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 | 5.61% | -0.65% | -4.55% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.96% | -1.13% | -5.44% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.39% | +0.56% | -0.87% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.62% | +0.09% | -13.53% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.34% | — | +13.46% | |
| 6 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.28% | -0.17% | -3.99% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.06% | -0.24% | -4.87% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.81% | -0.33% | -7.07% | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.71% | -0.17% | -1.69% | |
| 10 | WMT | Walmart INC | 株式-生活必需品 | 1.62% | +0.13% | -4.64% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.56% | -0.20% | -5.92% | |
| 12 | QCOM | Qualcomm INC | 株式-IT | 1.55% | -0.40% | -6.73% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.42% | — | -0.50% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.32% | -0.34% | -1.16% | |
| 15 | ORCL | Oracle CORP | 株式-IT | 1.27% | -0.24% | -3.08% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.18% | — | +1.60% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.18% | +0.21% | +47.58% | |
| 18 | FISV | Fiserv INC | 株式-その他 | 1.13% | — | +0.54% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.03% | -0.16% | -0.11% | |
| 20 | MO | Altria Group INC | 株式-生活必需品 | 1.03% | +0.17% | +15.63% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.03% | — | +2.10% | |
| 22 | ADP | Automatic Data Processing | 株式-IT | 1.00% | — | -5.82% | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.96% | -0.13% | -3.05% | |
| 24 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.92% | +0.09% | -3.98% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.92% | +0.30% | -4.75% | |
| 26 | T | At&t INC | 株式-通信サービス | 0.91% | +0.11% | +16.09% | |
| 27 | UYLD | Angel Oak Ultrashort Income | ETF-その他 | 0.88% | — | +6.39% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.88% | — | -0.56% | |
| 29 | MS | Morgan Stanley | 株式-金融 | 0.86% | — | -5.61% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.85% | — | -0.72% | |
| 31 | AXP | American Express Co | 株式-金融 | 0.82% | -0.18% | -6.02% | |
| 32 | OKE | Oneok INC | 株式-エネルギー | 0.79% | +0.10% | -9.12% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.79% | +0.17% | -0.19% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.77% | — | -2.26% | |
| 35 | ACN | Accenture plc | 株式-IT | 0.76% | -0.15% | -2.60% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.75% | — | -3.52% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.75% | — | -19.47% | |
| 38 | DHR | Danaher CORP | 株式-ヘルスケア | 0.72% | -0.14% | -2.92% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.70% | +0.18% | -2.05% | |
| 40 | PAYC | Paycom Software INC | 株式-IT | 0.66% | — | -1.37% | |
| 41 | AMT | American Tower CORP | 株式-不動産 | 0.66% | — | -4.53% | |
| 42 | GM | General Motors Co | 株式-一般消費財 | 0.66% | -0.11% | +2.41% | |
| 43 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.66% | -0.11% | +0.28% | |
| 44 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.62% | — | +21.68% | |
| 45 | ICE | Intercontinental Exchange In | 株式-金融 | 0.61% | — | -4.80% | |
| 46 | ITW | Illinois Tool Works | 株式-資本財 | 0.60% | — | -6.86% | |
| 47 | PSX | Phillips 66 | 株式-エネルギー | 0.60% | +0.21% | +5.85% | |
| 48 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.58% | — | +0.57% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.58% | — | +0.54% | |
| 50 | URI | United Rentals INC | 株式-資本財 | 0.57% | — | +136.36% |