CIK: 0001733082
申告総資産額
$11.4億
上位200銘柄を表示中（全229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 | 8.41% | +2.14% | -0.45% | |
| 2 | CVX | Chevron CORP | 株式-エネルギー | 6.28% | +1.24% | +0.06% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.73% | -0.41% | -3.61% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.31% | -1.05% | -2.53% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.73% | -0.48% | -2.93% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.37% | +0.29% | -0.06% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.94% | — | +14.76% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.92% | -0.23% | -0.01% | |
| 9 | ADP | Automatic Data Processing | 株式-IT | 1.66% | -0.24% | -0.04% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.58% | -0.24% | -0.07% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.41% | -0.10% | -1.28% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.33% | -0.23% | -1.33% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.32% | — | -0.37% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.32% | — | +0.63% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.30% | -0.06% | -0.33% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.21% | — | +1.45% | |
| 17 | DE | Deere & Co | 株式-資本財 | 1.19% | +0.13% | -0.96% | |
| 18 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.18% | — | -0.39% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.16% | -0.18% | -0.80% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.13% | — | +0.67% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.13% | — | -1.13% | |
| 22 | TGT | Target CORP | 株式-一般消費財 | 1.11% | — | -1.18% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.11% | — | -1.09% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.10% | — | -7.69% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.09% | -0.13% | — | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.08% | -0.20% | -2.87% | |
| 27 | RTX | Rtx CORP | 株式-資本財 | 1.07% | +0.03% | +7.34% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.02% | -0.07% | +0.25% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.94% | — | -1.33% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.93% | -0.32% | +1.46% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.90% | — | -0.41% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.85% | — | -1.94% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.82% | — | -2.96% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.80% | — | -4.31% | |
| 35 | SYK | Stryker CORP | 株式-ヘルスケア | 0.79% | — | -1.14% | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.79% | — | -0.26% | |
| 37 | ACN | Accenture plc | 株式-IT | 0.78% | -0.09% | -2.79% | |
| 38 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.78% | +0.11% | +3.88% | |
| 39 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.77% | — | +0.67% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.77% | -0.13% | +6.17% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.71% | -0.10% | -1.38% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.64% | — | -0.09% | |
| 43 | HON | Honeywell International INC | 株式-資本財 | 0.62% | +0.05% | — | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.59% | — | -1.74% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.56% | -0.05% | -6.92% | |
| 46 | AVGO | Broadcom INC | 株式-IT | 0.55% | -0.21% | -1.18% | |
| 47 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.54% | — | -2.22% | |
| 48 | BLKCHF | Blackrock INC | 株式-その他 | 0.53% | — | — | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.51% | — | -0.90% | |
| 50 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.50% | -0.07% | -1.11% |