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 | 4.26% | — | +0.32% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.74% | -0.92% | +0.81% | |
| 3 | BALL | Ball CORP | 株式-一般消費財 | 3.05% | — | +1.64% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.82% | -0.10% | +302.90% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.75% | +0.65% | +1.86% | |
| 6 | VAREUR | Varian Medical Systems INC | 株式-その他 | 2.69% | — | +0.63% | |
| 7 | MA | Mastercard INC - A | 株式-金融 | 2.64% | -0.20% | +1.17% | |
| 8 | ACN | Accenture plc | 株式-IT | 2.54% | -0.36% | +0.86% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 2.53% | +0.38% | +2.32% | |
| 10 | RMD | Resmed INC | 株式-ヘルスケア | 2.42% | -0.19% | +0.97% | |
| 11 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.38% | +0.65% | +2.47% | |
| 12 | CHE | Chemed CORP | 株式-ヘルスケア | 2.34% | -0.23% | +0.64% | |
| 13 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 2.13% | — | +0.48% | |
| 14 | FDS | Factset Research Systems INC | 株式-金融 | 2.12% | -0.25% | +0.17% | |
| 15 | FTA | First Trust L C Val Alp | ETF-その他 | 2.03% | — | +5.12% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.97% | +0.28% | +5.86% | |
| 17 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.94% | -0.09% | +0.70% | |
| 18 | PYPL | Paypal Holdings INC | 株式-金融 | 1.89% | — | +1.15% | |
| 19 | SWKS | Skyworks Solutions INC | 株式-IT | 1.86% | — | +456.99% | |
| 20 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.86% | — | +1.54% | |
| 21 | CBOE | Cboe Global Markets INC | 株式-金融 | 1.80% | +0.30% | +0.93% | |
| 22 | ROK | Rockwell Automation INC | 株式-資本財 | 1.74% | -0.13% | +0.16% | |
| 23 | SAP | Sap Se-sponsored Adr | 株式-IT | 1.71% | — | +0.79% | |
| 24 | MASI* | Masimo CORP | 株式-その他 | 1.65% | — | +0.85% | |
| 25 | EMN | Eastman Chemical Co | 株式-素材 | 1.55% | — | +0.23% | |
| 26 | CAT | Caterpillar INC | 株式-資本財 | 1.53% | +1.04% | +0.79% | |
| 27 | CMI | Cummins INC | 株式-資本財 | 1.52% | +0.07% | +0.59% | |
| 28 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.51% | — | +1.31% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.43% | — | +5.13% | |
| 30 | ORCL | Oracle CORP | 株式-IT | 1.40% | — | +0.97% | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.34% | -0.22% | +1.22% | |
| 32 | HSY | Hershey Co/the | 株式-生活必需品 | 1.30% | — | +0.95% | |
| 33 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.24% | -0.18% | +1.04% | |
| 34 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.16% | +0.34% | +3.31% | |
| 35 | YUM | Yum! Brands INC | 株式-一般消費財 | 1.11% | — | +1.26% | |
| 36 | CBRE | Cbre Group INC - A | 株式-不動産 | 1.07% | -0.23% | +1.23% | |
| 37 | ILMN | Illumina INC | 株式-ヘルスケア | 1.05% | — | +0.85% | |
| 38 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.04% | — | +1.18% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.00% | — | +1.31% | |
| 40 | AOS | Smith (a.o.) CORP | 株式-資本財 | 0.99% | -0.02% | +0.35% | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.96% | +0.77% | +0.88% | |
| 42 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.96% | +0.23% | +0.65% | |
| 43 | KEL | Kellanova | 株式-その他 | 0.94% | — | +1.17% | |
| 44 | TXN | Texas Instruments INC | 株式-IT | 0.94% | — | +1.77% | |
