CIK: 0001706028
申告総資産額
$10.0億
上位200銘柄を表示中（全286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 | 6.52% | -1.13% | -2.76% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.25% | -0.65% | -0.35% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.67% | +0.09% | -0.79% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.22% | -0.33% | -1.00% | |
| 5 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.16% | -0.17% | -0.73% | |
| 6 | QCOM | Qualcomm INC | 株式-IT | 2.09% | -0.40% | +0.27% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.90% | -0.24% | -3.03% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.72% | -0.17% | +1.97% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 1.68% | — | -1.84% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.66% | — | -0.67% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.52% | -0.34% | +2.67% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.47% | -0.20% | -1.65% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.43% | +0.56% | -0.87% | |
| 14 | ORCL | Oracle CORP | 株式-IT | 1.36% | -0.24% | -1.07% | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 1.23% | +0.13% | +201.03% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.22% | — | +0.55% | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.12% | +0.17% | -1.45% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.09% | — | -1.99% | |
| 19 | DHR | Danaher CORP | 株式-ヘルスケア | 1.03% | -0.14% | -0.00% | |
| 20 | ACN | Accenture plc | 株式-IT | 1.00% | -0.15% | -1.17% | |
| 21 | ADP | Automatic Data Processing | 株式-IT | 0.95% | — | -2.53% | |
| 22 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.95% | +0.09% | -0.38% | |
| 23 | FISV | Fiserv INC | 株式-その他 | 0.94% | — | -0.37% | |
| 24 | AXP | American Express Co | 株式-金融 | 0.93% | -0.18% | -2.90% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.92% | — | -1.23% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.92% | — | -1.16% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.91% | +0.30% | +1.10% | |
| 28 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.91% | -0.13% | -0.77% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.88% | -0.16% | -1.35% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.80% | — | +1.74% | |
| 31 | MS | Morgan Stanley | 株式-金融 | 0.79% | — | +2.46% | |
| 32 | ITW | Illinois Tool Works | 株式-資本財 | 0.78% | — | -0.39% | |
| 33 | OKE | Oneok INC | 株式-エネルギー | 0.75% | +0.10% | -3.47% | |
| 34 | INTC | Intel CORP | 株式-IT | 0.74% | — | +0.11% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.74% | — | -1.93% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.72% | — | -2.28% | |
| 37 | AMT | American Tower CORP | 株式-不動産 | 0.72% | — | -1.95% | |
| 38 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.71% | — | +17.41% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.70% | +0.18% | +0.29% | |
| 40 | PAYC | Paycom Software INC | 株式-IT | 0.69% | — | — | |
| 41 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.68% | -0.11% | +52.71% | |
| 42 | PSX | Phillips 66 | 株式-エネルギー | 0.66% | +0.21% | -0.53% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.65% | +0.21% | +6.75% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.64% | — | -0.38% | |
| 45 | DE | Deere & Co | 株式-資本財 | 0.63% | +0.11% | +1.59% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.60% | — | -23.63% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.60% | — | -2.03% | |
| 48 | ICE | Intercontinental Exchange In | 株式-金融 | 0.58% | — | +0.35% | |
| 49 | CAT | Caterpillar INC | 株式-資本財 | 0.54% | +0.20% | -1.86% | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.54% | — | -3.94% |