CIK: 0001729672
申告総資産額
$2.6億
上位200銘柄を表示中（全445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 | 7.91% | -0.27% | +0.77% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.91% | -0.36% | +0.30% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.60% | -0.43% | +0.08% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.71% | — | +5.72% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.30% | -0.24% | +1.51% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.27% | -0.72% | +0.93% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.25% | — | -0.42% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.07% | +0.15% | +0.49% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.98% | — | +1.22% | |
| 10 | MA | Mastercard INC - A | 株式-金融 | 1.71% | -0.32% | -2.37% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.61% | — | -0.16% | |
| 12 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.56% | +0.13% | -0.54% | |
| 13 | NEE | Nextera Energy INC | 株式-公益事業 | 1.44% | +0.27% | -0.65% | |
| 14 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.37% | — | -6.18% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 1.19% | — | -0.80% | |
| 16 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.18% | — | -32.33% | |
| 17 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.13% | -0.13% | +99.99% | |
| 18 | WEC | Wec Energy Group INC | 株式-公益事業 | 1.13% | — | — | |
| 19 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.12% | — | -1.08% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 1.11% | -0.21% | +0.03% | |
| 21 | CAT | Caterpillar INC | 株式-資本財 | 1.09% | +0.43% | +1.57% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.95% | -0.29% | -1.97% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.94% | — | +0.64% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.93% | — | +0.01% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.92% | — | +0.03% | |
| 26 | WMT | Walmart INC | 株式-生活必需品 | 0.92% | +0.12% | +4.00% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.90% | — | -0.80% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.90% | — | -0.97% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.82% | +0.25% | -3.08% | |
| 30 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.81% | — | +2.03% | |
| 31 | AMAT | Applied Materials INC | 株式-IT | 0.81% | +0.40% | +0.08% | |
| 32 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.80% | — | -12.56% | |
| 33 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.76% | — | -5.90% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.74% | — | -0.38% | |
| 35 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.74% | — | -26.05% | |
| 36 | PANW | Palo Alto Networks INC | 株式-IT | 0.74% | -0.31% | +0.26% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | — | +2.29% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.70% | +0.22% | -0.31% | |
| 39 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.69% | — | -1.56% | |
| 40 | WCC | Wesco International INC | 株式-資本財 | 0.68% | — | -0.07% | |
| 41 | MCHP | Microchip Technology INC | 株式-IT | 0.68% | — | +0.20% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.67% | — | -20.04% | |
| 43 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.67% | — | -29.19% | |
| 44 | ENB | Enbridge INC | 株式-エネルギー | 0.66% | — | -5.22% | |
| 45 | DFIV | Dimensional International Va | ETF-その他 | 0.66% | — | +0.09% | |
| 46 | UNP | Union Pacific CORP | 株式-資本財 | 0.65% | — | -0.39% | |
| 47 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.65% | — | +0.23% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.60% | — | +0.60% | |
| 49 | DIHP | Dimensional International Hi | ETF-その他 | 0.58% | — | +0.72% | |
| 50 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.58% | — | -0.47% |