CIK: 0001578242
申告総資産額
$70.2億
上位200銘柄を表示中（全225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 | AAPL | Apple INC | 株式-IT | 32.89% | +3.79% | -5.79% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 11.73% | -1.65% | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.87% | +1.02% | +3.11% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.40% | -1.01% | +1.01% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.39% | -0.27% | +0.12% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.86% | -0.18% | +0.12% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.41% | -0.13% | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.72% | -0.25% | +4.11% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.66% | -0.15% | -0.53% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.31% | -0.12% | -4.07% | |
| 11 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.28% | -0.29% | +0.04% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.21% | -0.17% | +0.03% | |
| 13 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.16% | +0.01% | +0.49% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.09% | -0.23% | +1.52% | |
| 15 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.75% | -0.13% | +0.09% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.64% | -0.06% | +18.57% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.63% | -0.07% | -0.04% | |
| 18 | IYG | Ishares U.s. Financial Servi | ETF-その他 | 0.51% | -0.07% | — | |
| 19 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.50% | — | — | |
| 20 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.49% | -0.01% | +1.38% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.45% | -0.05% | +1.04% | |
| 22 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.43% | — | — | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.39% | — | +12.45% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.38% | +0.03% | +2.52% | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.38% | -0.04% | +3.72% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.36% | -0.05% | +10.94% | |
| 27 | GS | Goldman Sachs Group INC | 株式-金融 | 0.36% | — | +0.00% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.31% | — | +9.67% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.26% | +0.01% | -10.52% | |
| 30 | RTX | Rtx CORP | 株式-資本財 | 0.22% | — | +2.24% | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.21% | — | +13.98% | |
| 32 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.21% | — | +0.43% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.20% | — | -2.37% | |
| 34 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.20% | -0.04% | +15.70% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.19% | +0.09% | — | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.17% | — | +2.12% | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.17% | -0.03% | +0.98% | |
| 38 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.16% | — | +0.19% | |
| 39 | FEZ | State Street Spdr Euro Stoxx | ETF-その他 | 0.16% | +0.07% | — | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.16% | — | — | |
| 41 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.15% | — | +1.24% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.14% | -0.04% | +4.71% | |
| 43 | NFLX | Netflix INC | 株式-通信サービス | 0.13% | — | -4.47% | |
| 44 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.13% | — | +4.23% | |
| 45 | HOOD | Robinhood Markets INC - A | 株式-金融 | 0.11% | -0.02% | -19.11% | |
| 46 | AVGO | Broadcom INC | 株式-IT | 0.11% | — | +10.83% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.09% | -0.03% | +7.26% | |
| 48 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.09% | — | — | |
| 49 | SNOW | Snowflake INC | 株式-IT | 0.09% | -0.02% | +3.54% | |
| 50 | ANET | Arista Networks INC | 株式-IT | 0.09% | — | -3.44% |