CIK: 0001706028
申告総資産額
$10.0億
上位200銘柄を表示中（全457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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 12.34% | +0.09% | -2.36% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.38% | — | -2.56% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.65% | -1.13% | -0.56% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.25% | -0.65% | +0.75% | |
| 5 | TIP | Ishares Tips Bond ETF | ETF-その他 | 2.93% | — | -12.47% | |
| 6 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.74% | — | -0.53% | |
| 7 | PAYC | Paycom Software INC | 株式-IT | 2.53% | — | — | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.20% | -0.33% | -0.68% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.76% | +0.56% | +0.59% | |
| 10 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.74% | -0.17% | -1.03% | |
| 11 | QCOM | Qualcomm INC | 株式-IT | 1.62% | -0.40% | +2.30% | |
| 12 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.56% | — | +0.07% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.54% | — | -1.70% | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 1.52% | — | +0.25% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.52% | -0.24% | +1.96% | |
| 16 | VPU | Vanguard Utilities ETF | ETF-その他 | 1.45% | — | -0.69% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.44% | — | +8.67% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.38% | — | -1.00% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.37% | — | +0.48% | |
| 20 | DHR | Danaher CORP | 株式-ヘルスケア | 1.31% | -0.14% | -0.38% | |
| 21 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.27% | — | -0.48% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 1.25% | — | +7.99% | |
| 23 | VAW | Vanguard Materials ETF | ETF-その他 | 1.22% | — | -1.30% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.20% | +0.30% | -2.85% | |
| 25 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 1.20% | — | -3.82% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 1.18% | +0.13% | +2.16% | |
| 27 | ITW | Illinois Tool Works | 株式-資本財 | 1.16% | — | +3.39% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.08% | — | +3.38% | |
| 29 | WFC | Wells Fargo & Co | 株式-金融 | 1.03% | — | +1.84% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.03% | — | +5.69% | |
| 31 | INTC | Intel CORP | 株式-IT | 1.01% | — | +1795.87% | |
| 32 | GM | General Motors Co | 株式-一般消費財 | 1.00% | -0.11% | -0.89% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.93% | — | +5.12% | |
| 34 | ICE | Intercontinental Exchange In | 株式-金融 | 0.90% | — | -0.94% | |
| 35 | VOX | Vanguard Communication Servi | ETF-その他 | 0.83% | — | -3.94% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.82% | +0.18% | -1.37% | |
| 37 | BBTUSD | Bb&t CORP | 株式-その他 | 0.77% | — | -6.19% | |
| 38 | CAT | Caterpillar INC | 株式-資本財 | 0.77% | +0.20% | +3.83% | |
| 39 | HON | Honeywell International INC | 株式-資本財 | 0.76% | — | -1.10% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.76% | — | +0.53% | |
| 41 | MET | Metlife INC | 株式-金融 | 0.73% | — | -4.14% | |
| 42 | TPR | Tapestry INC | 株式-一般消費財 | 0.72% | — | -2.45% | |
| 43 | PB | Prosperity Bancshares INC | 株式-金融 | 0.65% | — | — | |
| 44 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.65% | — | -4.63% | |
| 45 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.60% | — | +2.69% | |
| 46 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.58% | — | -1.48% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.57% | -0.16% | -1.57% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.54% | — | +5.56% | |
| 49 | COF | Capital One Financial CORP | 株式-金融 | 0.51% | -0.14% | -0.17% | |
| 50 | COP | Conocophillips | 株式-エネルギー | 0.51% | — | +0.39% |