CIK: 0001633207
申告総資産額
$5.8億
上位200銘柄を表示中（全230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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.24% | -0.25% | +549.45% | |
| 2 | HON | Honeywell International INC | 株式-資本財 | 4.15% | — | +589.82% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.92% | -0.36% | -0.43% | |
| 4 | KO | Coca-cola Co/the | 株式-生活必需品 | 3.20% | +0.07% | -0.79% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 2.95% | -0.51% | -0.94% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.91% | -0.98% | +4.32% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.84% | — | +341.46% | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.57% | — | +439.77% | |
| 9 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.45% | — | +1451.88% | |
| 10 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 2.34% | — | -1.03% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.83% | -0.43% | +1.68% | |
| 12 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 1.31% | — | +0.23% | |
| 13 | FRCB | First Republic Bank/ca | 株式-金融 | 1.29% | — | -1.50% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.13% | -0.25% | +8.28% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.13% | +0.11% | +8.01% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.09% | -0.57% | +20.55% | |
| 17 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.07% | -0.14% | -2.44% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.84% | — | -1.21% | |
| 19 | XYL | Xylem INC | 株式-資本財 | 0.83% | -0.13% | -0.81% | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 0.81% | — | -1.68% | |
| 21 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.80% | -1.11% | EXIT | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 0.78% | — | -0.86% | |
| 23 | RTX | Rtx CORP | 株式-資本財 | 0.77% | — | -7.80% | |
| 24 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.75% | — | +9.44% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.75% | +2.52% | — | |
| 26 | ECL | Ecolab INC | 株式-素材 | 0.75% | — | -1.09% | |
| 27 | NEE | Nextera Energy INC | 株式-公益事業 | 0.74% | — | +301.99% | |
| 28 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.72% | — | -0.58% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.71% | — | -1.06% | |
| 30 | MDT | Medtronic plc | 株式-ヘルスケア | 0.71% | — | -1.04% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.70% | — | +14.45% | |
| 32 | TFC | Truist Financial CORP | 株式-金融 | 0.65% | — | +11.00% | |
| 33 | CARR | Carrier Global CORP | 株式-資本財 | 0.64% | — | +0.35% | |
| 34 | NEM | Newmont CORP | 株式-素材 | 0.62% | — | -5.41% | |
| 35 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.61% | — | -2.75% | |
| 36 | APTV | Aptiv PLC | 株式-一般消費財 | 0.60% | — | +15.19% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.59% | -0.11% | +0.61% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.59% | -0.20% | +0.80% | |
| 39 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.58% | — | +44.29% | |
| 40 | QCOM | Qualcomm INC | 株式-IT | 0.58% | -0.16% | -2.12% | |
| 41 | WY | Weyerhaeuser Co | 株式-不動産 | 0.57% | — | +1.37% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.55% | — | +26.80% | |
| 43 | AIA | Ishares Asia 50 ETF | ETF-その他 | 0.55% | — | +13.18% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.55% | — | -32.06% | |
| 45 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.55% | -0.17% | +0.76% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.51% | — | +16.40% | |
| 47 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.49% | — | +30.23% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.47% | — | +27.07% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.47% | — | -0.50% | |
| 50 | CB | Chubb Limited | 株式-金融 | 0.47% | — | -10.81% |