CIK: 0001573876
申告総資産額
$75.2億
上位200銘柄を表示中（全4018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 | 3.01% | -0.35% | +3.28% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.72% | -0.19% | +2.79% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.68% | — | +12.91% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 1.61% | -0.41% | +3.16% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.53% | — | +23.17% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.05% | -0.22% | +4.35% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.93% | -0.35% | +14.13% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.91% | — | +22.08% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.87% | +0.21% | +9.95% | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 0.76% | +0.13% | +6.05% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.69% | — | +80.39% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.69% | +0.03% | +0.49% | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.63% | — | -3.72% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | — | +0.95% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 0.61% | — | +10.73% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.58% | — | +19.35% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.56% | -0.15% | +5.70% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.56% | — | +4.72% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.54% | — | +3.41% | |
| 20 | PFE | Pfizer INC | 株式-ヘルスケア | 0.53% | — | -3.06% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.52% | — | -3.09% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 0.52% | — | +13.99% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.52% | -0.15% | +4.73% | |
| 24 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.50% | — | +8.70% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | — | +16.07% | |
| 26 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.47% | — | +0.89% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.46% | — | -1.87% | |
| 28 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.46% | — | -1.78% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.46% | — | +6.96% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.45% | — | +10.73% | |
| 31 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.42% | — | +4.86% | |
| 32 | SH1USD | Proshares Short S&p500 | ETF-その他 | 0.42% | — | -14.36% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.41% | — | -1.75% | |
| 34 | PSQUSD | Proshares Short Qqq | ETF-その他 | 0.41% | — | -47.11% | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.40% | -0.44% | +1.57% | |
| 36 | COP | Conocophillips | 株式-エネルギー | 0.40% | — | +8.13% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.40% | — | +5.00% | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.40% | — | -12.83% | |
| 39 | IBM | Intl Business Machines CORP | 株式-IT | 0.38% | — | +1.15% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.38% | — | +12.12% | |
| 41 | IEO | Ishares U.s. Oil & Gas Explo | ETF-その他 | 0.38% | — | -1.47% | |
| 42 | FTXN | First Trust Nasdaq Oil & Gas | ETF-テック型 | 0.37% | — | +4.36% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.37% | — | -1.40% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.36% | — | +14.26% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.35% | — | +3.68% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.35% | — | -2.47% | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.35% | — | +1.33% | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.35% | — | +22.62% | |
| 49 | NEE | Nextera Energy INC | 株式-公益事業 | 0.35% | — | +1.95% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.34% | — | +5.81% |