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 | 3.97% | — | -1.78% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.80% | -0.92% | -1.17% | |
| 3 | MA | Mastercard INC - A | 株式-金融 | 3.52% | -0.20% | -1.27% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.65% | +0.65% | +21.63% | |
| 5 | CBOE | Cboe Global Markets INC | 株式-金融 | 2.55% | +0.30% | -0.81% | |
| 6 | ACN | Accenture plc | 株式-IT | 2.50% | -0.36% | -1.53% | |
| 7 | FTA | First Trust L C Val Alp | ETF-その他 | 2.48% | — | +4.62% | |
| 8 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.45% | +0.38% | +0.48% | |
| 9 | BALL | Ball CORP | 株式-一般消費財 | 2.38% | — | +1.43% | |
| 10 | VAREUR | Varian Medical Systems INC | 株式-その他 | 2.31% | — | -0.75% | |
| 11 | RMD | Resmed INC | 株式-ヘルスケア | 2.27% | -0.19% | -0.47% | |
| 12 | CHE | Chemed CORP | 株式-ヘルスケア | 2.25% | -0.23% | -0.99% | |
| 13 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.19% | +0.65% | +31.69% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.14% | +0.28% | +5.20% | |
| 15 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 2.00% | — | -1.06% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.86% | -0.10% | -1.37% | |
| 17 | FDS | Factset Research Systems INC | 株式-金融 | 1.80% | -0.25% | -0.47% | |
| 18 | MASI* | Masimo CORP | 株式-その他 | 1.77% | — | -0.87% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.73% | — | +17880.95% | |
| 20 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.70% | — | +0.07% | |
| 21 | MDT | Medtronic plc | 株式-ヘルスケア | 1.69% | — | -0.44% | |
| 22 | ROK | Rockwell Automation INC | 株式-資本財 | 1.69% | -0.13% | -0.77% | |
| 23 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.68% | -0.09% | -0.34% | |
| 24 | SAP | Sap Se-sponsored Adr | 株式-IT | 1.53% | — | -1.37% | |
| 25 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.52% | — | -0.63% | |
| 26 | CAT | Caterpillar INC | 株式-資本財 | 1.47% | +1.04% | -1.88% | |
| 27 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.46% | +0.34% | +1.81% | |
| 28 | EMN | Eastman Chemical Co | 株式-素材 | 1.45% | — | -0.71% | |
| 29 | CBRE | Cbre Group INC - A | 株式-不動産 | 1.45% | -0.23% | -1.32% | |
| 30 | HSY | Hershey Co/the | 株式-生活必需品 | 1.42% | — | -1.73% | |
| 31 | CMI | Cummins INC | 株式-資本財 | 1.33% | +0.07% | -0.26% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 1.29% | — | -1.33% | |
| 33 | USB | US Bancorp | 株式-金融 | 1.28% | — | -1.64% | |
| 34 | YUM | Yum! Brands INC | 株式-一般消費財 | 1.26% | — | -0.92% | |
| 35 | ILMN | Illumina INC | 株式-ヘルスケア | 1.18% | — | -1.14% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.16% | — | -9.53% | |
| 37 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.15% | -0.18% | -1.21% | |
| 38 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.14% | -0.22% | -1.01% | |
| 39 | PYPL | Paypal Holdings INC | 株式-金融 | 1.08% | — | -1.49% | |
| 40 | KEL | Kellanova | 株式-その他 | 1.07% | — | -1.70% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.03% | — | -1.27% | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.00% | +0.77% | -4.38% | |
| 43 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.98% | — | -1.75% | |
| 44 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.98% | +0.23% | -1.39% | |
