CIK: 0001691827
申告総資産額
$63.7億
上位200銘柄を表示中（全313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 | 3.73% | -0.09% | +5.02% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.55% | -0.64% | +1.17% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.36% | -0.09% | -0.33% | |
| 4 | MA | Mastercard INC - A | 株式-金融 | 2.17% | -0.14% | -0.36% | |
| 5 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.14% | +0.20% | -0.06% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.11% | -0.17% | +0.50% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.04% | — | +3.90% | |
| 8 | INTC | Intel CORP | 株式-IT | 2.03% | — | +0.37% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.03% | — | -0.57% | |
| 10 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.90% | -0.10% | +31.60% | |
| 11 | BF-B | Brown-forman Corp-class B | 株式-その他 | 1.87% | — | +0.20% | |
| 12 | CSCO | Cisco Systems INC | 株式-IT | 1.80% | — | +1.06% | |
| 13 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 1.63% | — | -19.86% | |
| 14 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.58% | — | -0.13% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.54% | +0.11% | +1.20% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.53% | +0.22% | +0.53% | |
| 17 | IBM | Intl Business Machines CORP | 株式-IT | 1.51% | -0.13% | -1.12% | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 1.48% | — | +0.93% | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.40% | — | +0.20% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.35% | +0.12% | +308.68% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.35% | +0.23% | -1.38% | |
| 22 | ROP | Roper Technologies INC | 株式-IT | 1.32% | — | -0.08% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.25% | — | +3.56% | |
| 24 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.24% | — | -1.93% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 1.14% | -0.50% | +3.82% | |
| 26 | UNP | Union Pacific CORP | 株式-資本財 | 1.12% | — | +0.42% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.07% | -0.06% | +8.80% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 1.05% | +0.22% | +3.59% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.98% | — | +12.88% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.98% | -0.18% | +5.15% | |
| 31 | TGT | Target CORP | 株式-一般消費財 | 0.93% | — | +2.70% | |
| 32 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.90% | — | +2.59% | |
| 33 | FISV | Fiserv INC | 株式-その他 | 0.88% | — | +0.47% | |
| 34 | EMLP | First Trust North American E | ETF-その他 | 0.87% | +0.24% | -5.06% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.81% | +0.11% | +13.32% | |
| 36 | HUM | Humana INC | 株式-ヘルスケア | 0.80% | — | +2.32% | |
| 37 | BAC | Bank Of America CORP | 株式-金融 | 0.78% | — | -0.10% | |
| 38 | VLO | Valero Energy CORP | 株式-エネルギー | 0.77% | — | -2.30% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.73% | — | +0.18% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.73% | +0.11% | +35.81% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.70% | — | +4.19% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.68% | -0.43% | +0.47% | |
| 43 | PM | Philip Morris International | 株式-生活必需品 | 0.67% | — | -0.15% | |
