CIK: 0001706028
申告総資産額
$10.0億
上位200銘柄を表示中（全237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 | 4.87% | -0.65% | -1.42% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.67% | -1.13% | +0.50% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.05% | +0.09% | -1.66% | |
| 4 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.33% | -0.17% | +0.61% | |
| 5 | HD | Home Depot INC | 株式-一般消費財 | 2.26% | — | +1.73% | |
| 6 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.12% | -0.17% | -0.99% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.97% | +0.56% | +0.11% | |
| 8 | QCOM | Qualcomm INC | 株式-IT | 1.63% | -0.40% | +0.85% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.49% | -0.24% | +0.96% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.49% | -0.33% | -2.88% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.42% | — | +35.59% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.39% | -0.20% | +1.74% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.37% | — | -2.53% | |
| 14 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.32% | +0.09% | +0.32% | |
| 15 | PAYC | Paycom Software INC | 株式-IT | 1.30% | — | — | |
| 16 | DHR | Danaher CORP | 株式-ヘルスケア | 1.26% | -0.14% | -3.10% | |
| 17 | ADP | Automatic Data Processing | 株式-IT | 1.21% | — | -3.09% | |
| 18 | ITW | Illinois Tool Works | 株式-資本財 | 1.21% | — | -0.70% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.20% | +0.17% | +0.01% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 1.18% | +0.13% | +0.92% | |
| 21 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.16% | — | -0.66% | |
| 22 | ORCL | Oracle CORP | 株式-IT | 1.13% | -0.24% | +0.23% | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.11% | -0.13% | -0.48% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.05% | — | +3.26% | |
| 25 | AMT | American Tower CORP | 株式-不動産 | 1.03% | — | -2.92% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.01% | +0.30% | +3.87% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.98% | -0.34% | +4.43% | |
| 28 | ACN | Accenture plc | 株式-IT | 0.98% | -0.15% | -1.00% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.97% | — | -2.60% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.93% | — | -23.89% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.92% | +0.18% | +0.36% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.90% | — | -1.79% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.86% | — | +5.41% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.84% | — | -9.86% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.82% | — | -0.43% | |
| 36 | DE | Deere & Co | 株式-資本財 | 0.81% | +0.11% | -1.21% | |
| 37 | AXP | American Express Co | 株式-金融 | 0.79% | -0.18% | -1.36% | |
| 38 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.79% | — | -0.89% | |
| 39 | MS | Morgan Stanley | 株式-金融 | 0.78% | — | -0.27% | |
| 40 | OKE | Oneok INC | 株式-エネルギー | 0.71% | +0.10% | +22.74% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.66% | — | -4.01% | |
| 42 | LRCXEUR | Lam Research CORP | 株式-IT | 0.66% | — | +2.76% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.66% | — | +288.93% | |
| 44 | FISV | Fiserv INC | 株式-その他 | 0.64% | — | -0.81% | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | — | -23.20% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.64% | — | — | |
| 47 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.62% | -0.11% | -3.24% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.62% | — | +4.23% | |
| 49 | USB | US Bancorp | 株式-金融 | 0.60% | — | -1.50% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.60% | +0.21% | — |