CIK: 0001706170
申告総資産額
$3.4億
上位200銘柄を表示中（全378銘柄）
| # | 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 | SPGI | S&p Global INC | 株式-金融 | 3.10% | — | — | |
| 2 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.68% | — | +1.61% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.50% | — | -3.79% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.09% | — | +13.34% | |
| 5 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.97% | — | -10.44% | |
| 6 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.82% | — | +58.14% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.70% | — | +1.45% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.52% | — | -9.45% | |
| 9 | LFUS | Littelfuse INC | 株式-IT | 1.52% | — | +4.01% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.43% | — | -6.24% | |
| 11 | CSCO | Cisco Systems INC | 株式-IT | 1.42% | — | +1.60% | |
| 12 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.39% | — | -18.05% | |
| 13 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.37% | — | -9.63% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.35% | — | -0.79% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.31% | — | -0.66% | |
| 16 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.25% | — | -0.64% | |
| 17 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.24% | — | -15.08% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.23% | — | -24.92% | |
| 19 | ADP | Automatic Data Processing | 株式-IT | 1.22% | — | +20.15% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.10% | — | -17.24% | |
| 21 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.05% | — | +1.19% | |
| 22 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.03% | — | -45.56% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.01% | — | -0.66% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.98% | — | -2.29% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.94% | — | -13.65% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.90% | — | +0.22% | |
| 27 | WEP | Magellan Midstream Partners | 株式-その他 | 0.89% | — | -14.53% | |
| 28 | HON | Honeywell International INC | 株式-資本財 | 0.87% | — | +0.19% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.86% | — | -13.35% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.85% | — | +56.87% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.84% | — | -5.82% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.80% | — | +7.75% | |
| 33 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.80% | — | +50.83% | |
| 34 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.79% | — | — | |
| 35 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 0.78% | — | -1.10% | |
| 36 | ADBE | Adobe INC | 株式-IT | 0.77% | — | +0.14% | |
| 37 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.76% | — | -34.29% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.74% | — | +0.21% | |
| 39 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.72% | — | +65.06% | |
| 40 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.70% | — | -0.06% | |
| 41 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.69% | — | +8.53% | |
| 42 | ✓ | Ishares Ibonds Sep 2020 Amt | 株式-その他 | 0.69% | — | — | |
| 43 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.66% | — | — | |
| 44 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.66% | — | — | |
| 45 | ITW | Illinois Tool Works | 株式-資本財 | 0.65% | — | -0.59% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.64% | — | +2.81% | |
| 47 | FISV | Fiserv INC | 株式-その他 | 0.63% | — | +0.32% | |
| 48 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.60% | — | -20.30% | |
| 49 | ✓ | Ishares Tr | 株式-その他 | 0.59% | — | — | |
| 50 | BDX 6.125 05-01-20 A | Becton Dickinson And Co | 株式-ヘルスケア | 0.58% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EEM | Ishares Msci Emerging Market | +0.7% | +58.14% | 増加 |
| 2 | SPGI | S&p Global INC | +0.4% | — | 変化なし |
| 3 | MSFT | Microsoft CORP | +0.4% | +13.34% | 増加 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +56.87% | 増加 |
| 5 | ADP | Automatic Data Processing | +0.3% | +20.15% | 増加 |
| 6 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.3% | +50.83% | 増加 |
| 7 | VTIP | Vanguard Short-term Tips | +0.3% | +65.06% | 増加 |
| 8 | CSCO | Cisco Systems INC | +0.2% | +1.60% | 増加 |
| 9 | CBRE | Cbre Group INC - A | +0.2% | +146.47% | 増加 |
| 10 | WM | Waste Management INC | +0.2% | +91.72% | 増加 |
| 11 | AAPL | Apple INC | +0.2% | -3.79% | 減少 |
| 12 | AMZN | Amazon.com INC | +0.2% | +1.45% | 増加 |
| 13 | DIS | Walt Disney Co/the | +0.2% | +66.54% | 増加 |
| 14 | KSUEUR | Kansas City Southern | +0.2% | +862.50% | 増加 |
| 15 | XOM | Exxon Mobil CORP | +0.1% | -0.79% | 減少 |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +2.81% | 増加 |
| 17 | HON | Honeywell International INC | +0.1% | +0.19% | 増加 |
| 18 | ✓ | Ultimate Software Group INC | +0.1% | — | 変化なし |
| 19 | CVX | Chevron CORP | +0.1% | +15.53% | 増加 |
| 20 | V | Visa Inc-class A Shares | +0.1% | +0.22% | 増加 |
| 21 | MDY | State Street Spdr S&p Midcap | +0.1% | +8.53% | 増加 |
| 22 | PEP | Pepsico INC | +0.1% | +7.75% | 増加 |
| 23 | RTN1USD | Raytheon Company | +0.1% | +6.06% | 増加 |
| 24 | T | At&t INC | +0.1% | +17.27% | 増加 |
| 25 | ADBE | Adobe INC | +0.1% | +0.14% | 増加 |
| 26 | FISV | Fiserv INC | +0.1% | +0.32% | 増加 |
| 27 | VNQ | Vanguard Real Estate ETF | +0.1% | +5.80% | 増加 |
| 28 | IWO | Ishares Russell 2000 Growth | +0.1% | -0.06% | 減少 |
| 29 | ZTS | Zoetis INC | +0.1% | — | 変化なし |
| 30 | LFUS | Littelfuse INC | +0.1% | +4.01% | 増加 |
| 31 | IWF | Ishares Russell 1000 Growth | +0.1% | -2.29% | 減少 |
| 32 | ABT | Abbott Laboratories | 0% | +1.19% | 増加 |
| 33 | ISRG | Intuitive Surgical INC | -0.1% | -94.88% | 減少 |
| 34 | SUB | Ishares Short-term National | -0.1% | -39.37% | 減少 |
| 35 | DLTR | Dollar Tree INC | -0.1% | -75.12% | 減少 |
| 36 | CERNCHF | Cerner CORP | -0.1% | -82.66% | 減少 |
| 37 | STIP | Ishares 0-5 Year Tips Bond E | -0.2% | -20.30% | 減少 |
| 38 | USMV | Ishares Msci USA Min Vol Fac | -0.2% | -18.05% | 減少 |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -6.24% | 減少 |
| 40 | VOO | Vanguard S&p 500 ETF | -0.3% | -44.22% | 減少 |
| 41 | MUB | Ishares National Muni Bond E | -0.3% | -17.24% | 減少 |
| 42 | TIP | Ishares Tips Bond ETF | -0.3% | -10.44% | 減少 |
| 43 | EFA | Ishares Msci Eafe ETF | -0.4% | -24.92% | 減少 |
| 44 | IEI | Ishares 3-7 Year Treasury Bo | -0.5% | -34.29% | 減少 |
| 45 | IVV | Ishares Core S&p 500 ETF | -0.6% | -59.52% | 減少 |
| 46 | VGK | Vanguard Ftse Europe ETF | -0.8% | -45.56% | 減少 |
| 47 | ACWI | Ishares Msci Acwi ETF | — | NEW | 新規購入 |
| 48 | AMAT | Applied Materials INC | — | NEW | 新規購入 |
| 49 | STT | State Street CORP | — | NEW | 新規購入 |
| 50 | PSA | Public Storage | — | EXIT | 全売却 |