CIK: 0001698219
申告総資産額
$11.6億
上位200銘柄を表示中（全223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 | 4.32% | — | -0.45% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.54% | — | -3.29% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.24% | — | +16.50% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.13% | — | +15.53% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.74% | — | +1.48% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.72% | — | -1.28% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.51% | — | +26.71% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.31% | — | +0.56% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.18% | — | +1.60% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 2.07% | — | +0.36% | |
| 11 | WMT | Walmart INC | 株式-生活必需品 | 2.05% | — | +0.93% | |
| 12 | DHR | Danaher CORP | 株式-ヘルスケア | 2.00% | — | -1.43% | |
| 13 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.87% | — | +19.45% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.86% | — | -0.61% | |
| 15 | CRM | Salesforce INC | 株式-IT | 1.78% | — | +1.66% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.76% | — | +6.32% | |
| 17 | PAYX | Paychex INC | 株式-IT | 1.75% | — | +0.51% | |
| 18 | PFE | Pfizer INC | 株式-ヘルスケア | 1.72% | — | +0.06% | |
| 19 | ACN | Accenture plc | 株式-IT | 1.58% | — | -0.33% | |
| 20 | DFSEUR | Discover Financial Services | 株式-その他 | 1.53% | — | -0.24% | |
| 21 | QCOM | Qualcomm INC | 株式-IT | 1.52% | — | +0.59% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 1.49% | — | +3.28% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 1.47% | — | +1.83% | |
| 24 | RSG | Republic Services INC | 株式-資本財 | 1.37% | — | -0.64% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.36% | — | +7.73% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.35% | — | +1.16% | |
| 27 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.34% | — | +1.14% | |
| 28 | GS | Goldman Sachs Group INC | 株式-金融 | 1.33% | — | -0.78% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.32% | — | +1.75% | |
| 30 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.28% | — | +30.29% | |
| 31 | SPGI | S&p Global INC | 株式-金融 | 1.26% | — | +0.89% | |
| 32 | PKG | Packaging CORP Of America | 株式-一般消費財 | 1.26% | — | +2.03% | |
| 33 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.24% | — | +31.11% | |
| 34 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.19% | — | +2.49% | |
| 35 | TXN | Texas Instruments INC | 株式-IT | 1.19% | — | +1.45% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.11% | — | +2.62% | |
| 37 | NEE | Nextera Energy INC | 株式-公益事業 | 1.09% | — | +5.39% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.99% | — | +0.91% | |
| 39 | ROP | Roper Technologies INC | 株式-IT | 0.97% | — | +1.47% | |
| 40 | XLE | Ss Energy Select Sector | ETF-その他 | 0.96% | — | -1.55% | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.95% | — | +1.02% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.95% | — | -18.40% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.92% | — | +23.76% | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.92% | — | +2.35% | |
| 45 | ADBE | Adobe INC | 株式-IT | 0.89% | — | -0.36% | |
| 46 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.87% | — | +2.09% | |
| 47 | C | Citigroup INC | 株式-金融 | 0.86% | — | +0.27% | |
| 48 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.82% | — | +1.06% | |
| 49 | RTX | Rtx CORP | 株式-資本財 | 0.82% | — | +2.00% | |
| 50 | CB | Chubb Limited | 株式-金融 | 0.80% | — | -1.34% |