CIK: 0001706028
申告総資産額
$10.0億
上位200銘柄を表示中（全242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 | 5.24% | -0.65% | -2.26% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.01% | -1.13% | -2.51% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.12% | +0.09% | -2.24% | |
| 4 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.19% | -0.17% | -2.54% | |
| 5 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.15% | -0.17% | -0.92% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.94% | +0.56% | -1.80% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.87% | -0.33% | -0.67% | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 1.83% | — | -1.03% | |
| 9 | QCOM | Qualcomm INC | 株式-IT | 1.79% | -0.40% | -0.60% | |
| 10 | CAPEUSD | Barclays Etn+ Shiller Cape | ETF-その他 | 1.78% | — | -2.36% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.66% | — | -2.59% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.30% | -0.20% | -1.57% | |
| 13 | AMT | American Tower CORP | 株式-不動産 | 1.29% | — | -1.26% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.24% | -0.24% | -1.64% | |
| 15 | DHR | Danaher CORP | 株式-ヘルスケア | 1.24% | -0.14% | -1.59% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.21% | — | +2957.25% | |
| 17 | PAYC | Paycom Software INC | 株式-IT | 1.18% | — | +0.02% | |
| 18 | ADP | Automatic Data Processing | 株式-IT | 1.16% | — | -2.11% | |
| 19 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.13% | -0.13% | -1.82% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.10% | -0.34% | -9.10% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.07% | — | +1699.82% | |
| 22 | ACN | Accenture plc | 株式-IT | 1.04% | -0.15% | -1.58% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.03% | — | -3.78% | |
| 24 | ITW | Illinois Tool Works | 株式-資本財 | 1.01% | — | -23.77% | |
| 25 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.01% | +0.09% | -0.65% | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.01% | — | -1.85% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.00% | — | -4.37% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 1.00% | +0.13% | -0.82% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.98% | +0.17% | +17.81% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.96% | — | -1.41% | |
| 31 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.95% | — | -1.21% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.93% | -0.24% | -1.41% | |
| 33 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.92% | — | -2.15% | |
| 34 | INTC | Intel CORP | 株式-IT | 0.90% | — | -1.90% | |
| 35 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.88% | — | -0.08% | |
| 36 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.85% | — | +13.38% | |
| 37 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.80% | — | — | |
| 38 | AXP | American Express Co | 株式-金融 | 0.77% | -0.18% | -2.28% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.75% | — | -4.32% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.73% | — | -1.43% | |
| 41 | MS | Morgan Stanley | 株式-金融 | 0.68% | — | +1.38% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.68% | +0.30% | -3.34% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.67% | — | -2.08% | |
| 44 | USB | US Bancorp | 株式-金融 | 0.65% | — | -1.64% | |
| 45 | LRCXEUR | Lam Research CORP | 株式-IT | 0.65% | — | -2.16% | |
| 46 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.58% | — | -2.90% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.57% | +0.21% | -0.22% | |
| 48 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.56% | — | -1.83% | |
| 49 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.56% | — | -1.93% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.55% | — | -2.33% |