CIK: 0001730817
申告総資産額
$10.0億
上位200銘柄を表示中（全404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 | 8.47% | — | -0.02% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.31% | -0.08% | +1.71% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 3.20% | -0.06% | -17.22% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.02% | +0.02% | -1.30% | |
| 5 | AVGO | Broadcom INC | 株式-IT | 1.75% | +0.12% | -1.76% | |
| 6 | MNKD | Mannkind CORP | 株式-その他 | 1.58% | +0.92% | +12.57% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.56% | — | +0.68% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.38% | — | -0.67% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.32% | — | -3.90% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.16% | — | +1.17% | |
| 11 | TSLA | Tesla INC | 株式-一般消費財 | 1.08% | +0.02% | +6.32% | |
| 12 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 1.05% | -0.40% | +0.21% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.04% | +0.08% | -2.63% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.03% | -0.21% | -3.78% | |
| 15 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.99% | — | -1.97% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.99% | +0.11% | -2.22% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.95% | -0.03% | +11.03% | |
| 18 | PLD | Prologis INC | 株式-不動産 | 0.90% | — | +1.71% | |
| 19 | PATH | Uipath INC - Class A | 株式-IT | 0.83% | — | +7.24% | |
| 20 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.82% | +0.02% | +0.54% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.81% | — | -1.83% | |
| 22 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.80% | — | -3.16% | |
| 23 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.78% | — | -2.60% | |
| 24 | RING | Ishares Msci Global Gold Min | ETF-コモディティ | 0.78% | -0.47% | +6.99% | |
| 25 | SLVP | Ishares Msci Global Silver A | ETF-コモディティ | 0.78% | -0.51% | +21.23% | |
| 26 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.77% | — | -6.90% | |
| 27 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.74% | — | +0.21% | |
| 28 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.73% | +0.09% | +3.44% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.73% | +0.20% | -0.52% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.70% | — | +0.67% | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.69% | — | +79.75% | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.69% | — | +210.49% | |
| 33 | KLAC | Kla CORP | 株式-IT | 0.69% | — | -2.17% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.68% | — | +3.53% | |
| 35 | BCX | Blackrock Resources & Commod | 株式-その他 | 0.67% | — | +30.27% | |
| 36 | P | Everpure Inc-a | 株式-IT | 0.66% | +0.09% | -4.84% | |
| 37 | ETN | Eaton Corporation plc | 株式-資本財 | 0.66% | — | +3.01% | |
| 38 | AMAT | Applied Materials INC | 株式-IT | 0.65% | +0.42% | +17.80% | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.62% | — | +0.61% | |
| 40 | ET | Energy Transfer LP | 株式-エネルギー | 0.62% | — | -2.85% | |
| 41 | TWLO | Twilio INC - A | 株式-IT | 0.59% | +0.27% | +29.45% | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.59% | — | +0.51% | |
| 43 | SIVR | Abrdn Physical Silver Shares | ETF-コモディティ | 0.58% | -0.40% | +5.82% | |
| 44 | DFAI | Dimensional International Co | ETF-その他 | 0.57% | +0.01% | +34.16% | |
| 45 | PNC | Pnc Financial Services Group | 株式-金融 | 0.56% | — | +3.29% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | +2.94% | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.55% | — | +6.45% | |
| 48 | V | Visa Inc-class A Shares | 株式-金融 | 0.55% | — | +4.03% | |
| 49 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.55% | — | -10.99% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.54% | — | -4.05% |