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 | MSFT | Microsoft CORP | 株式-IT | 4.59% | -0.92% | -5.58% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.97% | — | -8.61% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.42% | +0.65% | +3.22% | |
| 4 | MA | Mastercard INC - A | 株式-金融 | 3.40% | -0.20% | -6.54% | |
| 5 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.94% | +0.65% | +6.94% | |
| 6 | BALL | Ball CORP | 株式-一般消費財 | 2.94% | — | -3.43% | |
| 7 | CHE | Chemed CORP | 株式-ヘルスケア | 2.71% | -0.23% | -4.56% | |
| 8 | RMD | Resmed INC | 株式-ヘルスケア | 2.64% | -0.19% | -4.19% | |
| 9 | MASI* | Masimo CORP | 株式-その他 | 2.35% | — | -7.26% | |
| 10 | CBOE | Cboe Global Markets INC | 株式-金融 | 2.33% | +0.30% | -3.92% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.32% | +0.38% | -6.85% | |
| 12 | ACN | Accenture plc | 株式-IT | 2.30% | -0.36% | -7.30% | |
| 13 | FDS | Factset Research Systems INC | 株式-金融 | 2.15% | -0.25% | -3.69% | |
| 14 | VAREUR | Varian Medical Systems INC | 株式-その他 | 2.05% | — | -3.84% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.05% | +0.28% | -2.94% | |
| 16 | FTA | First Trust L C Val Alp | ETF-その他 | 1.99% | — | -3.65% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.96% | -0.10% | -5.07% | |
| 18 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 1.72% | — | -10.42% | |
| 19 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.65% | -0.09% | -3.05% | |
| 20 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.64% | — | -5.15% | |
| 21 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.61% | — | -5.55% | |
| 22 | ROK | Rockwell Automation INC | 株式-資本財 | 1.54% | -0.13% | -4.20% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.53% | — | -8.37% | |
| 24 | SAP | Sap Se-sponsored Adr | 株式-IT | 1.52% | — | -5.98% | |
| 25 | HSY | Hershey Co/the | 株式-生活必需品 | 1.51% | — | -8.20% | |
| 26 | MDT | Medtronic plc | 株式-ヘルスケア | 1.46% | — | -14.96% | |
| 27 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.45% | -0.22% | -4.32% | |
| 28 | CAT | Caterpillar INC | 株式-資本財 | 1.43% | +1.04% | -3.44% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 1.30% | — | -13.63% | |
| 30 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.24% | +0.23% | -0.67% | |
| 31 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.19% | +0.34% | -5.70% | |
| 32 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.18% | +0.77% | -3.89% | |
| 33 | CMI | Cummins INC | 株式-資本財 | 1.16% | +0.07% | -10.27% | |
| 34 | EMN | Eastman Chemical Co | 株式-素材 | 1.14% | — | +3.93% | |
| 35 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.11% | — | -7.99% | |
| 36 | KEL | Kellanova | 株式-その他 | 1.09% | — | -8.63% | |
| 37 | CBRE | Cbre Group INC - A | 株式-不動産 | 1.07% | -0.23% | -6.00% | |
| 38 | ILMN | Illumina INC | 株式-ヘルスケア | 1.07% | — | -13.80% | |
| 39 | PYPL | Paypal Holdings INC | 株式-金融 | 1.06% | — | -13.71% | |
| 40 | YUM | Yum! Brands INC | 株式-一般消費財 | 1.04% | — | -5.55% | |
| 41 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.03% | -0.18% | -6.32% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.01% | — | -14.65% | |
| 43 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.98% | — | -4.82% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.94% | — | -16.32% | |
