CIK: 0001691827
申告総資産額
$63.7億
上位200銘柄を表示中（全491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 | 9.07% | -0.50% | -2.49% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.48% | -0.09% | -0.41% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.53% | -0.64% | +1.23% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.23% | -0.09% | +0.05% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.21% | -0.18% | +0.09% | |
| 6 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.15% | -0.43% | -0.52% | |
| 7 | AVGO | Broadcom INC | 株式-IT | 2.57% | -0.25% | -3.39% | |
| 8 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 2.37% | -0.10% | -0.92% | |
| 9 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 2.29% | +0.21% | +5.66% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.26% | -0.06% | +2.21% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.00% | -0.20% | +0.14% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.99% | -0.17% | -1.95% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.94% | +0.12% | +1.30% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.66% | — | -0.89% | |
| 15 | MA | Mastercard INC - A | 株式-金融 | 1.55% | -0.14% | +3.49% | |
| 16 | JFLX | Jpmorgan Flexible Debt ETF | ETF-その他 | 1.55% | — | +2.09% | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 1.50% | +0.22% | +1.96% | |
| 18 | TCHP | T Rowe Price Blue Chip Growt | ETF-その他 | 1.50% | -0.07% | +7.55% | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.46% | — | +0.28% | |
| 20 | EMLP | First Trust North American E | ETF-その他 | 1.46% | +0.24% | -0.89% | |
| 21 | GS | Goldman Sachs Group INC | 株式-金融 | 1.33% | — | +0.30% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.27% | — | +1.10% | |
| 23 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.02% | -0.13% | +1.94% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.97% | — | +4.20% | |
| 25 | ORCL | Oracle CORP | 株式-IT | 0.87% | -0.19% | +0.43% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.84% | +0.20% | +25.50% | |
| 27 | BA | Boeing Co/the | 株式-資本財 | 0.77% | — | +4.98% | |
| 28 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.77% | — | +9.04% | |
| 29 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.76% | +0.13% | +7.49% | |
| 30 | IBM | Intl Business Machines CORP | 株式-IT | 0.72% | -0.13% | -0.62% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.67% | — | +1.95% | |
| 32 | ADI | Analog Devices INC | 株式-IT | 0.64% | -0.28% | +0.81% | |
| 33 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.64% | — | +51.28% | |
| 34 | CAT | Caterpillar INC | 株式-資本財 | 0.61% | +0.15% | +1.19% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.60% | +0.11% | -0.03% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.58% | +0.22% | +1.22% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.58% | — | +0.66% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.54% | +0.23% | +2.85% | |
| 39 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.51% | — | -0.05% | |
| 40 | HON | Honeywell International INC | 株式-資本財 | 0.50% | +0.13% | +8.92% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.50% | — | -4.27% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.49% | — | +0.66% | |
| 43 | CSMD | Congress Smid Growth ETF | ETF-その他 | 0.49% | +0.09% | +6.18% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | +0.11% | +1.04% | |
