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 | 4.11% | — | -0.77% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.93% | -0.92% | -18.89% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.94% | +0.65% | +0.88% | |
| 4 | RMD | Resmed INC | 株式-ヘルスケア | 2.93% | -0.19% | +4.13% | |
| 5 | BALL | Ball CORP | 株式-一般消費財 | 2.74% | — | +6.23% | |
| 6 | ACN | Accenture plc | 株式-IT | 2.61% | -0.36% | +5.91% | |
| 7 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.53% | +0.65% | +1.92% | |
| 8 | MA | Mastercard INC - A | 株式-金融 | 2.49% | -0.20% | -26.67% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.47% | +0.38% | +0.21% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.41% | -0.10% | +4.87% | |
| 11 | CHE | Chemed CORP | 株式-ヘルスケア | 2.38% | -0.23% | +3.40% | |
| 12 | FDS | Factset Research Systems INC | 株式-金融 | 2.27% | -0.25% | +2.88% | |
| 13 | VAREUR | Varian Medical Systems INC | 株式-その他 | 2.08% | — | +4.06% | |
| 14 | CBOE | Cboe Global Markets INC | 株式-金融 | 2.07% | +0.30% | +3.95% | |
| 15 | FTA | First Trust L C Val Alp | ETF-その他 | 2.05% | — | +2.13% | |
| 16 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 2.05% | — | +11.24% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.94% | +0.28% | +2.01% | |
| 18 | ROK | Rockwell Automation INC | 株式-資本財 | 1.83% | -0.13% | +3.18% | |
| 19 | PYPL | Paypal Holdings INC | 株式-金融 | 1.81% | — | +15.25% | |
| 20 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.74% | -0.09% | +3.23% | |
| 21 | MASI* | Masimo CORP | 株式-その他 | 1.73% | — | -30.12% | |
| 22 | SAP | Sap Se-sponsored Adr | 株式-IT | 1.67% | — | +6.26% | |
| 23 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.66% | — | +6.10% | |
| 24 | EMN | Eastman Chemical Co | 株式-素材 | 1.51% | — | +8.59% | |
| 25 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.48% | — | +6.77% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.44% | — | +3.66% | |
| 27 | MDT | Medtronic plc | 株式-ヘルスケア | 1.41% | — | +16.20% | |
| 28 | CAT | Caterpillar INC | 株式-資本財 | 1.41% | +1.04% | +10.71% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 1.41% | — | +15.45% | |
| 30 | ILMN | Illumina INC | 株式-ヘルスケア | 1.37% | — | +15.55% | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.36% | -0.22% | +6.28% | |
| 32 | CMI | Cummins INC | 株式-資本財 | 1.35% | +0.07% | +11.71% | |
| 33 | HSY | Hershey Co/the | 株式-生活必需品 | 1.27% | — | +5.75% | |
| 34 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.16% | +0.34% | +0.42% | |
| 35 | YUM | Yum! Brands INC | 株式-一般消費財 | 1.14% | — | +6.37% | |
| 36 | CBRE | Cbre Group INC - A | 株式-不動産 | 1.12% | -0.23% | +6.51% | |
| 37 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.10% | -0.18% | +7.09% | |
| 38 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.06% | — | +6.51% | |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.04% | +0.77% | -0.77% | |
| 40 | KEL | Kellanova | 株式-その他 | 1.04% | — | +6.34% | |
| 41 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.04% | +0.23% | +0.28% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.02% | — | +14.97% | |
| 43 | AOS | Smith (a.o.) CORP | 株式-資本財 | 0.96% | -0.02% | +11.11% | |
| 44 | TXN | Texas Instruments INC | 株式-IT | 0.90% | — | +16.15% | |
| 45 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.89% | — | +7.08% | |
