CIK: 0001736736
申告総資産額
$7.3億
| # | 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 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 6.51% | — | +6.25% | |
| 2 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 6.50% | — | +6.44% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.37% | -0.38% | +6.28% | |
| 4 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 4.18% | +0.61% | +0.95% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.94% | -1.07% | +5.00% | |
| 6 | DHR | Danaher CORP | 株式-ヘルスケア | 3.86% | -0.16% | -0.16% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.72% | -0.99% | +13.25% | |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 3.42% | — | +2.44% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 3.00% | -0.92% | +8.39% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.98% | -0.10% | +9.14% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 2.74% | -0.22% | +9.58% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.73% | -0.09% | +12.29% | |
| 13 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 2.68% | — | +3.45% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.66% | — | +4.97% | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.19% | +1.04% | +6.40% | |
| 16 | RTN1USD | Raytheon Company | 株式-その他 | 2.00% | — | +13.37% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.93% | — | +1.33% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.83% | — | +6.33% | |
| 19 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.68% | -0.06% | +17.16% | |
| 20 | EMN | Eastman Chemical Co | 株式-素材 | 1.64% | — | +23.81% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.62% | — | +6.57% | |
| 22 | PFE | Pfizer INC | 株式-ヘルスケア | 1.60% | — | +0.63% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 1.60% | — | +7.98% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 1.45% | +0.08% | +12.85% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.40% | — | +8.97% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.21% | — | +2.58% | |
| 27 | EOG | Eog Resources INC | 株式-エネルギー | 1.17% | — | +32.19% | |
| 28 | FTV | Fortive CORP | 株式-IT | 1.11% | — | -0.91% | |
| 29 | HPQ | Hp INC | 株式-IT | 1.10% | — | +27.11% | |
| 30 | A | Agilent Technologies INC | 株式-ヘルスケア | 1.05% | — | +2.91% | |
| 31 | PXGBX | Praxair INC | 株式-その他 | 1.03% | — | — | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 1.03% | — | +23.63% | |
| 33 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.00% | — | +12.18% | |
| 34 | RVTY | Revvity INC | 株式-ヘルスケア | 0.96% | — | — | |
| 35 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.95% | — | +1.90% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.95% | -0.08% | +4.21% | |
| 37 | PLD | Prologis INC | 株式-不動産 | 0.89% | — | +49.97% | |
| 38 | OMC | Omnicom Group | 株式-通信サービス | 0.87% | — | -2.61% | |
| 39 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.86% | — | +35.59% | |
| 40 | INTC | Intel CORP | 株式-IT | 0.86% | — | +8.51% | |
| 41 | MATX | Matson INC | 株式-資本財 | 0.83% | +0.06% | -2.95% | |
| 42 | MTD | Mettler-toledo International | 株式-ヘルスケア | 0.77% | — | — | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.77% | — | — | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.71% | -0.08% | +4.49% | |
| 45 | WAT | Waters CORP | 株式-ヘルスケア | 0.69% | — | — | |
| 46 | ALEX | Alexander & Baldwin INC | 株式-その他 | 0.54% | — | -11.30% | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.44% | — | +1.39% | |
| 48 | SYY | Sysco CORP | 株式-生活必需品 | 0.40% | — | — | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.40% | -0.07% | +21.70% | |
| 50 | AFL | Aflac INC | 株式-金融 | 0.40% | — | — |