CIK: 0001733082
申告総資産額
$11.4億
上位200銘柄を表示中（全227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 | XOM | Exxon Mobil CORP | 株式-エネルギー | 7.39% | +2.14% | -3.44% | |
| 2 | CVX | Chevron CORP | 株式-エネルギー | 6.16% | +1.24% | -0.03% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.44% | -0.41% | +1.82% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.28% | -1.05% | +1.97% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.84% | -0.48% | +2.57% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.94% | +0.29% | +1.58% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.80% | -0.24% | +1914.21% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.77% | -0.23% | -0.42% | |
| 9 | ADP | Automatic Data Processing | 株式-IT | 1.68% | -0.24% | +1.98% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.57% | — | +43.82% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.54% | — | +18.06% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.51% | -0.10% | +18.34% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.50% | -0.23% | +2.43% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.32% | -0.06% | -0.23% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.27% | — | +35.51% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.26% | -0.20% | +4.03% | |
| 17 | RTX | Rtx CORP | 株式-資本財 | 1.24% | +0.03% | +1.15% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.23% | — | +7.92% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.19% | — | +10.95% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 1.13% | -0.18% | +0.08% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.12% | — | +1.86% | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.10% | — | +2.91% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.06% | -0.13% | — | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.05% | -0.07% | +2.86% | |
| 25 | TGT | Target CORP | 株式-一般消費財 | 1.04% | — | +1.54% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.03% | — | +43.88% | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.96% | -0.32% | +1.48% | |
| 28 | DE | Deere & Co | 株式-資本財 | 0.95% | +0.13% | +27.55% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.94% | — | +9.84% | |
| 30 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.94% | — | -2.85% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.88% | — | +36.42% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.87% | — | +0.27% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.84% | — | +2.57% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.84% | — | +16.91% | |
| 35 | ACN | Accenture plc | 株式-IT | 0.83% | -0.09% | +2.43% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.82% | -0.10% | +1.33% | |
| 37 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.75% | +0.11% | +0.56% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.69% | -0.05% | +0.10% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.67% | — | +63.46% | |
| 40 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.63% | — | -0.02% | |
| 41 | HON | Honeywell International INC | 株式-資本財 | 0.61% | +0.05% | -0.03% | |
| 42 | AMT | American Tower CORP | 株式-不動産 | 0.61% | — | — | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.59% | — | +0.43% | |
| 44 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.57% | — | -1.37% | |
| 45 | SYK | Stryker CORP | 株式-ヘルスケア | 0.57% | — | +0.61% | |
| 46 | MA | Mastercard INC - A | 株式-金融 | 0.57% | -0.13% | +17.79% | |
| 47 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.56% | — | +0.88% | |
| 48 | BLKCHF | Blackrock INC | 株式-その他 | 0.54% | — | +7.06% | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.53% | +0.09% | -0.39% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.52% | — | +0.49% |