CIK: 0001634556
申告総資産額
$10.5億
上位200銘柄を表示中（全221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 | LII | Lennox International INC | 株式-資本財 | 6.46% | +0.06% | -3.07% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.24% | -0.36% | +16.12% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.98% | -0.76% | +2.69% | |
| 4 | 6D8 | Dupont De Nemours INC | 株式-その他 | 4.69% | -0.21% | EXIT | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.50% | — | +2.38% | |
| 6 | DOW | Dow INC | 株式-素材 | 4.28% | -0.21% | +4.61% | |
| 7 | CTVA | Corteva INC | 株式-素材 | 2.96% | — | +4.69% | |
| 8 | DHR | Danaher CORP | 株式-ヘルスケア | 2.09% | — | -0.05% | |
| 9 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.08% | — | +0.01% | |
| 10 | FAST | Fastenal Co | 株式-資本財 | 1.95% | — | — | |
| 11 | RMD | Resmed INC | 株式-ヘルスケア | 1.67% | — | — | |
| 12 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.52% | — | +1.37% | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.49% | — | +1.07% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.42% | -0.19% | +278.49% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.23% | — | +1.84% | |
| 16 | BA | Boeing Co/the | 株式-資本財 | 1.20% | — | — | |
| 17 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.17% | — | +1.36% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.17% | — | +0.37% | |
| 19 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 1.04% | — | — | |
| 20 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.92% | +0.53% | NEW | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.90% | — | -4.33% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 0.89% | — | +2.57% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.89% | — | +0.76% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 0.88% | — | +0.08% | |
| 25 | COF | Capital One Financial CORP | 株式-金融 | 0.82% | — | -0.05% | |
| 26 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.77% | -0.14% | -2.08% | |
| 27 | WY | Weyerhaeuser Co | 株式-不動産 | 0.76% | — | +0.51% | |
| 28 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.73% | — | +113.05% | |
| 29 | BAC | Bank Of America CORP | 株式-金融 | 0.73% | -0.03% | +1.74% | |
| 30 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.72% | — | +0.05% | |
| 31 | UNP | Union Pacific CORP | 株式-資本財 | 0.70% | — | -0.14% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.67% | — | +3.19% | |
| 33 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.66% | — | +0.31% | |
| 34 | ITW | Illinois Tool Works | 株式-資本財 | 0.66% | — | — | |
| 35 | GS | Goldman Sachs Group INC | 株式-金融 | 0.65% | — | — | |
| 36 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.65% | — | — | |
| 37 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.64% | — | +8.89% | |
| 38 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.64% | — | +18.14% | |
| 39 | PCH | Potlatchdeltic CORP | 株式-その他 | 0.63% | — | — | |
| 40 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 0.62% | — | — | |
| 41 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.62% | — | +10.37% | |
| 42 | VRSK | Verisk Analytics INC | 株式-資本財 | 0.62% | — | — | |
| 43 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.59% | — | — | |
| 44 | LIN | Linde plc | 株式-素材 | 0.58% | — | +0.05% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.57% | — | +2.45% | |
| 46 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-その他 | 0.55% | — | +10.37% | |
| 47 | CUBE | Cubesmart | 株式-不動産 | 0.53% | — | -6.05% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.52% | — | -4.24% | |
| 49 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.50% | — | — | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.49% | — | +11.23% |