CIK: 0001730817
申告総資産額
$10.0億
上位200銘柄を表示中（全373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 | 8.10% | — | +0.04% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.09% | -0.08% | +1.53% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.76% | +0.02% | +0.57% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 2.27% | -0.06% | -4.36% | |
| 5 | TSLA | Tesla INC | 株式-一般消費財 | 1.70% | +0.02% | -4.48% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.67% | — | -0.99% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.48% | — | -0.83% | |
| 8 | MNKD | Mannkind CORP | 株式-その他 | 1.47% | +0.92% | +2.61% | |
| 9 | AVGO | Broadcom INC | 株式-IT | 1.38% | +0.12% | -0.36% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.35% | -0.21% | +1.06% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.18% | +0.08% | -1.41% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.17% | — | -0.55% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.13% | +0.11% | +2.63% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.11% | — | +0.37% | |
| 15 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 1.10% | -0.40% | +2.37% | |
| 16 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.07% | — | -3.22% | |
| 17 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.02% | — | +12.89% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.94% | — | -0.90% | |
| 19 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.93% | — | +0.66% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.93% | — | -4.33% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.93% | -0.03% | +5.33% | |
| 22 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.90% | +0.02% | -0.78% | |
| 23 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.86% | — | -3.27% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 0.75% | — | +1.49% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 0.73% | — | +4.53% | |
| 26 | PATH | Uipath INC - Class A | 株式-IT | 0.73% | — | +11.50% | |
| 27 | ET | Energy Transfer LP | 株式-エネルギー | 0.72% | — | -3.05% | |
| 28 | RING | Ishares Msci Global Gold Min | ETF-コモディティ | 0.71% | -0.47% | +2.05% | |
| 29 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.69% | — | -4.91% | |
| 30 | AYXEUR | Alteryx INC - Class A | 株式-その他 | 0.68% | — | +33.16% | |
| 31 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.66% | — | -5.44% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.65% | — | +5.02% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.64% | — | +6.55% | |
| 34 | BA | Boeing Co/the | 株式-資本財 | 0.64% | — | -1.54% | |
| 35 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.62% | — | +3.56% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.60% | +0.20% | +5.17% | |
| 37 | P | Everpure Inc-a | 株式-IT | 0.60% | +0.09% | -5.44% | |
| 38 | SIVR | Abrdn Physical Silver Shares | ETF-コモディティ | 0.59% | -0.40% | +3.23% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.58% | — | +3.83% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | — | +3.96% | |
| 41 | SLVP | Ishares Msci Global Silver A | ETF-コモディティ | 0.57% | -0.51% | +17.00% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | — | +0.60% | |
| 43 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.56% | — | +2.71% | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.55% | — | -1.23% | |
| 45 | BCX | Blackrock Resources & Commod | 株式-その他 | 0.54% | — | +22.60% | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.53% | — | +5.33% | |
| 47 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.53% | — | -2.85% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | — | +4.75% | |
| 49 | QCOM | Qualcomm INC | 株式-IT | 0.50% | +0.12% | +1.34% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.50% | — | +0.05% |