| 45 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.86% | — | +1.93% | |
| 46 | IPGP | Ipg Photonics CORP | 株式-IT | 0.86% | — | +1.42% | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.83% | -0.90% | -1.36% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.81% | — | -7.06% | |
| 49 | LSTR | Landstar System INC | 株式-資本財 | 0.75% | -0.27% | +0.13% | |
| 50 | USB | US Bancorp | 株式-金融 | 0.74% | — | +1.16% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SWKS | Skyworks Solutions INC | +1.5% | +456.99% | 増加 |
| 2 | VAREUR | Varian Medical Systems INC | +0.6% | +0.63% | 増加 |
| 3 | AAPL | Apple INC | +0.4% | +302.90% | 増加 |
| 4 | BALL | Ball CORP | +0.3% | +1.64% | 増加 |
| 5 | SAM | Boston Beer Company Inc-a | +0.2% | +2.61% | 増加 |
| 6 | ZTS | Zoetis INC | +0.2% | +1.54% | 増加 |
| 7 | SHW | Sherwin-williams Co/the | +0.2% | +0.70% | 増加 |
| 8 | NVDA | Nvidia CORP | +0.2% | -1.36% | 減少 |
| 9 | CMI | Cummins INC | +0.2% | +0.59% | 増加 |
| 10 | IWF | Ishares Russell 1000 Growth | +0.2% | +0.32% | 増加 |
| 11 | MA | Mastercard INC - A | +0.2% | +1.17% | 増加 |
| 12 | CTSH | Cognizant Tech Solutions-a | +0.1% | +1.04% | 増加 |
| 13 | CAT | Caterpillar INC | +0.1% | +0.79% | 増加 |
| 14 | GGG | Graco INC | +0.1% | +0.01% | 増加 |
| 15 | ✓ | Laboratory CORP Amer Hldgs | +0.1% | +0.48% | 増加 |
| 16 | PYPL | Paypal Holdings INC | +0.1% | +1.15% | 増加 |
| 17 | ROL | Rollins INC | +0.1% | -1.80% | 減少 |
| 18 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +2.32% | 増加 |
| 19 | URI | United Rentals INC | +0.1% | +0.48% | 増加 |
| 20 | MTD | Mettler-toledo International | +0.1% | -2.03% | 減少 |
| 21 | SAP | Sap Se-sponsored Adr | 0% | +0.79% | 増加 |
| 22 | EMN | Eastman Chemical Co | 0% | +0.23% | 増加 |
| 23 | TXN | Texas Instruments INC | 0% | +1.77% | 増加 |
| 24 | PGR | Progressive CORP | 0% | -1.09% | 減少 |
| 25 | CASY | Casey's General Stores INC | 0% | +0.06% | 増加 |
| 26 | EFA | Ishares Msci Eafe ETF | 0% | +5.86% | 増加 |
| 27 | TJX | Tjx Companies INC | 0% | +1.31% | 増加 |
| 28 | HSY | Hershey Co/the | 0% | +0.95% | 増加 |
| 29 | AOS | Smith (a.o.) CORP | 0% | +0.35% | 増加 |
| 30 | LSTR | Landstar System INC | 0% | +0.13% | 増加 |
| 31 | IWS | Ishares Russell Mid-cap Valu | — | +3.31% | 増加 |
| 32 | IWO | Ishares Russell 2000 Growth | — | +1.93% | 増加 |
| 33 | ORCL | Oracle CORP | 0% | +0.97% | 増加 |
| 34 | VYM | Vanguard High Dvd Yield ETF | 0% | +5.13% | 増加 |
| 35 | FTA | First Trust L C Val Alp | 0% | +5.12% | 増加 |
| 36 | NVO | Novo-nordisk A/s-spons Adr | 0% | +1.22% | 増加 |
| 37 | JNJ | Johnson & Johnson | 0% | +1.31% | 増加 |
| 38 | CL | Colgate-palmolive Co | 0% | +1.18% | 増加 |
| 39 | YUM | Yum! Brands INC | 0% | +1.26% | 増加 |
| 40 | CHE | Chemed CORP | 0% | +0.64% | 増加 |
| 41 | ACN | Accenture plc | -0.1% | +0.86% | 増加 |
| 42 | MASI* | Masimo CORP | -0.1% | +0.85% | 増加 |
| 43 | SLB | Slb LTD | -0.1% | -92.03% | 減少 |
| 44 | MSFT | Microsoft CORP | -0.2% | +0.81% | 増加 |
| 45 | GILD | Gilead Sciences INC | -0.2% | +0.95% | 増加 |
| 46 | CBOE | Cboe Global Markets INC | -0.3% | +0.93% | 増加 |
| 47 | ILMN | Illumina INC | -0.3% | +0.85% | 増加 |
| 48 | RMD | Resmed INC | -0.5% | +0.97% | 増加 |
| 49 | MDT | Medtronic plc | -1.4% | -99.91% | 減少 |
| 50 | FPE | Ft-preferred Secur & INC ETF | — | EXIT | 全売却 |