CIK: 0001633869
申告総資産額
$4.7億
上位200銘柄を表示中（全664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 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.58% | — | +0.73% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.55% | — | +1.03% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.46% | — | -2.17% | |
| 4 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.28% | — | +0.81% | |
| 5 | DE | Deere & Co | 株式-資本財 | 2.26% | — | +0.49% | |
| 6 | ACN | Accenture plc | 株式-IT | 2.15% | — | +0.49% | |
| 7 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 2.13% | — | -0.87% | |
| 8 | AWK | American Water Works Co INC | 株式-公益事業 | 1.89% | — | +1.23% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.87% | — | -5.09% | |
| 10 | EWL | Ishares Msci Switzerland ETF | ETF-その他 | 1.85% | — | +1.74% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.82% | — | +1.51% | |
| 12 | UNUSD | Unilever N V -ny Shares | 株式-その他 | 1.81% | — | -0.04% | |
| 13 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.80% | — | +3.57% | |
| 14 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 1.75% | — | +0.29% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.73% | — | +2.78% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 1.68% | — | +2.12% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 1.64% | — | +1.48% | |
| 18 | WM | Waste Management INC | 株式-資本財 | 1.63% | — | -0.27% | |
| 19 | PSA | Public Storage | 株式-不動産 | 1.60% | — | +3.23% | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 1.56% | — | -1.01% | |
| 21 | AKX | Ansys INC | 株式-その他 | 1.49% | — | +2.92% | |
| 22 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.47% | — | +7.58% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 1.46% | — | +0.57% | |
| 24 | CLX | Clorox Company | 株式-生活必需品 | 1.40% | — | -0.63% | |
| 25 | ORCL | Oracle CORP | 株式-IT | 1.39% | — | +6.84% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.38% | — | -3.46% | |
| 27 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.35% | — | -4.37% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.33% | — | -1.34% | |
| 29 | NUE | Nucor CORP | 株式-素材 | 1.32% | — | +1.57% | |
| 30 | BND | Vanguard Total Bond Market | ETF-その他 | 1.29% | — | +2.81% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 1.28% | — | +1.42% | |
| 32 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.24% | — | -2.11% | |
| 33 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.22% | — | +13.29% | |
| 34 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.18% | — | +6.47% | |
| 35 | TGT | Target CORP | 株式-一般消費財 | 1.12% | — | +30.19% | |
| 36 | INFY | Infosys Ltd-sp Adr | 株式-IT | 1.06% | — | +14.15% | |
| 37 | INTC | Intel CORP | 株式-IT | 1.02% | — | +1.61% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.99% | — | +3.21% | |
| 39 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.97% | — | +20.97% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.94% | — | -1.94% | |
| 41 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.93% | — | -5.44% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.88% | — | +14.68% | |
| 43 | AAPL | Apple INC | 株式-IT | 0.86% | — | +2.90% | |
| 44 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.81% | — | +24.43% | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.80% | — | -20.64% | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.78% | — | -29.04% | |
| 47 | BMI | Badger Meter INC | 株式-IT | 0.74% | — | +2.57% | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.61% | — | -7.09% | |
| 49 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.55% | — | -1.84% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.54% | — | -0.81% |