CIK: 0001692632
申告総資産額
$6.2億
上位200銘柄を表示中（全536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 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 5.63% | — | +0.88% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.33% | -0.69% | +0.20% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.30% | -0.66% | — | |
| 4 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 3.09% | -0.13% | +0.56% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.93% | +0.09% | -0.11% | |
| 6 | VIOV | Vanguard S&p Small-cap 600 V | ETF-その他 | 2.91% | — | — | |
| 7 | DAKT | Daktronics INC | 株式-その他 | 1.85% | -0.77% | +70.69% | |
| 8 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.72% | — | +0.70% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 1.55% | +0.23% | +2.04% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.34% | +0.25% | +2.33% | |
| 11 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.32% | — | +0.66% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.30% | +0.13% | -1.27% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.27% | — | -1.05% | |
| 14 | ECL | Ecolab INC | 株式-素材 | 1.24% | — | -0.63% | |
| 15 | SO | Southern Co/the | 株式-公益事業 | 1.22% | — | +0.83% | |
| 16 | PM | Philip Morris International | 株式-生活必需品 | 1.21% | — | -9.15% | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.21% | — | -7.64% | |
| 18 | BCE | Bce INC | 株式-通信サービス | 1.15% | — | +0.87% | |
| 19 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 1.14% | — | +32.38% | |
| 20 | DUK | Duke Energy CORP | 株式-公益事業 | 1.07% | — | +0.66% | |
| 21 | CCI | Crown Castle INC | 株式-不動産 | 1.07% | — | +3.10% | |
| 22 | XEL | Xcel Energy INC | 株式-公益事業 | 1.06% | — | — | |
| 23 | ENB | Enbridge INC | 株式-エネルギー | 1.05% | +0.11% | +1.26% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 0.99% | +0.11% | -6.80% | |
| 25 | UL | Unilever PLC | 株式-生活必需品 | 0.98% | — | +8.30% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.95% | +0.41% | -45.42% | |
| 27 | NGG | National Grid Plc-sp Adr | 株式-公益事業 | 0.95% | — | +1.48% | |
| 28 | CM | Can Imperial Bk Of Commerce | 株式-金融 | 0.94% | — | -36.00% | |
| 29 | INTU | Intuit INC | 株式-IT | 0.94% | -0.31% | +0.99% | |
| 30 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.81% | -0.30% | +204.69% | |
| 31 | AEP | American Electric Power | 株式-公益事業 | 0.81% | — | +15.69% | |
| 32 | D | Dominion Energy INC | 株式-公益事業 | 0.79% | — | +12.46% | |
| 33 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.78% | — | +1.99% | |
| 34 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.76% | — | +6.61% | |
| 35 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 0.76% | — | -2.95% | |
| 36 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.75% | — | +8.88% | |
| 37 | SBAC | Sba Communications CORP | 株式-不動産 | 0.72% | — | -1.32% | |
| 38 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.69% | — | -1.66% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.67% | — | -24.61% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.67% | -0.24% | +2.14% | |
| 41 | MA | Mastercard INC - A | 株式-金融 | 0.67% | -0.14% | -12.62% | |
| 42 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.65% | — | +11.03% | |
| 43 | AMGN | Amgen INC | 株式-ヘルスケア | 0.65% | — | +172.01% | |
| 44 | NOW | Servicenow INC | 株式-IT | 0.64% | -0.34% | +42.10% | |
| 45 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.62% | — | +2.07% | |
| 46 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.60% | — | -5.77% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | — | -4.68% | |
| 48 | WMB | Williams Cos INC | 株式-エネルギー | 0.58% | — | +29.73% | |
| 49 | GIS | General Mills INC | 株式-生活必需品 | 0.58% | — | +2.53% | |
| 50 | SHOP | Shopify INC - Class A | 株式-IT | 0.58% | — | +10.43% |