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 | 34.94% | — | +3.41% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 6.69% | — | +4.45% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.82% | — | -36.61% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.10% | — | +3.37% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.04% | — | -2.48% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 1.99% | — | +2.34% | |
| 7 | AMT | American Tower CORP | 株式-不動産 | 1.97% | — | +0.14% | |
| 8 | SYK | Stryker CORP | 株式-ヘルスケア | 1.75% | — | +1.27% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.72% | — | +0.85% | |
| 10 | YUM | Yum! Brands INC | 株式-一般消費財 | 1.68% | — | +0.42% | |
| 11 | BA | Boeing Co/the | 株式-資本財 | 1.68% | — | -2.76% | |
| 12 | APD | Air Products & Chemicals INC | 株式-素材 | 1.66% | — | +0.52% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.62% | — | +1.54% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.59% | — | -1.35% | |
| 15 | NEE | Nextera Energy INC | 株式-公益事業 | 1.54% | — | -0.90% | |
| 16 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.54% | — | +1.32% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.51% | — | +2.78% | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 1.49% | — | +3.12% | |
| 19 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.41% | — | +2.23% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.35% | — | -1.68% | |
| 21 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.34% | — | +3.88% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.27% | — | +0.64% | |
| 23 | BLKCHF | Blackrock INC | 株式-その他 | 1.22% | — | +3.32% | |
| 24 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.19% | — | +3.11% | |
| 25 | USB | US Bancorp | 株式-金融 | 1.16% | — | +1.88% | |
| 26 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 1.16% | — | +3.55% | |
| 27 | DE | Deere & Co | 株式-資本財 | 1.15% | — | +0.28% | |
| 28 | MMM | 3m Co | 株式-資本財 | 1.07% | — | +1.08% | |
| 29 | SYY | Sysco CORP | 株式-生活必需品 | 1.05% | — | +12.69% | |
| 30 | GD | General Dynamics CORP | 株式-資本財 | 1.03% | — | +1.22% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.88% | — | +2.49% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.87% | — | -48.54% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.78% | — | +0.85% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.71% | — | — | |
| 35 | MS | Morgan Stanley | 株式-金融 | 0.70% | — | — | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.63% | — | -35.98% | |
| 37 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.61% | — | +4.49% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.54% | — | +14.93% | |
| 39 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.49% | — | -53.47% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.42% | — | -37.14% | |
| 41 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.40% | — | +15.68% | |
| 42 | WFC | Wells Fargo & Co | 株式-金融 | 0.39% | — | -15.85% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.36% | — | -51.62% | |
| 44 | RY | Royal Bank Of Canada | 株式-金融 | 0.35% | — | — | |
| 45 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.28% | — | -39.47% | |
| 46 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.27% | — | — | |
| 47 | CSX | Csx CORP | 株式-資本財 | 0.24% | — | +38.70% | |
| 48 | MSFT | Microsoft CORP | 株式-IT | 0.23% | — | -5.40% | |
| 49 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.23% | — | -24.11% | |
| 50 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.21% | — | +1.76% |