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 | 30.83% | — | -22.71% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 17.18% | — | +2.13% | |
| 3 | XLK | Ss Technology Select Sector | ETF-テック型 | 7.01% | — | +1.10% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 2.93% | — | +6.65% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.41% | — | -0.91% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.60% | — | +0.50% | |
| 7 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.45% | — | +0.61% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.44% | — | +3.51% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 1.43% | — | +3.46% | |
| 10 | DE | Deere & Co | 株式-資本財 | 1.39% | — | +0.50% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.23% | — | +1.13% | |
| 12 | NEE | Nextera Energy INC | 株式-公益事業 | 1.20% | — | +0.66% | |
| 13 | SYK | Stryker CORP | 株式-ヘルスケア | 1.17% | — | +1.49% | |
| 14 | AMT | American Tower CORP | 株式-不動産 | 1.16% | — | +0.43% | |
| 15 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.13% | — | +0.41% | |
| 16 | YUM | Yum! Brands INC | 株式-一般消費財 | 1.13% | — | +2.57% | |
| 17 | BLKCHF | Blackrock INC | 株式-その他 | 1.12% | — | +1.05% | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.09% | — | +247.40% | |
| 19 | MS | Morgan Stanley | 株式-金融 | 1.08% | — | +0.36% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.07% | — | +3.70% | |
| 21 | APD | Air Products & Chemicals INC | 株式-素材 | 0.97% | — | +2.26% | |
| 22 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.97% | — | +1.42% | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.96% | — | +0.35% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 0.95% | — | +5.75% | |
| 25 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.94% | — | +3.52% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.88% | — | +3.79% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.86% | — | +5.65% | |
| 28 | USB | US Bancorp | 株式-金融 | 0.86% | — | +1.74% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.84% | — | +2.34% | |
| 30 | CSX | Csx CORP | 株式-資本財 | 0.83% | — | +2.66% | |
| 31 | HDEF | Xtrackers Msci Eafe High Div | ETF-その他 | 0.77% | — | +18.32% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | +3.66% | |
| 33 | VLO | Valero Energy CORP | 株式-エネルギー | 0.61% | — | +4.97% | |
| 34 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.59% | — | +2.23% | |
| 35 | MSFT | Microsoft CORP | 株式-IT | 0.57% | — | +6.05% | |
| 36 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.53% | — | +14.40% | |
| 37 | WM | Waste Management INC | 株式-資本財 | 0.47% | — | +6.32% | |
| 38 | AMGN | Amgen INC | 株式-ヘルスケア | 0.42% | — | +9.69% | |
| 39 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.41% | — | +6.44% | |
| 40 | SYY | Sysco CORP | 株式-生活必需品 | 0.40% | — | +6.40% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.35% | — | -0.08% | |
| 42 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.34% | — | -5.13% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.32% | — | +9.00% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.29% | — | +325.52% | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.26% | — | +24.83% | |
| 46 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.25% | — | — | |
| 47 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.23% | — | +538.45% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.22% | — | +6.79% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.22% | — | +1.05% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.20% | — | +5.82% |