CIK: 0001706028
申告総資産額
$10.0億
上位200銘柄を表示中（全239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 | MSFT | Microsoft CORP | 株式-IT | 4.89% | -1.13% | +0.16% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.86% | -0.65% | +0.48% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.62% | +0.09% | -1.15% | |
| 4 | DHR | Danaher CORP | 株式-ヘルスケア | 2.06% | -0.14% | -3.01% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.05% | — | -3.90% | |
| 6 | HD | Home Depot INC | 株式-一般消費財 | 1.94% | — | -0.03% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.91% | -0.33% | +1.96% | |
| 8 | PAYC | Paycom Software INC | 株式-IT | 1.80% | — | — | |
| 9 | CAPEUSD | Barclays Etn+ Shiller Cape | ETF-その他 | 1.77% | — | +0.68% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.58% | -0.24% | -1.31% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.55% | +0.56% | -0.09% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.54% | — | +51.47% | |
| 13 | QCOM | Qualcomm INC | 株式-IT | 1.40% | -0.40% | +2.26% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.40% | -0.17% | +1.35% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.31% | -0.34% | -3.65% | |
| 16 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.30% | +0.09% | -2.12% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.29% | -0.17% | +4.28% | |
| 18 | ITW | Illinois Tool Works | 株式-資本財 | 1.29% | — | -0.75% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.27% | -0.16% | +2.88% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.16% | — | -1.86% | |
| 21 | AMT | American Tower CORP | 株式-不動産 | 1.15% | — | +4.84% | |
| 22 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.11% | -0.13% | -0.97% | |
| 23 | ACN | Accenture plc | 株式-IT | 1.11% | -0.15% | -1.19% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 1.09% | -0.20% | +3.54% | |
| 25 | INTC | Intel CORP | 株式-IT | 1.07% | — | +2.05% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.05% | — | +0.33% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.01% | — | -18.30% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.01% | — | -3.07% | |
| 29 | ADP | Automatic Data Processing | 株式-IT | 1.00% | — | -0.11% | |
| 30 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.00% | — | +1.08% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.00% | — | -3.10% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.99% | -0.24% | +6.48% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.98% | +0.13% | +1.54% | |
| 34 | HON | Honeywell International INC | 株式-資本財 | 0.97% | — | -1.12% | |
| 35 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.93% | — | +0.73% | |
| 36 | AXP | American Express Co | 株式-金融 | 0.87% | -0.18% | -3.48% | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.86% | — | +3.08% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.81% | — | +0.47% | |
| 39 | ICE | Intercontinental Exchange In | 株式-金融 | 0.78% | — | +0.05% | |
| 40 | LRCXEUR | Lam Research CORP | 株式-IT | 0.77% | — | -0.36% | |
| 41 | USB | US Bancorp | 株式-金融 | 0.76% | — | -0.86% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.74% | +0.18% | -1.15% | |
| 43 | TXN | Texas Instruments INC | 株式-IT | 0.73% | — | -0.90% | |
| 44 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.72% | — | +13.22% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.70% | — | -3.35% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | — | +0.73% | |
| 47 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.66% | — | +32.92% | |
| 48 | MS | Morgan Stanley | 株式-金融 | 0.64% | — | -5.02% | |
| 49 | TGT | Target CORP | 株式-一般消費財 | 0.63% | — | +8.39% | |
| 50 | RVTY | Revvity INC | 株式-ヘルスケア | 0.63% | — | +3.81% |