CIK: 0001698219
申告総資産額
$11.6億
上位200銘柄を表示中（全215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 | 4.30% | — | -0.86% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.74% | — | -1.09% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.01% | — | -0.05% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.86% | — | +8.15% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.76% | — | -0.15% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 2.66% | — | -3.54% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.64% | — | +11.12% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.56% | — | -1.46% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.39% | — | -2.43% | |
| 10 | WMT | Walmart INC | 株式-生活必需品 | 2.33% | — | +0.10% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.13% | — | -5.88% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.86% | — | +1.16% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.83% | — | +2.34% | |
| 14 | QCOM | Qualcomm INC | 株式-IT | 1.83% | — | +0.08% | |
| 15 | DHR | Danaher CORP | 株式-ヘルスケア | 1.81% | — | -0.60% | |
| 16 | PAYX | Paychex INC | 株式-IT | 1.80% | — | +1.14% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 1.71% | — | -0.56% | |
| 18 | ACN | Accenture plc | 株式-IT | 1.62% | — | +1.72% | |
| 19 | CRM | Salesforce INC | 株式-IT | 1.61% | — | +2.62% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.59% | — | +11.08% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 1.58% | — | +2.73% | |
| 22 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.55% | — | +3.02% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.50% | — | +2.21% | |
| 24 | DFSEUR | Discover Financial Services | 株式-その他 | 1.42% | — | -0.46% | |
| 25 | PKG | Packaging CORP Of America | 株式-一般消費財 | 1.42% | — | +1.71% | |
| 26 | GS | Goldman Sachs Group INC | 株式-金融 | 1.40% | — | -1.81% | |
| 27 | RSG | Republic Services INC | 株式-資本財 | 1.36% | — | -0.12% | |
| 28 | TXN | Texas Instruments INC | 株式-IT | 1.35% | — | +1726.60% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.34% | — | +1.07% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.32% | — | +40.03% | |
| 31 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.29% | — | +3.88% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.26% | — | -37.19% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.20% | — | +3.56% | |
| 34 | SPGI | S&p Global INC | 株式-金融 | 1.17% | — | +1155.38% | |
| 35 | XLE | Ss Energy Select Sector | ETF-その他 | 1.11% | — | +0.72% | |
| 36 | NEE | Nextera Energy INC | 株式-公益事業 | 1.09% | — | +13.40% | |
| 37 | C | Citigroup INC | 株式-金融 | 1.08% | — | -2.50% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.04% | — | +5.55% | |
| 39 | ROP | Roper Technologies INC | 株式-IT | 1.01% | — | +6.86% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.98% | — | +2.36% | |
| 41 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.95% | — | +0.86% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.92% | — | -1.15% | |
| 43 | CB | Chubb Limited | 株式-金融 | 0.89% | — | -1.64% | |
| 44 | ADBE | Adobe INC | 株式-IT | 0.88% | — | +0.94% | |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.87% | — | +28.18% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.85% | — | +6.40% | |
| 47 | RTX | Rtx CORP | 株式-資本財 | 0.85% | — | +4.20% | |
| 48 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.81% | — | +13.42% | |
| 49 | HUM | Humana INC | 株式-ヘルスケア | 0.79% | — | +1.44% | |
| 50 | EA | Electronic Arts INC | 株式-通信サービス | 0.76% | — | +3.38% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | TXN | Texas Instruments INC | +1.3% | +1726.60% | 増加 |
| 2 | SPGI | S&p Global INC | +1.1% | +1155.38% | 増加 |
| 3 | VB | Vanguard Small-cap ETF | +0.4% | +40.03% | 増加 |
| 4 | AMT | American Tower CORP | +0.3% | +78.77% | 増加 |
| 5 | JPM | Jpmorgan Chase & Co | +0.2% | -2.43% | 減少 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.46% | 減少 |
| 7 | XLE | Ss Energy Select Sector | +0.2% | +0.72% | 増加 |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.2% | +28.18% | 増加 |
| 9 | HD | Home Depot INC | +0.2% | +48.70% | 増加 |
| 10 | GS | Goldman Sachs Group INC | +0.2% | -1.81% | 減少 |
| 11 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +8.15% | 増加 |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.1% | +28.80% | 増加 |
| 13 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +60.59% | 増加 |
| 14 | CVX | Chevron CORP | +0.1% | -1.15% | 減少 |
| 15 | VO | Vanguard Mid-cap ETF | +0.1% | +34.91% | 増加 |
| 16 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +71.71% | 増加 |
| 17 | ICSH | Ishares Ultra Short Duration | +0.1% | +39.81% | 増加 |
| 18 | C | Citigroup INC | +0.1% | -2.50% | 減少 |
| 19 | ABT | Abbott Laboratories | +0.1% | +5.55% | 増加 |
| 20 | XOM | Exxon Mobil CORP | +0.1% | -4.94% | 減少 |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +15.71% | 増加 |
| 22 | BSV | Vanguard Short-term Bond ETF | +0.1% | +11.08% | 増加 |
| 23 | MINT | Pimco Enhanced Short Maturit | +0.1% | +27.22% | 増加 |
| 24 | UNH | Unitedhealth Group INC | +0.1% | +115.63% | 増加 |
| 25 | RTX | Rtx CORP | +0.1% | +4.20% | 増加 |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +15.11% | 増加 |
| 27 | NEE | Nextera Energy INC | 0% | +13.40% | 増加 |
| 28 | AMGN | Amgen INC | 0% | +2.36% | 増加 |
| 29 | AGG | Ishares Core U.s. Aggregate | 0% | +11.12% | 増加 |
| 30 | ACN | Accenture plc | 0% | +1.72% | 増加 |
| 31 | ZTS | Zoetis INC | 0% | +13.42% | 増加 |
| 32 | PAYX | Paychex INC | — | +1.14% | 増加 |
| 33 | MCD | Mcdonald's CORP | 0% | +1.07% | 増加 |
| 34 | UPS | United Parcel Service-cl B | 0% | +3.88% | 増加 |
| 35 | DFSEUR | Discover Financial Services | 0% | -0.46% | 減少 |
| 36 | MSFT | Microsoft CORP | 0% | -0.86% | 減少 |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 0% | -3.54% | 減少 |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -5.88% | 減少 |
| 39 | JNJ | Johnson & Johnson | -0.1% | -0.15% | 減少 |
| 40 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | -71.11% | 減少 |
| 41 | WMT | Walmart INC | -0.3% | +0.10% | 増加 |
| 42 | AMZN | Amazon.com INC | -0.4% | -0.05% | 減少 |
| 43 | QCOM | Qualcomm INC | -0.4% | +0.08% | 増加 |
| 44 | AAPL | Apple INC | -0.6% | -1.09% | 減少 |
| 45 | INTC | Intel CORP | -0.7% | -78.56% | 減少 |
| 46 | BAX | Baxter International INC | -0.8% | -94.36% | 減少 |
| 47 | DIS | Walt Disney Co/the | -0.8% | -37.19% | 減少 |
| 48 | VTRS | Viatris INC | — | EXIT | 全売却 |
| 49 | GSG | Ishares S&p Gsci Commodity I | — | NEW | 新規購入 |
| 50 | CL | Colgate-palmolive Co | — | NEW | 新規購入 |