CIK: 0001631738
申告総資産額
$3.7億
上位200銘柄を表示中（全343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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 5.23% | +0.30% | +9.81% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.01% | -0.11% | -0.02% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.68% | — | +6.65% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.88% | -0.02% | -5.96% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.78% | — | -1.27% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.69% | — | -1.32% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.65% | +0.51% | -1.28% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.38% | -0.05% | -0.83% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.33% | -1.66% | -4.62% | |
| 10 | PYPL | Paypal Holdings INC | 株式-金融 | 1.94% | — | -3.30% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.86% | +0.63% | +2.15% | |
| 12 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.86% | — | — | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.85% | -0.37% | +0.08% | |
| 14 | BBTUSD | Bb&t CORP | 株式-その他 | 1.78% | — | -1.00% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.71% | — | +75.88% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.69% | -0.08% | -0.69% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.65% | +0.08% | -0.65% | |
| 18 | STT | State Street CORP | 株式-金融 | 1.59% | — | -0.10% | |
| 19 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.45% | -0.08% | -5.57% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.45% | -0.23% | -2.95% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.37% | -0.01% | -5.29% | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 1.36% | -0.30% | -2.85% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.26% | — | +0.27% | |
| 24 | FDX | Fedex CORP | 株式-資本財 | 1.24% | — | -5.21% | |
| 25 | CRM | Salesforce INC | 株式-IT | 1.24% | +0.20% | -1.68% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.23% | — | -8.50% | |
| 27 | UTXZ | United Tech CORP | 株式-その他 | 1.21% | — | +0.11% | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.20% | — | +94.07% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.01% | -0.11% | -5.47% | |
| 30 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.01% | — | -9.87% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.00% | -0.20% | +10.02% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.98% | -0.30% | -10.49% | |
| 33 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.96% | -0.19% | -1.47% | |
| 34 | PAYX | Paychex INC | 株式-IT | 0.96% | — | -5.04% | |
| 35 | ENB | Enbridge INC | 株式-エネルギー | 0.94% | — | -4.58% | |
| 36 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.93% | -0.10% | -0.24% | |
| 37 | PRU | Prudential Financial INC | 株式-金融 | 0.92% | — | +4.11% | |
| 38 | USB | US Bancorp | 株式-金融 | 0.91% | — | +0.65% | |
| 39 | ACN | Accenture plc | 株式-IT | 0.90% | -0.05% | -1.00% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.90% | -0.04% | -15.86% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.84% | — | -31.35% | |
| 42 | XLB | Ss Materials Select Sector | ETF-その他 | 0.84% | -0.05% | -1.20% | |
| 43 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.83% | — | -12.53% | |
| 44 | SLB | Slb LTD | 株式-エネルギー | 0.74% | — | +5.13% | |
| 45 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.73% | — | — | |
| 46 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.72% | — | +33.86% | |
| 47 | MDT | Medtronic plc | 株式-ヘルスケア | 0.67% | — | — | |
| 48 | MMM | 3m Co | 株式-資本財 | 0.64% | — | -2.24% | |
| 49 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.64% | — | -62.55% | |
| 50 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.62% | — | -22.58% |