CIK: 0001642160
申告総資産額
$7.4億
上位200銘柄を表示中（全1403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 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 15.35% | +0.55% | -1.99% | |
| 2 | NVR | Nvr INC | 株式-一般消費財 | 9.95% | — | — | |
| 3 | SNA | Snap-on INC | 株式-資本財 | 6.38% | +0.29% | — | |
| 4 | SCHV | Schwab US Large-cap Value | ETF-その他 | 6.26% | +0.04% | +6.31% | |
| 5 | AAPL | Apple INC | 株式-IT | 5.59% | — | -1.15% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.58% | -0.10% | -0.08% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.37% | — | — | |
| 8 | GRA1EUR | Wr Grace & Co | 株式-その他 | 2.59% | — | +4.34% | |
| 9 | MMS | Maximus INC | 株式-資本財 | 2.46% | — | -30.71% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.10% | — | -6.48% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.97% | — | -0.24% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.79% | +0.45% | +18.75% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.70% | -0.72% | +47.74% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.48% | — | +0.03% | |
| 15 | RY | Royal Bank Of Canada | 株式-金融 | 1.13% | — | — | |
| 16 | EGBN | Eagle Bancorp INC | 株式-その他 | 1.10% | — | +0.02% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.05% | — | -3.36% | |
| 18 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.96% | — | — | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.64% | — | -1.53% | |
| 20 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.60% | — | +0.42% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.57% | — | +2.60% | |
| 22 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.55% | — | +0.11% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.50% | — | +8.71% | |
| 24 | GD | General Dynamics CORP | 株式-資本財 | 0.49% | — | -9.48% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.49% | — | — | |
| 26 | XLF | Ss Financial Select Sector | ETF-その他 | 0.49% | — | +0.51% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.48% | — | -15.10% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.47% | — | — | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.46% | — | +1.22% | |
| 30 | ACN | Accenture plc | 株式-IT | 0.43% | — | +0.15% | |
| 31 | BA | Boeing Co/the | 株式-資本財 | 0.41% | — | -0.26% | |
| 32 | EMLP | First Trust North American E | ETF-その他 | 0.41% | — | — | |
| 33 | INTC | Intel CORP | 株式-IT | 0.38% | — | +0.25% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.38% | — | -0.26% | |
| 35 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.37% | — | — | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | — | — | |
| 37 | BEATEUR | Biotelemetry INC | 株式-その他 | 0.36% | — | — | |
| 38 | IGPT | Invesco Ai And Next Gen Soft | ETF-その他 | 0.36% | — | — | |
| 39 | KTOS | Kratos Defense & Security | 株式-資本財 | 0.35% | — | -20.98% | |
| 40 | WFC | Wells Fargo & Co | 株式-金融 | 0.34% | — | +1.15% | |
| 41 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.33% | — | +1.06% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.33% | — | — | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.30% | +0.01% | -6.06% | |
| 44 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.29% | — | +2.40% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.28% | — | — | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.27% | -0.05% | — | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.26% | — | -0.18% | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.26% | — | +0.14% | |
| 49 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.25% | -0.03% | — | |
| 50 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.25% | — | +0.47% |