CIK: 0001733082
申告総資産額
$11.4億
上位200銘柄を表示中（全228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 | 8.71% | +2.14% | -1.45% | |
| 2 | CVX | Chevron CORP | 株式-エネルギー | 7.08% | +1.24% | +0.16% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.80% | -0.41% | -0.47% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.77% | -1.05% | +0.61% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.68% | -0.48% | -2.79% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.79% | +0.29% | +1.47% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.02% | -0.23% | +1.67% | |
| 8 | ADP | Automatic Data Processing | 株式-IT | 1.82% | -0.24% | +0.69% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.63% | — | +112.52% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.43% | -0.06% | +0.07% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.38% | -0.10% | +0.13% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.32% | — | +13.69% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.32% | -0.24% | -1.10% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.30% | — | +14.57% | |
| 15 | DE | Deere & Co | 株式-資本財 | 1.28% | +0.13% | -0.24% | |
| 16 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.27% | — | -0.52% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.20% | — | +12.86% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.18% | — | +8.21% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.18% | -0.23% | +1.28% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.13% | — | -0.47% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.13% | -0.13% | — | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.11% | — | +185.29% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 1.11% | -0.18% | -0.04% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.08% | — | -34.56% | |
| 25 | RTX | Rtx CORP | 株式-資本財 | 1.06% | +0.03% | -4.08% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.06% | -0.07% | +0.39% | |
| 27 | TGT | Target CORP | 株式-一般消費財 | 1.03% | — | +1.00% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.01% | -0.32% | +0.09% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.96% | -0.20% | +0.62% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.94% | — | -6.86% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.94% | — | -1.45% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.88% | — | +0.56% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.84% | — | -0.62% | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.84% | — | +0.64% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.82% | — | -43.84% | |
| 36 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.82% | — | +0.00% | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.80% | -0.10% | +0.71% | |
| 38 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.79% | +0.11% | — | |
| 39 | ACN | Accenture plc | 株式-IT | 0.77% | -0.09% | +0.54% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.71% | -0.13% | +10.94% | |
| 41 | HON | Honeywell International INC | 株式-資本財 | 0.71% | +0.05% | +0.28% | |
| 42 | SYK | Stryker CORP | 株式-ヘルスケア | 0.70% | — | +4.65% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.66% | — | +28.28% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.58% | — | -0.44% | |
| 45 | BLKCHF | Blackrock INC | 株式-その他 | 0.57% | — | -1.94% | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | — | -0.29% | |
| 47 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.55% | — | -0.98% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.51% | -0.05% | -5.26% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.50% | — | +3.24% | |
| 50 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.50% | -0.07% | +2.68% |