CIK: 0001611848
申告総資産額
$16.5億
上位200銘柄を表示中（全259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 | BND | Vanguard Total Bond Market | ETF-その他 | 4.37% | -0.23% | +0.36% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.22% | +0.19% | +4.10% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.54% | +0.13% | +2.09% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.42% | +0.02% | +2.74% | |
| 5 | STLD | Steel Dynamics INC | 株式-素材 | 2.25% | — | +62.42% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.17% | -0.08% | +7.97% | |
| 7 | NSC | Norfolk Southern CORP | 株式-資本財 | 2.01% | — | +95.25% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.84% | +0.17% | +2.58% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.80% | +0.30% | +1.14% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.71% | +0.31% | -2.30% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.67% | +0.27% | +114.29% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.64% | +0.27% | -0.55% | |
| 13 | AVGO | Broadcom INC | 株式-IT | 1.55% | +0.06% | -18.07% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.44% | +0.02% | -1.39% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.40% | +0.02% | -2.53% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.39% | +0.15% | -0.57% | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 1.38% | -0.43% | -2.41% | |
| 18 | VUG | Vanguard Growth ETF | ETF-その他 | 1.36% | +0.08% | -2.45% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 1.36% | — | -15.55% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.33% | — | -6.14% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.18% | +0.02% | -3.22% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.18% | — | -8.06% | |
| 23 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.04% | — | -5.11% | |
| 24 | SIVBEUR | Svb Financial Group | 株式-その他 | 1.03% | — | +101.97% | |
| 25 | MS | Morgan Stanley | 株式-金融 | 1.00% | — | -4.74% | |
| 26 | NEE | Nextera Energy INC | 株式-公益事業 | 0.98% | — | -0.61% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.96% | — | -4.22% | |
| 28 | BLKCHF | Blackrock INC | 株式-その他 | 0.93% | — | -0.37% | |
| 29 | VTV | Vanguard Value ETF | ETF-その他 | 0.93% | — | -2.71% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.93% | — | -5.34% | |
| 31 | MDT | Medtronic plc | 株式-ヘルスケア | 0.92% | — | -0.46% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.91% | +0.39% | NEW | |
| 33 | BKR | Baker Hughes Co | 株式-エネルギー | 0.88% | — | +7.86% | |
| 34 | PLD | Prologis INC | 株式-不動産 | 0.87% | — | +34.80% | |
| 35 | MA | Mastercard INC - A | 株式-金融 | 0.86% | — | -8.67% | |
| 36 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.85% | — | -19.01% | |
| 37 | SPGI | S&p Global INC | 株式-金融 | 0.83% | — | +101.71% | |
| 38 | SNA | Snap-on INC | 株式-資本財 | 0.82% | — | +92.64% | |
| 39 | LRCXEUR | Lam Research CORP | 株式-IT | 0.80% | — | +2.96% | |
| 40 | FAST | Fastenal Co | 株式-資本財 | 0.78% | — | +6.48% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.76% | — | +3.09% | |
| 42 | DHR | Danaher CORP | 株式-ヘルスケア | 0.75% | — | -11.36% | |
| 43 | ADBE | Adobe INC | 株式-IT | 0.75% | -0.39% | +5.55% | |
| 44 | LUV | Southwest Airlines Co | 株式-資本財 | 0.73% | — | +118.64% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.73% | — | -8.81% | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.72% | +0.24% | +52.41% | |
| 47 | DE | Deere & Co | 株式-資本財 | 0.69% | +0.13% | +411.54% | |
| 48 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.69% | — | -8.73% | |
| 49 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.69% | — | -3.26% | |
| 50 | LHX | L3harris Technologies INC | 株式-資本財 | 0.68% | — | +0.52% |