CIK: 0001691827
申告総資産額
$63.7億
上位200銘柄を表示中（全474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 | NVDA | Nvidia CORP | 株式-IT | 8.15% | -0.50% | -2.94% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.77% | -0.09% | +1.26% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.68% | -0.64% | +2.07% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.35% | -0.09% | +5.42% | |
| 5 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.24% | -0.43% | -1.58% | |
| 6 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 2.77% | -0.10% | -0.62% | |
| 7 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.27% | +0.21% | +4.37% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.09% | -0.20% | +1.03% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.03% | -0.06% | +2.43% | |
| 10 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.02% | +0.12% | +3.21% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.93% | -0.18% | +3.66% | |
| 12 | AVGO | Broadcom INC | 株式-IT | 1.72% | -0.25% | +915.48% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.70% | -0.17% | -0.64% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.68% | — | -0.07% | |
| 15 | EMLP | First Trust North American E | ETF-その他 | 1.62% | +0.24% | +1.10% | |
| 16 | MA | Mastercard INC - A | 株式-金融 | 1.61% | -0.14% | +1.05% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.56% | — | +0.66% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.47% | — | +2.58% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.30% | +0.22% | +2.20% | |
| 20 | TCHP | T Rowe Price Blue Chip Growt | ETF-その他 | 1.09% | -0.07% | +4.45% | |
| 21 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.07% | -0.13% | +1.47% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.00% | +0.20% | -0.11% | |
| 23 | ORCL | Oracle CORP | 株式-IT | 0.93% | -0.19% | +0.05% | |
| 24 | TGT | Target CORP | 株式-一般消費財 | 0.90% | — | +1.60% | |
| 25 | GS | Goldman Sachs Group INC | 株式-金融 | 0.89% | — | +0.29% | |
| 26 | MRVL | Marvell Technology INC | 株式-IT | 0.83% | — | +5.75% | |
| 27 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.80% | — | -1.79% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.78% | +0.11% | +3.71% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.74% | +0.11% | +1.89% | |
| 30 | ADI | Analog Devices INC | 株式-IT | 0.69% | -0.28% | +8.93% | |
| 31 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.68% | — | +9.99% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.67% | +0.22% | -1.70% | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 0.67% | -0.13% | +0.05% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.63% | +0.23% | -0.26% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.63% | — | +0.56% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | — | +2.15% | |
| 37 | UNP | Union Pacific CORP | 株式-資本財 | 0.61% | — | +0.08% | |
| 38 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.61% | — | -1.60% | |
| 39 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.60% | +0.13% | +1.42% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.59% | — | +0.83% | |
| 41 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.59% | — | -74.48% | |
| 42 | CHDN | Churchill Downs INC | 株式-一般消費財 | 0.58% | -0.08% | -0.83% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.54% | — | +10.12% | |
| 44 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.53% | — | -2.63% | |
| 45 | CAT | Caterpillar INC | 株式-資本財 | 0.52% | +0.15% | +2.26% | |
| 46 | ALL | Allstate CORP | 株式-金融 | 0.51% | — | -0.71% | |
| 47 | CSX | Csx CORP | 株式-資本財 | 0.49% | — | +9.34% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.49% | +0.11% | +0.16% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.49% | — | +12.38% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.48% | — | -2.91% |