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 | 36.50% | — | -0.29% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 7.62% | — | +1.28% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.50% | — | +0.43% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 2.13% | — | -2.62% | |
| 5 | AMT | American Tower CORP | 株式-不動産 | 2.13% | — | -4.39% | |
| 6 | HD | Home Depot INC | 株式-一般消費財 | 1.91% | — | -0.88% | |
| 7 | SYK | Stryker CORP | 株式-ヘルスケア | 1.91% | — | -0.27% | |
| 8 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.91% | — | -2.70% | |
| 9 | APD | Air Products & Chemicals INC | 株式-素材 | 1.89% | — | -2.24% | |
| 10 | YUM | Yum! Brands INC | 株式-一般消費財 | 1.87% | — | -0.82% | |
| 11 | NEE | Nextera Energy INC | 株式-公益事業 | 1.87% | — | -0.46% | |
| 12 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.66% | — | +2.59% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.65% | — | -1.61% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 1.58% | — | +2.23% | |
| 15 | BA | Boeing Co/the | 株式-資本財 | 1.57% | — | -1.97% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.57% | — | +5.95% | |
| 17 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.53% | — | +1.70% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.45% | — | +2.00% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.44% | — | -2.26% | |
| 20 | USB | US Bancorp | 株式-金融 | 1.43% | — | +4.00% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.43% | — | -0.83% | |
| 22 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.38% | — | +2.74% | |
| 23 | BLKCHF | Blackrock INC | 株式-その他 | 1.33% | — | +2.98% | |
| 24 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.30% | — | +2.22% | |
| 25 | SYY | Sysco CORP | 株式-生活必需品 | 1.28% | — | +0.43% | |
| 26 | DE | Deere & Co | 株式-資本財 | 1.25% | — | +2.68% | |
| 27 | GD | General Dynamics CORP | 株式-資本財 | 1.15% | — | +1.48% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.96% | — | +10.51% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.90% | — | -3.84% | |
| 30 | MS | Morgan Stanley | 株式-金融 | 0.86% | — | +16.28% | |
| 31 | MMM | 3m Co | 株式-資本財 | 0.81% | — | -0.64% | |
| 32 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.76% | — | -38.35% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.66% | — | -1.65% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.65% | — | +2.88% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | — | -2.58% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.54% | — | -6.52% | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.52% | — | -1.73% | |
| 38 | VLO | Valero Energy CORP | 株式-エネルギー | 0.44% | — | — | |
| 39 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.44% | — | +2.58% | |
| 40 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.44% | — | +4.75% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.43% | — | -0.04% | |
| 42 | RY | Royal Bank Of Canada | 株式-金融 | 0.37% | — | -1.14% | |
| 43 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.35% | — | — | |
| 44 | CSX | Csx CORP | 株式-資本財 | 0.32% | — | +20.11% | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.28% | — | +0.15% | |
| 46 | MSFT | Microsoft CORP | 株式-IT | 0.25% | — | +3.79% | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.23% | — | +20.04% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.22% | — | +42.93% | |
| 49 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.20% | — | — | |
| 50 | WFC | Wells Fargo & Co | 株式-金融 | 0.20% | — | -52.28% |