CIK: 0001706028
申告総資産額
$10.0億
上位200銘柄を表示中（全296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 | 6.08% | -1.13% | -2.83% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.21% | -0.65% | +5.58% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.04% | +0.56% | +2.11% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.76% | +0.09% | -1.59% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.63% | — | +6.53% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.25% | -0.24% | -3.03% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.97% | -0.33% | +0.60% | |
| 8 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.90% | -0.17% | -1.10% | |
| 9 | ORCL | Oracle CORP | 株式-IT | 1.87% | -0.24% | -0.92% | |
| 10 | WMT | Walmart INC | 株式-生活必需品 | 1.70% | +0.13% | -1.18% | |
| 11 | QCOM | Qualcomm INC | 株式-IT | 1.56% | -0.40% | +1.72% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.46% | -0.20% | -2.98% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.42% | -0.34% | -0.45% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.34% | — | -1.06% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.31% | — | +1.10% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.27% | -0.16% | +0.34% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.25% | +0.21% | +6.21% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.22% | — | +0.04% | |
| 19 | MO | Altria Group INC | 株式-生活必需品 | 1.03% | +0.17% | +7.36% | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.98% | -0.17% | +0.88% | |
| 21 | UYLD | Angel Oak Ultrashort Income | ETF-その他 | 0.95% | — | +13.62% | |
| 22 | ADP | Automatic Data Processing | 株式-IT | 0.92% | — | -3.44% | |
| 23 | FISV | Fiserv INC | 株式-その他 | 0.92% | — | +9.69% | |
| 24 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.92% | -0.13% | -2.48% | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 0.91% | — | -0.30% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.89% | — | -0.09% | |
| 27 | AXP | American Express Co | 株式-金融 | 0.89% | -0.18% | -3.96% | |
| 28 | T | At&t INC | 株式-通信サービス | 0.89% | +0.11% | -0.47% | |
| 29 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.82% | +0.09% | +0.10% | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.79% | — | +24.12% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.79% | — | -0.29% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.77% | — | -0.24% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.77% | +0.30% | -2.63% | |
| 34 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.72% | -0.11% | +12.95% | |
| 35 | ACN | Accenture plc | 株式-IT | 0.70% | -0.15% | +0.81% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | — | +0.36% | |
| 37 | DHR | Danaher CORP | 株式-ヘルスケア | 0.67% | -0.14% | +1.20% | |
| 38 | GM | General Motors Co | 株式-一般消費財 | 0.66% | -0.11% | +0.44% | |
| 39 | URI | United Rentals INC | 株式-資本財 | 0.66% | — | +1.92% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.65% | +0.17% | -1.55% | |
| 41 | AMT | American Tower CORP | 株式-不動産 | 0.64% | — | -0.52% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.61% | — | — | |
| 43 | ICE | Intercontinental Exchange In | 株式-金融 | 0.61% | — | -2.09% | |
| 44 | OKE | Oneok INC | 株式-エネルギー | 0.57% | +0.10% | -8.00% | |
| 45 | PSX | Phillips 66 | 株式-エネルギー | 0.57% | +0.21% | +3.78% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.56% | +0.18% | -0.80% | |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.54% | — | -1.01% | |
| 48 | HPE | Hewlett Packard Enterprise | 株式-IT | 0.54% | — | -0.16% | |
| 49 | CAT | Caterpillar INC | 株式-資本財 | 0.54% | +0.20% | +13.11% | |
| 50 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.54% | — | +0.19% |