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 | 3.86% | — | +2.19% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.51% | -0.92% | -1.15% | |
| 3 | MA | Mastercard INC - A | 株式-金融 | 3.38% | -0.20% | -0.66% | |
| 4 | BALL | Ball CORP | 株式-一般消費財 | 2.71% | — | +1.96% | |
| 5 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.43% | +0.38% | +2.88% | |
| 6 | ACN | Accenture plc | 株式-IT | 2.39% | -0.36% | -1.06% | |
| 7 | VAREUR | Varian Medical Systems INC | 株式-その他 | 2.38% | — | -0.06% | |
| 8 | CBOE | Cboe Global Markets INC | 株式-金融 | 2.38% | +0.30% | -0.57% | |
| 9 | FTA | First Trust L C Val Alp | ETF-その他 | 2.33% | — | +2.32% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.27% | +0.65% | +3.13% | |
| 11 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 2.21% | — | -0.52% | |
| 12 | FDS | Factset Research Systems INC | 株式-金融 | 2.07% | -0.25% | -0.79% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.06% | +0.28% | +3.10% | |
| 14 | CHE | Chemed CORP | 株式-ヘルスケア | 2.00% | -0.23% | -0.48% | |
| 15 | RMD | Resmed INC | 株式-ヘルスケア | 1.92% | -0.19% | -0.39% | |
| 16 | MASI* | Masimo CORP | 株式-その他 | 1.81% | — | -0.14% | |
| 17 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.74% | +0.65% | +4.94% | |
| 18 | SAP | Sap Se-sponsored Adr | 株式-IT | 1.70% | — | -0.61% | |
| 19 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.59% | — | -2.37% | |
| 20 | MDT | Medtronic plc | 株式-ヘルスケア | 1.57% | — | -1.35% | |
| 21 | EMN | Eastman Chemical Co | 株式-素材 | 1.54% | — | -0.37% | |
| 22 | ORCL | Oracle CORP | 株式-IT | 1.51% | — | -0.87% | |
| 23 | YUM | Yum! Brands INC | 株式-一般消費財 | 1.50% | — | -0.23% | |
| 24 | CAT | Caterpillar INC | 株式-資本財 | 1.49% | +1.04% | -1.25% | |
| 25 | ROK | Rockwell Automation INC | 株式-資本財 | 1.48% | -0.13% | -0.79% | |
| 26 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 1.46% | — | -0.56% | |
| 27 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.44% | +0.34% | +3.45% | |
| 28 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.42% | -0.09% | -0.36% | |
| 29 | HSY | Hershey Co/the | 株式-生活必需品 | 1.42% | — | -0.82% | |
| 30 | ILMN | Illumina INC | 株式-ヘルスケア | 1.41% | — | — | |
| 31 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.40% | — | -0.13% | |
| 32 | CMI | Cummins INC | 株式-資本財 | 1.37% | +0.07% | -0.17% | |
| 33 | AAPL | Apple INC | 株式-IT | 1.37% | -0.10% | -0.84% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.34% | — | +1.81% | |
| 35 | CBRE | Cbre Group INC - A | 株式-不動産 | 1.32% | -0.23% | -0.54% | |
| 36 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.27% | -0.18% | -0.47% | |
| 37 | PYPL | Paypal Holdings INC | 株式-金融 | 1.24% | — | — | |
| 38 | USB | US Bancorp | 株式-金融 | 1.23% | — | -1.15% | |
| 39 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.11% | — | -0.70% | |
| 40 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.08% | -0.22% | -0.49% | |
| 41 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.07% | +0.23% | +1.90% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.07% | — | -0.69% | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.07% | +0.77% | +4.51% | |
| 44 | AOS | Smith (a.o.) CORP | 株式-資本財 | 1.00% | -0.02% | -0.07% | |
| 45 | XLE | Ss Energy Select Sector | ETF-その他 | 0.98% | — | -0.20% | |
