CIK: 0001611848
申告総資産額
$16.5億
上位200銘柄を表示中（全201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 | 4.64% | -0.23% | +4.42% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.49% | +0.13% | +0.94% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 4.19% | +0.27% | -1.65% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.60% | +0.02% | +1.64% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.51% | +0.19% | -1.70% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.04% | +0.17% | +2.17% | |
| 7 | AVGO | Broadcom INC | 株式-IT | 2.76% | +0.06% | -4.01% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.41% | +0.30% | +3.14% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.35% | -0.08% | +0.25% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.28% | — | +20.11% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 2.16% | +0.08% | -1.39% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.98% | +0.31% | +1.72% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 1.82% | -0.43% | -0.09% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.80% | +0.27% | +6.00% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.76% | — | +0.16% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.69% | -0.65% | +14.99% | |
| 17 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.40% | +0.39% | -12.74% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.38% | +0.02% | +5.99% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.34% | +0.15% | +3.94% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.31% | +0.02% | -0.10% | |
| 21 | ORCL | Oracle CORP | 株式-IT | 1.27% | — | -4.68% | |
| 22 | MS | Morgan Stanley | 株式-金融 | 1.25% | — | -0.28% | |
| 23 | MA | Mastercard INC - A | 株式-金融 | 1.16% | — | +2.04% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.13% | — | +8.56% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.04% | +0.07% | +11.14% | |
| 26 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.04% | — | +12.28% | |
| 27 | FAST | Fastenal Co | 株式-資本財 | 1.03% | — | +100.96% | |
| 28 | WFC | Wells Fargo & Co | 株式-金融 | 1.01% | — | -6.08% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.91% | +0.02% | +0.25% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.90% | +0.02% | -11.80% | |
| 31 | STLD | Steel Dynamics INC | 株式-素材 | 0.87% | — | +10.43% | |
| 32 | INTU | Intuit INC | 株式-IT | 0.86% | -0.55% | +8.30% | |
| 33 | DE | Deere & Co | 株式-資本財 | 0.84% | +0.13% | -4.36% | |
| 34 | VTV | Vanguard Value ETF | ETF-その他 | 0.83% | — | -2.21% | |
| 35 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.80% | — | +0.93% | |
| 36 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.79% | — | +1384.46% | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.78% | +0.24% | +59.96% | |
| 38 | ETN | Eaton Corporation plc | 株式-資本財 | 0.77% | — | -0.72% | |
| 39 | ICE | Intercontinental Exchange In | 株式-金融 | 0.75% | — | -4.28% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.70% | +0.20% | +4.72% | |
| 41 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.66% | — | -0.14% | |
| 42 | NEE | Nextera Energy INC | 株式-公益事業 | 0.65% | — | +1.61% | |
| 43 | TMUS | T-mobile US INC | 株式-通信サービス | 0.64% | — | +1.26% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.63% | +0.06% | +19.61% | |
| 45 | LHX | L3harris Technologies INC | 株式-資本財 | 0.61% | — | -1.15% | |
| 46 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.60% | — | +7.35% | |
| 47 | NFLX | Netflix INC | 株式-通信サービス | 0.60% | -0.20% | +876.83% | |
| 48 | XEL | Xcel Energy INC | 株式-公益事業 | 0.58% | — | -3.05% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.58% | +0.07% | — | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.57% | — | — |