CIK: 0001633869
申告総資産額
$4.7億
上位200銘柄を表示中（全297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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.08% | — | +15.72% | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 3.01% | — | +0.69% | |
| 3 | AKX | Ansys INC | 株式-その他 | 2.92% | — | +30.54% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.68% | — | +0.57% | |
| 5 | AWK | American Water Works Co INC | 株式-公益事業 | 2.68% | — | -0.99% | |
| 6 | ACN | Accenture plc | 株式-IT | 2.62% | — | +14.12% | |
| 7 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 2.59% | — | +4.86% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.45% | — | -7.70% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.43% | — | +5.45% | |
| 10 | DE | Deere & Co | 株式-資本財 | 2.38% | — | +3.52% | |
| 11 | EWL | Ishares Msci Switzerland ETF | ETF-その他 | 2.37% | — | +0.76% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.31% | — | +4.68% | |
| 13 | UNUSD | Unilever N V -ny Shares | 株式-その他 | 2.23% | — | +12.10% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 2.10% | — | +0.14% | |
| 15 | ORCL | Oracle CORP | 株式-IT | 2.07% | — | +4.03% | |
| 16 | WM | Waste Management INC | 株式-資本財 | 2.04% | — | +8.36% | |
| 17 | PSA | Public Storage | 株式-不動産 | 1.97% | — | +2.22% | |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.96% | — | -2.82% | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 1.89% | — | +5.65% | |
| 20 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.89% | — | -2.66% | |
| 21 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.80% | — | +0.77% | |
| 22 | CLX | Clorox Company | 株式-生活必需品 | 1.73% | — | -6.29% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 1.68% | — | -2.28% | |
| 24 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.65% | — | +7.60% | |
| 25 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.58% | — | +12.85% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 1.51% | — | -9.23% | |
| 27 | BND | Vanguard Total Bond Market | ETF-その他 | 1.50% | — | -1.46% | |
| 28 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.49% | — | -27.44% | |
| 29 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.46% | — | -1.66% | |
| 30 | CALM | Cal-maine Foods INC | 株式-生活必需品 | 1.40% | — | +7.68% | |
| 31 | PWV | Invesco Large Cap Value ETF | ETF-大型株・グロース | 1.40% | — | -7.08% | |
| 32 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 1.39% | — | -4.09% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.35% | — | +7.30% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.34% | — | -5.28% | |
| 35 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.34% | — | -10.12% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.28% | — | -1.26% | |
| 37 | TGT | Target CORP | 株式-一般消費財 | 1.19% | — | -8.41% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.18% | — | +9.64% | |
| 39 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.11% | — | +8.25% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 1.09% | — | -0.70% | |
| 41 | NUE | Nucor CORP | 株式-素材 | 1.05% | — | -8.36% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.92% | — | -7.64% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.88% | — | -0.65% | |
| 44 | BMI | Badger Meter INC | 株式-IT | 0.86% | — | +2.18% | |
| 45 | AAPL | Apple INC | 株式-IT | 0.84% | — | -5.86% | |
| 46 | INFY | Infosys Ltd-sp Adr | 株式-IT | 0.81% | — | -5.26% | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.76% | — | +292.82% | |
| 48 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.69% | — | +76.99% | |
| 49 | EQIX | Equinix INC | 株式-不動産 | 0.64% | — | -3.30% | |
| 50 | FDS | Factset Research Systems INC | 株式-金融 | 0.64% | — | -1.14% |