| 46 | IPGP | Ipg Photonics CORP | 株式-IT | 0.87% | — | +13.18% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.87% | — | -3.44% | |
| 48 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.86% | — | -0.02% | |
| 49 | USB | US Bancorp | 株式-金融 | 0.82% | — | +15.01% | |
| 50 | LSTR | Landstar System INC | 株式-資本財 | 0.73% | -0.27% | -2.72% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PYPL | Paypal Holdings INC | +0.8% | +15.25% | 増加 |
| 2 | AAPL | Apple INC | +0.5% | +4.87% | 増加 |
| 3 | EMN | Eastman Chemical Co | +0.4% | +8.59% | 増加 |
| 4 | ✓ | Laboratory CORP Amer Hldgs | +0.3% | +11.24% | 増加 |
| 5 | ACN | Accenture plc | +0.3% | +5.91% | 増加 |
| 6 | ILMN | Illumina INC | +0.3% | +15.55% | 増加 |
| 7 | RMD | Resmed INC | +0.3% | +4.13% | 増加 |
| 8 | ROK | Rockwell Automation INC | +0.3% | +3.18% | 増加 |
| 9 | PII | Polaris INC | +0.2% | +1.53% | 増加 |
| 10 | IPGP | Ipg Photonics CORP | +0.2% | +13.18% | 増加 |
| 11 | CMI | Cummins INC | +0.2% | +11.71% | 増加 |
| 12 | FOXF | Fox Factory Holding CORP | +0.2% | — | 変化なし |
| 13 | WGO | Winnebago Industries | +0.2% | — | 変化なし |
| 14 | TXN | Texas Instruments INC | +0.2% | +16.15% | 増加 |
| 15 | IWP | Ishares Russell Mid-cap Grow | +0.2% | +0.21% | 増加 |
| 16 | SAP | Sap Se-sponsored Adr | +0.2% | +6.26% | 増加 |
| 17 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.77% | 減少 |
| 18 | FDS | Factset Research Systems INC | +0.1% | +2.88% | 増加 |
| 19 | ORCL | Oracle CORP | +0.1% | +15.45% | 増加 |
| 20 | AOS | Smith (a.o.) CORP | +0.1% | +11.11% | 増加 |
| 21 | YUM | Yum! Brands INC | +0.1% | +6.37% | 増加 |
| 22 | SHW | Sherwin-williams Co/the | +0.1% | +3.23% | 増加 |
| 23 | URI | United Rentals INC | +0.1% | -2.76% | 減少 |
| 24 | CTSH | Cognizant Tech Solutions-a | +0.1% | +7.09% | 増加 |
| 25 | SAM | Boston Beer Company Inc-a | +0.1% | — | 変化なし |
| 26 | FTA | First Trust L C Val Alp | +0.1% | +2.13% | 増加 |
| 27 | CBRE | Cbre Group INC - A | +0.1% | +6.51% | 増加 |
| 28 | IWO | Ishares Russell 2000 Growth | +0.1% | -0.02% | 減少 |
| 29 | NVDA | Nvidia CORP | +0.1% | -6.71% | 減少 |
| 30 | VAREUR | Varian Medical Systems INC | 0% | +4.06% | 増加 |
| 31 | ZTS | Zoetis INC | 0% | +6.10% | 増加 |
| 32 | JNJ | Johnson & Johnson | 0% | +14.97% | 増加 |
| 33 | USB | US Bancorp | 0% | +15.01% | 増加 |
| 34 | CAT | Caterpillar INC | 0% | +10.71% | 増加 |
| 35 | IWS | Ishares Russell Mid-cap Valu | 0% | +0.42% | 増加 |
| 36 | MDT | Medtronic plc | -0.1% | +16.20% | 増加 |
| 37 | CL | Colgate-palmolive Co | -0.1% | +6.51% | 増加 |
| 38 | KEL | Kellanova | -0.1% | +6.34% | 増加 |
| 39 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +3.66% | 増加 |
| 40 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | +6.28% | 増加 |
| 41 | EFA | Ishares Msci Eafe ETF | -0.1% | +2.01% | 増加 |
| 42 | TJX | Tjx Companies INC | -0.1% | +6.77% | 増加 |
| 43 | BALL | Ball CORP | -0.2% | +6.23% | 増加 |
| 44 | CBOE | Cboe Global Markets INC | -0.3% | +3.95% | 増加 |
| 45 | CHE | Chemed CORP | -0.3% | +3.40% | 増加 |
| 46 | SPSB | Ss Spdr P St C CORP ETF | -0.4% | +1.92% | 増加 |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | -0.5% | +0.88% | 増加 |
| 48 | MASI* | Masimo CORP | -0.6% | -30.12% | 減少 |
| 49 | MSFT | Microsoft CORP | -0.7% | -18.89% | 減少 |
| 50 | MA | Mastercard INC - A | -0.9% | -26.67% | 減少 |