CIK: 0001573876
申告総資産額
$75.2億
上位200銘柄を表示中（全1381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 | AAPL | Apple INC | 株式-IT | 3.49% | -0.35% | +13.45% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.19% | -0.22% | +6.12% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.82% | — | +3.42% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 1.80% | -0.41% | +17.17% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.17% | -0.19% | +14.83% | |
| 6 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 1.14% | — | +9.48% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.95% | — | +6.33% | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 0.78% | — | +10.75% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.77% | — | -8.12% | |
| 10 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.73% | — | -5.57% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.69% | +0.03% | +12.74% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.68% | — | -0.62% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.65% | -0.15% | +15.80% | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.64% | — | +15.82% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 0.63% | -0.44% | +346.44% | |
| 16 | PFE | Pfizer INC | 株式-ヘルスケア | 0.57% | — | +56.30% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.57% | — | +0.05% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.54% | -0.13% | +36.65% | |
| 19 | TSLA | Tesla INC | 株式-一般消費財 | 0.51% | -0.11% | +7.75% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.50% | — | +12.77% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.49% | -0.35% | +19.66% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.48% | — | -4.13% | |
| 23 | PYPL | Paypal Holdings INC | 株式-金融 | 0.47% | — | -2.56% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | — | +6.76% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.46% | — | -8.54% | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 0.45% | — | +6.07% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.45% | — | +11.95% | |
| 28 | TGT | Target CORP | 株式-一般消費財 | 0.43% | — | +4.86% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | — | +15.82% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.42% | — | +13.65% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.42% | — | -6.19% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.40% | — | +0.57% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.40% | — | +23.35% | |
| 34 | ADBE | Adobe INC | 株式-IT | 0.40% | — | +4.08% | |
| 35 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.40% | — | +5.49% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.39% | +0.05% | -3.91% | |
| 37 | IYG | Ishares U.s. Financial Servi | ETF-その他 | 0.38% | — | +9.17% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | +0.21% | +4.86% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.37% | — | -1.41% | |
| 40 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.36% | — | +7.86% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.36% | — | -21.58% | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.36% | — | +16.89% | |
| 43 | XLF | Ss Financial Select Sector | ETF-その他 | 0.36% | — | -30.61% | |
| 44 | T | At&t INC | 株式-通信サービス | 0.35% | — | +5.16% | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.35% | — | +1810.40% | |
| 46 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.35% | — | +8.01% | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.35% | — | -7.83% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.34% | — | -1.67% | |
| 49 | CRM | Salesforce INC | 株式-IT | 0.33% | — | +30.21% | |
| 50 | IAT | Ishares US Regional Banks Et | ETF-その他 | 0.33% | — | +13.88% |