CIK: 0001691827
申告総資産額
$63.7億
上位200銘柄を表示中（全478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 | 8.57% | -0.50% | -2.33% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.03% | -0.09% | +0.60% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.60% | -0.64% | +2.26% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.35% | -0.09% | +0.57% | |
| 5 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.76% | -0.43% | +0.22% | |
| 6 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 2.72% | -0.10% | -1.18% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.41% | -0.06% | +3.43% | |
| 8 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.32% | +0.21% | +5.33% | |
| 9 | AVGO | Broadcom INC | 株式-IT | 2.27% | -0.25% | +0.49% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.21% | -0.18% | +3.01% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.10% | -0.20% | +0.70% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.02% | +0.12% | +2.38% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.87% | -0.17% | -0.27% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.74% | — | +3.92% | |
| 15 | EMLP | First Trust North American E | ETF-その他 | 1.68% | +0.24% | +0.75% | |
| 16 | MA | Mastercard INC - A | 株式-金融 | 1.68% | -0.14% | +0.76% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.44% | — | +1.46% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 1.43% | +0.22% | +1.04% | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.37% | — | +0.32% | |
| 20 | MRVL | Marvell Technology INC | 株式-IT | 1.24% | — | -0.12% | |
| 21 | TCHP | T Rowe Price Blue Chip Growt | ETF-その他 | 1.23% | -0.07% | +9.51% | |
| 22 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.09% | -0.13% | -1.59% | |
| 23 | GS | Goldman Sachs Group INC | 株式-金融 | 1.00% | — | -0.06% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.95% | +0.20% | +0.89% | |
| 25 | ORCL | Oracle CORP | 株式-IT | 0.89% | -0.19% | +0.60% | |
| 26 | TGT | Target CORP | 株式-一般消費財 | 0.73% | — | -3.91% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.69% | +0.11% | +0.25% | |
| 28 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.68% | — | +12.36% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.66% | — | +9.92% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.66% | — | -0.96% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.65% | +0.22% | +1.93% | |
| 32 | IBM | Intl Business Machines CORP | 株式-IT | 0.65% | -0.13% | +0.99% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.64% | +0.11% | -4.01% | |
| 34 | ADI | Analog Devices INC | 株式-IT | 0.63% | -0.28% | +2.71% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | +0.23% | -0.58% | |
| 36 | UNP | Union Pacific CORP | 株式-資本財 | 0.55% | — | +0.06% | |
| 37 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.55% | — | -0.61% | |
| 38 | CHDN | Churchill Downs INC | 株式-一般消費財 | 0.55% | -0.08% | -0.82% | |
| 39 | HON | Honeywell International INC | 株式-資本財 | 0.55% | +0.13% | +12.60% | |
| 40 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.55% | +0.13% | +26.55% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.54% | — | +24.16% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.53% | — | +0.37% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.52% | — | -0.86% | |
| 44 | EMR | Emerson Electric Co | 株式-資本財 | 0.51% | — | +1.16% | |
| 45 | CSX | Csx CORP | 株式-資本財 | 0.51% | — | +12.38% | |
| 46 | ALL | Allstate CORP | 株式-金融 | 0.50% | — | -0.64% | |
| 47 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.50% | — | -13.95% | |
| 48 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.49% | — | +8.70% | |
| 49 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.49% | +0.13% | +0.21% | |
| 50 | CAT | Caterpillar INC | 株式-資本財 | 0.48% | +0.15% | +2.66% |