CIK: 0001706028
申告総資産額
$10.0億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 5.60% | -1.13% | +5.09% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.33% | +0.09% | -3.49% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.98% | -0.65% | +6.01% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.52% | — | -5.15% | |
| 5 | DHR | Danaher CORP | 株式-ヘルスケア | 2.17% | -0.14% | -0.99% | |
| 6 | HD | Home Depot INC | 株式-一般消費財 | 2.05% | — | +16.02% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.86% | +0.56% | -0.51% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.77% | -0.17% | -1.95% | |
| 9 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.65% | -0.17% | -0.49% | |
| 10 | INTC | Intel CORP | 株式-IT | 1.61% | — | +3.56% | |
| 11 | ITW | Illinois Tool Works | 株式-資本財 | 1.61% | — | +0.94% | |
| 12 | PAYC | Paycom Software INC | 株式-IT | 1.57% | — | -49.02% | |
| 13 | CAPEUSD | Barclays Etn+ Shiller Cape | ETF-その他 | 1.56% | — | -1.87% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.47% | — | +8.28% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.44% | -0.33% | +9.13% | |
| 16 | AMT | American Tower CORP | 株式-不動産 | 1.38% | — | +57.53% | |
| 17 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.34% | -0.13% | +1.14% | |
| 18 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.34% | +0.09% | +19.37% | |
| 19 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.29% | — | +1.26% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.27% | — | -3.11% | |
| 21 | QCOM | Qualcomm INC | 株式-IT | 1.26% | -0.40% | +7.11% | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.25% | — | -2.80% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 1.17% | -0.20% | +6.32% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.16% | -0.24% | +16.34% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 1.16% | +0.13% | +2.16% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.11% | — | +6.00% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.10% | — | -10.05% | |
| 28 | HON | Honeywell International INC | 株式-資本財 | 1.06% | — | +8.23% | |
| 29 | ADP | Automatic Data Processing | 株式-IT | 1.04% | — | +1.59% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.03% | -0.34% | +14.08% | |
| 31 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.03% | — | +13.52% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.02% | — | +1.90% | |
| 33 | NEE | Nextera Energy INC | 株式-公益事業 | 1.00% | — | +1.19% | |
| 34 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.98% | — | +77.33% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.94% | — | +10.14% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.93% | +0.18% | -0.74% | |
| 37 | ICE | Intercontinental Exchange In | 株式-金融 | 0.90% | — | +11.45% | |
| 38 | ACN | Accenture plc | 株式-IT | 0.89% | -0.15% | +7.20% | |
| 39 | AXP | American Express Co | 株式-金融 | 0.84% | -0.18% | -0.92% | |
| 40 | TXN | Texas Instruments INC | 株式-IT | 0.84% | — | -0.31% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.83% | — | +0.02% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.81% | — | +7.49% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.75% | +0.17% | +143.03% | |
| 44 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.74% | — | +97.30% | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.72% | -0.24% | +49.74% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.71% | — | +5.67% | |
| 47 | USB | US Bancorp | 株式-金融 | 0.70% | — | -0.60% | |
| 48 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.66% | — | -0.22% | |
| 49 | MO | Altria Group INC | 株式-生活必需品 | 0.61% | +0.17% | -12.89% | |
| 50 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.60% | — | +13.52% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.8% | +6.01% | 増加 |
| 2 | AMZN | Amazon.com INC | +0.5% | +77.33% | 増加 |
| 3 | PYPL | Paypal Holdings INC | +0.5% | +434.48% | 増加 |
| 4 | AMT | American Tower CORP | +0.4% | +57.53% | 増加 |
| 5 | VCIT | Vanguard Int-term Corporate | +0.4% | +808.86% | 増加 |
| 6 | HD | Home Depot INC | +0.4% | +16.02% | 増加 |
| 7 | SHW | Sherwin-williams Co/the | +0.4% | +97.30% | 増加 |
| 8 | MRK | Merck & Co. INC. | +0.4% | +143.03% | 増加 |
| 9 | MSFT | Microsoft CORP | +0.3% | +5.09% | 増加 |
| 10 | LOW | Lowe's Cos INC | +0.3% | +13.52% | 増加 |
| 11 | LRCXEUR | Lam Research CORP | +0.3% | +277.87% | 増加 |
| 12 | MDLZ | Mondelez International Inc-a | +0.2% | +137.23% | 増加 |
| 13 | ORCL | Oracle CORP | +0.2% | +49.74% | 増加 |
| 14 | CRM | Salesforce INC | +0.2% | +223.34% | 増加 |
| 15 | BDX | Becton Dickinson And Co | +0.2% | +81.73% | 増加 |
| 16 | PAYX | Paychex INC | +0.2% | +81.98% | 増加 |
| 17 | QCOM | Qualcomm INC | +0.2% | +7.11% | 増加 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +14.08% | 増加 |
| 19 | ACN | Accenture plc | +0.1% | +7.20% | 増加 |
| 20 | GPN | Global Payments INC | +0.1% | +29.05% | 増加 |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | +9.13% | 増加 |
| 22 | SBUX | Starbucks CORP | +0.1% | +19.37% | 増加 |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +8.28% | 増加 |
| 24 | CSCO | Cisco Systems INC | 0% | +10.14% | 増加 |
| 25 | ABBV | Abbvie INC | 0% | -0.49% | 減少 |
| 26 | V | Visa Inc-class A Shares | — | +6.32% | 増加 |
| 27 | ICE | Intercontinental Exchange In | — | +11.45% | 増加 |
| 28 | TXN | Texas Instruments INC | — | -0.31% | 減少 |
| 29 | DHR | Danaher CORP | 0% | -0.99% | 減少 |
| 30 | ITW | Illinois Tool Works | 0% | +0.94% | 増加 |
| 31 | CVX | Chevron CORP | 0% | -0.74% | 減少 |
| 32 | DIS | Walt Disney Co/the | -0.1% | +6.00% | 増加 |
| 33 | JPM | Jpmorgan Chase & Co | -0.1% | +16.34% | 増加 |
| 34 | CAPEUSD | Barclays Etn+ Shiller Cape | -0.1% | -1.87% | 減少 |
| 35 | ABT | Abbott Laboratories | -0.1% | +1.14% | 増加 |
| 36 | SCZ | Ishares Msci Eafe Small-cap | -0.1% | -3.11% | 減少 |
| 37 | UNH | Unitedhealth Group INC | -0.2% | -1.95% | 減少 |
| 38 | INTC | Intel CORP | -0.2% | +3.56% | 増加 |
| 39 | WFC | Wells Fargo & Co | -0.2% | -76.55% | 減少 |
| 40 | VAW | Vanguard Materials ETF | -0.3% | -76.11% | 減少 |
| 41 | VWO | Vanguard Ftse Emerging Marke | -0.4% | -5.15% | 減少 |
| 42 | VNQ | Vanguard Real Estate ETF | -0.5% | -80.15% | 減少 |
| 43 | PFE | Pfizer INC | -0.6% | -47.19% | 減少 |
| 44 | VEA | Vanguard Ftse Developed ETF | -0.7% | -3.49% | 減少 |
| 45 | PAYC | Paycom Software INC | -1% | -49.02% | 減少 |
| 46 | MA | Mastercard INC - A | — | NEW | 新規購入 |
| 47 | VRTX | Vertex Pharmaceuticals INC | — | NEW | 新規購入 |
| 48 | NBIX | Neurocrine Biosciences INC | — | NEW | 新規購入 |
| 49 | ZTS | Zoetis INC | — | NEW | 新規購入 |
| 50 | RTX | Rtx CORP | — | NEW | 新規購入 |