CIK: 0001698219
申告総資産額
$11.6億
上位200銘柄を表示中（全210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 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 7.08% | — | +196.51% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.88% | — | -0.84% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.69% | — | +2.34% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.58% | — | +0.20% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.60% | — | -0.57% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.26% | — | +1.57% | |
| 7 | PFE | Pfizer INC | 株式-ヘルスケア | 2.05% | — | -1.27% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.97% | — | +1963.99% | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 1.90% | — | -0.25% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.88% | — | -0.82% | |
| 11 | PAYX | Paychex INC | 株式-IT | 1.78% | — | -0.15% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.78% | — | -45.92% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.69% | — | +1.10% | |
| 14 | DHR | Danaher CORP | 株式-ヘルスケア | 1.67% | — | -0.25% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.66% | — | +1.03% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.57% | — | +0.27% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.54% | — | +1.41% | |
| 18 | QCOM | Qualcomm INC | 株式-IT | 1.52% | — | +0.59% | |
| 19 | RSG | Republic Services INC | 株式-資本財 | 1.47% | — | -1.12% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.44% | — | +0.63% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.44% | — | +6.02% | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.43% | — | +0.53% | |
| 23 | ACN | Accenture plc | 株式-IT | 1.42% | — | +0.69% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.41% | — | -1.18% | |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.39% | — | +0.03% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.32% | — | -53.55% | |
| 27 | PKG | Packaging CORP Of America | 株式-一般消費財 | 1.30% | — | -0.01% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.29% | — | +2.79% | |
| 29 | XLE | Ss Energy Select Sector | ETF-その他 | 1.26% | — | -2.85% | |
| 30 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.24% | — | +1.02% | |
| 31 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.20% | — | -0.41% | |
| 32 | DFSEUR | Discover Financial Services | 株式-その他 | 1.19% | — | -0.12% | |
| 33 | NEE | Nextera Energy INC | 株式-公益事業 | 1.18% | — | +3.60% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 1.15% | — | -16.67% | |
| 35 | SPGI | S&p Global INC | 株式-金融 | 1.09% | — | +3.73% | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.08% | — | +1.93% | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.08% | — | +16.30% | |
| 38 | CRM | Salesforce INC | 株式-IT | 1.07% | — | -7.01% | |
| 39 | GS | Goldman Sachs Group INC | 株式-金融 | 1.05% | — | -0.29% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 1.04% | — | -3.50% | |
| 41 | RTX | Rtx CORP | 株式-資本財 | 1.03% | — | +3.79% | |
| 42 | TXN | Texas Instruments INC | 株式-IT | 0.96% | — | -0.76% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.92% | — | +0.98% | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.91% | — | +3.55% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.88% | — | +104.37% | |
| 46 | CB | Chubb Limited | 株式-金融 | 0.87% | — | -2.21% | |
| 47 | ROP | Roper Technologies INC | 株式-IT | 0.87% | — | -0.87% | |
| 48 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.86% | — | +5.11% | |
| 49 | AMT | American Tower CORP | 株式-不動産 | 0.85% | — | +2.50% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.83% | — | -7.02% |