CIK: 0001593842
申告総資産額
$3.7億
上位200銘柄を表示中（全554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 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 4.95% | — | +0.07% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 3.89% | — | -1.40% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.48% | — | -3.16% | |
| 4 | SMMD | Ishares Russell 2500 ETF | ETF-その他 | 2.56% | — | -0.19% | |
| 5 | PANW | Palo Alto Networks INC | 株式-IT | 2.39% | — | -4.58% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.18% | — | -1.82% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.87% | — | -2.56% | |
| 8 | NOW | Servicenow INC | 株式-IT | 1.81% | — | -3.66% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.81% | — | -5.32% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.78% | — | +2541.31% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.77% | — | -2.92% | |
| 12 | GS | Goldman Sachs Group INC | 株式-金融 | 1.71% | — | -3.93% | |
| 13 | CRM | Salesforce INC | 株式-IT | 1.44% | — | -5.02% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.44% | — | -7.77% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.44% | — | -1.94% | |
| 16 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.44% | — | -1.49% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.42% | — | -9.34% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 1.42% | — | -5.33% | |
| 19 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.41% | — | -1.14% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.40% | — | -1.05% | |
| 21 | WPC | Wp Carey INC | 株式-不動産 | 1.35% | — | -0.23% | |
| 22 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.32% | — | -1.76% | |
| 23 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.30% | — | -2.05% | |
| 24 | WM | Waste Management INC | 株式-資本財 | 1.28% | — | -1.67% | |
| 25 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.26% | — | -0.90% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.25% | — | -2.02% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.24% | — | -1.79% | |
| 28 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.23% | — | -1.81% | |
| 29 | AFL | Aflac INC | 株式-金融 | 1.22% | — | -2.16% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.22% | — | -4.44% | |
| 31 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.22% | — | +0.08% | |
| 32 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.21% | — | — | |
| 33 | GD | General Dynamics CORP | 株式-資本財 | 1.20% | — | -3.21% | |
| 34 | GIS | General Mills INC | 株式-生活必需品 | 1.19% | — | -0.85% | |
| 35 | UNP | Union Pacific CORP | 株式-資本財 | 1.18% | — | -1.26% | |
| 36 | ED | Consolidated Edison INC | 株式-公益事業 | 1.16% | — | -4.08% | |
| 37 | ITW | Illinois Tool Works | 株式-資本財 | 1.15% | — | -0.98% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.14% | — | -1.52% | |
| 39 | APD | Air Products & Chemicals INC | 株式-素材 | 1.13% | — | -1.37% | |
| 40 | EMR | Emerson Electric Co | 株式-資本財 | 1.12% | — | -2.12% | |
| 41 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.11% | — | -1.59% | |
| 42 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.11% | — | -1.88% | |
| 43 | AIZ | Assurant INC | 株式-金融 | 1.10% | — | -1.11% | |
| 44 | PM | Philip Morris International | 株式-生活必需品 | 1.09% | — | -9.63% | |
| 45 | KEL | Kellanova | 株式-その他 | 1.07% | — | -5.79% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 1.05% | — | -4.50% | |
| 47 | MMM | 3m Co | 株式-資本財 | 0.99% | — | -7.09% | |
| 48 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.98% | — | -9.31% | |
| 49 | TGT | Target CORP | 株式-一般消費財 | 0.96% | — | -0.80% | |
| 50 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.94% | — | +0.81% |