CIK: 0001667163
申告総資産額
$1.7億
上位200銘柄を表示中（全433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 | 6.66% | — | +14.64% | |
| 2 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 4.56% | — | +4.38% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.07% | — | -9.10% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.53% | — | -6.79% | |
| 5 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.50% | — | +1.29% | |
| 6 | XLF | Ss Financial Select Sector | ETF-その他 | 3.31% | — | +0.96% | |
| 7 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 3.07% | — | -1.13% | |
| 8 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 2.88% | — | +15.59% | |
| 9 | ✓ | Ishares | 株式-その他 | 2.83% | — | +17.95% | |
| 10 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.74% | — | +18.40% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.65% | — | +3.64% | |
| 12 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 2.65% | — | +47.75% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.35% | — | +3.61% | |
| 14 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 2.27% | — | -0.79% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.65% | — | +1.25% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.63% | — | +30.59% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.51% | — | -3.74% | |
| 18 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.49% | — | +1.04% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.31% | — | -9.06% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.28% | — | +12.13% | |
| 21 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 1.27% | — | -0.02% | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.22% | — | +0.03% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.18% | — | +5.55% | |
| 24 | FDIS | Fidelity Msci Cons Discr Ind | ETF-その他 | 1.17% | — | -0.62% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.14% | — | -10.30% | |
| 26 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.09% | — | +2.30% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 1.09% | — | -27.36% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.98% | — | +0.03% | |
| 29 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.95% | — | +1.70% | |
| 30 | NFLX | Netflix INC | 株式-通信サービス | 0.91% | — | +0.82% | |
| 31 | CRM | Salesforce INC | 株式-IT | 0.87% | — | +1.89% | |
| 32 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.86% | — | +2.15% | |
| 33 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.81% | — | -7.43% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.74% | — | +5.15% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.72% | — | +32.08% | |
| 36 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.71% | — | +1.43% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.70% | — | +3.65% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.69% | — | +0.78% | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.69% | — | +0.92% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.68% | — | +18.45% | |
| 41 | XLE | Ss Energy Select Sector | ETF-その他 | 0.64% | — | -3.03% | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.64% | — | +5.49% | |
| 43 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.61% | — | -2.99% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.61% | — | +35.84% | |
| 45 | T | At&t INC | 株式-通信サービス | 0.60% | — | -43.26% | |
| 46 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.58% | — | +8.27% | |
| 47 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.57% | — | +10.31% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.56% | — | — | |
| 49 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.56% | — | +6.99% | |
| 50 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.54% | — | +0.13% |