CIK: 0001537720
申告総資産額
$32.0億
上位200銘柄を表示中（全454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 | UPS | United Parcel Service-cl B | 株式-資本財 | 5.89% | +0.61% | -0.12% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.79% | -0.15% | -0.95% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.75% | +0.07% | +0.43% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.03% | +0.03% | +0.87% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.32% | -0.41% | +0.11% | |
| 6 | AVGO | Broadcom INC | 株式-IT | 2.54% | -0.03% | -4.52% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.51% | -0.19% | +0.85% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.35% | — | -1.64% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.90% | — | +33.43% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.75% | — | -0.47% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.71% | — | +2.79% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.63% | +0.49% | +1.30% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.49% | — | +16.16% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.41% | -0.19% | +0.45% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.10% | -0.21% | -1.07% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.05% | +0.05% | -12.96% | |
| 17 | MA | Mastercard INC - A | 株式-金融 | 1.00% | — | -1.88% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.96% | — | +6.61% | |
| 19 | HON | Honeywell International INC | 株式-資本財 | 0.94% | -0.11% | -0.99% | |
| 20 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.86% | — | +0.24% | |
| 21 | PWR | Quanta Services INC | 株式-資本財 | 0.86% | -0.72% | -18.95% | |
| 22 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.85% | — | +1.62% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.84% | — | — | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.83% | +0.03% | +7.77% | |
| 25 | RTX | Rtx CORP | 株式-資本財 | 0.83% | +0.05% | -0.30% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.81% | — | -5.99% | |
| 27 | GEV | GE Vernova INC | 株式-資本財 | 0.80% | — | -16.88% | |
| 28 | TT | Trane Technologies plc | 株式-資本財 | 0.79% | — | -0.28% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.78% | — | +0.45% | |
| 30 | ORCL | Oracle CORP | 株式-IT | 0.76% | -0.25% | +1.09% | |
| 31 | BLK | Blackrock INC | 株式-金融 | 0.70% | -0.11% | -11.50% | |
| 32 | MS | Morgan Stanley | 株式-金融 | 0.66% | — | -0.90% | |
| 33 | KKR | Kkr & Co INC | 株式-金融 | 0.66% | — | +1.11% | |
| 34 | NEE | Nextera Energy INC | 株式-公益事業 | 0.66% | — | +1.46% | |
| 35 | ADBE | Adobe INC | 株式-IT | 0.66% | — | -3.66% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.66% | +0.17% | +0.21% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.63% | — | -1.84% | |
| 38 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.63% | — | +45.04% | |
| 39 | ICE | Intercontinental Exchange In | 株式-金融 | 0.62% | — | -1.79% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.62% | — | -4.43% | |
| 41 | CAT | Caterpillar INC | 株式-資本財 | 0.61% | +0.07% | +0.43% | |
| 42 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.60% | — | -0.56% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.59% | — | -3.90% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.59% | +0.16% | -2.57% | |
| 45 | PGR | Progressive CORP | 株式-金融 | 0.57% | — | +1.17% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.55% | — | -7.49% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.55% | — | -3.06% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.54% | +0.09% | -0.29% | |
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.54% | — | -3.83% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | +0.05% | +0.01% |