CIK: 0001667163
申告総資産額
$1.7億
上位200銘柄を表示中（全407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 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.35% | — | +7.43% | |
| 2 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 4.78% | — | +5.91% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.34% | — | -4.14% | |
| 4 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.56% | — | +6.15% | |
| 5 | XLF | Ss Financial Select Sector | ETF-その他 | 3.38% | — | +0.62% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.24% | — | -1.34% | |
| 7 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 2.92% | — | -0.49% | |
| 8 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 2.71% | — | +7.24% | |
| 9 | ✓ | Ishares | 株式-その他 | 2.59% | — | +6.28% | |
| 10 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.52% | — | +6.86% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.30% | — | +3.26% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.25% | — | -0.49% | |
| 13 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 2.20% | — | -10.42% | |
| 14 | ✓ | Ishares Tr | 株式-その他 | 2.15% | — | -1.86% | |
| 15 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 1.95% | — | +41.34% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.72% | — | +2.45% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.53% | — | -1.86% | |
| 18 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.50% | — | -2.27% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.41% | — | -1.69% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.38% | — | -1.00% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.36% | — | +24.02% | |
| 22 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 1.31% | — | -3.71% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.24% | — | -0.18% | |
| 24 | T | At&t INC | 株式-通信サービス | 1.24% | — | +5.76% | |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.17% | — | -12.69% | |
| 26 | FDIS | Fidelity Msci Cons Discr Ind | ETF-その他 | 1.15% | — | -6.90% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 1.14% | — | +246.12% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.11% | — | +208.37% | |
| 29 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.06% | — | -0.40% | |
| 30 | NFLX | Netflix INC | 株式-通信サービス | 0.98% | — | -0.74% | |
| 31 | CRM | Salesforce INC | 株式-IT | 0.97% | — | -0.36% | |
| 32 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.89% | — | -16.80% | |
| 33 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.87% | — | +5.15% | |
| 34 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.84% | — | -2.08% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.82% | — | +1.76% | |
| 36 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.77% | — | -0.72% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.74% | — | +24.21% | |
| 38 | BA | Boeing Co/the | 株式-資本財 | 0.71% | — | +35.43% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | — | +1.28% | |
| 40 | XLE | Ss Energy Select Sector | ETF-その他 | 0.66% | — | +9.49% | |
| 41 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.65% | — | -8.79% | |
| 42 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.62% | — | +21.87% | |
| 43 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.61% | — | -4.62% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.61% | — | +13.42% | |
| 45 | MA | Mastercard INC - A | 株式-金融 | 0.59% | — | +15.87% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.59% | — | +18.43% | |
| 47 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.58% | — | -0.65% | |
| 48 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.56% | — | -0.68% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.55% | — | -10.22% | |
| 50 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 0.54% | — | -3.60% |