CIK: 0001730817
申告総資産額
$10.0億
上位200銘柄を表示中（全365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 | MSFT | Microsoft CORP | 株式-IT | 8.45% | — | -0.44% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.42% | -0.08% | -2.10% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.74% | +0.02% | -0.78% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 2.26% | -0.06% | -10.81% | |
| 5 | TSLA | Tesla INC | 株式-一般消費財 | 1.95% | +0.02% | +5.86% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.72% | — | -1.27% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.50% | — | -0.00% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 1.43% | +0.12% | -1.62% | |
| 9 | MNKD | Mannkind CORP | 株式-その他 | 1.35% | +0.92% | +3.95% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.19% | -0.21% | -1.50% | |
| 11 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.14% | — | -2.31% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.10% | — | -1.09% | |
| 13 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 1.09% | -0.40% | +2.93% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.06% | +0.08% | -1.40% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.03% | — | -12.47% | |
| 16 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.99% | — | -3.13% | |
| 17 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.98% | — | -0.79% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.98% | +0.11% | -2.45% | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.93% | — | -0.96% | |
| 20 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.93% | +0.02% | -0.45% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.90% | -0.03% | +6.86% | |
| 22 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.90% | — | -4.36% | |
| 23 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.83% | — | -0.05% | |
| 24 | RING | Ishares Msci Global Gold Min | ETF-コモディティ | 0.78% | -0.47% | +2.01% | |
| 25 | BA | Boeing Co/the | 株式-資本財 | 0.70% | — | -2.07% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.69% | — | -3.92% | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 0.68% | — | -0.09% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.67% | — | -13.61% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.67% | — | -1.71% | |
| 30 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.67% | — | +4.22% | |
| 31 | ET | Energy Transfer LP | 株式-エネルギー | 0.66% | — | -3.88% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.66% | +0.20% | -7.49% | |
| 33 | P | Everpure Inc-a | 株式-IT | 0.64% | +0.09% | -3.11% | |
| 34 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.63% | — | -1.85% | |
| 35 | PATH | Uipath INC - Class A | 株式-IT | 0.63% | — | +10.73% | |
| 36 | AYXEUR | Alteryx INC - Class A | 株式-その他 | 0.60% | — | +5.98% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | — | -0.11% | |
| 38 | RTX | Rtx CORP | 株式-資本財 | 0.59% | — | -1.51% | |
| 39 | SIVR | Abrdn Physical Silver Shares | ETF-コモディティ | 0.58% | -0.40% | +0.25% | |
| 40 | IDV | Ishares International Select | ETF-その他 | 0.57% | — | -3.67% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.56% | — | -1.05% | |
| 42 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.55% | — | +15.57% | |
| 43 | RHI | Robert Half INC | 株式-資本財 | 0.54% | — | -1.50% | |
| 44 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.54% | — | -2.61% | |
| 45 | SLVP | Ishares Msci Global Silver A | ETF-コモディティ | 0.54% | -0.51% | +12.08% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.54% | — | -0.60% | |
| 47 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.53% | — | -9.30% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.52% | — | -3.06% | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.52% | — | -1.00% | |
| 50 | QCOM | Qualcomm INC | 株式-IT | 0.52% | +0.12% | -0.10% |