| 45 | AOS | Smith (a.o.) CORP | 株式-資本財 | 0.93% | -0.02% | -0.81% | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.93% | +0.21% | +2.86% | |
| 47 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.90% | — | +0.16% | |
| 48 | TXN | Texas Instruments INC | 株式-IT | 0.86% | — | -1.04% | |
| 49 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 0.79% | — | -45.69% | |
| 50 | IPGP | Ipg Photonics CORP | 株式-IT | 0.76% | — | -0.92% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | +1.7% | +17880.95% | 増加 |
| 2 | SPSB | Ss Spdr P St C CORP ETF | +0.4% | +31.69% | 増加 |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | +0.3% | +21.63% | 増加 |
| 4 | AAPL | Apple INC | +0.3% | -1.37% | 減少 |
| 5 | VAREUR | Varian Medical Systems INC | +0.2% | -0.75% | 減少 |
| 6 | ROK | Rockwell Automation INC | +0.2% | -0.77% | 減少 |
| 7 | MSFT | Microsoft CORP | +0.2% | -1.17% | 減少 |
| 8 | FTA | First Trust L C Val Alp | +0.2% | +4.62% | 増加 |
| 9 | RMD | Resmed INC | +0.2% | -0.47% | 減少 |
| 10 | EFA | Ishares Msci Eafe ETF | +0.1% | +5.20% | 増加 |
| 11 | CAT | Caterpillar INC | +0.1% | -1.88% | 減少 |
| 12 | CBRE | Cbre Group INC - A | +0.1% | -1.32% | 減少 |
| 13 | SWKS | Skyworks Solutions INC | +0.1% | +5.93% | 増加 |
| 14 | URI | United Rentals INC | +0.1% | +0.85% | 増加 |
| 15 | NVDA | Nvidia CORP | +0.1% | +1.48% | 増加 |
| 16 | MA | Mastercard INC - A | +0.1% | -1.27% | 減少 |
| 17 | SAP | Sap Se-sponsored Adr | +0.1% | -1.37% | 減少 |
| 18 | IWF | Ishares Russell 1000 Growth | +0.1% | -1.78% | 減少 |
| 19 | FDS | Factset Research Systems INC | +0.1% | -0.47% | 減少 |
| 20 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +0.48% | 増加 |
| 21 | TJX | Tjx Companies INC | +0.1% | +0.07% | 増加 |
| 22 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | -1.01% | 減少 |
| 23 | PII | Polaris INC | +0.1% | -0.93% | 減少 |
| 24 | CMI | Cummins INC | 0% | -0.26% | 減少 |
| 25 | JNJ | Johnson & Johnson | 0% | -1.27% | 減少 |
| 26 | IWO | Ishares Russell 2000 Growth | 0% | +0.16% | 増加 |
| 27 | IWN | Ishares Russell 2000 Value E | 0% | +2.86% | 増加 |
| 28 | GGG | Graco INC | 0% | +0.49% | 増加 |
| 29 | MTD | Mettler-toledo International | 0% | +2.23% | 増加 |
| 30 | ACN | Accenture plc | 0% | -1.53% | 減少 |
| 31 | IWS | Ishares Russell Mid-cap Valu | 0% | +1.81% | 増加 |
| 32 | ILMN | Illumina INC | 0% | -1.14% | 減少 |
| 33 | EMN | Eastman Chemical Co | — | -0.71% | 減少 |
| 34 | SHW | Sherwin-williams Co/the | 0% | -0.34% | 減少 |
| 35 | ZTS | Zoetis INC | 0% | -0.63% | 減少 |
| 36 | USB | US Bancorp | 0% | -1.64% | 減少 |
| 37 | MASI* | Masimo CORP | 0% | -0.87% | 減少 |
| 38 | MDT | Medtronic plc | 0% | -0.44% | 減少 |
| 39 | CHE | Chemed CORP | -0.1% | -0.99% | 減少 |
| 40 | CBOE | Cboe Global Markets INC | -0.1% | -0.81% | 減少 |
| 41 | FBT | First Trust Nyse Arca Biotec | -0.1% | -44.50% | 減少 |
| 42 | CL | Colgate-palmolive Co | -0.2% | -1.75% | 減少 |
| 43 | ORCL | Oracle CORP | -0.2% | -1.33% | 減少 |
| 44 | VNQ | Vanguard Real Estate ETF | -0.2% | -49.26% | 減少 |
| 45 | HSY | Hershey Co/the | -0.2% | -1.73% | 減少 |
| 46 | YUM | Yum! Brands INC | -0.3% | -0.92% | 減少 |
| 47 | BALL | Ball CORP | -0.4% | +1.43% | 増加 |
| 48 | FEX | First Trust Large Cap Core A | -0.7% | -45.69% | 減少 |
| 49 | FXO | First Trust Financial Alphad | -0.9% | -99.80% | 減少 |
| 50 | XLE | Ss Energy Select Sector | — | EXIT | 全売却 |