CIK: 0001691827
申告総資産額
$63.7億
上位200銘柄を表示中（全298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 | 3.80% | -0.09% | +2.84% | |
| 2 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 2.52% | — | +7.53% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.42% | -0.64% | -0.28% | |
| 4 | MA | Mastercard INC - A | 株式-金融 | 2.29% | -0.14% | -0.97% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.25% | -0.17% | +0.46% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.23% | — | +0.96% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.18% | — | +0.66% | |
| 8 | INTC | Intel CORP | 株式-IT | 2.17% | — | -0.63% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.04% | -0.50% | -3.33% | |
| 10 | BF-B | Brown-forman Corp-class B | 株式-その他 | 1.94% | — | +0.01% | |
| 11 | IBM | Intl Business Machines CORP | 株式-IT | 1.89% | -0.13% | -3.18% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.85% | +0.20% | -3.56% | |
| 13 | CSCO | Cisco Systems INC | 株式-IT | 1.78% | — | -0.54% | |
| 14 | CVX | Chevron CORP | 株式-エネルギー | 1.77% | +0.22% | -0.78% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.69% | +0.23% | -1.58% | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.48% | +0.12% | +2.04% | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.47% | — | -1.83% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.43% | — | -2.41% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.43% | +0.11% | -0.82% | |
| 20 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.41% | -0.10% | +42.61% | |
| 21 | ROP | Roper Technologies INC | 株式-IT | 1.38% | — | -1.44% | |
| 22 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.36% | — | -0.43% | |
| 23 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.34% | — | -1.88% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 1.31% | — | -0.28% | |
| 25 | VLO | Valero Energy CORP | 株式-エネルギー | 1.22% | — | -4.65% | |
| 26 | UNP | Union Pacific CORP | 株式-資本財 | 1.14% | — | +0.21% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.12% | -0.20% | +7.64% | |
| 28 | EMLP | First Trust North American E | ETF-その他 | 1.02% | +0.24% | +5.14% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.00% | -0.18% | +3.23% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.93% | +0.22% | +1.29% | |
| 31 | FISV | Fiserv INC | 株式-その他 | 0.89% | — | +0.71% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.82% | — | +5.45% | |
| 33 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.82% | — | -2.29% | |
| 34 | PM | Philip Morris International | 株式-生活必需品 | 0.81% | — | -0.60% | |
| 35 | HUM | Humana INC | 株式-ヘルスケア | 0.79% | — | -0.44% | |
| 36 | UTXZ | United Tech CORP | 株式-その他 | 0.76% | — | -1.13% | |
| 37 | EOG | Eog Resources INC | 株式-エネルギー | 0.73% | -0.08% | +1.65% | |
| 38 | AMP | Ameriprise Financial INC | 株式-金融 | 0.71% | — | -7.47% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.70% | — | -1.81% | |
| 40 | BIIB | Biogen INC | 株式-ヘルスケア | 0.69% | — | +1.42% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.68% | — | +10.09% | |
| 42 | UNM | Unum Group | 株式-金融 | 0.68% | — | -8.86% | |
| 43 | TXRH | Texas Roadhouse INC | 株式-一般消費財 | 0.67% | — | -0.03% | |
| 44 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.66% | — | -7.60% | |
| 45 | C | Citigroup INC | 株式-金融 | 0.66% | — | +4.54% | |
| 46 | BF-A | Brown-forman Corp-class A | 株式-その他 | 0.65% | — | — | |
| 47 | MMM | 3m Co | 株式-資本財 | 0.64% | — | -2.63% | |
| 48 | WFC | Wells Fargo & Co | 株式-金融 | 0.64% | — | -2.90% | |
| 49 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.62% | — | +1.78% | |
| 50 | WHR | Whirlpool CORP | 株式-一般消費財 | 0.60% | — | +0.38% |