CIK: 0001573876
申告総資産額
$75.2億
上位200銘柄を表示中（全1447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 | 3.63% | -0.35% | -8.85% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.14% | -0.19% | +50.11% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.00% | -0.41% | +4.01% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.91% | -0.22% | -7.03% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.52% | — | -16.69% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 0.83% | -0.44% | +1.65% | |
| 7 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.82% | — | -23.75% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.78% | +0.03% | -0.78% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.75% | -0.15% | +10.57% | |
| 10 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.72% | — | +13.76% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.69% | — | +17.87% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.69% | — | +33.22% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.68% | — | -7.39% | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 0.67% | -0.11% | +7.52% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 0.62% | +0.13% | +20.75% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.61% | — | +4.85% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.60% | +0.21% | +15.87% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.55% | — | +19.13% | |
| 19 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.55% | — | +60.71% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.54% | -0.35% | +13.32% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | -4.94% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | — | +5.77% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.50% | — | -1.39% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.50% | — | -19.53% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | -25.01% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.47% | — | +91.31% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.47% | — | +22.39% | |
| 28 | MA | Mastercard INC - A | 株式-金融 | 0.47% | — | +4.09% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.46% | -0.13% | +26.58% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.45% | — | -54.58% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.45% | — | +1.92% | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.45% | — | +3.71% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.44% | — | +17.59% | |
| 34 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.44% | — | +375.49% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.42% | — | +11.05% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.41% | — | -1.25% | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.40% | — | +41.37% | |
| 38 | FTXN | First Trust Nasdaq Oil & Gas | ETF-テック型 | 0.39% | — | +5.00% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.38% | — | -2.90% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.38% | — | -47.90% | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.36% | — | -9.54% | |
| 42 | XLF | Ss Financial Select Sector | ETF-その他 | 0.36% | — | +0.16% | |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.36% | — | -7.36% | |
| 44 | ADBE | Adobe INC | 株式-IT | 0.35% | — | +20.92% | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.35% | — | -4.05% | |
| 46 | COP | Conocophillips | 株式-エネルギー | 0.35% | — | +2.87% | |
| 47 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.34% | — | -7.32% | |
| 48 | IEO | Ishares U.s. Oil & Gas Explo | ETF-その他 | 0.34% | — | — | |
| 49 | SO | Southern Co/the | 株式-公益事業 | 0.34% | — | +10.67% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.34% | +0.05% | -6.31% |