CIK: 0001671716
申告総資産額
$12.0億
上位200銘柄を表示中（全228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 | MSFT | Microsoft CORP | 株式-IT | 12.33% | -0.27% | -4.48% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.77% | — | -4.14% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.06% | +1.32% | -2.34% | |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.23% | +0.74% | -2.29% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.08% | +0.43% | +95.95% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.89% | -0.64% | +8.81% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.45% | +0.36% | +0.67% | |
| 8 | ARKK | Ark Innovation ETF | ETF-その他 | 2.24% | — | — | |
| 9 | GSST | Goldman Sachs Ultra Short Bo | ETF-コモディティ | 2.19% | — | +18.72% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.87% | -0.16% | -0.80% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.76% | — | +288.57% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.66% | +0.20% | -0.34% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.65% | — | +0.34% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.62% | — | -0.70% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.62% | +0.53% | +1.15% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.58% | +0.58% | +24.59% | |
| 17 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.51% | -0.13% | +0.96% | |
| 18 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.40% | +0.23% | +16.14% | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 1.33% | +0.31% | -2.42% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.30% | +0.23% | -3.38% | |
| 21 | ✓ | Athira Pharma INC | 株式-その他 | 1.26% | — | — | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.09% | +0.32% | -1.57% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.04% | -0.50% | +0.17% | |
| 24 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.99% | +0.50% | -1.37% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.95% | — | +58.13% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.93% | -0.76% | +1.05% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.86% | — | -0.32% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.81% | — | +0.01% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.75% | +1.39% | +73.77% | |
| 30 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.74% | — | +33.74% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.74% | — | +0.48% | |
| 32 | FTNT | Fortinet INC | 株式-IT | 0.73% | -0.66% | EXIT | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.71% | — | +7.59% | |
| 34 | PCAR | Paccar INC | 株式-資本財 | 0.69% | — | — | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.69% | -0.20% | +0.41% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.68% | — | +1.03% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.64% | — | -3.38% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.60% | -0.33% | +0.12% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.59% | — | +0.20% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.59% | — | -0.33% | |
| 41 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.54% | -0.20% | -3.61% | |
| 42 | DHR | Danaher CORP | 株式-ヘルスケア | 0.54% | — | +1.72% | |
| 43 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.50% | — | +1.08% | |
| 44 | CTAS | Cintas CORP | 株式-資本財 | 0.46% | — | -3.36% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.46% | — | +0.18% | |
| 46 | ADBE | Adobe INC | 株式-IT | 0.45% | -0.19% | -2.84% | |
| 47 | AMGN | Amgen INC | 株式-ヘルスケア | 0.45% | — | +0.11% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.44% | — | +0.97% | |
| 49 | UBER | Uber Technologies INC | 株式-資本財 | 0.44% | — | — | |
| 50 | TXN | Texas Instruments INC | 株式-IT | 0.43% | — | +1.42% |