CIK: 0001767513
申告総資産額
$6.9億
上位200銘柄を表示中（全421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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.25% | -0.11% | — | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 8.26% | — | — | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.77% | — | — | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.99% | -0.10% | — | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.79% | +0.07% | — | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.40% | -0.09% | — | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.32% | -0.12% | — | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.32% | — | — | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.60% | -0.03% | — | |
| 10 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.31% | -0.04% | — | |
| 11 | MNST | Monster Beverage CORP | 株式-生活必需品 | 1.26% | — | — | |
| 12 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 1.25% | — | — | |
| 13 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.24% | -0.04% | — | |
| 14 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.22% | — | — | |
| 15 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.22% | +0.03% | NEW | |
| 16 | AVGO | Broadcom INC | 株式-IT | 1.20% | -0.11% | — | |
| 17 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 1.19% | -0.16% | EXIT | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.19% | — | — | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.17% | -0.03% | — | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.14% | -0.09% | — | |
| 21 | INTC | Intel CORP | 株式-IT | 1.10% | +0.01% | — | |
| 22 | PFE | Pfizer INC | 株式-ヘルスケア | 1.07% | — | — | |
| 23 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.04% | — | — | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 1.01% | -0.02% | — | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.00% | +0.01% | — | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 1.00% | — | — | |
| 27 | CMS | Cms Energy CORP | 株式-公益事業 | 0.96% | — | — | |
| 28 | CBRL | Cracker Barrel Old Country | 株式-その他 | 0.96% | — | — | |
| 29 | GM | General Motors Co | 株式-一般消費財 | 0.92% | — | — | |
| 30 | FAST | Fastenal Co | 株式-資本財 | 0.91% | — | — | |
| 31 | ✓ | Dsw INC | 株式-その他 | 0.91% | — | — | |
| 32 | CHCO | City Holding Co | 株式-その他 | 0.90% | — | — | |
| 33 | FAF | First American Financial | 株式-金融 | 0.89% | — | — | |
| 34 | OPLN | Openlane INC | 株式-その他 | 0.86% | — | — | |
| 35 | COLB | Columbia Banking System INC | 株式-金融 | 0.84% | — | — | |
| 36 | RUTHUSD | Ruth's Hospitality Group INC | 株式-その他 | 0.83% | — | — | |
| 37 | EGOVEUR | Nic INC | 株式-その他 | 0.82% | — | — | |
| 38 | STX | Seagate Technology Holdings plc | 株式-IT | 0.80% | — | — | |
| 39 | LRCXEUR | Lam Research CORP | 株式-IT | 0.76% | — | — | |
| 40 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.76% | — | — | |
| 41 | MO | Altria Group INC | 株式-生活必需品 | 0.74% | — | — | |
| 42 | TXN | Texas Instruments INC | 株式-IT | 0.69% | -0.02% | — | |
| 43 | GME | Gamestop Corp-class A | 株式-一般消費財 | 0.68% | — | — | |
| 44 | ISBCUSD | Investors Bancorp INC | 株式-その他 | 0.68% | — | — | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.65% | — | — | |
| 46 | MA | Mastercard INC - A | 株式-金融 | 0.64% | — | — | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.62% | — | — | |
| 48 | INFY | Infosys Ltd-sp Adr | 株式-IT | 0.61% | -0.02% | — | |
| 49 | ACN | Accenture plc | 株式-IT | 0.58% | -0.01% | — | |
| 50 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.58% | -0.04% | — |