| 45 | AOS | Smith (a.o.) CORP | 株式-資本財 | 0.85% | -0.02% | -10.32% | |
| 46 | USB | US Bancorp | 株式-金融 | 0.81% | — | -14.29% | |
| 47 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.81% | — | -4.76% | |
| 48 | LSTR | Landstar System INC | 株式-資本財 | 0.79% | -0.27% | +2.69% | |
| 49 | GGG | Graco INC | 株式-資本財 | 0.75% | -0.31% | -7.38% | |
| 50 | TXN | Texas Instruments INC | 株式-IT | 0.74% | — | -13.54% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | -5.58% | 減少 |
| 2 | RMD | Resmed INC | +0.4% | -4.19% | 減少 |
| 3 | ZTS | Zoetis INC | +0.1% | -5.15% | 減少 |
| 4 | AAPL | Apple INC | +0.1% | -5.07% | 減少 |
| 5 | HSY | Hershey Co/the | +0.1% | -8.20% | 減少 |
| 6 | KEL | Kellanova | 0% | -8.63% | 減少 |
| 7 | IWF | Ishares Russell 1000 Growth | 0% | -8.61% | 減少 |
| 8 | ORCL | Oracle CORP | 0% | -13.63% | 減少 |
| 9 | SAP | Sap Se-sponsored Adr | 0% | -5.98% | 減少 |
| 10 | PYPL | Paypal Holdings INC | 0% | -13.71% | 減少 |
| 11 | JNJ | Johnson & Johnson | 0% | -14.65% | 減少 |
| 12 | SHW | Sherwin-williams Co/the | 0% | -3.05% | 減少 |
| 13 | CAT | Caterpillar INC | 0% | -3.44% | 減少 |
| 14 | IT | Gartner INC | -0.1% | +4.10% | 増加 |
| 15 | AOS | Smith (a.o.) CORP | -0.1% | -10.32% | 減少 |
| 16 | EFA | Ishares Msci Eafe ETF | -0.1% | -2.94% | 減少 |
| 17 | TJX | Tjx Companies INC | -0.1% | -5.55% | 減少 |
| 18 | IWO | Ishares Russell 2000 Growth | -0.1% | -4.76% | 減少 |
| 19 | FOXF | Fox Factory Holding CORP | -0.1% | -4.53% | 減少 |
| 20 | ILMN | Illumina INC | -0.1% | -13.80% | 減少 |
| 21 | IPGP | Ipg Photonics CORP | -0.1% | -12.17% | 減少 |
| 22 | MA | Mastercard INC - A | -0.1% | -6.54% | 減少 |
| 23 | CTSH | Cognizant Tech Solutions-a | -0.1% | -6.32% | 減少 |
| 24 | TXN | Texas Instruments INC | -0.1% | -13.54% | 減少 |
| 25 | WEX | Wex INC | -0.1% | +3.70% | 増加 |
| 26 | IWP | Ishares Russell Mid-cap Grow | -0.1% | -6.85% | 減少 |
| 27 | SLB | Slb LTD | -0.1% | -2.76% | 減少 |
| 28 | SVC | Service Properties Trust | -0.1% | +4.11% | 増加 |
| 29 | ROK | Rockwell Automation INC | -0.2% | -4.20% | 減少 |
| 30 | CMI | Cummins INC | -0.2% | -10.27% | 減少 |
| 31 | TPR | Tapestry INC | -0.2% | -1.67% | 減少 |
| 32 | ACN | Accenture plc | -0.2% | -7.30% | 減少 |
| 33 | VYM | Vanguard High Dvd Yield ETF | -0.2% | -8.37% | 減少 |
| 34 | IWN | Ishares Russell 2000 Value E | -0.2% | -4.98% | 減少 |
| 35 | CBOE | Cboe Global Markets INC | -0.2% | -3.92% | 減少 |
| 36 | YUM | Yum! Brands INC | -0.2% | -5.55% | 減少 |
| 37 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -16.32% | 減少 |
| 38 | MDT | Medtronic plc | -0.2% | -14.96% | 減少 |
| 39 | FEX | First Trust Large Cap Core A | -0.2% | -24.70% | 減少 |
| 40 | VAREUR | Varian Medical Systems INC | -0.3% | -3.84% | 減少 |
| 41 | IWS | Ishares Russell Mid-cap Valu | -0.3% | -5.70% | 減少 |
| 42 | PII | Polaris INC | -0.3% | -1.89% | 減少 |
| 43 | ✓ | Laboratory CORP Amer Hldgs | -0.3% | -10.42% | 減少 |
| 44 | EMN | Eastman Chemical Co | -0.3% | +3.93% | 増加 |
| 45 | CBRE | Cbre Group INC - A | -0.4% | -6.00% | 減少 |
| 46 | USB | US Bancorp | -0.5% | -14.29% | 減少 |
| 47 | FTA | First Trust L C Val Alp | -0.5% | -3.65% | 減少 |
| 48 | TREX | Trex Company INC | — | NEW | 新規購入 |
| 49 | CMD | Cantel Medical CORP | — | EXIT | 全売却 |
| 50 | WGO | Winnebago Industries | — | NEW | 新規購入 |