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 | 35.78% | — | +0.78% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 7.91% | — | +1.47% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.92% | — | -0.98% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 2.11% | — | +0.66% | |
| 5 | AMT | American Tower CORP | 株式-不動産 | 2.00% | — | +0.66% | |
| 6 | APD | Air Products & Chemicals INC | 株式-素材 | 1.81% | — | +0.23% | |
| 7 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.77% | — | +1.52% | |
| 8 | NEE | Nextera Energy INC | 株式-公益事業 | 1.74% | — | +0.11% | |
| 9 | SYK | Stryker CORP | 株式-ヘルスケア | 1.67% | — | +0.77% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.66% | — | +2.32% | |
| 11 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.65% | — | +2.88% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.65% | — | +4.35% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.59% | — | +10.92% | |
| 14 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.56% | — | +2.04% | |
| 15 | YUM | Yum! Brands INC | 株式-一般消費財 | 1.53% | — | +2.78% | |
| 16 | VZ | Verizon Communications INC | 株式-通信サービス | 1.50% | — | +3.78% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.49% | — | +3.28% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.48% | — | +3.74% | |
| 19 | USB | US Bancorp | 株式-金融 | 1.44% | — | +4.49% | |
| 20 | BLKCHF | Blackrock INC | 株式-その他 | 1.38% | — | +2.60% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.38% | — | -0.93% | |
| 22 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.35% | — | +5.55% | |
| 23 | SYY | Sysco CORP | 株式-生活必需品 | 1.27% | — | +2.52% | |
| 24 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.25% | — | +3.56% | |
| 25 | DE | Deere & Co | 株式-資本財 | 1.20% | — | +3.64% | |
| 26 | BA | Boeing Co/the | 株式-資本財 | 1.15% | — | -4.85% | |
| 27 | GD | General Dynamics CORP | 株式-資本財 | 1.02% | — | +2.67% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.02% | — | +9.47% | |
| 29 | VLO | Valero Energy CORP | 株式-エネルギー | 1.02% | — | +132.19% | |
| 30 | MS | Morgan Stanley | 株式-金融 | 1.00% | — | +7.47% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.87% | — | +3.48% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.77% | — | +54.44% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.72% | — | +15.50% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | — | +3.13% | |
| 35 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.68% | — | — | |
| 36 | MMM | 3m Co | 株式-資本財 | 0.60% | — | -23.34% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.60% | — | +1.29% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.59% | — | +39.57% | |
| 39 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.56% | — | -9.28% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.53% | — | -2.28% | |
| 41 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.52% | — | +54.54% | |
| 42 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.44% | — | +6.28% | |
| 43 | CSX | Csx CORP | 株式-資本財 | 0.44% | — | +45.82% | |
| 44 | RY | Royal Bank Of Canada | 株式-金融 | 0.33% | — | +0.75% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.32% | — | +36.19% | |
| 46 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.29% | — | — | |
| 47 | ✓ | 株式-その他 | 0.28% | — | — | ||
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.27% | — | +96.99% | |
| 49 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.24% | — | +30.36% | |
| 50 | MSFT | Microsoft CORP | 株式-IT | 0.23% | — | -13.28% |