| 44 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.67% | — | -13.76% | |
| 45 | ALL | Allstate CORP | 株式-金融 | 0.67% | — | +2.67% | |
| 46 | UTXZ | United Tech CORP | 株式-その他 | 0.65% | — | +2.08% | |
| 47 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.65% | — | -3.70% | |
| 48 | MMM | 3m Co | 株式-資本財 | 0.63% | — | +1.60% | |
| 49 | BF-A | Brown-forman Corp-class A | 株式-その他 | 0.62% | — | — | |
| 50 | TXRH | Texas Roadhouse INC | 株式-一般消費財 | 0.61% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +0.5% | -0.06% | 減少 |
| 2 | GSLC | Goldman Activebeta US Lc ETF | +0.5% | +31.60% | 増加 |
| 3 | MCD | Mcdonald's CORP | +0.3% | +35.81% | 増加 |
| 4 | NEM | Newmont CORP | +0.2% | +54.94% | 増加 |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.2% | +5.02% | 増加 |
| 6 | MSFT | Microsoft CORP | +0.1% | +1.17% | 増加 |
| 7 | EFA | Ishares Msci Eafe ETF | +0.1% | +3.90% | 増加 |
| 8 | CSCO | Cisco Systems INC | +0.1% | +1.06% | 増加 |
| 9 | CVX | Chevron CORP | +0.1% | +0.53% | 増加 |
| 10 | JPM | Jpmorgan Chase & Co | 0% | +0.50% | 増加 |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.57% | 減少 |
| 12 | IWR | Ishares Russell Mid-cap ETF | 0% | +308.68% | 増加 |
| 13 | UNP | Union Pacific CORP | — | +0.42% | 増加 |
| 14 | MA | Mastercard INC - A | 0% | -0.36% | 減少 |
| 15 | BAC | Bank Of America CORP | 0% | -0.10% | 減少 |
| 16 | PM | Philip Morris International | 0% | -0.15% | 減少 |
| 17 | AMZN | Amazon.com INC | -0.1% | +8.80% | 増加 |
| 18 | UTXZ | United Tech CORP | -0.1% | +2.08% | 増加 |
| 19 | GS | Goldman Sachs Group INC | -0.1% | -11.04% | 減少 |
| 20 | XOM | Exxon Mobil CORP | -0.1% | -1.38% | 減少 |
| 21 | LOW | Lowe's Cos INC | -0.1% | -1.93% | 減少 |
| 22 | TGT | Target CORP | -0.1% | +2.70% | 増加 |
| 23 | FLR | Fluor CORP | -0.1% | +25.33% | 増加 |
| 24 | UPS | United Parcel Service-cl B | -0.1% | -13.76% | 減少 |
| 25 | KEY | Keycorp | -0.1% | -35.45% | 減少 |
| 26 | BUD | Anheuser-busch Inbev-spn Adr | -0.1% | -56.30% | 減少 |
| 27 | AIG | American International Group | -0.1% | -29.67% | 減少 |
| 28 | AMP | Ameriprise Financial INC | -0.1% | -7.40% | 減少 |
| 29 | LUV | Southwest Airlines Co | -0.1% | -11.64% | 減少 |
| 30 | CB | Chubb Limited | -0.1% | -34.71% | 減少 |
| 31 | LMT | Lockheed Martin CORP | -0.2% | -27.57% | 減少 |
| 32 | ✓ | -0.2% | -24.13% | 減少 | |
| 33 | UNM | Unum Group | -0.2% | -45.49% | 減少 |
| 34 | IBM | Intl Business Machines CORP | -0.2% | -1.12% | 減少 |
| 35 | EA | Electronic Arts INC | -0.2% | -49.71% | 減少 |
| 36 | META | Meta Platforms Inc-class A | -0.2% | -26.51% | 減少 |
| 37 | VLO | Valero Energy CORP | -0.3% | -2.30% | 減少 |
| 38 | CELG | Celgene CORP | -0.3% | -29.35% | 減少 |
| 39 | C | Citigroup INC | -0.3% | -33.31% | 減少 |
| 40 | EOG | Eog Resources INC | -0.3% | -34.04% | 減少 |
| 41 | BIIB | Biogen INC | -0.4% | -54.77% | 減少 |
| 42 | GSIE | Goldman Sachs Activebeta Int | -0.4% | -19.86% | 減少 |
| 43 | AAPL | Apple INC | -0.5% | -0.33% | 減少 |
| 44 | NVDA | Nvidia CORP | -0.8% | +3.82% | 増加 |
| 45 | IDEV | Ishares Core Msci Dev Mkts | — | NEW | 新規購入 |
| 46 | MHK | Mohawk Industries INC | — | NEW | 新規購入 |
| 47 | GEM | Goldman Sachs Activebeta Em | — | NEW | 新規購入 |
| 48 | CI | The Cigna Group | — | EXIT | 全売却 |
| 49 | WHR | Whirlpool CORP | — | EXIT | 全売却 |
| 50 | CI | THE Cigna Group | — | NEW | 新規購入 |