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 | AAPL | Apple INC | 株式-IT | 7.96% | -0.38% | +7.09% | |
| 2 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 6.85% | — | +4.52% | |
| 3 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 6.55% | — | +4.19% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.12% | -0.99% | -1.95% | |
| 5 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 4.12% | +0.61% | -4.29% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.07% | -1.07% | -0.30% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.49% | -0.92% | +4.58% | |
| 8 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 3.43% | — | +5.64% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.14% | -0.10% | +2.92% | |
| 10 | DHR | Danaher CORP | 株式-ヘルスケア | 3.10% | -0.16% | -23.98% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 3.02% | -0.22% | +8.38% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.66% | — | +33.15% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.54% | — | -2.89% | |
| 14 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 2.53% | — | -1.53% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.23% | — | +13.06% | |
| 16 | CSCO | Cisco Systems INC | 株式-IT | 2.16% | — | +24.14% | |
| 17 | RTN1USD | Raytheon Company | 株式-その他 | 2.12% | — | +3.22% | |
| 18 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.11% | +1.04% | +5.68% | |
| 19 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.01% | -0.06% | +4.00% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.78% | — | +5.87% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 1.57% | +0.08% | +16.50% | |
| 22 | EMN | Eastman Chemical Co | 株式-素材 | 1.52% | — | +1.54% | |
| 23 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.51% | — | +8.10% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.32% | — | +6.49% | |
| 25 | HPQ | Hp INC | 株式-IT | 1.30% | — | +9.04% | |
| 26 | EOG | Eog Resources INC | 株式-エネルギー | 1.28% | — | +11.85% | |
| 27 | PFE | Pfizer INC | 株式-ヘルスケア | 1.22% | — | -34.61% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 1.20% | — | +17.01% | |
| 29 | A | Agilent Technologies INC | 株式-ヘルスケア | 1.10% | — | -4.19% | |
| 30 | FTV | Fortive CORP | 株式-IT | 1.02% | — | -11.61% | |
| 31 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.01% | — | +23.48% | |
| 32 | PXGBX | Praxair INC | 株式-その他 | 1.00% | — | — | |
| 33 | PLD | Prologis INC | 株式-不動産 | 0.99% | — | +12.76% | |
| 34 | MATX | Matson INC | 株式-資本財 | 0.79% | +0.06% | -3.59% | |
| 35 | INTC | Intel CORP | 株式-IT | 0.78% | — | +0.38% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.74% | -0.08% | -4.04% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.73% | — | -0.85% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.72% | -0.08% | — | |
| 39 | OMC | Omnicom Group | 株式-通信サービス | 0.68% | — | -8.68% | |
| 40 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.63% | — | -37.94% | |
| 41 | MTD | Mettler-toledo International | 株式-ヘルスケア | 0.63% | — | -19.04% | |
| 42 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.59% | — | -35.02% | |
| 43 | BA | Boeing Co/the | 株式-資本財 | 0.58% | — | +24.46% | |
| 44 | WAT | Waters CORP | 株式-ヘルスケア | 0.48% | — | -27.34% | |
| 45 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.43% | -0.07% | +4.60% | |
| 46 | SYY | Sysco CORP | 株式-生活必需品 | 0.41% | — | — | |
| 47 | GIS | General Mills INC | 株式-生活必需品 | 0.36% | — | +57.05% | |
| 48 | CNC | Centene CORP | 株式-ヘルスケア | 0.32% | — | — | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.32% | — | +72.55% | |
| 50 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.32% | — | -3.96% |