CIK: 0001573876
申告総資産額
$75.2億
上位200銘柄を表示中（全1372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 | 3.40% | -0.35% | +2.93% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 1.87% | -0.41% | -3.35% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.60% | -0.19% | -23.30% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.42% | -0.22% | +1863.68% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.12% | — | +238.74% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.85% | — | -37.64% | |
| 7 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.81% | — | +0.72% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.81% | +0.21% | +11.29% | |
| 9 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.79% | — | +2.25% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.72% | +0.03% | -4.30% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.70% | -0.15% | +2.07% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.69% | -0.35% | +31.49% | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.68% | — | +23.84% | |
| 14 | PSQUSD | Proshares Short Qqq | ETF-その他 | 0.67% | — | +98.50% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.66% | — | +11.87% | |
| 16 | PFE | Pfizer INC | 株式-ヘルスケア | 0.64% | — | +7.86% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | +0.13% | -1.22% | |
| 18 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.58% | — | -8.80% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.57% | — | +30.14% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.56% | — | -7.25% | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 0.56% | — | +8.36% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.56% | — | +29.05% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | — | +4.18% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.53% | -0.44% | -0.76% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.53% | — | +8.78% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.53% | — | -22.51% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.53% | — | +5.44% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.53% | -0.11% | +8.66% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.52% | — | +44.30% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.47% | -0.15% | +34.78% | |
| 31 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.47% | — | -1.99% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.47% | -0.13% | +20.18% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.46% | — | +14.42% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.46% | — | +0.44% | |
| 35 | MA | Mastercard INC - A | 株式-金融 | 0.46% | — | -4.24% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.44% | — | +2.74% | |
| 37 | SO | Southern Co/the | 株式-公益事業 | 0.43% | — | +10.17% | |
| 38 | FTXN | First Trust Nasdaq Oil & Gas | ETF-テック型 | 0.42% | — | +4.37% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.42% | — | -9.00% | |
| 40 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.41% | — | +48.00% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.40% | — | +26.21% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.39% | — | +12.01% | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.39% | — | +11.70% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.39% | — | +6.51% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.38% | — | +9.09% | |
| 46 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.38% | — | +3.11% | |
| 47 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.37% | — | +250.89% | |
| 48 | IEO | Ishares U.s. Oil & Gas Explo | ETF-その他 | 0.36% | — | -1.41% | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.36% | — | +8.15% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.36% | — | -21.04% |