CIK: 0001641652
申告総資産額
$5.2億
上位200銘柄を表示中（全288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 | MSFT | Microsoft CORP | 株式-IT | 6.23% | — | +3.16% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.63% | — | -13.75% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.97% | — | -1.79% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.03% | — | +15.79% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.37% | — | +0.21% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.94% | — | +24.47% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.82% | — | +0.15% | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.76% | — | -1.57% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.75% | — | -3.89% | |
| 10 | XIFR | Xplr Infrastructure LP | 株式-公益事業 | 1.67% | — | — | |
| 11 | PFE | Pfizer INC | 株式-ヘルスケア | 1.62% | — | -5.21% | |
| 12 | NEE | Nextera Energy INC | 株式-公益事業 | 1.58% | — | +36.56% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.37% | — | -1.37% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.36% | — | -4.33% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.20% | — | -1.32% | |
| 16 | CNI | Canadian Natl Railway Co | 株式-資本財 | 1.12% | — | -1.47% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.12% | — | +4.78% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 1.11% | — | -3.18% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.11% | — | -1.93% | |
| 20 | ADP | Automatic Data Processing | 株式-IT | 1.10% | — | -1.98% | |
| 21 | RTX | Rtx CORP | 株式-資本財 | 1.08% | — | -3.97% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.95% | — | -2.79% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.92% | — | -2.61% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 0.91% | — | -2.20% | |
| 25 | IBM | Intl Business Machines CORP | 株式-IT | 0.88% | — | +1.33% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.82% | — | +0.38% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.79% | — | -1.60% | |
| 28 | AKAM | Akamai Technologies INC | 株式-IT | 0.77% | — | — | |
| 29 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.76% | — | +1394.05% | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.75% | — | — | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.73% | — | +14.29% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.73% | — | -2.14% | |
| 33 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.70% | — | -0.67% | |
| 34 | DKNG1USD | Draftkings Holdings INC | 株式-その他 | 0.69% | — | -0.01% | |
| 35 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.67% | — | -4.45% | |
| 36 | HHC* | Howard Hughes Corp/the | 株式-その他 | 0.67% | — | — | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.65% | — | -61.01% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | — | +20.03% | |
| 39 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.63% | — | +0.41% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.62% | — | -13.23% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.62% | — | -4.30% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.61% | — | -10.26% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.60% | — | -0.91% | |
| 44 | AXP | American Express Co | 株式-金融 | 0.60% | — | -4.59% | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.59% | — | -0.60% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.58% | — | -1.44% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.56% | — | -5.27% | |
| 48 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.56% | — | -6.30% | |
| 49 | ADBE | Adobe INC | 株式-IT | 0.55% | — | -3.41% | |
| 50 | INTC | Intel CORP | 株式-IT | 0.54% | — | -13.32% |