CIK: 0001729672
申告総資産額
$2.6億
上位200銘柄を表示中（全408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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.29% | -0.27% | -2.31% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.29% | -0.36% | -4.53% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.62% | -0.43% | -2.08% | |
| 4 | NEE | Nextera Energy INC | 株式-公益事業 | 2.61% | +0.27% | -1.51% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.46% | +0.15% | +25.98% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.40% | — | -1.10% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.22% | — | +4.46% | |
| 8 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.05% | +0.13% | +7.76% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.02% | -0.72% | -5.11% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.94% | — | -3.67% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.93% | -0.29% | -9.22% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.81% | -0.24% | -2.23% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.78% | — | +11.26% | |
| 14 | MA | Mastercard INC - A | 株式-金融 | 1.66% | -0.32% | -9.94% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.37% | — | -5.44% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.31% | -0.27% | +10.68% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.26% | — | -22.39% | |
| 18 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.22% | — | -15.92% | |
| 19 | AMAT | Applied Materials INC | 株式-IT | 1.20% | +0.40% | +9.40% | |
| 20 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.11% | — | -5.01% | |
| 21 | ENB | Enbridge INC | 株式-エネルギー | 1.10% | — | -26.35% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 1.03% | -0.21% | -1.77% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.01% | — | +33.25% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 1.00% | — | -1.99% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.90% | — | +118.56% | |
| 26 | UNP | Union Pacific CORP | 株式-資本財 | 0.86% | — | -0.22% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.85% | — | +67.05% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.84% | — | -20.19% | |
| 29 | MCHP | Microchip Technology INC | 株式-IT | 0.84% | — | — | |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.81% | — | +68.97% | |
| 31 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.79% | — | +10.66% | |
| 32 | CAT | Caterpillar INC | 株式-資本財 | 0.76% | +0.43% | +0.10% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.74% | +0.12% | +27.16% | |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.73% | — | -19.52% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.72% | — | -5.93% | |
| 36 | PYPL | Paypal Holdings INC | 株式-金融 | 0.66% | — | -7.08% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.65% | — | +6.63% | |
| 38 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.65% | — | — | |
| 39 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.64% | +0.67% | NEW | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.64% | — | +4.79% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.57% | — | +5.17% | |
| 42 | VTV | Vanguard Value ETF | ETF-その他 | 0.55% | — | +25.23% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.55% | — | +58.96% | |
| 44 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.53% | — | -16.28% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.53% | — | +40.36% | |
| 46 | RTX | Rtx CORP | 株式-資本財 | 0.53% | — | -0.06% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.52% | — | -4.79% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | +0.22% | -22.83% | |
| 49 | WCC | Wesco International INC | 株式-資本財 | 0.51% | — | -2.80% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.50% | -0.13% | -2.06% |