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 | 31.01% | — | +0.75% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 18.47% | — | +4.39% | |
| 3 | XLK | Ss Technology Select Sector | ETF-テック型 | 6.70% | — | -1.03% | |
| 4 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.97% | — | +1589.37% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.58% | — | -1.85% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 2.37% | — | +28.14% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.78% | — | -2.54% | |
| 8 | AMT | American Tower CORP | 株式-不動産 | 1.60% | — | -3.39% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 1.57% | — | -1.57% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.41% | — | -1.05% | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.38% | — | +1.26% | |
| 12 | APD | Air Products & Chemicals INC | 株式-素材 | 1.36% | — | -1.96% | |
| 13 | NEE | Nextera Energy INC | 株式-公益事業 | 1.31% | — | +1.15% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.22% | — | +3.01% | |
| 15 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.12% | — | -1.84% | |
| 16 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.11% | — | — | |
| 17 | BLKCHF | Blackrock INC | 株式-その他 | 1.11% | — | -1.11% | |
| 18 | SYK | Stryker CORP | 株式-ヘルスケア | 1.10% | — | -0.26% | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 1.07% | — | +3.70% | |
| 20 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.00% | — | -0.78% | |
| 21 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.97% | — | -3.25% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.97% | — | -3.77% | |
| 23 | DE | Deere & Co | 株式-資本財 | 0.95% | — | +6.64% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.92% | — | +5.37% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.92% | — | +0.85% | |
| 26 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.91% | — | +7.50% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.90% | — | -4.86% | |
| 28 | CSX | Csx CORP | 株式-資本財 | 0.84% | — | +6.83% | |
| 29 | MS | Morgan Stanley | 株式-金融 | 0.78% | — | +4.18% | |
| 30 | GD | General Dynamics CORP | 株式-資本財 | 0.76% | — | +1.47% | |
| 31 | USB | US Bancorp | 株式-金融 | 0.74% | — | +1.12% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.57% | — | +30.92% | |
| 33 | VLO | Valero Energy CORP | 株式-エネルギー | 0.56% | — | +0.88% | |
| 34 | SYY | Sysco CORP | 株式-生活必需品 | 0.50% | — | -25.45% | |
| 35 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.44% | — | +62.00% | |
| 36 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.42% | — | -9.52% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.41% | — | -2.27% | |
| 38 | AMGN | Amgen INC | 株式-ヘルスケア | 0.38% | — | +24.39% | |
| 39 | HDEF | Xtrackers Msci Eafe High Div | ETF-その他 | 0.37% | — | +183.45% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.33% | — | -15.23% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.29% | — | -1.80% | |
| 42 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.25% | — | +239.21% | |
| 43 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.25% | — | — | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.25% | — | +1.23% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.24% | — | -10.51% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.23% | — | +71.41% | |
| 47 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.22% | — | +1.67% | |
| 48 | MSFT | Microsoft CORP | 株式-IT | 0.21% | — | +8.07% | |
| 49 | RY | Royal Bank Of Canada | 株式-金融 | 0.21% | — | — | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.18% | — | +6.72% |