CIK: 0001641652
申告総資産額
$5.2億
上位200銘柄を表示中（全881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 | 24.99% | — | -1.23% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.30% | — | -0.49% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.22% | — | -1.74% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.05% | — | +14.48% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.15% | — | +2.23% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.82% | — | +13.63% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.66% | — | +22.08% | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.64% | — | +2.21% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.48% | — | +2.28% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.36% | — | +933.81% | |
| 11 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.33% | — | +138.21% | |
| 12 | IBM | Intl Business Machines CORP | 株式-IT | 1.14% | — | +40.30% | |
| 13 | NEE | Nextera Energy INC | 株式-公益事業 | 1.14% | — | +285.05% | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 1.12% | — | +6.36% | |
| 15 | MMM | 3m Co | 株式-資本財 | 1.09% | — | +60.71% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 0.98% | — | -5.36% | |
| 17 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.95% | — | -5.93% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 0.90% | — | +5.69% | |
| 19 | ADP | Automatic Data Processing | 株式-IT | 0.88% | — | -1.13% | |
| 20 | RTX | Rtx CORP | 株式-資本財 | 0.86% | — | +1.47% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.86% | — | +16.09% | |
| 22 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.85% | — | +2.10% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.84% | — | -4.47% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.82% | — | +29.83% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.79% | — | -0.35% | |
| 26 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.70% | — | +13.12% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.67% | — | +16.27% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.67% | — | +0.46% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.66% | — | -4.74% | |
| 30 | INTC | Intel CORP | 株式-IT | 0.65% | — | -7.26% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.63% | — | -0.36% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.63% | — | -4.10% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.62% | — | +6.46% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.61% | — | +20.63% | |
| 35 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.59% | — | -2.20% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.56% | — | -4.78% | |
| 37 | BND | Vanguard Total Bond Market | ETF-その他 | 0.53% | — | +1.55% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.52% | — | +60.14% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.52% | — | -11.01% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.50% | — | +19.02% | |
| 41 | APD | Air Products & Chemicals INC | 株式-素材 | 0.50% | — | -1.23% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.50% | — | -0.19% | |
| 43 | ROP | Roper Technologies INC | 株式-IT | 0.49% | — | -6.84% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.48% | — | -1.39% | |
| 45 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.45% | — | +30.46% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.43% | — | +15.84% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.42% | — | +0.65% | |
| 48 | ORCL | Oracle CORP | 株式-IT | 0.42% | — | -13.81% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.41% | — | -0.67% | |
| 50 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.40% | — | +14.80% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MRNA | Moderna INC | +3.6% | -1.23% | 減少 |
| 2 | IJR | Ishares Core S&p Small-cap E | +1.2% | +933.81% | 増加 |
| 3 | MRK | Merck & Co. INC. | +0.6% | +138.21% | 増加 |
| 4 | JPM | Jpmorgan Chase & Co | +0.4% | +22.08% | 増加 |
| 5 | MMM | 3m Co | +0.3% | +60.71% | 増加 |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.3% | +31352.17% | 増加 |
| 7 | AXP | American Express Co | +0.2% | +129.24% | 増加 |
| 8 | AEP | American Electric Power Company, Inc. | +0.2% | +30.46% | 増加 |
| 9 | IBM | Intl Business Machines CORP | +0.2% | +40.30% | 増加 |
| 10 | XOM | Exxon Mobil CORP | +0.2% | +29.83% | 増加 |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +60.14% | 増加 |
| 12 | NET | Cloudflare INC - Class A | +0.1% | +885.35% | 増加 |
| 13 | TSLA | Tesla INC | +0.1% | +0.65% | 増加 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +16.09% | 増加 |
| 15 | SYY | Sysco CORP | +0.1% | +280.23% | 増加 |
| 16 | IYW | Ishares Ustechnology ETF | +0.1% | +31026.09% | 増加 |
| 17 | IVV | Ishares Core S&p 500 ETF | +0.1% | +14.48% | 増加 |
| 18 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +13.63% | 増加 |
| 19 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +20.63% | 増加 |
| 20 | XLK | Ss Technology Select Sector | +0.1% | +60.70% | 増加 |
| 21 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +41.72% | 増加 |
| 22 | VNQ | Vanguard Real Estate ETF | +0.1% | +6456.47% | 増加 |
| 23 | DIS | Walt Disney Co/the | +0.1% | -4.78% | 減少 |
| 24 | VXUS | Vanguard Total Intl Stock | +0.1% | +16.27% | 増加 |
| 25 | IWF | Ishares Russell 1000 Growth | 0% | +19.02% | 増加 |
| 26 | IEFA | Ishares Core Msci Eafe ETF | 0% | +15.42% | 増加 |
| 27 | CAT | Caterpillar INC | 0% | +10.03% | 増加 |
| 28 | VB | Vanguard Small-cap ETF | 0% | +5.05% | 増加 |
| 29 | RTX | Rtx CORP | — | +1.47% | 増加 |
| 30 | ADP | Automatic Data Processing | — | -1.13% | 減少 |
| 31 | IDXX | Idexx Laboratories INC | — | -2.20% | 減少 |
| 32 | VOO | Vanguard S&p 500 ETF | 0% | +6.46% | 増加 |
| 33 | IWR | Ishares Russell Mid-cap ETF | 0% | -0.19% | 減少 |
| 34 | GOOG | Alphabet Inc-cl C | 0% | -1.39% | 減少 |
| 35 | BMY | Bristol-myers Squibb Co | -0.1% | +13.12% | 増加 |
| 36 | ABBV | Abbvie INC | -0.1% | -4.74% | 減少 |
| 37 | PEP | Pepsico INC | -0.1% | +5.69% | 増加 |
| 38 | EFA | Ishares Msci Eafe ETF | -0.1% | -4.47% | 減少 |
| 39 | AEP | American Electric Power | -0.1% | -36.20% | 減少 |
| 40 | GSLC | Goldman Activebeta US Lc ETF | -0.2% | -69.79% | 減少 |
| 41 | NEE | Nextera Energy INC | -0.2% | +285.05% | 増加 |
| 42 | PFE | Pfizer INC | -0.2% | +6.36% | 増加 |
| 43 | JNJ | Johnson & Johnson | -0.2% | +2.28% | 増加 |
| 44 | INTC | Intel CORP | -0.3% | -7.26% | 減少 |
| 45 | HD | Home Depot INC | -0.4% | -5.36% | 減少 |
| 46 | AMZN | Amazon.com INC | -0.4% | +2.23% | 増加 |
| 47 | AAPL | Apple INC | -0.5% | -1.74% | 減少 |
| 48 | BABA | Alibaba Group Holding-sp Adr | -0.5% | +2.10% | 増加 |
| 49 | MSFT | Microsoft CORP | -0.8% | -0.49% | 減少 |
| 50 | TSCO | Tractor Supply Company | — | NEW | 新規購入 |