CIK: 0001708001
申告総資産額
$6.1億
上位200銘柄を表示中（全373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 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 14.50% | +0.56% | -0.24% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 10.07% | +0.30% | +0.12% | |
| 3 | QLD | Proshares Ultra Qqq | ETF-その他 | 7.93% | -0.81% | -13.50% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.90% | -0.75% | -8.30% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.84% | -0.17% | -7.07% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.81% | -0.06% | +11.66% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 2.10% | -0.12% | -1.88% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.07% | — | -8.67% | |
| 9 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.04% | — | -0.48% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.93% | +0.20% | -5.82% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.66% | -0.10% | -8.32% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.55% | -0.17% | -6.72% | |
| 13 | ADP | Automatic Data Processing | 株式-IT | 1.48% | -0.14% | -4.89% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.39% | +0.18% | -0.91% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.29% | -0.11% | -1.42% | |
| 16 | HSY | Hershey Co/the | 株式-生活必需品 | 1.19% | — | +10.26% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.12% | +0.18% | -4.25% | |
| 18 | DHR | Danaher CORP | 株式-ヘルスケア | 1.05% | — | -23.37% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.03% | — | -4.50% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.00% | — | -49.17% | |
| 21 | AMT | American Tower CORP | 株式-不動産 | 0.95% | -0.19% | -32.11% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.91% | +0.23% | +74.32% | |
| 23 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.90% | — | +582.56% | |
| 24 | SYK | Stryker CORP | 株式-ヘルスケア | 0.88% | — | +388.71% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.84% | — | -3.33% | |
| 26 | NEM | Newmont CORP | 株式-素材 | 0.75% | — | -10.59% | |
| 27 | WM | Waste Management INC | 株式-資本財 | 0.74% | — | -0.39% | |
| 28 | T | At&t INC | 株式-通信サービス | 0.73% | — | -5.95% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.73% | — | -4.13% | |
| 30 | ED | Consolidated Edison INC | 株式-公益事業 | 0.66% | — | +0.07% | |
| 31 | NEE | Nextera Energy INC | 株式-公益事業 | 0.62% | — | -62.59% | |
| 32 | CRM | Salesforce INC | 株式-IT | 0.61% | — | +699.50% | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | — | +1.17% | |
| 34 | STX | Seagate Technology Holdings plc | 株式-IT | 0.56% | +0.40% | -1.85% | |
| 35 | NOW | Servicenow INC | 株式-IT | 0.56% | -0.46% | -12.59% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.56% | — | -3.46% | |
| 37 | AES | Aes CORP | 株式-公益事業 | 0.55% | — | — | |
| 38 | TXN | Texas Instruments INC | 株式-IT | 0.54% | — | — | |
| 39 | CAT | Caterpillar INC | 株式-資本財 | 0.49% | +0.14% | -6.01% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.46% | — | -0.60% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | — | -10.04% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.43% | -0.05% | -1.63% | |
| 43 | LHX | L3harris Technologies INC | 株式-資本財 | 0.43% | — | -0.15% | |
| 44 | BIP | Brookfield Infrastructure Partners L.P. | 株式-公益事業 | 0.43% | — | — | |
| 45 | WEP | Magellan Midstream Partners | 株式-その他 | 0.43% | — | -0.15% | |
| 46 | MA | Mastercard INC - A | 株式-金融 | 0.42% | -0.10% | +1.10% | |
| 47 | SLB | Slb LTD | 株式-エネルギー | 0.41% | — | +904.97% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.41% | -0.07% | +0.22% | |
| 49 | EVAUSD | Enviva INC | 株式-その他 | 0.41% | — | — | |
| 50 | EQR | Equity Residential | 株式-不動産 | 0.40% | — | +146.71% |