CIK: 0001675762
申告総資産額
$7.7億
上位200銘柄を表示中（全214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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 20.74% | -0.28% | +1.42% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 9.91% | +0.06% | +3.44% | |
| 3 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 9.23% | -0.22% | +1.60% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.86% | +0.49% | +7.38% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 7.68% | +0.43% | +11.11% | |
| 6 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 4.32% | — | +10.07% | |
| 7 | ARCC | Ares Capital CORP | 株式-金融 | 3.99% | -0.24% | +4.82% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.49% | — | +0.82% | |
| 9 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.81% | -0.03% | +18.97% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.69% | — | +4.70% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.42% | -0.35% | -4.01% | |
| 12 | AELUSD | American Equity Invt Life Hl | 株式-その他 | 1.29% | — | — | |
| 13 | AAPL | Apple INC | 株式-IT | 1.14% | -0.04% | -15.36% | |
| 14 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.65% | -0.02% | +0.02% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.56% | -0.06% | +24.77% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.52% | -0.10% | +189.69% | |
| 17 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.51% | — | +0.68% | |
| 18 | TSLA | Tesla INC | 株式-一般消費財 | 0.49% | -0.10% | +138.12% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.48% | -0.11% | -37.56% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | +0.15% | +21.02% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.41% | — | -11.66% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 0.41% | -0.13% | +14.39% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.39% | — | -3.87% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.38% | — | -15.74% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.37% | — | +10.60% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.34% | — | -0.48% | |
| 27 | XEVVX | Eaton Vance LTD Durat INC | 株式-その他 | 0.33% | — | — | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.30% | — | +22.46% | |
| 29 | FSCO | Fs Credit Opportunities CORP | 株式-その他 | 0.30% | — | -2.22% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.29% | +0.04% | -3.26% | |
| 31 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.28% | — | +110.82% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.26% | — | +7.83% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.26% | -0.08% | +13.63% | |
| 34 | COP | Conocophillips | 株式-エネルギー | 0.24% | +0.05% | +6.98% | |
| 35 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.24% | — | +72.28% | |
| 36 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.23% | — | +204.15% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.22% | +0.05% | +11.70% | |
| 38 | CAT | Caterpillar INC | 株式-資本財 | 0.21% | +0.07% | +9.57% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.21% | — | +5.40% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.20% | — | -3.03% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.20% | — | -13.93% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.20% | — | +13.72% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.20% | — | +7.17% | |
| 44 | TDG | Transdigm Group INC | 株式-資本財 | 0.19% | — | -13.10% | |
| 45 | CPRT | Copart INC | 株式-資本財 | 0.19% | — | +115.15% | |
| 46 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.18% | — | +9.06% | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.18% | — | +197.33% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.18% | — | +39.56% | |
| 49 | CRM | Salesforce INC | 株式-IT | 0.17% | — | +62.01% | |
| 50 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.17% | — | +10.79% |