CIK: 0001611848
申告総資産額
$16.5億
上位200銘柄を表示中（全207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 | 4.56% | +0.27% | -0.07% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 4.48% | -0.23% | +6.10% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.04% | +0.13% | +3.79% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.95% | +0.19% | -1.67% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.34% | -0.08% | +1.65% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.33% | +0.02% | +0.38% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.88% | +0.17% | -2.07% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 2.61% | +0.06% | -0.25% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.27% | +0.30% | +0.77% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.18% | — | -1.21% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 2.04% | +0.08% | -0.24% | |
| 12 | WMT | Walmart INC | 株式-生活必需品 | 1.93% | -0.43% | -50.65% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.92% | +0.31% | +0.72% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.81% | -0.65% | -0.30% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.74% | — | -1.61% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.67% | +0.27% | +19.72% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.37% | +0.02% | +0.90% | |
| 18 | MS | Morgan Stanley | 株式-金融 | 1.33% | — | -3.72% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.32% | +0.15% | -0.83% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.32% | — | -5.42% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.30% | +0.02% | +1.41% | |
| 22 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 1.23% | +0.39% | -7.93% | |
| 23 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.17% | — | -3.62% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.15% | +0.07% | -1.09% | |
| 25 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.01% | — | -0.77% | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 1.00% | — | -2.14% | |
| 27 | STLD | Steel Dynamics INC | 株式-素材 | 0.96% | — | -8.19% | |
| 28 | WFC | Wells Fargo & Co | 株式-金融 | 0.95% | — | -49.80% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.91% | +0.02% | +5.31% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.87% | +0.02% | — | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.86% | +0.24% | -5.32% | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.85% | +0.20% | -1.80% | |
| 33 | FAST | Fastenal Co | 株式-資本財 | 0.82% | — | -2.74% | |
| 34 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.79% | — | -2.15% | |
| 35 | VTV | Vanguard Value ETF | ETF-その他 | 0.78% | — | +2.45% | |
| 36 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.74% | — | -2.34% | |
| 37 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.71% | +0.06% | +15.51% | |
| 38 | DE | Deere & Co | 株式-資本財 | 0.70% | +0.13% | -3.94% | |
| 39 | INTU | Intuit INC | 株式-IT | 0.70% | -0.55% | -2.06% | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 0.69% | — | -2.94% | |
| 41 | UHS | Universal Health Services-b | 株式-ヘルスケア | 0.64% | -0.53% | +161.26% | |
| 42 | GM | General Motors Co | 株式-一般消費財 | 0.62% | — | -8.03% | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.61% | — | -0.49% | |
| 44 | PLD | Prologis INC | 株式-不動産 | 0.60% | — | -5.48% | |
| 45 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.59% | — | -4.58% | |
| 46 | LHX | L3harris Technologies INC | 株式-資本財 | 0.57% | — | -6.54% | |
| 47 | JAZZ | Jazz Pharmaceuticals plc | 株式-ヘルスケア | 0.56% | +0.08% | -8.07% | |
| 48 | ETN | Eaton Corporation plc | 株式-資本財 | 0.56% | — | -5.57% | |
| 49 | ICE | Intercontinental Exchange In | 株式-金融 | 0.56% | — | -4.06% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.55% | +0.07% | +0.26% |