| 45 | C | Citigroup INC | 株式-金融 | 0.47% | — | +0.94% | |
| 46 | UNP | Union Pacific CORP | 株式-資本財 | 0.47% | — | -1.48% | |
| 47 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.46% | -0.12% | +6.44% | |
| 48 | ALL | Allstate CORP | 株式-金融 | 0.46% | — | +0.53% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.44% | — | -1.92% | |
| 50 | ECL | Ecolab INC | 株式-素材 | 0.44% | +0.09% | +38.45% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.8% | -0.52% | 減少 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | +0.09% | 増加 |
| 3 | SHW | Sherwin-williams Co/the | +0.3% | +1704.48% | 増加 |
| 4 | AVUS | Avantis U.s. Equity ETF | +0.2% | +51.28% | 増加 |
| 5 | ISRG | Intuitive Surgical INC | +0.2% | +1.94% | 増加 |
| 6 | ROST | Ross Stores INC | +0.2% | +917.68% | 増加 |
| 7 | AAPL | Apple INC | +0.2% | -0.41% | 減少 |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | +0.66% | 増加 |
| 9 | SUB | Ishares Short-term National | +0.1% | +117.62% | 増加 |
| 10 | MRK | Merck & Co. INC. | +0.1% | -0.03% | 減少 |
| 11 | AMZN | Amazon.com INC | +0.1% | +2.21% | 増加 |
| 12 | WMT | Walmart INC | +0.1% | +1.96% | 増加 |
| 13 | TCHP | T Rowe Price Blue Chip Growt | +0.1% | +7.55% | 増加 |
| 14 | PG | Procter & Gamble Co/the | +0.1% | +25.50% | 増加 |
| 15 | ECL | Ecolab INC | +0.1% | +38.45% | 増加 |
| 16 | GS | Goldman Sachs Group INC | +0.1% | +0.30% | 増加 |
| 17 | CAT | Caterpillar INC | +0.1% | +1.19% | 増加 |
| 18 | INTU | Intuit INC | +0.1% | +48.67% | 増加 |
| 19 | AVLV | Avantis US Large Cap Value | +0.1% | +7.49% | 増加 |
| 20 | FLOT | Ishares Floating Rate Bond E | +0.1% | +5.66% | 増加 |
| 21 | C | Citigroup INC | +0.1% | +0.94% | 増加 |
| 22 | ADI | Analog Devices INC | +0.1% | +0.81% | 増加 |
| 23 | HUM | Humana INC | +0.1% | +40.80% | 増加 |
| 24 | LRCX | Lam Research CORP | +0.1% | +0.32% | 増加 |
| 25 | DAL | Delta Air Lines INC | +0.1% | +3.44% | 増加 |
| 26 | JNJ | Johnson & Johnson | 0% | +1.04% | 増加 |
| 27 | CHDN | Churchill Downs INC | 0% | -2.03% | 減少 |
| 28 | XOM | Exxon Mobil CORP | 0% | +2.85% | 増加 |
| 29 | QQQ | Invesco Qqq Trust Series 1 | 0% | +89.49% | 増加 |
| 30 | BA | Boeing Co/the | 0% | +4.98% | 増加 |
| 31 | MA | Mastercard INC - A | 0% | +3.49% | 増加 |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | +0.05% | 増加 |
| 33 | LIN | Linde plc | 0% | -39.15% | 減少 |
| 34 | NKE | Nike INC -cl B | -0.1% | -17.67% | 減少 |
| 35 | FISV | Fiserv INC | -0.1% | -38.68% | 減少 |
| 36 | STZ | Constellation Brands Inc-a | -0.1% | -39.65% | 減少 |
| 37 | HD | Home Depot INC | -0.1% | +2.16% | 増加 |
| 38 | ACN | Accenture plc | -0.1% | -31.55% | 減少 |
| 39 | TMUS | T-mobile US INC | -0.1% | -0.78% | 減少 |
| 40 | MRVL | Marvell Technology INC | -0.1% | -18.16% | 減少 |
| 41 | SYY | Sysco CORP | -0.1% | -44.24% | 減少 |
| 42 | SO | Southern Co/the | -0.1% | -50.03% | 減少 |
| 43 | MRSH | Marsh & Mclennan Cos | -0.1% | -35.76% | 減少 |
| 44 | TGT | Target CORP | -0.2% | -60.42% | 減少 |
| 45 | NOW | Servicenow INC | -0.2% | +250.86% | 増加 |
| 46 | META | Meta Platforms Inc-class A | -0.3% | +0.14% | 増加 |
| 47 | MSFT | Microsoft CORP | -0.3% | +1.23% | 増加 |
| 48 | ORCL | Oracle CORP | -0.4% | +0.43% | 増加 |
| 49 | NVDA | Nvidia CORP | -0.5% | -2.49% | 減少 |
| 50 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | 全売却 |