CIK: 0001697728
申告総資産額
$34.9億
上位200銘柄を表示中（全479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 | 8.14% | -0.63% | EXIT | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 7.51% | — | — | |
| 3 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 5.44% | — | +0.76% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.77% | -0.87% | -2.72% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.90% | — | -0.67% | |
| 6 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 1.50% | — | — | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 1.49% | -0.03% | +4.61% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.15% | — | -0.98% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.13% | +0.09% | -3.22% | |
| 10 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.08% | -0.04% | +6.62% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.05% | +0.56% | +21.51% | |
| 12 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.02% | +0.31% | +1.79% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.01% | — | +1.27% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.94% | — | -2.89% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.88% | -0.01% | -2.79% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.81% | — | +4.38% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 0.80% | — | +0.83% | |
| 18 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.79% | — | +4.18% | |
| 19 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.72% | — | +5.20% | |
| 20 | ACN | Accenture plc | 株式-IT | 0.72% | — | +9.51% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.71% | — | -9.12% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.70% | -0.14% | +4.24% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 0.70% | -0.09% | -14.69% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 0.69% | — | -7.92% | |
| 25 | VZ | Verizon Communications INC | 株式-通信サービス | 0.66% | — | -2.95% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.65% | -0.36% | -1.14% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.65% | — | -10.18% | |
| 28 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.63% | — | +12.23% | |
| 29 | INDA | Ishares Msci India ETF | ETF-その他 | 0.63% | — | -22.84% | |
| 30 | WM | Waste Management INC | 株式-資本財 | 0.61% | — | +17.57% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.61% | +0.15% | -2.22% | |
| 32 | NEE | Nextera Energy INC | 株式-公益事業 | 0.59% | — | +4.44% | |
| 33 | TXN | Texas Instruments INC | 株式-IT | 0.59% | — | +9.25% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | — | +6.23% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.58% | -0.21% | -9.95% | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.58% | — | -8.33% | |
| 37 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.58% | — | +3.25% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.56% | — | +5.08% | |
| 39 | INTU | Intuit INC | 株式-IT | 0.55% | -0.35% | +20.83% | |
| 40 | GIS | General Mills INC | 株式-生活必需品 | 0.54% | — | +15.16% | |
| 41 | KEYS | Keysight Technologies In | 株式-IT | 0.54% | — | +9.50% | |
| 42 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.52% | — | +14.93% | |
| 43 | KR | Kroger Co | 株式-生活必需品 | 0.49% | — | +40.71% | |
| 44 | MA | Mastercard INC - A | 株式-金融 | 0.49% | — | -6.79% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.47% | -0.09% | -7.62% | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.47% | — | +6.76% | |
| 47 | SPGI | S&p Global INC | 株式-金融 | 0.46% | — | -3.29% | |
| 48 | PAYX | Paychex INC | 株式-IT | 0.44% | — | +16.87% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.43% | -0.16% | +11.29% | |
| 50 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.42% | — | +15.90% |