CIK: 0001691827
申告総資産額
$63.7億
上位200銘柄を表示中（全309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 | 3.45% | -0.09% | -5.05% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.36% | -0.09% | -1.94% | |
| 3 | IBM | Intl Business Machines CORP | 株式-IT | 2.23% | -0.13% | -1.35% | |
| 4 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.23% | +0.20% | -2.49% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.17% | -0.17% | -1.48% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.16% | — | +8.11% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.74% | — | +0.85% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.73% | +0.23% | -2.73% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.64% | +0.11% | -1.15% | |
| 10 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.61% | — | -0.52% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.60% | -0.64% | -2.46% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.57% | -0.50% | -10.73% | |
| 13 | INTC | Intel CORP | 株式-IT | 1.54% | — | -0.21% | |
| 14 | MA | Mastercard INC - A | 株式-金融 | 1.54% | -0.14% | -1.04% | |
| 15 | BF-B | Brown-forman Corp-class B | 株式-その他 | 1.54% | — | -4.13% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.51% | +0.22% | +0.75% | |
| 17 | CSCO | Cisco Systems INC | 株式-IT | 1.38% | — | +1.26% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.34% | — | +0.66% | |
| 19 | ROP | Roper Technologies INC | 株式-IT | 1.29% | — | -1.24% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.29% | +0.12% | +2.63% | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.28% | — | -2.05% | |
| 22 | PM | Philip Morris International | 株式-生活必需品 | 1.26% | — | -0.53% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 1.24% | — | +0.50% | |
| 24 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.20% | — | -1.60% | |
| 25 | UNM | Unum Group | 株式-金融 | 1.12% | — | -0.90% | |
| 26 | COF | Capital One Financial CORP | 株式-金融 | 0.97% | — | +0.51% | |
| 27 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.95% | — | -0.85% | |
| 28 | HPQ | Hp INC | 株式-IT | 0.95% | — | -2.10% | |
| 29 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.95% | — | +1.39% | |
| 30 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.93% | — | -0.88% | |
| 31 | VLO | Valero Energy CORP | 株式-エネルギー | 0.92% | — | +7.03% | |
| 32 | UNP | Union Pacific CORP | 株式-資本財 | 0.92% | — | +0.72% | |
| 33 | EMLP | First Trust North American E | ETF-その他 | 0.91% | +0.24% | +12.16% | |
| 34 | SNI | Scripps Networks Inter-cl A | 株式-その他 | 0.85% | — | +1.85% | |
| 35 | AMP | Ameriprise Financial INC | 株式-金融 | 0.85% | — | -0.29% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.82% | — | -4.66% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.82% | +0.22% | +2.38% | |
| 38 | TGT | Target CORP | 株式-一般消費財 | 0.82% | — | +5.09% | |
| 39 | UTXZ | United Tech CORP | 株式-その他 | 0.81% | — | -1.16% | |
| 40 | LKQ | Lkq CORP | 株式-一般消費財 | 0.80% | — | +4.47% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.78% | — | -1.06% | |
| 42 | WFC | Wells Fargo & Co | 株式-金融 | 0.78% | — | -3.26% | |
| 43 | MO | Altria Group INC | 株式-生活必需品 | 0.77% | — | -0.29% | |
| 44 | FISV | Fiserv INC | 株式-その他 | 0.76% | — | +0.59% | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.75% | — | -1.90% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.75% | -0.18% | +1.11% | |
| 47 | CELG | Celgene CORP | 株式-その他 | 0.73% | — | +2.55% | |
| 48 | ALL | Allstate CORP | 株式-金融 | 0.72% | — | +0.64% | |
| 49 | ECL | Ecolab INC | 株式-素材 | 0.71% | +0.09% | +1.29% | |
| 50 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.70% | — | +1.29% |