.4% | +384.84% | 増加 |
| 18 | ✓ | +0.4% | +2385.05% | 増加 | |
| 19 | EXPD | Expeditors Intl Wash INC | +0.4% | +5230.52% | 増加 |
| 20 | UNP | Union Pacific CORP | +0.3% | +139.78% | 増加 |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +81.76% | 増加 |
| 22 | ORLY | O'reilly Automotive INC | +0.3% | +190.59% | 増加 |
| 23 | GOOG | Alphabet Inc-cl C | +0.3% | +138.52% | 増加 |
| 24 | CVS | Cvs Health CORP | +0.3% | +259.74% | 増加 |
| 25 | NTRS | Northern Trust CORP | +0.3% | +1387.61% | 増加 |
| 26 | TRU | Transunion | +0.2% | +1541.45% | 増加 |
| 27 | IVV | Ishares Core S&p 500 ETF | +0.2% | +100.28% | 増加 |
| 28 | IJR | Ishares Core S&p Small-cap E | +0.2% | +103.23% | 増加 |
| 29 | CSCO | Cisco Systems INC | +0.1% | +66.83% | 増加 |
| 30 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | +310.17% | 増加 |
| 31 | VCIT | Vanguard Int-term Corporate | +0.1% | +888.53% | 増加 |
| 32 | ATR | Aptargroup INC | +0.1% | +550.59% | 増加 |
| 33 | PG | Procter & Gamble Co/the | +0.1% | +68.98% | 増加 |
| 34 | VNQ | Vanguard Real Estate ETF | +0.1% | +123.96% | 増加 |
| 35 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +65.48% | 増加 |
| 36 | PEP | Pepsico INC | +0.1% | +55.65% | 増加 |
| 37 | XOM | Exxon Mobil CORP | 0% | +64.94% | 増加 |
| 38 | VEA | Vanguard Ftse Developed ETF | -0.1% | +40.41% | 増加 |
| 39 | ABBV | Abbvie INC | -0.1% | +45.49% | 増加 |
| 40 | ABT | Abbott Laboratories | -0.1% | +21.82% | 増加 |
| 41 | CVX | Chevron CORP | -0.2% | +24.52% | 増加 |
| 42 | V | Visa Inc-class A Shares | -0.2% | +9.05% | 増加 |
| 43 | EW | Edwards Lifesciences CORP | -0.3% | -89.22% | 減少 |
| 44 | IWR | Ishares Russell Mid-cap ETF | -0.4% | +14.29% | 増加 |
| 45 | NOW | Servicenow INC | -0.5% | -96.91% | 減少 |
| 46 | TTWO | Take-two Interactive Softwre | — | NEW | 新規購入 |
| 47 | DD | DuPont de Nemours, Inc. | — | EXIT | 全売却 |
| 48 | ✓ | Ultimate Software Group INC | — | EXIT | 全売却 |
| 49 | LOPE | Grand Canyon Education INC | — | NEW | 新規購入 |
| 50 | GDI1EUR | Gardner Denver Holdings INC | — | NEW | 新規購入 |