CIK: 0001631738
申告総資産額
$3.7億
上位200銘柄を表示中（全255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 | NVDA | Nvidia CORP | 株式-IT | 6.87% | +0.08% | +878.15% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 5.97% | +0.30% | +2.05% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 5.25% | -1.66% | -0.35% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.60% | +0.63% | -0.64% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.57% | +0.51% | -0.33% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.45% | -0.35% | +0.76% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.32% | -0.08% | -3.31% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.58% | — | -2.01% | |
| 9 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 2.49% | — | -2.90% | |
| 10 | PANW | Palo Alto Networks INC | 株式-IT | 2.47% | -0.45% | -0.64% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.18% | — | -0.44% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.16% | — | -2.73% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.05% | -0.12% | -0.49% | |
| 14 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.71% | -0.06% | — | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.61% | +0.08% | -1.36% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.44% | — | -4.26% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.38% | -0.11% | -0.01% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.34% | -0.02% | -0.27% | |
| 19 | AMGN | Amgen INC | 株式-ヘルスケア | 1.27% | -0.30% | -0.55% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.25% | -0.20% | -1.10% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.23% | -0.30% | +0.37% | |
| 22 | CRM | Salesforce INC | 株式-IT | 1.19% | +0.20% | -0.86% | |
| 23 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.17% | — | — | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.17% | -0.03% | -3.93% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.15% | -0.01% | -2.74% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.11% | -0.03% | +0.04% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.05% | — | -7.81% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.98% | — | +1.77% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.95% | -0.23% | -2.06% | |
| 30 | XLE | Ss Energy Select Sector | ETF-その他 | 0.93% | -0.16% | +0.46% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.88% | -0.05% | -0.23% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.88% | -0.04% | -2.06% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.85% | -0.10% | +3.32% | |
| 34 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 0.80% | +0.42% | — | |
| 35 | VFH | Vanguard Financials ETF | ETF-その他 | 0.79% | -0.04% | -4.51% | |
| 36 | RTX | Rtx CORP | 株式-資本財 | 0.79% | -0.12% | +1.05% | |
| 37 | ACN | Accenture plc | 株式-IT | 0.78% | -0.05% | -0.18% | |
| 38 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.77% | — | -2.45% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.76% | -0.11% | -9.40% | |
| 40 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.76% | -0.08% | -1.11% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.72% | — | — | |
| 42 | XLF | Ss Financial Select Sector | ETF-その他 | 0.70% | — | -2.04% | |
| 43 | PAYX | Paychex INC | 株式-IT | 0.69% | — | -1.30% | |
| 44 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.66% | -0.19% | +1.66% | |
| 45 | XLB | Ss Materials Select Sector | ETF-その他 | 0.65% | -0.05% | +0.97% | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.65% | — | +3.96% | |
| 47 | WDAY | Workday Inc-class A | 株式-IT | 0.63% | — | +0.22% | |
| 48 | IYJ | Ishares U.s. Industrials ETF | ETF-その他 | 0.62% | — | — | |
| 49 | LRCXEUR | Lam Research CORP | 株式-IT | 0.60% | -0.53% | EXIT | |
| 50 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.58% | -0.03% | — |