CIK: 0001691827
申告総資産額
$63.7億
上位200銘柄を表示中（全464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 | AAPL | Apple INC | 株式-IT | 4.98% | -0.09% | +1.00% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 4.90% | -0.50% | -1.92% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.93% | -0.64% | +1.70% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.34% | -0.09% | +1.17% | |
| 5 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 3.01% | -0.10% | -1.82% | |
| 6 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.81% | -0.43% | -0.53% | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.27% | +0.21% | +4.97% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.98% | -0.06% | +4.66% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.93% | +0.12% | +6.01% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.86% | -0.18% | +2.73% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.81% | -0.17% | -5.33% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.76% | — | +0.37% | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 1.71% | -0.14% | +1.29% | |
| 14 | EMLP | First Trust North American E | ETF-その他 | 1.63% | +0.24% | +2.28% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.62% | -0.20% | +2.50% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.57% | — | +3.81% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.49% | — | +3.94% | |
| 18 | AVGO | Broadcom INC | 株式-IT | 1.35% | -0.25% | +2.52% | |
| 19 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 1.11% | — | +0.18% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.10% | +0.20% | -0.69% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 1.00% | +0.22% | +3.17% | |
| 22 | TGT | Target CORP | 株式-一般消費財 | 0.97% | — | +2.42% | |
| 23 | TCHP | T Rowe Price Blue Chip Growt | ETF-その他 | 0.93% | -0.07% | +12.31% | |
| 24 | HUM | Humana INC | 株式-ヘルスケア | 0.91% | — | +7.10% | |
| 25 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.89% | -0.13% | +9.27% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.88% | +0.11% | +0.47% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.86% | +0.11% | +0.85% | |
| 28 | GS | Goldman Sachs Group INC | 株式-金融 | 0.84% | — | +4.15% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.84% | +0.22% | +3.22% | |
| 30 | UNP | Union Pacific CORP | 株式-資本財 | 0.77% | — | -0.79% | |
| 31 | MRVL | Marvell Technology INC | 株式-IT | 0.76% | — | +7.89% | |
| 32 | BF-A | Brown-forman Corp-class A | 株式-その他 | 0.76% | — | +1.19% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.76% | — | -16.96% | |
| 34 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.74% | — | +0.39% | |
| 35 | CHDN | Churchill Downs INC | 株式-一般消費財 | 0.74% | -0.08% | -0.43% | |
| 36 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.73% | — | +5.98% | |
| 37 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.72% | — | +3.41% | |
| 38 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.72% | — | -1.01% | |
| 39 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.71% | — | -4.16% | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.71% | -0.19% | +1.51% | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.67% | — | -0.49% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.65% | — | +6.30% | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.63% | -0.13% | -0.51% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | +0.11% | +0.63% | |
| 45 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.61% | — | -8.04% | |
| 46 | INTC | Intel CORP | 株式-IT | 0.61% | — | -0.65% | |
| 47 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.58% | — | +6.26% | |
| 48 | ADI | Analog Devices INC | 株式-IT | 0.58% | -0.28% | +1.37% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | +25.12% | |
| 50 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.55% | — | +0.81% |