CIK: 0001911056
申告総資産額
$31.2億
上位200銘柄を表示中（全542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 | NOW | Servicenow INC | 株式-IT | 8.94% | — | -0.21% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.30% | +2.07% | -3.64% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.91% | +4.36% | NEW | |
| 4 | ✓ | 株式-その他 | 2.88% | — | — | ||
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.24% | — | +6.42% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.22% | — | +5.66% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.94% | +0.75% | +2.52% | |
| 8 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.82% | — | +59.28% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.80% | +2.38% | -9.81% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.66% | — | +2.47% | |
| 11 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.45% | -1.01% | EXIT | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.31% | +0.79% | +8.74% | |
| 13 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.19% | — | +1017.41% | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 1.10% | — | +208.10% | |
| 15 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.99% | — | -10.43% | |
| 16 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.98% | — | +3.36% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.97% | — | +6.97% | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.94% | — | +89.28% | |
| 19 | SH1USD | Proshares Short S&p500 | ETF-その他 | 0.90% | — | +42.76% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.89% | — | +2.55% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.86% | — | +14.60% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | — | +1923.58% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.71% | — | -8.09% | |
| 24 | NSA | National Storage Affiliates | 株式-不動産 | 0.69% | — | +2.48% | |
| 25 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.67% | — | +10.67% | |
| 26 | CGGO | Cap Group Global Growth | ETF-その他 | 0.65% | — | +6.32% | |
| 27 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.65% | — | -14.18% | |
| 28 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.64% | — | +4.19% | |
| 29 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.63% | — | +505.06% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.62% | — | +84.31% | |
| 31 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.60% | — | +1.59% | |
| 32 | NEE | Nextera Energy INC | 株式-公益事業 | 0.59% | — | +3.57% | |
| 33 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.56% | -0.53% | EXIT | |
| 34 | AVGO | Broadcom INC | 株式-IT | 0.56% | — | +2.37% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.52% | — | +2.09% | |
| 36 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.51% | -0.27% | EXIT | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | — | +0.58% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.50% | — | +3.87% | |
| 39 | EXR | Extra Space Storage INC | 株式-不動産 | 0.49% | — | +1.67% | |
| 40 | MSCI | Msci INC | 株式-金融 | 0.48% | — | +2.96% | |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.47% | — | -29.31% | |
| 42 | ADP | Automatic Data Processing | 株式-IT | 0.47% | — | +17.31% | |
| 43 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.47% | — | -5.52% | |
| 44 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.44% | — | -16.62% | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.44% | — | -1.83% | |
| 46 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.44% | — | +4.56% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | — | -6.96% | |
| 48 | UPRO | Proshares Ultrapro S&p 500 | ETF-大型株・グロース | 0.43% | -0.40% | EXIT | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.43% | +0.90% | +7.10% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.42% | — | +1971.24% |