CIK: 0001611848
申告総資産額
$16.5億
上位200銘柄を表示中（全202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 | 4.51% | +0.27% | +7.85% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 4.21% | -0.23% | +6.52% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.12% | +0.13% | +4.12% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.72% | +0.19% | +0.98% | |
| 5 | WMT | Walmart INC | 株式-生活必需品 | 3.58% | -0.43% | +119.21% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.19% | +0.02% | +0.37% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.88% | +0.17% | +1.40% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.52% | -0.08% | -8.08% | |
| 9 | AVGO | Broadcom INC | 株式-IT | 2.46% | +0.06% | -12.14% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.42% | — | +25.96% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.12% | +0.30% | +3.94% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 1.99% | +0.08% | -0.64% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.85% | +0.31% | +2.50% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.71% | — | +5.31% | |
| 15 | WFC | Wells Fargo & Co | 株式-金融 | 1.68% | — | +88.26% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.68% | -0.65% | +11.56% | |
| 17 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.38% | +0.39% | +21.35% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.35% | +0.02% | +5.66% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.34% | +0.27% | -16.40% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.29% | +0.15% | +1.86% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.24% | +0.02% | +3.29% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.23% | — | +5.87% | |
| 23 | MS | Morgan Stanley | 株式-金融 | 1.22% | — | +1.89% | |
| 24 | XEL | Xcel Energy INC | 株式-公益事業 | 1.20% | — | +104.40% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.16% | +0.07% | +5.37% | |
| 26 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.13% | — | +9.49% | |
| 27 | FAST | Fastenal Co | 株式-資本財 | 1.02% | — | +0.22% | |
| 28 | MA | Mastercard INC - A | 株式-金融 | 1.01% | — | +1.30% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.92% | +0.02% | +24.40% | |
| 30 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.91% | — | +119.33% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.89% | +0.24% | -4.07% | |
| 32 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.88% | — | +9.59% | |
| 33 | ORCL | Oracle CORP | 株式-IT | 0.88% | — | -36.27% | |
| 34 | STLD | Steel Dynamics INC | 株式-素材 | 0.85% | — | +5.52% | |
| 35 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.83% | — | +4.39% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.82% | +0.02% | -0.25% | |
| 37 | WM | Waste Management INC | 株式-資本財 | 0.80% | — | +117.12% | |
| 38 | VTV | Vanguard Value ETF | ETF-その他 | 0.74% | — | -1.11% | |
| 39 | INTU | Intuit INC | 株式-IT | 0.73% | -0.55% | +15.74% | |
| 40 | DE | Deere & Co | 株式-資本財 | 0.71% | +0.13% | +10.67% | |
| 41 | ETN | Eaton Corporation plc | 株式-資本財 | 0.69% | — | +1.72% | |
| 42 | NEE | Nextera Energy INC | 株式-公益事業 | 0.66% | — | +9.72% | |
| 43 | LHX | L3harris Technologies INC | 株式-資本財 | 0.63% | — | +0.45% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.61% | +0.20% | +5.29% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.60% | +0.06% | +11.01% | |
| 46 | ICE | Intercontinental Exchange In | 株式-金融 | 0.60% | — | +2.61% | |
| 47 | TMUS | T-mobile US INC | 株式-通信サービス | 0.57% | — | +5.61% | |
| 48 | PLD | Prologis INC | 株式-不動産 | 0.57% | — | +9.12% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.53% | +0.07% | — | |
| 50 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.53% | — | -8.44% |