CIK: 0001706028
申告総資産額
$10.0億
上位200銘柄を表示中（全244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 | AAPL | Apple INC | 株式-IT | 5.53% | -0.65% | -0.59% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.28% | -1.13% | -0.80% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.20% | +0.09% | -1.29% | |
| 4 | HD | Home Depot INC | 株式-一般消費財 | 2.20% | — | -1.41% | |
| 5 | DHR | Danaher CORP | 株式-ヘルスケア | 2.02% | -0.14% | -0.52% | |
| 6 | QCOM | Qualcomm INC | 株式-IT | 1.99% | -0.40% | +9.76% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.91% | -0.33% | +1.18% | |
| 8 | CAPEUSD | Barclays Etn+ Shiller Cape | ETF-その他 | 1.76% | — | +1.22% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.73% | — | -6.02% | |
| 10 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.64% | -0.17% | -0.18% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.56% | -0.17% | +5.70% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.50% | +0.56% | -0.05% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.43% | — | +0.24% | |
| 14 | ITW | Illinois Tool Works | 株式-資本財 | 1.41% | — | +0.52% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.39% | -0.24% | -0.31% | |
| 16 | PAYC | Paycom Software INC | 株式-IT | 1.37% | — | — | |
| 17 | ACN | Accenture plc | 株式-IT | 1.28% | -0.15% | -1.97% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.28% | -0.34% | -1.46% | |
| 19 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.23% | +0.09% | -2.13% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.21% | -0.16% | +5.40% | |
| 21 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.18% | -0.13% | -2.48% | |
| 22 | AMT | American Tower CORP | 株式-不動産 | 1.16% | — | +0.94% | |
| 23 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.13% | — | -2.91% | |
| 24 | ADP | Automatic Data Processing | 株式-IT | 1.11% | — | -1.35% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 1.07% | -0.20% | +10.40% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.06% | — | +0.95% | |
| 27 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.02% | — | -1.15% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.02% | — | -0.23% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.01% | — | -1.00% | |
| 30 | INTC | Intel CORP | 株式-IT | 0.98% | — | +4.06% | |
| 31 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.94% | — | +9.28% | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.93% | +0.13% | +0.51% | |
| 33 | ORCL | Oracle CORP | 株式-IT | 0.93% | -0.24% | +3.07% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.91% | — | -10.32% | |
| 35 | LRCXEUR | Lam Research CORP | 株式-IT | 0.89% | — | +0.48% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.87% | — | -0.14% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.86% | — | +0.30% | |
| 38 | ICE | Intercontinental Exchange In | 株式-金融 | 0.84% | — | -0.27% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.82% | — | +11.17% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.77% | +0.18% | -1.64% | |
| 41 | AXP | American Express Co | 株式-金融 | 0.74% | -0.18% | -3.55% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.71% | — | -1.07% | |
| 43 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.69% | — | +17.61% | |
| 44 | RVTY | Revvity INC | 株式-ヘルスケア | 0.67% | — | +0.86% | |
| 45 | GM | General Motors Co | 株式-一般消費財 | 0.65% | -0.11% | +10.26% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.65% | — | -8.71% | |
| 47 | USB | US Bancorp | 株式-金融 | 0.64% | — | -2.70% | |
| 48 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.64% | — | +7.12% | |
| 49 | TGT | Target CORP | 株式-一般消費財 | 0.62% | — | +6.80% | |
| 50 | PYPL | Paypal Holdings INC | 株式-金融 | 0.61% | -0.08% | +88.46% |