CIK: 0001610769
申告総資産額
$41.2億
上位200銘柄を表示中（全611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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.64% | +0.10% | +0.59% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.02% | +0.13% | -1.35% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.91% | -3.07% | EXIT | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.05% | — | +20.90% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.96% | -0.01% | +2.04% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.89% | — | +7.27% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.84% | -0.79% | EXIT | |
| 8 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 2.77% | — | -9.21% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.38% | -0.67% | EXIT | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.26% | — | -20.80% | |
| 11 | ✓ | Logistics Innovtn Technlgs C | 株式-その他 | 2.14% | — | +187.02% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.12% | — | +88.56% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.83% | +0.01% | +1.36% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.45% | +0.11% | +0.93% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.16% | — | +1.51% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.10% | +0.27% | +10.39% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.05% | -0.05% | -2.27% | |
| 18 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.04% | — | +6.87% | |
| 19 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 0.90% | — | +326.19% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.90% | — | +1.09% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.89% | — | -11.60% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.86% | — | +9.45% | |
| 23 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.86% | — | +0.38% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.83% | — | -3.70% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.81% | — | +2.65% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.71% | — | +0.00% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.70% | -0.04% | -2.57% | |
| 28 | WAT | Waters CORP | 株式-ヘルスケア | 0.65% | — | +0.15% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.62% | — | -9.17% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.59% | — | +4.12% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.58% | — | +2.28% | |
| 32 | VUG | Vanguard Growth ETF | ETF-その他 | 0.57% | — | -15.29% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.57% | — | +4.79% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.56% | — | +4.39% | |
| 35 | ORCL | Oracle CORP | 株式-IT | 0.54% | -0.06% | -0.35% | |
| 36 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.45% | -0.19% | EXIT | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.45% | — | -0.80% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.44% | -0.04% | -1.23% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.40% | — | -5.14% | |
| 40 | ADBE | Adobe INC | 株式-IT | 0.39% | — | +45.53% | |
| 41 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.39% | -0.03% | -1.49% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.39% | — | -2.32% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.38% | — | +5.50% | |
| 44 | SOFI | Sofi Technologies INC | 株式-金融 | 0.36% | — | +38.29% | |
| 45 | VTV | Vanguard Value ETF | ETF-その他 | 0.35% | — | +0.06% | |
| 46 | ACN | Accenture plc | 株式-IT | 0.35% | -0.14% | +7.60% | |
| 47 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.35% | — | +247.77% | |
| 48 | S | Sentinelone INC -class A | 株式-IT | 0.34% | -0.04% | +262.69% | |
| 49 | AVGO | Broadcom INC | 株式-IT | 0.33% | +0.02% | +5.69% | |
| 50 | BAC | Bank Of America CORP | 株式-金融 | 0.32% | — | +17.55% |