CIK: 0001706028
申告総資産額
$10.0億
上位200銘柄を表示中（全283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 | 6.71% | -1.13% | -1.68% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.31% | -0.65% | -0.63% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.51% | +0.09% | -1.43% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.61% | -0.33% | -1.12% | |
| 5 | QCOM | Qualcomm INC | 株式-IT | 2.40% | -0.40% | -1.00% | |
| 6 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.04% | -0.17% | +1.49% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.84% | -0.24% | -2.64% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.76% | -0.34% | -2.43% | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.75% | -0.17% | +0.55% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.70% | — | -0.08% | |
| 11 | ORCL | Oracle CORP | 株式-IT | 1.55% | -0.24% | +2.69% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.50% | — | +1.16% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 1.38% | +0.13% | +1.23% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.38% | -0.20% | +0.68% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.31% | +0.56% | +0.82% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.26% | — | -1.85% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.10% | — | -1.78% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.08% | — | +1588.57% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.03% | +0.17% | -0.41% | |
| 20 | DHR | Danaher CORP | 株式-ヘルスケア | 1.02% | -0.14% | +0.83% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.96% | -0.16% | +5.84% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.91% | +0.30% | +2.94% | |
| 23 | AXP | American Express Co | 株式-金融 | 0.91% | -0.18% | -2.09% | |
| 24 | ADP | Automatic Data Processing | 株式-IT | 0.89% | — | -0.79% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.87% | — | -0.88% | |
| 26 | FISV | Fiserv INC | 株式-その他 | 0.86% | — | -0.45% | |
| 27 | ACN | Accenture plc | 株式-IT | 0.84% | -0.15% | -1.70% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.83% | — | +1.82% | |
| 29 | MS | Morgan Stanley | 株式-金融 | 0.83% | — | +3.72% | |
| 30 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.83% | +0.09% | +4.24% | |
| 31 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.82% | -0.13% | +0.74% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.77% | — | -15.59% | |
| 33 | OKE | Oneok INC | 株式-エネルギー | 0.74% | +0.10% | -1.44% | |
| 34 | AMT | American Tower CORP | 株式-不動産 | 0.70% | — | +0.70% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.69% | — | -2.23% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.68% | — | +1.39% | |
| 37 | ITW | Illinois Tool Works | 株式-資本財 | 0.68% | — | -0.72% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.67% | +0.18% | -0.70% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.66% | +0.21% | +5.78% | |
| 40 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.63% | — | +0.14% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.61% | — | -1.07% | |
| 42 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.61% | -0.11% | +0.66% | |
| 43 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.60% | — | -3.98% | |
| 44 | DE | Deere & Co | 株式-資本財 | 0.60% | +0.11% | +6.46% | |
| 45 | HPE | Hewlett Packard Enterprise | 株式-IT | 0.58% | — | +3.88% | |
| 46 | UYLD | Angel Oak Ultrashort Income | ETF-その他 | 0.58% | — | +31.25% | |
| 47 | PSX | Phillips 66 | 株式-エネルギー | 0.57% | +0.21% | +0.75% | |
| 48 | ICE | Intercontinental Exchange In | 株式-金融 | 0.56% | — | -0.34% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.56% | — | -2.12% | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.51% | — | — |