CIK: 0001578242
申告総資産額
$70.2億
上位200銘柄を表示中（全222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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 32.12% | -1.01% | -3.40% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.21% | -0.15% | -3.96% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 6.70% | -0.12% | -2.02% | |
| 4 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 4.63% | +0.01% | +1.17% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.26% | +3.79% | +6.71% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.81% | -0.05% | +7.86% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.69% | — | -5.56% | |
| 8 | AME | Ametek INC | 株式-資本財 | 1.61% | — | -4.11% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.60% | -0.23% | +15.61% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.55% | -0.06% | +2.74% | |
| 11 | AON | Aon plc | 株式-金融 | 1.48% | — | -2.06% | |
| 12 | ITW | Illinois Tool Works | 株式-資本財 | 1.28% | — | -1.32% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.16% | -0.17% | +17.98% | |
| 14 | GS | Goldman Sachs Group INC | 株式-金融 | 1.03% | — | -10.19% | |
| 15 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.95% | — | -12.92% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.91% | -0.05% | +0.75% | |
| 17 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.87% | -0.04% | +3.62% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.85% | — | +16.26% | |
| 19 | PNC | Pnc Financial Services Group | 株式-金融 | 0.74% | — | -2.14% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | — | +3.35% | |
| 21 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.68% | — | +7.03% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.65% | — | +0.53% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.65% | — | +0.10% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.60% | — | -0.32% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | +0.03% | +16.72% | |
| 26 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.57% | — | +1.72% | |
| 27 | MA | Mastercard INC - A | 株式-金融 | 0.56% | — | +2.81% | |
| 28 | MMM | 3m Co | 株式-資本財 | 0.54% | — | +2.95% | |
| 29 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.47% | — | -27.47% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.42% | — | +12.35% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.42% | -0.03% | +25.29% | |
| 32 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.41% | — | +2.80% | |
| 33 | PLUG | Plug Power INC | 株式-資本財 | 0.40% | — | -5.32% | |
| 34 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.36% | — | +25.50% | |
| 35 | SGENUSD | Seagen INC | 株式-その他 | 0.35% | — | — | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.33% | — | +30.73% | |
| 37 | UNP | Union Pacific CORP | 株式-資本財 | 0.32% | — | +16.52% | |
| 38 | C | Citigroup INC | 株式-金融 | 0.30% | — | -0.08% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.30% | -0.25% | +0.83% | |
| 40 | CI | THE Cigna Group | 株式-ヘルスケア | 0.30% | — | -29.78% | |
| 41 | PANW | Palo Alto Networks INC | 株式-IT | 0.29% | — | — | |
| 42 | QRVO | Qorvo INC | 株式-IT | 0.29% | — | — | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.27% | — | +41.76% | |
| 44 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.25% | — | — | |
| 45 | NOW | Servicenow INC | 株式-IT | 0.25% | -0.02% | -1.49% | |
| 46 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.24% | — | — | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.24% | — | +7.92% | |
| 48 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.24% | — | +52.55% | |
| 49 | COHR | Coherent Corp. | 株式-IT | 0.23% | — | — | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.23% | — | -1.85% |