CIK: 0001633207
申告総資産額
$5.8億
上位200銘柄を表示中（全212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 | 4.97% | -0.36% | +301.39% | |
| 2 | KO | Coca-cola Co/the | 株式-生活必需品 | 4.19% | +0.07% | -5.33% | |
| 3 | V | Visa Inc-class A Shares | 株式-金融 | 3.94% | -0.51% | -1.44% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.82% | -0.98% | -2.43% | |
| 5 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 3.75% | — | +0.74% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.34% | -0.43% | +0.82% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.04% | -0.25% | -0.49% | |
| 8 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 1.87% | — | +5.99% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.43% | +0.11% | +1.68% | |
| 10 | FRCB | First Republic Bank/ca | 株式-金融 | 1.40% | — | -0.38% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.36% | -0.57% | +5.12% | |
| 12 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 1.26% | -1.11% | EXIT | |
| 13 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.25% | -0.14% | -0.25% | |
| 14 | INTC | Intel CORP | 株式-IT | 1.21% | — | -5.16% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.14% | -0.25% | +0.67% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.06% | — | -0.40% | |
| 17 | CSCO | Cisco Systems INC | 株式-IT | 1.05% | — | +5.76% | |
| 18 | ECL | Ecolab INC | 株式-素材 | 1.01% | — | +2.71% | |
| 19 | NEM | Newmont CORP | 株式-素材 | 1.00% | — | -0.36% | |
| 20 | XYL | Xylem INC | 株式-資本財 | 1.00% | -0.13% | +0.67% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.99% | +2.52% | — | |
| 22 | RTX | Rtx CORP | 株式-資本財 | 0.98% | — | — | |
| 23 | NEE | Nextera Energy INC | 株式-公益事業 | 0.95% | — | +0.01% | |
| 24 | MDT | Medtronic plc | 株式-ヘルスケア | 0.92% | — | +2.65% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.91% | — | +5.12% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.89% | — | +4.96% | |
| 27 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.88% | — | +3.70% | |
| 28 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.87% | — | +1.57% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.84% | — | +0.31% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.83% | — | -0.09% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.80% | — | -1.27% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.76% | -0.11% | -0.19% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.76% | -0.20% | +3.91% | |
| 34 | CARR | Carrier Global CORP | 株式-資本財 | 0.74% | — | -0.51% | |
| 35 | WY | Weyerhaeuser Co | 株式-不動産 | 0.69% | — | -0.57% | |
| 36 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.69% | -0.17% | +0.98% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | — | -2.90% | |
| 38 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.69% | — | +25.99% | |
| 39 | HON | Honeywell International INC | 株式-資本財 | 0.67% | — | +0.58% | |
| 40 | TFC | Truist Financial CORP | 株式-金融 | 0.67% | — | -0.53% | |
| 41 | QCOM | Qualcomm INC | 株式-IT | 0.66% | -0.16% | +41.44% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.64% | — | +25.12% | |
| 43 | VMC | Vulcan Materials Co | 株式-素材 | 0.62% | — | -0.67% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.62% | — | +0.08% | |
| 45 | LIN | Linde plc | 株式-素材 | 0.58% | — | +1.78% | |
| 46 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.58% | — | +39.93% | |
| 47 | AIA | Ishares Asia 50 ETF | ETF-その他 | 0.58% | — | +1.35% | |
| 48 | CB | Chubb Limited | 株式-金融 | 0.57% | — | -0.39% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.57% | — | -0.20% | |
| 50 | ETN | Eaton Corporation plc | 株式-資本財 | 0.57% | +0.05% | +0.35% |