CIK: 0001697953
申告総資産額
$16.9億
上位200銘柄を表示中（全454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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.43% | — | -1.03% | |
| 2 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 2.24% | — | — | |
| 3 | AAPL | Apple INC | 株式-IT | 2.05% | -0.11% | +8.24% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 1.99% | -0.15% | -1.10% | |
| 5 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 1.95% | — | -9.70% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.75% | -3.16% | +20.97% | |
| 7 | KEL | Kellanova | 株式-その他 | 1.70% | — | -2.43% | |
| 8 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.64% | — | +0.18% | |
| 9 | PGR | Progressive CORP | 株式-金融 | 1.60% | — | -5.16% | |
| 10 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.57% | — | -8.10% | |
| 11 | INCY | Incyte CORP | 株式-ヘルスケア | 1.52% | — | +3.64% | |
| 12 | HSY | Hershey Co/the | 株式-生活必需品 | 1.48% | — | -14.11% | |
| 13 | PFE | Pfizer INC | 株式-ヘルスケア | 1.43% | — | -4.55% | |
| 14 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.41% | -0.12% | +23.39% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.13% | — | -37.89% | |
| 16 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 1.12% | — | +1.27% | |
| 17 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 1.09% | — | -7.83% | |
| 18 | PRU | Prudential Financial INC | 株式-金融 | 1.05% | — | +204.11% | |
| 19 | NEM | Newmont CORP | 株式-素材 | 1.01% | — | — | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 1.00% | — | +181.61% | |
| 21 | SYF | Synchrony Financial | 株式-金融 | 0.98% | — | — | |
| 22 | EA | Electronic Arts INC | 株式-通信サービス | 0.97% | — | +8.38% | |
| 23 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.94% | — | -26.25% | |
| 24 | VLO | Valero Energy CORP | 株式-エネルギー | 0.91% | — | +8.79% | |
| 25 | ADBE | Adobe INC | 株式-IT | 0.89% | -0.14% | +4.80% | |
| 26 | CFG | Citizens Financial Group | 株式-金融 | 0.89% | — | +761.44% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.86% | — | +811.98% | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.81% | — | +22.55% | |
| 29 | SPGI | S&p Global INC | 株式-金融 | 0.81% | — | +1.40% | |
| 30 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.80% | — | +842.84% | |
| 31 | CPT | Camden Property Trust | 株式-不動産 | 0.76% | — | +646.88% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.75% | — | +3.62% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.73% | — | +0.44% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.70% | +0.10% | NEW | |
| 35 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.70% | -0.11% | +0.48% | |
| 36 | FDS | Factset Research Systems INC | 株式-金融 | 0.69% | — | +21.92% | |
| 37 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.68% | +0.11% | NEW | |
| 38 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.66% | — | — | |
| 39 | INTU | Intuit INC | 株式-IT | 0.64% | — | -39.59% | |
| 40 | HO1 | Hologic INC | 株式-その他 | 0.63% | — | +4.35% | |
| 41 | EXPE | Expedia Group INC | 株式-一般消費財 | 0.63% | — | +775.78% | |
| 42 | HRL | Hormel Foods CORP | 株式-生活必需品 | 0.61% | — | +0.48% | |
| 43 | KR | Kroger Co | 株式-生活必需品 | 0.60% | — | +1.59% | |
| 44 | NI | Nisource INC | 株式-公益事業 | 0.60% | — | -21.95% | |
| 45 | DUK | Duke Energy CORP | 株式-公益事業 | 0.59% | — | -26.01% | |
| 46 | FISV | Fiserv INC | 株式-その他 | 0.58% | — | -1.13% | |
| 47 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.56% | — | -30.31% | |
| 48 | EMN | Eastman Chemical Co | 株式-素材 | 0.56% | — | — | |
| 49 | FTV | Fortive CORP | 株式-IT | 0.55% | — | +369.14% | |
| 50 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.54% | +0.41% | +9.66% |