CIK: 0001633207
申告総資産額
$5.8億
上位200銘柄を表示中（全233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 | 4.71% | -0.36% | -4.91% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.47% | -0.98% | -2.54% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 3.57% | -0.57% | -4.25% | |
| 4 | KO | Coca-cola Co/the | 株式-生活必需品 | 3.10% | +0.07% | -1.51% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 2.91% | -0.51% | -3.06% | |
| 6 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 2.04% | — | -0.32% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.82% | -0.43% | -1.11% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.79% | -0.25% | -3.01% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.74% | -0.20% | +10.59% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.54% | -0.25% | -0.99% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.27% | +2.52% | +6.26% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 1.17% | — | +1.21% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.07% | +0.11% | +1.04% | |
| 14 | SUB | Ishares Short-term National | ETF-その他 | 1.05% | — | +34.15% | |
| 15 | CARR | Carrier Global CORP | 株式-資本財 | 1.05% | — | -1.34% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 1.05% | -0.27% | +20.68% | |
| 17 | ETN | Eaton Corporation plc | 株式-資本財 | 1.03% | +0.05% | -0.43% | |
| 18 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.02% | -0.14% | +0.55% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.00% | — | -8.14% | |
| 20 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.98% | -1.11% | EXIT | |
| 21 | XYL | Xylem INC | 株式-資本財 | 0.97% | -0.13% | +0.32% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 0.96% | — | +0.81% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.92% | — | +1.20% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.92% | — | +22.03% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.91% | — | +0.80% | |
| 26 | ADBE | Adobe INC | 株式-IT | 0.90% | — | +1.94% | |
| 27 | LIN | Linde plc | 株式-素材 | 0.88% | — | +4.27% | |
| 28 | RTX | Rtx CORP | 株式-資本財 | 0.85% | — | +6.03% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.85% | +0.22% | -0.39% | |
| 30 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 0.84% | — | +8.04% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.83% | +0.16% | -0.96% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.82% | -0.11% | -4.03% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.82% | — | -1.47% | |
| 34 | CB | Chubb Limited | 株式-金融 | 0.79% | — | +0.16% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.77% | — | -2.53% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.75% | — | -2.91% | |
| 37 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型株・グロース | 0.74% | — | +2.67% | |
| 38 | SYK | Stryker CORP | 株式-ヘルスケア | 0.73% | — | +9.89% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.73% | — | -1.60% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.70% | — | +65.51% | |
| 41 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.68% | — | +8.86% | |
| 42 | HON | Honeywell International INC | 株式-資本財 | 0.67% | — | +0.45% | |
| 43 | VMC | Vulcan Materials Co | 株式-素材 | 0.62% | — | -5.13% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.62% | — | +49.45% | |
| 45 | NEE | Nextera Energy INC | 株式-公益事業 | 0.61% | — | -2.34% | |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.58% | — | +125.05% | |
| 47 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.56% | — | -22.64% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.56% | — | -3.73% | |
| 49 | EMR | Emerson Electric Co | 株式-資本財 | 0.55% | — | +37.47% | |
| 50 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.54% | — | +7.00% |