CIK: 0001706170
申告総資産額
$3.4億
上位200銘柄を表示中（全709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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.51% | — | +1180.11% | |
| 2 | SPGI | S&p Global INC | 株式-金融 | 2.54% | — | — | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.04% | — | +48.26% | |
| 4 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.04% | — | +0.33% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.89% | — | -4.52% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.88% | — | +4.41% | |
| 7 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.53% | — | +0.76% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.37% | — | +7.91% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.32% | — | -3.94% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.19% | — | +7.93% | |
| 11 | ADP | Automatic Data Processing | 株式-IT | 1.12% | — | +16.79% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.11% | — | -3.52% | |
| 13 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.08% | — | +4.68% | |
| 14 | CSCO | Cisco Systems INC | 株式-IT | 1.07% | — | -1.44% | |
| 15 | LFUS | Littelfuse INC | 株式-IT | 1.05% | — | -5.86% | |
| 16 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.00% | — | -3.12% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.99% | — | +5.27% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.99% | — | -0.16% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.97% | — | +0.07% | |
| 20 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.96% | — | +0.68% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.93% | — | +21.06% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.92% | — | +20.64% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.91% | — | +64.95% | |
| 24 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.85% | — | — | |
| 25 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.83% | — | -1.20% | |
| 26 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.82% | — | +3.50% | |
| 27 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.78% | — | +38.91% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.76% | — | -0.95% | |
| 29 | ADBE | Adobe INC | 株式-IT | 0.74% | — | +15.92% | |
| 30 | WEP | Magellan Midstream Partners | 株式-その他 | 0.74% | — | +3.81% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.72% | — | -1.60% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.71% | — | +5.35% | |
| 33 | HON | Honeywell International INC | 株式-資本財 | 0.70% | — | -3.40% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.68% | — | +22.18% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.65% | — | -0.02% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.62% | — | -3.98% | |
| 37 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 0.61% | — | -0.02% | |
| 38 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.61% | — | — | |
| 39 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.58% | — | +8.32% | |
| 40 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.58% | — | -1.06% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.56% | — | +49.40% | |
| 42 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.55% | — | +11.35% | |
| 43 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.55% | — | — | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.54% | — | -0.07% | |
| 45 | ✓ | Ishares Ibonds Sep 2020 Amt | 株式-その他 | 0.52% | — | — | |
| 46 | ITW | Illinois Tool Works | 株式-資本財 | 0.52% | — | +0.01% | |
| 47 | ✓ | Ishares Tr | 株式-その他 | 0.51% | — | +12.76% | |
| 48 | ACN | Accenture plc | 株式-IT | 0.51% | — | +3259.62% | |
| 49 | QCOM | Qualcomm INC | 株式-IT | 0.50% | — | +0.00% | |
| 50 | FISV | Fiserv INC | 株式-その他 | 0.50% | — | +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 | SPY | Ss Spdr S&p 500 ETF Trust-us | +7.7% | +1180.11% | 増加 |
| 2 | ACN | Accenture plc | +0.5% | +3259.62% | 増加 |
| 3 | NLYEUR | Annaly Capital Management In | +0.3% | +2302.30% | 増加 |
| 4 | CP | Canadian Pacific Kansa F | +0.3% | +1650.38% | 増加 |
| 5 | NKE | Nike INC -cl B | +0.3% | +409.87% | 増加 |
| 6 | CB | Chubb Limited | +0.3% | +505.88% | 増加 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +1673.64% | 増加 |
| 8 | EEM | Ishares Msci Emerging Market | +0.2% | +48.26% | 増加 |
| 9 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +271.37% | 増加 |
| 10 | MDT | Medtronic plc | +0.2% | +136.54% | 増加 |
| 11 | ASML | ASML Holding N.V. | +0.2% | +755.76% | 増加 |
| 12 | UNH | Unitedhealth Group INC | +0.2% | +64.95% | 増加 |
| 13 | SBUX | Starbucks CORP | +0.1% | +58.42% | 増加 |
| 14 | EL | Estee Lauder Companies-cl A | +0.1% | +3623.33% | 増加 |
| 15 | ZTS | Zoetis INC | +0.1% | +38.91% | 増加 |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | +58.35% | 増加 |
| 17 | MRK | Merck & Co. INC. | +0.1% | +49.40% | 増加 |
| 18 | MA | Mastercard INC - A | +0.1% | +37.16% | 増加 |
| 19 | TXN | Texas Instruments INC | +0.1% | +55.77% | 増加 |
| 20 | META | Meta Platforms Inc-class A | 0% | +22.18% | 増加 |
| 21 | GOOGL | Alphabet Inc-cl A | 0% | +60.82% | 増加 |
| 22 | V | Visa Inc-class A Shares | 0% | +20.64% | 増加 |
| 23 | QCOM | Qualcomm INC | — | +0.00% | 増加 |
| 24 | ADBE | Adobe INC | 0% | +15.92% | 増加 |
| 25 | IWF | Ishares Russell 1000 Growth | -0.1% | +21.06% | 増加 |
| 26 | ADP | Automatic Data Processing | -0.1% | +16.79% | 増加 |
| 27 | JPM | Jpmorgan Chase & Co | -0.2% | +7.91% | 増加 |
| 28 | USMV | Ishares Msci USA Min Vol Fac | -0.2% | +7.93% | 増加 |
| 29 | MSFT | Microsoft CORP | -0.2% | +4.41% | 増加 |
| 30 | BMY | Bristol-myers Squibb Co | -0.2% | -69.99% | 減少 |
| 31 | MMM | 3m Co | -0.4% | -85.38% | 減少 |
| 32 | IEI | Ishares 3-7 Year Treasury Bo | -0.5% | -50.37% | 減少 |
| 33 | DXJ | Wisdomtree Japan Hedged Eq | -0.5% | -99.59% | 減少 |
| 34 | SPGI | S&p Global INC | -0.6% | — | 変化なし |
| 35 | ✓ | Ultimate Software Group INC | — | EXIT | 全売却 |
| 36 | SHOP | Shopify INC - Class A | — | NEW | 新規購入 |
| 37 | CDW | Cdw Corp/de | — | NEW | 新規購入 |
| 38 | DD | DuPont de Nemours, Inc. | — | EXIT | 全売却 |
| 39 | MTD | Mettler-toledo International | — | NEW | 新規購入 |
| 40 | HDB | Hdfc Bank Ltd-adr | — | NEW | 新規購入 |
| 41 | STE | STERIS plc | — | NEW | 新規購入 |
| 42 | ALC | Alcon Inc. | — | NEW | 新規購入 |
| 43 | RMD | Resmed INC | — | NEW | 新規購入 |
| 44 | BX | Blackstone INC | — | NEW | 新規購入 |
| 45 | BXUSD | Blackstone Group Lp/the | — | EXIT | 全売却 |
| 46 | ZBRA | Zebra Technologies Corp-cl A | — | NEW | 新規購入 |
| 47 | CLB | Core Laboratories Inc. | — | NEW | 新規購入 |
| 48 | 6D8 | Dupont De Nemours INC | — | NEW | 新規購入 |
| 49 | ICLR | ICON Public Limited Company | — | NEW | 新規購入 |
| 50 | FDS | Factset Research Systems INC | — | NEW | 新規購入 |