CIK: 0001642160
申告総資産額
$7.4億
上位200銘柄を表示中（全1523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 | 22.38% | -0.72% | +2.32% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 13.05% | +0.55% | -1.39% | |
| 3 | AAPL | Apple INC | 株式-IT | 8.33% | — | +286.58% | |
| 4 | NVR | Nvr INC | 株式-一般消費財 | 7.31% | — | -1.98% | |
| 5 | SNA | Snap-on INC | 株式-資本財 | 4.09% | +0.29% | — | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.21% | -0.10% | -1.54% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.98% | +0.45% | +37.28% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.64% | — | — | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.30% | — | +1.07% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.51% | — | +5.27% | |
| 11 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.48% | +0.04% | -5.37% | |
| 12 | GRA1EUR | Wr Grace & Co | 株式-その他 | 1.25% | — | +11.48% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.02% | — | +1.17% | |
| 14 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.94% | — | -0.50% | |
| 15 | TSLA 2.375 03-15-22 | Tesla INC | 株式-一般消費財 | 0.92% | — | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.56% | — | +0.02% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.54% | — | +2.85% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | — | +0.99% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.52% | — | -8.85% | |
| 20 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.51% | — | +0.35% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.47% | — | — | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.46% | — | +0.75% | |
| 23 | TSLA | Tesla INC | 株式-一般消費財 | 0.44% | — | +411.13% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.44% | — | +5.47% | |
| 25 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.40% | — | +1.49% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.40% | — | +2.02% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.35% | — | +2.56% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 0.34% | — | +5.09% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.34% | -0.06% | +61.87% | |
| 30 | IGPT | Invesco Ai And Next Gen Soft | ETF-その他 | 0.32% | — | — | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.29% | -0.05% | +6.15% | |
| 32 | XLF | Ss Financial Select Sector | ETF-その他 | 0.29% | — | +0.58% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.29% | — | +1.08% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.28% | — | +12.77% | |
| 35 | BEATEUR | Biotelemetry INC | 株式-その他 | 0.28% | — | — | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.27% | — | +3.69% | |
| 37 | INTC | Intel CORP | 株式-IT | 0.27% | — | -5.55% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.27% | -0.09% | +13.85% | |
| 39 | ACN | Accenture plc | 株式-IT | 0.26% | — | +1.58% | |
| 40 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.26% | — | +0.38% | |
| 41 | KTOS | Kratos Defense & Security | 株式-資本財 | 0.25% | — | — | |
| 42 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.24% | — | +6.75% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.23% | — | -1.17% | |
| 44 | MA | Mastercard INC - A | 株式-金融 | 0.22% | — | +4.02% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.22% | — | +2.60% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.22% | — | +2.99% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.22% | — | +20.00% | |
| 48 | D | Dominion Energy INC | 株式-公益事業 | 0.21% | — | +1.18% | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.21% | +0.01% | — | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.21% | — | +14.69% |