CIK: 0001642160
申告総資産額
$7.4億
上位200銘柄を表示中（全1435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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 22.56% | -0.72% | +1483.38% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 13.64% | +0.55% | +16.00% | |
| 3 | NVR | Nvr INC | 株式-一般消費財 | 6.57% | — | +24.45% | |
| 4 | AAPL | Apple INC | 株式-IT | 6.45% | — | +10.29% | |
| 5 | SNA | Snap-on INC | 株式-資本財 | 4.24% | +0.29% | +0.00% | |
| 6 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.61% | — | -12.39% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.55% | -0.10% | -1.85% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-その他 | 2.93% | +0.04% | -37.85% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.44% | — | +6.19% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.69% | +0.45% | +0.83% | |
| 11 | GRA1EUR | Wr Grace & Co | 株式-その他 | 1.32% | — | — | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.24% | — | +0.01% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.21% | — | +5.88% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.91% | — | +0.40% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.82% | — | -3.55% | |
| 16 | MMS | Maximus INC | 株式-資本財 | 0.71% | — | -52.70% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.67% | — | +50.20% | |
| 18 | RY | Royal Bank Of Canada | 株式-金融 | 0.54% | — | -34.15% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.53% | — | +14.45% | |
| 20 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.53% | — | +0.40% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | — | -10.77% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.48% | — | +2.10% | |
| 23 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.48% | — | +0.19% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.44% | — | +65.39% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.44% | — | +33.98% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.42% | — | +1.80% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.39% | — | -3.82% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.39% | — | -2.02% | |
| 29 | XLF | Ss Financial Select Sector | ETF-その他 | 0.35% | — | +0.76% | |
| 30 | TSLA 2.375 03-15-22 | Tesla INC | 株式-一般消費財 | 0.33% | — | — | |
| 31 | BEATEUR | Biotelemetry INC | 株式-その他 | 0.33% | — | — | |
| 32 | IGPT | Invesco Ai And Next Gen Soft | ETF-その他 | 0.31% | — | +0.05% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.29% | — | -0.06% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.29% | — | +13.01% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.28% | — | +16.22% | |
| 36 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.27% | — | +0.95% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.27% | -0.05% | +0.02% | |
| 38 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.27% | — | +0.63% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.27% | — | -11.78% | |
| 40 | ACN | Accenture plc | 株式-IT | 0.26% | — | -0.92% | |
| 41 | KTOS | Kratos Defense & Security | 株式-資本財 | 0.25% | — | — | |
| 42 | EMLP | First Trust North American E | ETF-その他 | 0.24% | — | — | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.23% | +0.01% | -3.52% | |
| 44 | T | At&t INC | 株式-通信サービス | 0.23% | — | +64.72% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.23% | — | +42.29% | |
| 46 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.23% | — | -6.36% | |
| 47 | GD | General Dynamics CORP | 株式-資本財 | 0.22% | — | -13.02% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.22% | -0.06% | +186.28% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.21% | — | — | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.21% | — | +11.82% |