CIK: 0001667163
申告総資産額
$1.7億
上位200銘柄を表示中（全460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 | 6.26% | — | +4.33% | |
| 2 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 4.29% | — | +0.99% | |
| 3 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.50% | — | -3.95% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.44% | — | +0.52% | |
| 5 | ✓ | Ishares | 株式-その他 | 3.42% | — | +23.12% | |
| 6 | XLF | Ss Financial Select Sector | ETF-その他 | 3.29% | — | +2.66% | |
| 7 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 3.22% | — | +21.19% | |
| 8 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 3.09% | — | +12.80% | |
| 9 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 2.96% | — | +7.88% | |
| 10 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 2.88% | — | +15.61% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.65% | — | -30.65% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.26% | — | +1.43% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.22% | — | -7.04% | |
| 14 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 2.10% | — | +0.64% | |
| 15 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.81% | — | +750000.00% | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.76% | — | +13.84% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.71% | — | +7.87% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.50% | — | -1.52% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.48% | — | +2.01% | |
| 20 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.24% | — | +1.79% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.21% | — | +0.72% | |
| 22 | FNCL | Fidelity Msci Financial Indx | ETF-その他 | 1.18% | — | -2.65% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.06% | — | +2.67% | |
| 24 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.05% | — | +0.27% | |
| 25 | T | At&t INC | 株式-通信サービス | 1.05% | — | +86.66% | |
| 26 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.04% | — | -17.23% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 1.03% | — | +3.67% | |
| 28 | FDIS | Fidelity Msci Cons Discr Ind | ETF-その他 | 1.01% | — | -2.76% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.99% | — | +33.96% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.96% | — | -2.41% | |
| 31 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.84% | — | +1.82% | |
| 32 | XLE | Ss Energy Select Sector | ETF-その他 | 0.84% | — | -3.25% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.82% | — | +5.14% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.80% | — | +8.71% | |
| 35 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.79% | — | +3.48% | |
| 36 | BA | Boeing Co/the | 株式-資本財 | 0.79% | — | +32.16% | |
| 37 | NFLX | Netflix INC | 株式-通信サービス | 0.78% | — | +39.95% | |
| 38 | CRM | Salesforce INC | 株式-IT | 0.76% | — | +6.86% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.76% | — | +5.85% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.73% | — | -10.72% | |
| 41 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.72% | — | -13.63% | |
| 42 | MA | Mastercard INC - A | 株式-金融 | 0.71% | — | +7.58% | |
| 43 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.70% | — | -11.04% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.69% | — | +465.98% | |
| 45 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.65% | — | +43.08% | |
| 46 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.60% | — | +21.98% | |
| 47 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.55% | — | -2.69% | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.53% | — | -6.91% | |
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.52% | — | +18.06% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.52% | — | -0.36% |