CIK: 0001632553
申告総資産額
$2.2億
| # | 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 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.99% | — | — | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.23% | -0.92% | — | |
| 3 | CBOE | Cboe Global Markets INC | 株式-金融 | 2.96% | +0.30% | — | |
| 4 | MA | Mastercard INC - A | 株式-金融 | 2.90% | -0.20% | — | |
| 5 | FTA | First Trust L C Val Alp | ETF-その他 | 2.53% | — | — | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.46% | +0.65% | — | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.37% | +0.38% | — | |
| 8 | VAREUR | Varian Medical Systems INC | 株式-その他 | 2.37% | — | — | |
| 9 | ACN | Accenture plc | 株式-IT | 2.21% | -0.36% | — | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.21% | +0.28% | — | |
| 11 | WAT | Waters CORP | 株式-ヘルスケア | 2.17% | — | — | |
| 12 | RMD | Resmed INC | 株式-ヘルスケア | 2.14% | -0.19% | — | |
| 13 | BALL | Ball CORP | 株式-一般消費財 | 2.02% | — | — | |
| 14 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 1.94% | — | — | |
| 15 | CHE | Chemed CORP | 株式-ヘルスケア | 1.90% | -0.23% | — | |
| 16 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.88% | +0.65% | — | |
| 17 | MDT | Medtronic plc | 株式-ヘルスケア | 1.78% | — | — | |
| 18 | FDS | Factset Research Systems INC | 株式-金融 | 1.74% | -0.25% | — | |
| 19 | CAT | Caterpillar INC | 株式-資本財 | 1.69% | +1.04% | — | |
| 20 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.68% | — | — | |
| 21 | ROK | Rockwell Automation INC | 株式-資本財 | 1.64% | -0.13% | — | |
| 22 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 1.60% | — | — | |
| 23 | MASI* | Masimo CORP | 株式-その他 | 1.57% | — | — | |
| 24 | EMN | Eastman Chemical Co | 株式-素材 | 1.57% | — | — | |
| 25 | CBRE | Cbre Group INC - A | 株式-不動産 | 1.55% | -0.23% | — | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.53% | — | — | |
| 27 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.53% | -0.18% | — | |
| 28 | SAP | Sap Se-sponsored Adr | 株式-IT | 1.49% | — | — | |
| 29 | YUM | Yum! Brands INC | 株式-一般消費財 | 1.49% | — | — | |
| 30 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.48% | +0.34% | — | |
| 31 | EVEUR | Eaton Vance CORP | 株式-その他 | 1.48% | — | — | |
| 32 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.45% | -0.09% | — | |
| 33 | ORCL | Oracle CORP | 株式-IT | 1.45% | — | — | |
| 34 | HSY | Hershey Co/the | 株式-生活必需品 | 1.38% | — | — | |
| 35 | USB | US Bancorp | 株式-金融 | 1.31% | — | — | |
| 36 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.26% | — | — | |
| 37 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.20% | +0.23% | — | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.19% | — | — | |
| 39 | AAPL | Apple INC | 株式-IT | 1.18% | -0.10% | — | |
| 40 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.17% | -0.22% | — | |
| 41 | KEL | Kellanova | 株式-その他 | 1.17% | — | — | |
| 42 | CMI | Cummins INC | 株式-資本財 | 1.15% | +0.07% | — | |
| 43 | XLE | Ss Energy Select Sector | ETF-その他 | 1.13% | — | — | |
| 44 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.11% | — | — | |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.07% | +0.77% | — | |
| 46 | FXO | First Trust Financial Alphad | ETF-その他 | 0.98% | — | — | |
| 47 | AOS | Smith (a.o.) CORP | 株式-資本財 | 0.98% | -0.02% | — | |
| 48 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.96% | +0.21% | — | |
| 49 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.92% | — | — | |
| 50 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.88% | — | — |