CIK: 0001633172
申告総資産額
$4.5億
上位200銘柄を表示中（全467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 | 5.41% | — | +4.71% | |
| 2 | ARKK | Ark Innovation ETF | ETF-その他 | 3.19% | — | -0.71% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.76% | — | -0.19% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.69% | — | +10.90% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.66% | — | +4.37% | |
| 6 | HD | Home Depot INC | 株式-一般消費財 | 2.60% | — | +1.48% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.17% | — | +7.27% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.01% | — | +5.52% | |
| 9 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.96% | — | -5.26% | |
| 10 | AXP | American Express Co | 株式-金融 | 1.38% | — | -1.89% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.37% | — | +15.01% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.28% | — | +22.89% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.23% | — | -0.12% | |
| 14 | T | At&t INC | 株式-通信サービス | 1.16% | — | +11.29% | |
| 15 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.15% | — | -24.88% | |
| 16 | SO | Southern Co/the | 株式-公益事業 | 1.01% | — | -1.98% | |
| 17 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.98% | — | +2.42% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 0.98% | — | +9.66% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.98% | — | — | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.94% | — | +10.59% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.93% | — | -9.25% | |
| 22 | BAC | Bank Of America CORP | 株式-金融 | 0.90% | — | +9.89% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.84% | — | -4.53% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.83% | — | -0.59% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.82% | — | -0.43% | |
| 26 | WPC | Wp Carey INC | 株式-不動産 | 0.78% | — | +21.57% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.77% | — | +11.28% | |
| 28 | GPN | Global Payments INC | 株式-資本財 | 0.72% | — | -7.99% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.71% | — | -1.01% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.69% | — | +4.22% | |
| 31 | DUK | Duke Energy CORP | 株式-公益事業 | 0.68% | — | -1.33% | |
| 32 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.68% | — | +3.27% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.68% | — | -8.61% | |
| 34 | PYPL | Paypal Holdings INC | 株式-金融 | 0.66% | — | +14.63% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.65% | — | +1.19% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.64% | — | +31.03% | |
| 37 | MA | Mastercard INC - A | 株式-金融 | 0.64% | — | -27.28% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.61% | — | +10.95% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.59% | — | +11.74% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.58% | — | +1.01% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.57% | — | -0.46% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.55% | — | -0.52% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.54% | — | -0.68% | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.52% | — | +1.78% | |
| 45 | DHR | Danaher CORP | 株式-ヘルスケア | 0.52% | — | -8.57% | |
| 46 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.52% | — | +2.77% | |
| 47 | MDXG | Mimedx Group INC | 株式-その他 | 0.51% | — | +8.64% | |
| 48 | TFC | Truist Financial CORP | 株式-金融 | 0.48% | — | +2.07% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.48% | — | +10.92% | |
| 50 | XLE | Ss Energy Select Sector | ETF-その他 | 0.47% | — | +1.12% |