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 | 37.53% | — | -2.19% | |
| 2 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 16.38% | — | +0.60% | |
| 3 | XLK | Ss Technology Select Sector | ETF-テック型 | 6.46% | — | +4.75% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 2.61% | — | +14.38% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.22% | — | +4.82% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.37% | — | +3.36% | |
| 7 | DE | Deere & Co | 株式-資本財 | 1.37% | — | +1.36% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.37% | — | +2.32% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 1.27% | — | +4.23% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 1.20% | — | +2.74% | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.20% | — | +3.05% | |
| 12 | AMT | American Tower CORP | 株式-不動産 | 1.11% | — | +3.01% | |
| 13 | BLKCHF | Blackrock INC | 株式-その他 | 1.09% | — | +0.77% | |
| 14 | SYK | Stryker CORP | 株式-ヘルスケア | 1.07% | — | +3.38% | |
| 15 | NEE | Nextera Energy INC | 株式-公益事業 | 1.05% | — | +4.96% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.01% | — | +6.04% | |
| 17 | APD | Air Products & Chemicals INC | 株式-素材 | 1.01% | — | +1.67% | |
| 18 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.99% | — | +4.80% | |
| 19 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.98% | — | +6.41% | |
| 20 | MS | Morgan Stanley | 株式-金融 | 0.96% | — | +1.83% | |
| 21 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.90% | — | +3.60% | |
| 22 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.89% | — | +6.37% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.88% | — | +10.25% | |
| 24 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.84% | — | +10.29% | |
| 25 | CSX | Csx CORP | 株式-資本財 | 0.83% | — | +214.47% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.82% | — | +3.40% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.80% | — | +10.24% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.78% | — | -1.28% | |
| 29 | USB | US Bancorp | 株式-金融 | 0.77% | — | +2.60% | |
| 30 | HDEF | Xtrackers Msci Eafe High Div | ETF-その他 | 0.66% | — | +6.92% | |
| 31 | VLO | Valero Energy CORP | 株式-エネルギー | 0.61% | — | +5.37% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | — | +9.16% | |
| 33 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.50% | — | +6.01% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.49% | — | +13.73% | |
| 35 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.45% | — | +5.65% | |
| 36 | AMGN | Amgen INC | 株式-ヘルスケア | 0.42% | — | +17.95% | |
| 37 | WM | Waste Management INC | 株式-資本財 | 0.39% | — | +19.77% | |
| 38 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.37% | — | +4.84% | |
| 39 | SYY | Sysco CORP | 株式-生活必需品 | 0.35% | — | +10.94% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.34% | — | +0.40% | |
| 41 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.34% | — | -15.82% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.30% | — | -56.19% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.26% | — | +14.54% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.25% | — | +41.36% | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.23% | — | — | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.20% | — | +3.40% | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.20% | — | +2.60% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.20% | — | — | |
| 49 | RY | Royal Bank Of Canada | 株式-金融 | 0.19% | — | -3.60% | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.18% | — | +4.51% |