CIK: 0001633207
申告総資産額
$5.8億
上位200銘柄を表示中（全261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 | 5.14% | -0.36% | +0.12% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.09% | -0.98% | -1.20% | |
| 3 | KO | Coca-cola Co/the | 株式-生活必需品 | 3.13% | +0.07% | -2.53% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 2.64% | -0.51% | -4.10% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.51% | -0.57% | +2.75% | |
| 6 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 2.38% | — | -0.56% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.12% | -0.43% | -0.49% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.82% | -0.25% | -2.46% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.76% | -0.20% | +49.77% | |
| 10 | FRCB | First Republic Bank/ca | 株式-金融 | 1.70% | — | -2.78% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.36% | +0.11% | +7.23% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.35% | -0.25% | +1.61% | |
| 13 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 1.34% | — | +1.83% | |
| 14 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.24% | -0.14% | -6.19% | |
| 15 | CSCO | Cisco Systems INC | 株式-IT | 1.08% | — | -4.81% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.96% | +2.52% | +0.40% | |
| 17 | NEE | Nextera Energy INC | 株式-公益事業 | 0.94% | — | +7.55% | |
| 18 | XYL | Xylem INC | 株式-資本財 | 0.93% | -0.13% | -0.34% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.92% | -0.11% | +6.87% | |
| 20 | CARR | Carrier Global CORP | 株式-資本財 | 0.92% | — | -0.84% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 0.91% | — | +0.26% | |
| 22 | RTX | Rtx CORP | 株式-資本財 | 0.89% | — | -0.55% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.88% | — | +15.59% | |
| 24 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.86% | -1.11% | EXIT | |
| 25 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.84% | — | +3.65% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.82% | — | -1.14% | |
| 27 | APTV | Aptiv PLC | 株式-一般消費財 | 0.81% | — | +5.36% | |
| 28 | QCOM | Qualcomm INC | 株式-IT | 0.81% | -0.16% | +8.01% | |
| 29 | ECL | Ecolab INC | 株式-素材 | 0.79% | — | -1.43% | |
| 30 | TFC | Truist Financial CORP | 株式-金融 | 0.77% | — | -0.21% | |
| 31 | SUB | Ishares Short-term National | ETF-その他 | 0.72% | — | +70.39% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.72% | — | +8.22% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.72% | — | +19.00% | |
| 34 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.71% | — | +0.36% | |
| 35 | ETN | Eaton Corporation plc | 株式-資本財 | 0.66% | +0.05% | -0.31% | |
| 36 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.64% | — | -2.00% | |
| 37 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.64% | -0.17% | +2.27% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.64% | — | -12.82% | |
| 39 | NEM | Newmont CORP | 株式-素材 | 0.64% | — | -4.09% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.62% | +0.16% | +10.25% | |
| 41 | MDT | Medtronic plc | 株式-ヘルスケア | 0.62% | — | -3.45% | |
| 42 | VMC | Vulcan Materials Co | 株式-素材 | 0.61% | — | -2.50% | |
| 43 | WY | Weyerhaeuser Co | 株式-不動産 | 0.61% | — | -5.50% | |
| 44 | CB | Chubb Limited | 株式-金融 | 0.61% | — | +0.22% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.60% | — | +9.58% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.59% | — | — | |
| 47 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.58% | — | +53.23% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.58% | — | -9.99% | |
| 49 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.57% | — | +2.31% | |
| 50 | HON | Honeywell International INC | 株式-資本財 | 0.56% | — | -5.69% |