CIK: 0001641652
申告総資産額
$5.2億
上位200銘柄を表示中（全254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 | 5.61% | — | +0.97% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.47% | — | -0.66% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.15% | — | +6.66% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.88% | — | +18.28% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.45% | — | +19.35% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.45% | — | +113.12% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.19% | — | -0.98% | |
| 8 | PFE | Pfizer INC | 株式-ヘルスケア | 2.07% | — | +22.65% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.99% | — | +1.08% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.96% | — | +5.65% | |
| 11 | NEE | Nextera Energy INC | 株式-公益事業 | 1.90% | — | -1.09% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.82% | — | +0.95% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.64% | — | +160.72% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.35% | — | +5.07% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.34% | — | +5.79% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.33% | — | +1949.49% | |
| 17 | ADP | Automatic Data Processing | 株式-IT | 1.33% | — | +0.14% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 1.28% | — | +15.73% | |
| 19 | XIFR | Xplr Infrastructure LP | 株式-公益事業 | 1.14% | — | -35.77% | |
| 20 | CNI | Canadian Natl Railway Co | 株式-資本財 | 1.09% | — | -0.36% | |
| 21 | RTX | Rtx CORP | 株式-資本財 | 1.09% | — | -0.17% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.04% | — | +2.96% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.03% | — | +11.12% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.03% | — | -7.90% | |
| 25 | IBM | Intl Business Machines CORP | 株式-IT | 1.01% | — | +4.99% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.97% | — | +13.47% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.87% | — | +2060.51% | |
| 28 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.79% | — | -0.23% | |
| 29 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.79% | — | -0.02% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.78% | — | +18.50% | |
| 31 | APD | Air Products & Chemicals INC | 株式-素材 | 0.78% | — | +32.66% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.76% | — | -0.69% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.70% | — | +555.54% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.69% | — | +1.87% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.69% | — | +2.47% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.68% | — | — | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.68% | — | -0.49% | |
| 38 | DKNG | Draftkings Inc-cl A | 株式-一般消費財 | 0.66% | — | — | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.64% | — | +12.66% | |
| 40 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 0.64% | — | +68.25% | |
| 41 | AKAM | Akamai Technologies INC | 株式-IT | 0.63% | — | — | |
| 42 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.61% | — | +2.27% | |
| 43 | WEP | Magellan Midstream Partners | 株式-その他 | 0.58% | — | — | |
| 44 | AXP | American Express Co | 株式-金融 | 0.58% | — | +8.61% | |
| 45 | BND | Vanguard Total Bond Market | ETF-その他 | 0.57% | — | +0.13% | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.56% | — | -0.88% | |
| 47 | MMM | 3m Co | 株式-資本財 | 0.54% | — | +1.94% | |
| 48 | ORCL | Oracle CORP | 株式-IT | 0.54% | — | -0.04% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.53% | — | -9.17% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.52% | — | -2.21% |