CIK: 0001656666
申告総資産額
$9.3億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 27.12% | — | +5.12% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 9.36% | — | -36.97% | |
| 3 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.68% | — | -0.98% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.55% | — | -1.65% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.32% | — | -7.32% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.09% | — | +4.14% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 1.97% | — | -8.82% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.95% | — | -5.09% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.80% | — | -0.86% | |
| 10 | BA | Boeing Co/the | 株式-資本財 | 1.74% | — | -5.92% | |
| 11 | BLKCHF | Blackrock INC | 株式-その他 | 1.70% | — | -1.30% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.60% | — | +2.03% | |
| 13 | SYK | Stryker CORP | 株式-ヘルスケア | 1.59% | — | +3.35% | |
| 14 | YUM | Yum! Brands INC | 株式-一般消費財 | 1.56% | — | +1.73% | |
| 15 | AMT | American Tower CORP | 株式-不動産 | 1.55% | — | +6.93% | |
| 16 | GD | General Dynamics CORP | 株式-資本財 | 1.51% | — | +1.67% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.50% | — | -0.25% | |
| 18 | MMM | 3m Co | 株式-資本財 | 1.49% | — | +1.71% | |
| 19 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.48% | — | +4.59% | |
| 20 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.46% | — | +7.01% | |
| 21 | NEE | Nextera Energy INC | 株式-公益事業 | 1.44% | — | +1.45% | |
| 22 | APD | Air Products & Chemicals INC | 株式-素材 | 1.44% | — | +2.49% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 1.44% | — | +10.38% | |
| 24 | GS | Goldman Sachs Group INC | 株式-金融 | 1.37% | — | -1.35% | |
| 25 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.27% | — | +1.10% | |
| 26 | USB | US Bancorp | 株式-金融 | 1.26% | — | +0.94% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.25% | — | +2.44% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 1.22% | — | +967.37% | |
| 29 | DE | Deere & Co | 株式-資本財 | 1.19% | — | +3.79% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.15% | — | +6.68% | |
| 31 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.01% | — | +20.13% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.91% | — | +198.23% | |
| 33 | PM | Philip Morris International | 株式-生活必需品 | 0.81% | — | +8.22% | |
| 34 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.71% | — | +215.01% | |
| 35 | SYY | Sysco CORP | 株式-生活必需品 | 0.56% | — | +87.66% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.43% | — | +4.38% | |
| 37 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.43% | — | +13.93% | |
| 38 | RY | Royal Bank Of Canada | 株式-金融 | 0.40% | — | — | |
| 39 | MSFT | Microsoft CORP | 株式-IT | 0.37% | — | +0.01% | |
| 40 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.32% | — | -16.89% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.31% | — | -0.99% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.31% | — | -3.22% | |
| 43 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.26% | — | — | |
| 44 | WFC | Wells Fargo & Co | 株式-金融 | 0.25% | — | -70.96% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.25% | — | +10.48% | |
| 46 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.25% | — | -7.70% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.24% | — | -0.18% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.24% | — | -13.93% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.23% | — | -7.98% | |
| 50 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.22% | — | +26.50% |