CIK: 0001611848
申告総資産額
$16.5億
上位200銘柄を表示中（全231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 | 4.98% | -0.23% | +11.90% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.64% | +0.19% | +0.73% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.83% | +0.13% | -0.13% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.84% | +0.02% | +12.82% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.23% | +0.17% | +0.07% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.17% | +0.31% | +7.64% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.91% | -0.08% | +4.09% | |
| 8 | WMT | Walmart INC | 株式-生活必需品 | 1.60% | -0.43% | +2.39% | |
| 9 | AVGO | Broadcom INC | 株式-IT | 1.57% | +0.06% | -11.15% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.51% | — | +1.04% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.47% | +0.27% | -4.76% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.46% | +0.02% | -1.07% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.44% | — | +1.48% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 1.41% | — | -2.40% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.39% | +0.30% | +4.00% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.36% | +0.07% | +0.37% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 1.34% | +0.08% | -0.48% | |
| 18 | STLD | Steel Dynamics INC | 株式-素材 | 1.31% | — | -7.30% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.30% | +0.02% | -2.62% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.28% | +0.15% | +4.22% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 1.27% | — | -21.69% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.20% | +0.02% | -19.98% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 1.17% | — | +10.42% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.13% | +0.02% | +104.25% | |
| 25 | MS | Morgan Stanley | 株式-金融 | 1.10% | — | -12.44% | |
| 26 | BLKCHF | Blackrock INC | 株式-その他 | 1.02% | — | +4.11% | |
| 27 | NEE | Nextera Energy INC | 株式-公益事業 | 1.01% | — | +0.94% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 1.01% | +0.27% | -1.56% | |
| 29 | DE | Deere & Co | 株式-資本財 | 1.01% | +0.13% | +2.30% | |
| 30 | LRCXEUR | Lam Research CORP | 株式-IT | 1.01% | — | +1.55% | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 1.00% | — | +0.97% | |
| 32 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.98% | — | +2.81% | |
| 33 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.97% | — | -5.02% | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.94% | — | -1.06% | |
| 35 | PLD | Prologis INC | 株式-不動産 | 0.90% | — | +3.24% | |
| 36 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.87% | — | -1.96% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.87% | — | +2.03% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.81% | +0.39% | NEW | |
| 39 | FAST | Fastenal Co | 株式-資本財 | 0.80% | — | — | |
| 40 | ADBE | Adobe INC | 株式-IT | 0.79% | -0.39% | +3.38% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.74% | — | -2.01% | |
| 42 | DHR | Danaher CORP | 株式-ヘルスケア | 0.73% | — | +1.10% | |
| 43 | FISV | Fiserv INC | 株式-その他 | 0.73% | — | -0.33% | |
| 44 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.71% | — | +1.47% | |
| 45 | PHM | Pultegroup INC | 株式-一般消費財 | 0.71% | — | -3.44% | |
| 46 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.69% | — | +0.55% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.69% | — | — | |
| 48 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.69% | +0.06% | +16.57% | |
| 49 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.68% | — | -2.53% | |
| 50 | WFC | Wells Fargo & Co | 株式-金融 | 0.67% | — | +3.91% |