| 46 | KEL | Kellanova | 株式-その他 | 0.91% | — | -0.70% | |
| 47 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.90% | — | +2.90% | |
| 48 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.90% | +0.21% | +3.51% | |
| 49 | FXO | First Trust Financial Alphad | ETF-その他 | 0.89% | — | -0.40% | |
| 50 | IPGP | Ipg Photonics CORP | 株式-IT | 0.88% | — | -0.08% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BALL | Ball CORP | +0.4% | +1.96% | 増加 |
| 2 | MSFT | Microsoft CORP | +0.2% | -1.15% | 減少 |
| 3 | MA | Mastercard INC - A | +0.2% | -0.66% | 減少 |
| 4 | RMD | Resmed INC | +0.2% | -0.39% | 減少 |
| 5 | SAP | Sap Se-sponsored Adr | +0.2% | -0.61% | 減少 |
| 6 | FDS | Factset Research Systems INC | +0.2% | -0.79% | 減少 |
| 7 | ✓ | Laboratory CORP Amer Hldgs | +0.1% | -0.52% | 減少 |
| 8 | HSY | Hershey Co/the | +0.1% | -0.82% | 減少 |
| 9 | CHE | Chemed CORP | +0.1% | -0.48% | 減少 |
| 10 | ZTS | Zoetis INC | +0.1% | -0.13% | 減少 |
| 11 | SAM | Boston Beer Company Inc-a | +0.1% | +2.58% | 増加 |
| 12 | YUM | Yum! Brands INC | +0.1% | -0.23% | 減少 |
| 13 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +2.88% | 増加 |
| 14 | CBOE | Cboe Global Markets INC | +0.1% | -0.57% | 減少 |
| 15 | MTD | Mettler-toledo International | +0.1% | +0.88% | 増加 |
| 16 | CASY | Casey's General Stores INC | +0.1% | +2.11% | 増加 |
| 17 | FOXF | Fox Factory Holding CORP | +0.1% | +2.25% | 増加 |
| 18 | IWF | Ishares Russell 1000 Growth | +0.1% | +2.19% | 増加 |
| 19 | MASI* | Masimo CORP | +0.1% | -0.14% | 減少 |
| 20 | CMI | Cummins INC | +0.1% | -0.17% | 減少 |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +4.51% | 増加 |
| 22 | JBTM | Jbt Marel CORP | +0.1% | +3.97% | 増加 |
| 23 | BR | Broadridge Financial Solutio | 0% | -1.34% | 減少 |
| 24 | USB | US Bancorp | 0% | -1.15% | 減少 |
| 25 | TXN | Texas Instruments INC | 0% | -0.40% | 減少 |
| 26 | PGR | Progressive CORP | 0% | +0.84% | 増加 |
| 27 | IWS | Ishares Russell Mid-cap Valu | 0% | +3.45% | 増加 |
| 28 | SHW | Sherwin-williams Co/the | 0% | -0.36% | 減少 |
| 29 | SPSB | Ss Spdr P St C CORP ETF | 0% | +4.94% | 増加 |
| 30 | MDT | Medtronic plc | 0% | -1.35% | 減少 |
| 31 | ORCL | Oracle CORP | — | -0.87% | 減少 |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +3.13% | 増加 |
| 33 | EFA | Ishares Msci Eafe ETF | 0% | +3.10% | 増加 |
| 34 | ACN | Accenture plc | 0% | -1.06% | 減少 |
| 35 | FTA | First Trust L C Val Alp | 0% | +2.32% | 増加 |
| 36 | ROL | Rollins INC | -0.1% | -1.57% | 減少 |
| 37 | ENR | Energizer Holdings INC | -0.1% | -98.18% | 減少 |
| 38 | EPC | Edgewell Personal Care Co | -0.1% | -98.22% | 減少 |
| 39 | FCFS | FirstCash Holdings, Inc. | -0.1% | -33.63% | 減少 |
| 40 | KEL | Kellanova | -0.1% | -0.70% | 減少 |
| 41 | AOS | Smith (a.o.) CORP | -0.2% | -0.07% | 減少 |
| 42 | ROK | Rockwell Automation INC | -0.2% | -0.79% | 減少 |
| 43 | VAREUR | Varian Medical Systems INC | -0.2% | -0.06% | 減少 |
| 44 | CTSH | Cognizant Tech Solutions-a | -0.3% | -0.47% | 減少 |
| 45 | EVEUR | Eaton Vance CORP | -1% | -70.66% | 減少 |
| 46 | WAT | Waters CORP | -2.5% | -99.30% | 減少 |
| 47 | ILMN | Illumina INC | — | NEW | 新規購入 |
| 48 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 49 | FBK | Fb Financial CORP | — | NEW | 新規購入 |
| 50 | CHD | Church & Dwight Co INC | — | NEW | 新規購入 |