CIK: 0001631738
申告総資産額
$3.7億
上位200銘柄を表示中（全271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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 9.79% | +0.30% | +5.05% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.00% | — | +0.70% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.05% | +0.51% | -0.25% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.79% | +0.63% | -0.68% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.68% | -0.11% | -1.43% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.52% | -0.08% | -0.72% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.44% | -0.35% | -0.18% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.43% | -1.66% | +4.30% | |
| 9 | PYPL | Paypal Holdings INC | 株式-金融 | 2.29% | — | -3.25% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.29% | — | +0.49% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.13% | -0.01% | +0.43% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.04% | — | -0.13% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.97% | -0.37% | -1.77% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.58% | +0.08% | +270.45% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.42% | +0.08% | -0.20% | |
| 16 | PANW | Palo Alto Networks INC | 株式-IT | 1.42% | -0.45% | -1.09% | |
| 17 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.41% | — | — | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.41% | — | +0.41% | |
| 19 | CRM | Salesforce INC | 株式-IT | 1.41% | +0.20% | -0.16% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.40% | -0.02% | +0.84% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.39% | -0.03% | +2.48% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.28% | — | +7.62% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.27% | -0.12% | -0.49% | |
| 24 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.23% | -0.08% | +0.04% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.21% | -0.03% | +0.31% | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.14% | -0.30% | +0.15% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.10% | -0.23% | +0.69% | |
| 28 | WDAY | Workday Inc-class A | 株式-IT | 1.01% | — | +0.49% | |
| 29 | MDT | Medtronic plc | 株式-ヘルスケア | 1.01% | — | +0.89% | |
| 30 | VFH | Vanguard Financials ETF | ETF-その他 | 1.01% | -0.04% | -17.20% | |
| 31 | AMGN | Amgen INC | 株式-ヘルスケア | 0.98% | -0.30% | +0.29% | |
| 32 | ACN | Accenture plc | 株式-IT | 0.95% | -0.05% | -1.89% | |
| 33 | XLE | Ss Energy Select Sector | ETF-その他 | 0.94% | -0.16% | -6.32% | |
| 34 | TFC | Truist Financial CORP | 株式-金融 | 0.93% | — | +0.58% | |
| 35 | PAYX | Paychex INC | 株式-IT | 0.90% | — | -1.13% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.87% | -0.11% | +0.88% | |
| 37 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.86% | — | +0.14% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.85% | -0.05% | -1.24% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.85% | -0.20% | +0.89% | |
| 40 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.85% | — | -0.36% | |
| 41 | RTN1USD | Raytheon Company | 株式-その他 | 0.83% | — | +0.25% | |
| 42 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.80% | -0.19% | +0.06% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.80% | -0.04% | -1.19% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.76% | — | -0.32% | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.73% | -0.10% | +0.92% | |
| 46 | USB | US Bancorp | 株式-金融 | 0.73% | — | +0.53% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.73% | — | +9.25% | |
| 48 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.72% | — | +2.25% | |
| 49 | XLB | Ss Materials Select Sector | ETF-その他 | 0.69% | -0.05% | -3.14% | |
| 50 | XLF | Ss Financial Select Sector | ETF-その他 | 0.59% | — | -1.96% |