CIK: 0001633207
申告総資産額
$5.8億
上位200銘柄を表示中（全243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 | NVDA | Nvidia CORP | 株式-IT | 5.55% | -0.57% | -18.11% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.23% | -0.98% | +0.68% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.17% | -0.36% | -1.33% | |
| 4 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.89% | +0.07% | -3.94% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 2.57% | -0.51% | +1.73% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.04% | -0.43% | +4.77% | |
| 7 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.97% | — | +0.00% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.71% | -0.20% | +0.14% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.64% | -0.25% | -3.76% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.53% | -0.25% | -2.47% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.39% | +2.52% | -0.31% | |
| 12 | AVGO | Broadcom INC | 株式-IT | 1.36% | -0.27% | +899.02% | |
| 13 | CARR | Carrier Global CORP | 株式-資本財 | 1.20% | — | -0.22% | |
| 14 | ETN | Eaton Corporation plc | 株式-資本財 | 1.15% | +0.05% | -0.64% | |
| 15 | RTX | Rtx CORP | 株式-資本財 | 1.01% | — | -0.21% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 1.00% | — | +0.04% | |
| 17 | XYL | Xylem INC | 株式-資本財 | 0.94% | -0.13% | +0.24% | |
| 18 | SUB | Ishares Short-term National | ETF-その他 | 0.93% | — | +18.75% | |
| 19 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.91% | -1.11% | EXIT | |
| 20 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型株・グロース | 0.91% | — | +15.15% | |
| 21 | LIN | Linde plc | 株式-素材 | 0.85% | — | -0.19% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | +0.11% | -5.89% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 0.83% | — | +0.24% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.82% | +0.22% | -0.01% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | — | -9.31% | |
| 26 | CB | Chubb Limited | 株式-金融 | 0.80% | — | -2.36% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 0.79% | +0.16% | +8.97% | |
| 28 | SYK | Stryker CORP | 株式-ヘルスケア | 0.76% | — | +0.28% | |
| 29 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.74% | -0.14% | -1.77% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.74% | -0.11% | +2.51% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.74% | — | -1.96% | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.73% | — | +5.42% | |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.72% | — | +25.65% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.71% | — | -6.96% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.70% | — | -1.30% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.70% | — | +7.19% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.67% | — | +6.56% | |
| 38 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 0.67% | — | -0.30% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.67% | — | +12.11% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.65% | — | +0.47% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.65% | — | +0.14% | |
| 42 | EMR | Emerson Electric Co | 株式-資本財 | 0.64% | — | +10.93% | |
| 43 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.61% | — | +17.03% | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.60% | — | -2.63% | |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.60% | — | +30.27% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.59% | — | +62.89% | |
| 47 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.58% | — | -2.15% | |
| 48 | ADBE | Adobe INC | 株式-IT | 0.57% | — | -4.99% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | — | +15.24% | |
| 50 | VMC | Vulcan Materials Co | 株式-素材 | 0.55% | — | +0.96% |