CIK: 0001671716
申告総資産額
$12.0億
上位200銘柄を表示中（全260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 | 11.75% | -0.27% | +0.61% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.23% | — | +1.41% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.75% | -0.12% | +0.37% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.72% | +1.32% | -1.08% | |
| 5 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 3.28% | +0.74% | +2.17% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.63% | -0.64% | +2.79% | |
| 7 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 2.61% | — | -8.55% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.50% | +0.43% | -4.02% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.44% | +0.36% | +2.62% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.97% | +1.39% | +0.55% | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.93% | -0.16% | +14.25% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.74% | -1.61% | +47.42% | |
| 13 | AJG | Arthur J Gallagher & Co | 株式-金融 | 1.69% | -0.17% | -0.11% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.68% | +0.53% | +2.37% | |
| 15 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.43% | +0.50% | +0.30% | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.34% | — | -1.61% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.33% | +0.20% | +0.64% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.33% | — | -2.07% | |
| 19 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.32% | +0.23% | -1.98% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.09% | +0.32% | -1.56% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.08% | +0.23% | -52.38% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 1.07% | +0.31% | -1.58% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.02% | -0.76% | +0.38% | |
| 24 | PCAR | Paccar INC | 株式-資本財 | 1.00% | — | -0.23% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.92% | -0.50% | — | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.91% | — | -10.13% | |
| 27 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.84% | -0.13% | -0.57% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.83% | — | +4.20% | |
| 29 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.82% | +0.58% | -5.01% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.78% | — | -85.35% | |
| 31 | GSST | Goldman Sachs Ultra Short Bo | ETF-コモディティ | 0.74% | — | +2.90% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.73% | — | +0.46% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.70% | — | +3.74% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.68% | -0.20% | +4.30% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.67% | — | -2.60% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.67% | — | +2.38% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.65% | — | -0.16% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.62% | — | +1.65% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.60% | -0.33% | +12.00% | |
| 40 | FTNT | Fortinet INC | 株式-IT | 0.60% | -0.66% | EXIT | |
| 41 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.57% | -0.20% | +2.20% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.54% | — | +3.53% | |
| 43 | AMGN | Amgen INC | 株式-ヘルスケア | 0.54% | — | +3.07% | |
| 44 | ADBE | Adobe INC | 株式-IT | 0.51% | -0.19% | +2.49% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.50% | — | +2.62% | |
| 46 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 0.46% | — | +6.47% | |
| 47 | SPLKCHF | Splunk INC | 株式-その他 | 0.45% | — | +4.97% | |
| 48 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.44% | — | +1.68% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.44% | — | +0.67% | |
| 50 | DHR | Danaher CORP | 株式-ヘルスケア | 0.43% | — | +2.71% |