CIK: 0001611848
申告総資産額
$16.5億
上位200銘柄を表示中（全252銘柄）
| # | 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 | BND | Vanguard Total Bond Market | ETF-その他 | 4.74% | -0.23% | -5.59% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.19% | +0.19% | +2.56% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.70% | +0.13% | +1.36% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.81% | +0.02% | +10.60% | |
| 5 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.35% | +0.27% | +32.59% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.24% | -0.08% | +6.48% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.73% | +0.17% | -3.37% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.65% | — | +0.20% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.65% | +0.31% | -6.19% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.52% | +0.30% | +2006.50% | |
| 11 | AVGO | Broadcom INC | 株式-IT | 1.48% | +0.06% | -0.32% | |
| 12 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 1.43% | — | +81.69% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.42% | — | -5.40% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 1.42% | -0.43% | +2.07% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.39% | +0.02% | +1.08% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.36% | +0.15% | -3.86% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.35% | +0.02% | -9.56% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.32% | — | +9.44% | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 1.25% | +0.08% | -4.13% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.24% | +0.02% | -20.46% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 1.14% | — | +0.29% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.11% | +0.39% | NEW | |
| 23 | MS | Morgan Stanley | 株式-金融 | 1.10% | — | +2.23% | |
| 24 | NEE | Nextera Energy INC | 株式-公益事業 | 1.10% | — | -0.50% | |
| 25 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.09% | — | +1.24% | |
| 26 | STLD | Steel Dynamics INC | 株式-素材 | 1.06% | — | -51.84% | |
| 27 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.01% | — | -48.82% | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 1.01% | — | -2.11% | |
| 29 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.94% | — | -2.42% | |
| 30 | MA | Mastercard INC - A | 株式-金融 | 0.94% | — | +0.63% | |
| 31 | BLKCHF | Blackrock INC | 株式-その他 | 0.93% | — | +1.17% | |
| 32 | MDT | Medtronic plc | 株式-ヘルスケア | 0.92% | — | +0.42% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.92% | — | +1.40% | |
| 34 | BKR | Baker Hughes Co | 株式-エネルギー | 0.84% | — | -2.66% | |
| 35 | LHX | L3harris Technologies INC | 株式-資本財 | 0.84% | — | +2.34% | |
| 36 | LRCXEUR | Lam Research CORP | 株式-IT | 0.83% | — | +6.67% | |
| 37 | DHR | Danaher CORP | 株式-ヘルスケア | 0.82% | — | +2.54% | |
| 38 | PLD | Prologis INC | 株式-不動産 | 0.81% | — | +4.13% | |
| 39 | FAST | Fastenal Co | 株式-資本財 | 0.80% | — | — | |
| 40 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.79% | — | +1.50% | |
| 41 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.78% | — | +2.16% | |
| 42 | ADBE | Adobe INC | 株式-IT | 0.77% | -0.39% | +3.14% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.74% | — | -0.31% | |
| 44 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.74% | — | +2.72% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.69% | — | +2.35% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.68% | +0.07% | -4.77% | |
| 47 | FDX | Fedex CORP | 株式-資本財 | 0.66% | — | +5.20% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.65% | — | +5.19% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.65% | — | +2.06% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.64% | — | +5.00% |