CIK: 0001698219
申告総資産額
$11.6億
上位200銘柄を表示中（全211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 | MSFT | Microsoft CORP | 株式-IT | 3.94% | — | +1.38% | |
| 2 | WMT | Walmart INC | 株式-生活必需品 | 3.17% | — | +1.91% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.10% | — | +3.22% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.85% | — | -0.84% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.76% | — | +0.67% | |
| 6 | GS | Goldman Sachs Group INC | 株式-金融 | 2.61% | — | +1.23% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.55% | — | +5.57% | |
| 8 | CVX | Chevron CORP | 株式-エネルギー | 2.48% | — | +2.48% | |
| 9 | PFE | Pfizer INC | 株式-ヘルスケア | 2.46% | — | +1.85% | |
| 10 | T | At&t INC | 株式-通信サービス | 2.41% | — | +3.28% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.40% | — | +7.41% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.40% | — | -0.84% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.20% | — | -0.21% | |
| 14 | VZ | Verizon Communications INC | 株式-通信サービス | 2.19% | — | +4.04% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.14% | — | +2.72% | |
| 16 | WFC | Wells Fargo & Co | 株式-金融 | 2.11% | — | +3.67% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.97% | — | +9.66% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.94% | — | +3.36% | |
| 19 | PAYX | Paychex INC | 株式-IT | 1.91% | — | +2.62% | |
| 20 | C | Citigroup INC | 株式-金融 | 1.89% | — | +1.16% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.83% | — | +43.31% | |
| 22 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.76% | — | +3.34% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 1.75% | — | +1.08% | |
| 24 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.68% | — | +1.99% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.67% | — | -28.11% | |
| 26 | COF | Capital One Financial CORP | 株式-金融 | 1.66% | — | +2.15% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.64% | — | +2.91% | |
| 28 | RSG | Republic Services INC | 株式-資本財 | 1.60% | — | +4.63% | |
| 29 | XIFR | Xplr Infrastructure LP | 株式-公益事業 | 1.59% | — | +0.92% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 1.58% | — | +24.80% | |
| 31 | WMB | Williams Cos INC | 株式-エネルギー | 1.56% | — | +1.33% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 1.52% | — | +1.20% | |
| 33 | BAX | Baxter International INC | 株式-ヘルスケア | 1.50% | — | +3.46% | |
| 34 | INTC | Intel CORP | 株式-IT | 1.48% | — | +3.88% | |
| 35 | PKG | Packaging CORP Of America | 株式-一般消費財 | 1.38% | — | +3.92% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.27% | — | -0.30% | |
| 37 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 1.19% | — | -2.62% | |
| 38 | QCOM | Qualcomm INC | 株式-IT | 1.18% | — | +0.99% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.18% | — | +15.33% | |
| 40 | UTXZ | United Tech CORP | 株式-その他 | 1.14% | — | +3.50% | |
| 41 | CB | Chubb Limited | 株式-金融 | 1.01% | — | +4.77% | |
| 42 | ACN | Accenture plc | 株式-IT | 1.00% | — | — | |
| 43 | DHR | Danaher CORP | 株式-ヘルスケア | 0.89% | — | — | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.77% | — | +2.31% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.71% | — | +781.38% | |
| 46 | NEE | Nextera Energy INC | 株式-公益事業 | 0.67% | — | +12.47% | |
| 47 | VTR | Ventas INC | 株式-不動産 | 0.47% | — | -2.39% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.46% | — | +2.75% | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.43% | — | +0.27% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.41% | — | +5.63% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.6% | +781.38% | 増加 |
| 2 | AAPL | Apple INC | +0.5% | +7.41% | 増加 |
| 3 | AMZN | Amazon.com INC | +0.5% | +43.31% | 増加 |
| 4 | V | Visa Inc-class A Shares | +0.3% | +24.80% | 増加 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +3.36% | 増加 |
| 6 | DIS | Walt Disney Co/the | +0.2% | +9.66% | 増加 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | -0.84% | 減少 |
| 8 | MSFT | Microsoft CORP | +0.2% | +1.38% | 増加 |
| 9 | JNJ | Johnson & Johnson | +0.2% | +3.22% | 増加 |
| 10 | INTC | Intel CORP | +0.1% | +3.88% | 増加 |
| 11 | C | Citigroup INC | +0.1% | +1.16% | 増加 |
| 12 | COF | Capital One Financial CORP | +0.1% | +2.15% | 増加 |
| 13 | QCOM | Qualcomm INC | +0.1% | +0.99% | 増加 |
| 14 | GS | Goldman Sachs Group INC | 0% | +1.23% | 増加 |
| 15 | GOOGL | Alphabet Inc-cl A | 0% | +2.72% | 増加 |
| 16 | TJX | Tjx Companies INC | 0% | +3.34% | 増加 |
| 17 | CHTR | Charter Communications Inc-a | 0% | -2.62% | 減少 |
| 18 | NEE | Nextera Energy INC | 0% | +12.47% | 増加 |
| 19 | VEA | Vanguard Ftse Developed ETF | 0% | +17.68% | 増加 |
| 20 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +15.94% | 増加 |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +34.51% | 増加 |
| 22 | UTXZ | United Tech CORP | 0% | +3.50% | 増加 |
| 23 | IWF | Ishares Russell 1000 Growth | 0% | +2.31% | 増加 |
| 24 | VLO | Valero Energy CORP | 0% | +5.88% | 増加 |
| 25 | PFE | Pfizer INC | 0% | +1.85% | 増加 |
| 26 | WFC | Wells Fargo & Co | 0% | +3.67% | 増加 |
| 27 | MRK | Merck & Co. INC. | 0% | +2.91% | 増加 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +2.75% | 増加 |
| 29 | VIG | Vanguard Dividend Apprec ETF | 0% | +5.57% | 増加 |
| 30 | PKG | Packaging CORP Of America | 0% | +3.92% | 増加 |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.21% | 減少 |
| 32 | RSG | Republic Services INC | 0% | +4.63% | 増加 |
| 33 | MCD | Mcdonald's CORP | -0.1% | +15.33% | 増加 |
| 34 | LOW | Lowe's Cos INC | -0.1% | -32.97% | 減少 |
| 35 | CL | Colgate-palmolive Co | -0.1% | -50.48% | 減少 |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -13.62% | 減少 |
| 37 | T | At&t INC | -0.1% | +3.28% | 増加 |
| 38 | PAYX | Paychex INC | -0.1% | +2.62% | 増加 |
| 39 | HD | Home Depot INC | -0.1% | -8.63% | 減少 |
| 40 | ABT | Abbott Laboratories | -0.1% | -0.30% | 減少 |
| 41 | VZ | Verizon Communications INC | -0.1% | +4.04% | 増加 |
| 42 | KO | Coca-cola Co/the | -0.1% | +1.99% | 増加 |
| 43 | CVX | Chevron CORP | -0.2% | +2.48% | 増加 |
| 44 | VTR | Ventas INC | -0.2% | -2.39% | 減少 |
| 45 | RJF | Raymond James Financial INC | -0.3% | -87.69% | 減少 |
| 46 | WMT | Walmart INC | -0.3% | +1.91% | 増加 |
| 47 | PG | Procter & Gamble Co/the | -0.9% | -28.11% | 減少 |
| 48 | GILD | Gilead Sciences INC | -1.3% | -97.66% | 減少 |
| 49 | ACN | Accenture plc | — | NEW | 新規購入 |
| 50 | DHR | Danaher CORP | — | NEW | 新規購入 |