CIK: 0001697728
申告総資産額
$34.9億
上位200銘柄を表示中（全489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 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 8.26% | -0.63% | EXIT | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 7.65% | — | — | |
| 3 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 5.41% | — | +0.51% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.30% | -0.87% | -4.31% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.27% | — | -6.20% | |
| 6 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 1.51% | — | — | |
| 7 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.37% | — | +65.56% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.20% | — | +4.62% | |
| 9 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.14% | -0.04% | +33.47% | |
| 10 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.11% | +0.31% | +20.85% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.04% | — | +3.82% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.00% | +0.09% | -12.04% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.92% | +0.56% | -0.21% | |
| 14 | INDA | Ishares Msci India ETF | ETF-その他 | 0.91% | — | +14.54% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 0.89% | — | +8.14% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 0.83% | — | +1.16% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.82% | — | +8.68% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.81% | -0.01% | -6.19% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 0.79% | -0.03% | -6.21% | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 0.78% | -0.09% | +7.84% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.78% | — | +0.15% | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.76% | — | -10.57% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 0.76% | — | -2.05% | |
| 24 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.75% | — | +33.16% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | -0.14% | -2.89% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.73% | — | +29.21% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.73% | — | +10.59% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.73% | +0.15% | +12.47% | |
| 29 | NEE | Nextera Energy INC | 株式-公益事業 | 0.65% | — | -2.24% | |
| 30 | ACN | Accenture plc | 株式-IT | 0.64% | — | -10.42% | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.62% | — | -18.28% | |
| 32 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.62% | — | -9.46% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.61% | — | +0.10% | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 0.59% | -0.11% | +14.00% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.58% | -0.21% | -5.00% | |
| 36 | KEYS | Keysight Technologies In | 株式-IT | 0.55% | — | +0.23% | |
| 37 | MA | Mastercard INC - A | 株式-金融 | 0.53% | — | -2.22% | |
| 38 | WM | Waste Management INC | 株式-資本財 | 0.53% | — | +0.17% | |
| 39 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.52% | — | +2.21% | |
| 40 | TXN | Texas Instruments INC | 株式-IT | 0.50% | — | -15.56% | |
| 41 | AMGN | Amgen INC | 株式-ヘルスケア | 0.50% | — | -4.75% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.50% | -0.09% | -7.11% | |
| 43 | SPGI | S&p Global INC | 株式-金融 | 0.49% | — | +0.44% | |
| 44 | GIS | General Mills INC | 株式-生活必需品 | 0.49% | — | -7.06% | |
| 45 | BAC | Bank Of America CORP | 株式-金融 | 0.48% | -0.16% | -2.87% | |
| 46 | DHR | Danaher CORP | 株式-ヘルスケア | 0.48% | — | +2.40% | |
| 47 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.47% | — | -15.39% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.45% | -0.06% | +2.14% | |
| 49 | DUK | Duke Energy CORP | 株式-公益事業 | 0.45% | — | +5.60% | |
| 50 | INTU | Intuit INC | 株式-IT | 0.42% | -0.35% | -5.18% |