CIK: 0001740809
申告総資産額
$1.3億
| # | 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 | AAPL | Apple INC | 株式-IT | 8.01% | +1.20% | +4.42% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.26% | -0.19% | +10.58% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.38% | — | +2.62% | |
| 4 | BLKCHF | Blackrock INC | 株式-その他 | 3.27% | — | +7.10% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.14% | — | +5.77% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.96% | — | +3.20% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.88% | -0.69% | +0.09% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.46% | -0.26% | +3.77% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.42% | -0.03% | +6.22% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 2.32% | — | +0.87% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.31% | -0.16% | +5.25% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.28% | — | +4.45% | |
| 13 | XFRAX | Blackrock Fltng Rt INC Strat | 株式-その他 | 1.99% | — | +22.60% | |
| 14 | NFLX | Netflix INC | 株式-通信サービス | 1.91% | -0.10% | +14.41% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.78% | -0.18% | +6.78% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.58% | — | +0.12% | |
| 17 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.52% | — | +2.89% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.46% | -0.12% | — | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.44% | — | +0.45% | |
| 20 | SDOG | Alps Sector Dividend Dogs | ETF-その他 | 1.43% | — | +2.06% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.39% | +0.31% | -2.96% | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.24% | +0.01% | +6.17% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.22% | — | +0.30% | |
| 24 | GD | General Dynamics CORP | 株式-資本財 | 1.21% | — | +9.81% | |
| 25 | FAS | Dirx Dly Finacial B3x Etf-ui | ETF-その他 | 1.20% | — | +0.18% | |
| 26 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.18% | — | — | |
| 27 | MA | Mastercard INC - A | 株式-金融 | 1.17% | -0.08% | +5.07% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 1.13% | +0.01% | +5.22% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.13% | -0.22% | +36.03% | |
| 30 | HON | Honeywell International INC | 株式-資本財 | 1.07% | +0.04% | -6.37% | |
| 31 | BA | Boeing Co/the | 株式-資本財 | 1.02% | — | +10.29% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.93% | — | -2.75% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | — | -2.16% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.82% | — | — | |
| 35 | IRT | Independence Realty Trust In | 株式-不動産 | 0.82% | — | -95.14% | |
| 36 | GS | Goldman Sachs Group INC | 株式-金融 | 0.76% | — | -24.66% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.76% | +0.25% | +10.49% | |
| 38 | PYPL | Paypal Holdings INC | 株式-金融 | 0.74% | -0.02% | +186.69% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.73% | — | +2.95% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.70% | — | -3.84% | |
| 41 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.69% | — | +19.64% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.67% | +0.08% | +10.87% | |
| 43 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.67% | — | +28.97% | |
| 44 | MO | Altria Group INC | 株式-生活必需品 | 0.67% | — | +4.11% | |
| 45 | WFC | Wells Fargo & Co | 株式-金融 | 0.66% | — | -8.27% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.65% | — | +45.37% | |
| 47 | SRE | Sempra | 株式-公益事業 | 0.63% | — | -1.78% | |
| 48 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.63% | — | -5.93% | |
| 49 | CRM | Salesforce INC | 株式-IT | 0.63% | +0.25% | +94.72% | |
| 50 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.62% | — | +20.27% |