CIK: 0001722641
申告総資産額
$41.8億
上位200銘柄を表示中（全1602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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 18.06% | +0.19% | +3.77% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.31% | +0.31% | +14.47% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.27% | — | +4.27% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.97% | — | +14.53% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.71% | -0.36% | +2.79% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.63% | +0.14% | +11.31% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.12% | -0.01% | +7.95% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.95% | -0.65% | +0.74% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.92% | -0.03% | +1.95% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.66% | — | -0.63% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.62% | — | +1.90% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.44% | — | -1.12% | |
| 13 | HRC | Hill-rom Holdings INC | 株式-その他 | 1.07% | — | -3.11% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.07% | -0.11% | -0.23% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.03% | — | -2.69% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.00% | -0.22% | -2.35% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.93% | -0.04% | +1.05% | |
| 18 | ALK | Alaska Air Group INC | 株式-資本財 | 0.80% | — | +0.20% | |
| 19 | T | At&t INC | 株式-通信サービス | 0.79% | — | +2.50% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.77% | — | -1.64% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.77% | — | +2.93% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.77% | -0.11% | +9.54% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.74% | — | +2.36% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.70% | — | -0.76% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.68% | — | -2.86% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.64% | -0.37% | -0.11% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.62% | -0.35% | +4.05% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.61% | -0.07% | +6.05% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.61% | — | +2.06% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.58% | — | — | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.58% | — | +1.45% | |
| 32 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.49% | — | +4.44% | |
| 33 | BUSD | Barnes Group INC | 株式-その他 | 0.49% | — | — | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.48% | -0.07% | -4.58% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | -0.16% | -9.41% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.47% | — | -5.32% | |
| 37 | INTC | Intel CORP | 株式-IT | 0.46% | — | +3.78% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.46% | -0.03% | -2.94% | |
| 39 | UTXZ | United Tech CORP | 株式-その他 | 0.45% | — | +10.50% | |
| 40 | WFC | Wells Fargo & Co | 株式-金融 | 0.42% | — | +9.22% | |
| 41 | WFC 7.5 PERP L | Wells Fargo & Company | 株式-金融 | 0.40% | — | +7.95% | |
| 42 | KE | Kimball Electronics INC | 株式-その他 | 0.40% | — | +0.70% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | +0.10% | +4.45% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.39% | +0.19% | +47.25% | |
| 45 | BA | Boeing Co/the | 株式-資本財 | 0.36% | — | +3.12% | |
| 46 | CAT | Caterpillar INC | 株式-資本財 | 0.35% | — | +12.56% | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.35% | -0.12% | +2.45% | |
| 48 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.35% | — | +24.96% | |
| 49 | CMI | Cummins INC | 株式-資本財 | 0.34% | — | +1.10% | |
| 50 | 9HI | Hillenbrand INC | 株式-その他 | 0.32% | -0.05% | EXIT |