CIK: 0001691827
申告総資産額
$63.7億
上位200銘柄を表示中(全319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 | 3.67% | -0.09% | +0.21% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 2.66% | -0.10% | +42.60% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.55% | -0.64% | -0.77% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.46% | -0.09% | -0.47% | |
| 5 | MA | Mastercard INC - A | 株式-金融 | 2.32% | -0.14% | -1.30% | |
| 6 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.05% | +0.20% | -2.36% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.03% | — | +2.13% | |
| 8 | INTC | Intel CORP | 株式-IT | 2.00% | — | -0.89% | |
| 9 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 1.94% | — | +24.03% | |
| 10 | CSCO | Cisco Systems INC | 株式-IT | 1.94% | — | -0.47% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.88% | -0.17% | -1.32% | |
| 12 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.81% | — | -7.07% | |
| 13 | BF-B | Brown-forman Corp-class B | 株式-その他 | 1.79% | — | -0.49% | |
| 14 | IBM | Intl Business Machines CORP | 株式-IT | 1.62% | -0.13% | -0.06% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.51% | +0.22% | +0.52% | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.48% | +0.12% | +8.52% | |
| 17 | ROP | Roper Technologies INC | 株式-IT | 1.46% | — | -1.00% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.42% | +0.11% | -1.98% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.37% | +0.23% | -1.14% | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.35% | — | -0.54% | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 1.35% | — | -0.16% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 1.31% | -0.50% | -1.70% | |
| 23 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.26% | — | -1.15% | |
| 24 | UNP | Union Pacific CORP | 株式-資本財 | 1.18% | — | +0.48% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.17% | -0.06% | +6.42% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.16% | — | -2.51% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.01% | — | -4.90% | |
| 28 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.99% | — | +1.72% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.98% | -0.18% | +3.02% | |
| 30 | TGT | Target CORP | 株式-一般消費財 | 0.98% | — | -0.43% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.96% | +0.22% | +0.49% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.93% | — | +11.93% | |
| 33 | FISV | Fiserv INC | 株式-その他 | 0.93% | — | +0.67% | |
| 34 | EMLP | First Trust North American E | ETF-その他 | 0.87% | +0.24% | +0.40% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.83% | +0.11% | +8.81% | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.80% | — | +4.86% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.76% | +0.11% | +12.60% | |
| 38 | PM | Philip Morris International | 株式-生活必需品 | 0.76% | — | -2.15% | |
| 39 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.73% | — | +9.50% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.72% | — | +4.54% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.72% | -0.20% | +19.52% | |
| 42 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.72% | — | -4.91% | |
| 43 | VLO | Valero Energy CORP | 株式-エネルギー | 0.69% | — | -8.41% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.68% | — | +4.90% | |
| 45 | UTXZ | United Tech CORP | 株式-その他 | 0.66% | — | -3.33% | |
| 46 | ALL | Allstate CORP | 株式-金融 | 0.66% | — | -0.20% | |
| 47 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.66% | -0.43% | -0.32% | |
| 48 | HUM | Humana INC | 株式-ヘルスケア | 0.64% | — | -0.45% | |
| 49 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.63% | — | -8.37% | |
| 50 | MDT | Medtronic plc | 株式-ヘルスケア | 0.62% | — | +88.20% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | +0.8% | +42.60% | 増加 |
| 2 | SYY | Sysco CORP | +0.4% | +1285.33% | 増加 |
| 3 | GSIE | Goldman Sachs Activebeta Int | +0.3% | +24.03% | 増加 |
| 4 | MDT | Medtronic plc | +0.2% | +88.20% | 増加 |
| 5 | CMG | Chipotle Mexican Grill INC | +0.2% | -4.91% | 減少 |
| 6 | NVDA | Nvidia CORP | +0.2% | -1.70% | 減少 |
| 7 | META | Meta Platforms Inc-class A | +0.2% | +19.52% | 増加 |
| 8 | MA | Mastercard INC - A | +0.2% | -1.30% | 減少 |
| 9 | GS | Goldman Sachs Group INC | +0.2% | +48.16% | 増加 |
| 10 | CSCO | Cisco Systems INC | +0.1% | -0.47% | 減少 |
| 11 | ROP | Roper Technologies INC | +0.1% | -1.00% | 減少 |
| 12 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +8.52% | 増加 |
| 13 | AVGO | Broadcom INC | +0.1% | +285.82% | 増加 |
| 14 | C | Citigroup INC | +0.1% | +29.29% | 増加 |
| 15 | IBM | Intl Business Machines CORP | +0.1% | -0.06% | 減少 |
| 16 | LMT | Lockheed Martin CORP | +0.1% | +32.00% | 増加 |
| 17 | AAPL | Apple INC | +0.1% | -0.47% | 減少 |
| 18 | AMZN | Amazon.com INC | +0.1% | +6.42% | 増加 |
| 19 | EW | Edwards Lifesciences CORP | +0.1% | +1.72% | 増加 |
| 20 | PM | Philip Morris International | +0.1% | -2.15% | 減少 |
| 21 | GEM | Goldman Sachs Activebeta Em | +0.1% | +37.83% | 増加 |
| 22 | PXDEUR | Pioneer Natural Resources Co | +0.1% | +17.81% | 増加 |
| 23 | UNP | Union Pacific CORP | +0.1% | +0.48% | 増加 |
| 24 | UPS | United Parcel Service-cl B | +0.1% | +9.50% | 増加 |
| 25 | TGT | Target CORP | +0.1% | -0.43% | 減少 |
| 26 | FISV | Fiserv INC | +0.1% | +0.67% | 増加 |
| 27 | FLR | Fluor CORP | +0.1% | +11.47% | 増加 |
| 28 | MCD | Mcdonald's CORP | 0% | +12.60% | 増加 |
| 29 | XOM | Exxon Mobil CORP | 0% | -1.14% | 減少 |
| 30 | LOW | Lowe's Cos INC | 0% | -1.15% | 減少 |
| 31 | MRK | Merck & Co. INC. | 0% | +8.81% | 増加 |
| 32 | IWM | Ishares Russell 2000 ETF | 0% | +4.54% | 増加 |
| 33 | BAC | Bank Of America CORP | 0% | +4.86% | 増加 |
| 34 | MSFT | Microsoft CORP | — | -0.77% | 減少 |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +2.13% | 増加 |
| 36 | GOOGL | Alphabet Inc-cl A | — | +3.02% | 増加 |
| 37 | EMLP | First Trust North American E | — | +0.40% | 増加 |
| 38 | CVX | Chevron CORP | 0% | +0.52% | 増加 |
| 39 | INTC | Intel CORP | 0% | -0.89% | 減少 |
| 40 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.21% | 増加 |
| 41 | BF-B | Brown-forman Corp-class B | -0.1% | -0.49% | 減少 |
| 42 | PG | Procter & Gamble Co/the | -0.1% | -2.36% | 減少 |
| 43 | CELG | Celgene CORP | -0.2% | -61.05% | 減少 |
| 44 | CB | Chubb Limited | -0.2% | -42.51% | 減少 |
| 45 | BIIB | Biogen INC | -0.2% | -43.24% | 減少 |
| 46 | IDEV | Ishares Core Msci Dev Mkts | -0.4% | -90.65% | 減少 |
| 47 | ABBV | Abbvie INC | -0.4% | -4.90% | 減少 |
| 48 | PYPL | Paypal Holdings INC | — | NEW | 新規購入 |
| 49 | ✓ | — | EXIT | 全売却 | |
| 50 | CPRI | Capri Holdings Limited | — | NEW | 新規購入 |