CIK: 0001641652
申告総資産額
$5.2億
上位200銘柄を表示中(全541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 | MRNA | Moderna INC | 株式-ヘルスケア | 20.87% | — | -33.31% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.25% | — | -0.53% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.48% | — | -2.80% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.77% | — | +170.08% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.00% | — | -0.02% | |
| 6 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.98% | — | +11.98% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.88% | — | +0.26% | |
| 8 | NEE | Nextera Energy INC | 株式-公益事業 | 1.71% | — | -2.19% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.64% | — | -7.24% | |
| 10 | PFE | Pfizer INC | 株式-ヘルスケア | 1.58% | — | +0.49% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.44% | — | +94.75% | |
| 12 | CNI | Canadian Natl Railway Co | 株式-資本財 | 1.29% | — | +0.56% | |
| 13 | INTC | Intel CORP | 株式-IT | 1.28% | — | +1.54% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.21% | — | +3.14% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.17% | — | -2.83% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.17% | — | -8.01% | |
| 17 | IBM | Intl Business Machines CORP | 株式-IT | 1.15% | — | +4.27% | |
| 18 | ADP | Automatic Data Processing | 株式-IT | 1.14% | — | +1.25% | |
| 19 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.12% | — | +0.18% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.08% | — | -24.20% | |
| 21 | RTN1USD | Raytheon Company | 株式-その他 | 1.06% | — | -1.54% | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.02% | — | +1.44% | |
| 23 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.92% | — | -3.71% | |
| 24 | MMM | 3m Co | 株式-資本財 | 0.88% | — | +12.06% | |
| 25 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.84% | — | +2.09% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.83% | — | +5.55% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.83% | — | -2.79% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.82% | — | +2.35% | |
| 29 | BND | Vanguard Total Bond Market | ETF-その他 | 0.81% | — | +213.64% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.80% | — | -2.10% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.80% | — | +0.91% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.74% | — | -1.80% | |
| 33 | APD | Air Products & Chemicals INC | 株式-素材 | 0.72% | — | -1.63% | |
| 34 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.66% | — | +7.51% | |
| 35 | ROP | Roper Technologies INC | 株式-IT | 0.65% | — | -0.74% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.65% | — | +128.98% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.65% | — | +193.82% | |
| 38 | GIS | General Mills INC | 株式-生活必需品 | 0.60% | — | -2.70% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | — | -0.26% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.58% | — | -8.84% | |
| 41 | ORCL | Oracle CORP | 株式-IT | 0.57% | — | -1.74% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.56% | — | -7.09% | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.56% | — | +4.25% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.54% | — | +26.84% | |
| 45 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.50% | — | +1.44% | |
| 46 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.50% | — | — | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.48% | — | -4.82% | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.48% | — | — | |
| 49 | ITW | Illinois Tool Works | 株式-資本財 | 0.48% | — | — | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.48% | — | -8.48% |