CIK: 0001641652
申告総資産額
$5.2億
上位200銘柄を表示中(全275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 | 10.78% | — | -35.65% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.75% | — | -5.59% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.59% | — | -2.78% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.58% | — | -1.63% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.51% | — | -3.21% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.15% | — | -3.02% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.90% | — | -3.45% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.89% | — | -0.48% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.72% | — | -0.06% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.59% | — | -5.36% | |
| 11 | PFE | Pfizer INC | 株式-ヘルスケア | 1.38% | — | -0.05% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.38% | — | -5.05% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.36% | — | -1.75% | |
| 14 | NEE | Nextera Energy INC | 株式-公益事業 | 1.29% | — | +7.34% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.22% | — | -9.19% | |
| 16 | ADP | Automatic Data Processing | 株式-IT | 1.04% | — | +1.50% | |
| 17 | IBM | Intl Business Machines CORP | 株式-IT | 1.01% | — | -3.66% | |
| 18 | RTX | Rtx CORP | 株式-資本財 | 0.98% | — | -2.33% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.97% | — | -0.29% | |
| 20 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.97% | — | -6.83% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.92% | — | +18.73% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.87% | — | -4.65% | |
| 23 | INTC | Intel CORP | 株式-IT | 0.85% | — | -1.18% | |
| 24 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.82% | — | -2.91% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.81% | — | -1.20% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.80% | — | +1.02% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.80% | — | -2.73% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.79% | — | -5.85% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.79% | — | -7.47% | |
| 30 | MMM | 3m Co | 株式-資本財 | 0.79% | — | -0.47% | |
| 31 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.78% | — | +0.81% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.78% | — | -6.95% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.76% | — | +0.68% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.71% | — | -9.07% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.71% | — | -0.15% | |
| 36 | ORCL | Oracle CORP | 株式-IT | 0.70% | — | -5.48% | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.70% | — | -3.09% | |
| 38 | ADBE | Adobe INC | 株式-IT | 0.67% | — | -0.71% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.64% | — | +0.75% | |
| 40 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.63% | — | -4.86% | |
| 41 | APD | Air Products & Chemicals INC | 株式-素材 | 0.61% | — | +22.48% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.57% | — | -3.51% | |
| 43 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.56% | — | +13.14% | |
| 44 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.55% | — | -1.91% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.54% | — | -11.27% | |
| 46 | AXP | American Express Co | 株式-金融 | 0.52% | — | -1.50% | |
| 47 | BND | Vanguard Total Bond Market | ETF-その他 | 0.52% | — | -0.06% | |
| 48 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.51% | — | -2.46% | |
| 49 | ROP | Roper Technologies INC | 株式-IT | 0.50% | — | -2.98% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.47% | — | +0.20% |