CIK: 0001706028
申告総資産額
$10.0億
上位200銘柄を表示中（全300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 | 6.43% | -0.65% | -4.03% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.72% | -1.13% | +1.25% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.90% | +0.56% | +149.96% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.77% | +0.09% | -8.67% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.30% | -0.33% | -4.72% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.10% | — | +28.60% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.06% | -0.24% | +5.70% | |
| 8 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.96% | -0.17% | +3.82% | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 1.70% | +0.13% | +3.57% | |
| 10 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.63% | -0.17% | +4.87% | |
| 11 | QCOM | Qualcomm INC | 株式-IT | 1.61% | -0.40% | -2.37% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.58% | -0.34% | -2.93% | |
| 13 | ORCL | Oracle CORP | 株式-IT | 1.51% | -0.24% | -7.15% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.47% | — | -2.84% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.45% | -0.20% | -1.94% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.30% | — | +2.00% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.06% | — | +1.55% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.02% | -0.16% | +3.12% | |
| 19 | FISV | Fiserv INC | 株式-その他 | 1.01% | — | -3.92% | |
| 20 | ADP | Automatic Data Processing | 株式-IT | 0.98% | — | +0.99% | |
| 21 | MS | Morgan Stanley | 株式-金融 | 0.96% | — | +0.14% | |
| 22 | AXP | American Express Co | 株式-金融 | 0.93% | -0.18% | -10.96% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.88% | — | -11.74% | |
| 24 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.87% | +0.09% | +0.16% | |
| 25 | OKE | Oneok INC | 株式-エネルギー | 0.86% | +0.10% | +5.30% | |
| 26 | ACN | Accenture plc | 株式-IT | 0.85% | -0.15% | -2.26% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.85% | +0.17% | +14.31% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.85% | +0.30% | +10.95% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.83% | — | -3.02% | |
| 30 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.82% | -0.13% | +2.81% | |
| 31 | DHR | Danaher CORP | 株式-ヘルスケア | 0.81% | -0.14% | -3.90% | |
| 32 | UYLD | Angel Oak Ultrashort Income | ETF-その他 | 0.80% | — | +54.15% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.80% | — | +5.42% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.79% | — | -0.71% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.78% | +0.21% | +25.25% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | — | +7.70% | |
| 37 | MO | Altria Group INC | 株式-生活必需品 | 0.76% | +0.17% | +68.44% | |
| 38 | GM | General Motors Co | 株式-一般消費財 | 0.71% | -0.11% | +130.20% | |
| 39 | ITW | Illinois Tool Works | 株式-資本財 | 0.64% | — | -0.53% | |
| 40 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.62% | -0.11% | +36.82% | |
| 41 | T | At&t INC | 株式-通信サービス | 0.61% | +0.11% | +1108.37% | |
| 42 | PAYC | Paycom Software INC | 株式-IT | 0.61% | — | -1.14% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.60% | +0.18% | +7.54% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.59% | — | -0.54% | |
| 45 | HPE | Hewlett Packard Enterprise | 株式-IT | 0.58% | — | +9.50% | |
| 46 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.57% | — | +4.89% | |
| 47 | AMT | American Tower CORP | 株式-不動産 | 0.57% | — | -3.53% | |
| 48 | ICE | Intercontinental Exchange In | 株式-金融 | 0.54% | — | -1.90% | |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.54% | — | — | |
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.53% | — | -11.93% |