CIK: 0001555486
申告総資産額
$23.2億
| # | 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 | VV | Vanguard Large-cap ETF | ETF-その他 | 5.36% | -0.02% | -46.52% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.62% | -0.06% | -0.76% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 3.28% | +0.28% | -41.28% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.17% | -0.02% | -1.93% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.17% | -0.56% | -0.92% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.72% | +0.20% | +17.38% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.50% | — | -44.84% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.29% | — | +7.59% | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.26% | — | -0.70% | |
| 10 | TXN | Texas Instruments INC | 株式-IT | 2.06% | -0.35% | -1.20% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.06% | +0.79% | -39.20% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.01% | — | -57.59% | |
| 13 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.97% | — | -1.07% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.83% | -0.11% | -49.20% | |
| 15 | SYK | Stryker CORP | 株式-ヘルスケア | 1.80% | — | -0.51% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.74% | -0.19% | -0.56% | |
| 17 | BX | Blackstone INC | 株式-金融 | 1.73% | -1.42% | -1.05% | |
| 18 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 1.73% | — | -0.21% | |
| 19 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.72% | — | +4.54% | |
| 20 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 1.71% | +0.17% | +23.56% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.68% | -0.03% | -0.73% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 1.57% | — | +1.16% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.52% | +0.35% | -0.40% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.46% | -0.11% | -1.74% | |
| 25 | ICE | Intercontinental Exchange In | 株式-金融 | 1.44% | — | -0.98% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.43% | -0.06% | -1.03% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.39% | — | -50.16% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.34% | — | +8.61% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 1.24% | -0.04% | -1.94% | |
| 30 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 1.17% | — | +0.43% | |
| 31 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.16% | — | +0.59% | |
| 32 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.16% | +0.61% | +44.24% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.15% | -0.09% | +0.65% | |
| 34 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.09% | — | -1.82% | |
| 35 | BLKCHF | Blackrock INC | 株式-その他 | 1.08% | — | -1.03% | |
| 36 | INMD | InMode Ltd. | 株式-その他 | 1.03% | — | -0.71% | |
| 37 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.99% | -0.23% | -0.81% | |
| 38 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.99% | — | +0.06% | |
| 39 | ANETEUR | Arista Networks INC | 株式-その他 | 0.96% | — | -1.00% | |
| 40 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.95% | — | -2.88% | |
| 41 | IYG | Ishares U.s. Financial Servi | ETF-その他 | 0.93% | -0.07% | +17.14% | |
| 42 | ADBE | Adobe INC | 株式-IT | 0.88% | — | +0.43% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.88% | — | -49.18% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.84% | — | -15.76% | |
| 45 | AMN | Amn Healthcare Services INC | 株式-その他 | 0.79% | — | -0.80% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.76% | — | -53.90% | |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.75% | -0.03% | +6.11% | |
| 48 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.74% | +0.13% | -1.67% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.74% | — | -16.12% | |
| 50 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-その他 | 0.73% | — | +1482.64% |