CIK: 0001698219
申告総資産額
$11.6億
上位200銘柄を表示中（全248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 | 4.20% | — | +0.41% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.07% | — | +2.76% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.64% | — | +8.87% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.98% | — | +5.51% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.61% | — | +5.32% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.59% | — | +12.20% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.54% | — | +1.17% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.33% | — | +0.57% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.19% | — | +1.24% | |
| 10 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 2.14% | — | +21.25% | |
| 11 | WMT | Walmart INC | 株式-生活必需品 | 2.08% | — | +2.62% | |
| 12 | PAYX | Paychex INC | 株式-IT | 1.91% | — | +0.25% | |
| 13 | PFE | Pfizer INC | 株式-ヘルスケア | 1.83% | — | -1.35% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.73% | — | +0.44% | |
| 15 | DHR | Danaher CORP | 株式-ヘルスケア | 1.73% | — | +0.44% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.69% | — | +3.03% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.65% | — | +1.46% | |
| 18 | QCOM | Qualcomm INC | 株式-IT | 1.61% | — | -0.74% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.53% | — | +15.18% | |
| 20 | ACN | Accenture plc | 株式-IT | 1.53% | — | +1.33% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 1.50% | — | +1.22% | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.40% | — | -0.71% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.36% | — | +0.48% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.36% | — | +8.77% | |
| 25 | RSG | Republic Services INC | 株式-資本財 | 1.34% | — | -0.56% | |
| 26 | CRM | Salesforce INC | 株式-IT | 1.33% | — | +4.19% | |
| 27 | PKG | Packaging CORP Of America | 株式-一般消費財 | 1.32% | — | +0.01% | |
| 28 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.29% | — | +0.11% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.27% | — | +2.13% | |
| 30 | XLE | Ss Energy Select Sector | ETF-その他 | 1.24% | — | -1.62% | |
| 31 | DFSEUR | Discover Financial Services | 株式-その他 | 1.24% | — | +0.10% | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 1.24% | — | -1.52% | |
| 33 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.16% | — | +3.25% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.15% | — | +2.14% | |
| 35 | SPGI | S&p Global INC | 株式-金融 | 1.14% | — | +2.43% | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.14% | — | +1.77% | |
| 37 | NEE | Nextera Energy INC | 株式-公益事業 | 1.11% | — | +2.82% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 1.09% | — | -1.52% | |
| 39 | GS | Goldman Sachs Group INC | 株式-金融 | 1.04% | — | -0.33% | |
| 40 | TXN | Texas Instruments INC | 株式-IT | 1.03% | — | +0.71% | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.00% | — | +52.45% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.98% | — | +19.96% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.94% | — | +8.09% | |
| 44 | ROP | Roper Technologies INC | 株式-IT | 0.94% | — | +0.90% | |
| 45 | RTX | Rtx CORP | 株式-資本財 | 0.92% | — | +4.77% | |
| 46 | CB | Chubb Limited | 株式-金融 | 0.87% | — | -1.11% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.85% | — | +1.06% | |
| 48 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.80% | — | +3.98% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.76% | — | +2.94% | |
| 50 | AMT | American Tower CORP | 株式-不動産 | 0.73% | — | +3.85% |