CIK: 0001729672
申告総資産額
$2.6億
上位200銘柄を表示中（全464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 | 8.53% | -0.27% | -0.94% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.79% | -0.36% | -9.30% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.56% | -0.43% | -9.71% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.82% | — | +5.35% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.44% | -0.24% | +3.76% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.39% | — | +411.38% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.38% | -0.72% | -9.17% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.04% | +0.15% | +1.62% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.03% | — | -1.09% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.67% | — | -0.27% | |
| 11 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.64% | +0.13% | -0.44% | |
| 12 | MA | Mastercard INC - A | 株式-金融 | 1.59% | -0.32% | -11.09% | |
| 13 | CAT | Caterpillar INC | 株式-資本財 | 1.42% | +0.43% | +11.94% | |
| 14 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.41% | -0.13% | +1.36% | |
| 15 | NEE | Nextera Energy INC | 株式-公益事業 | 1.35% | +0.27% | -1.92% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.22% | -0.21% | +2.63% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 1.17% | — | +0.23% | |
| 18 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.17% | — | -1.24% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.13% | — | -5.31% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.13% | -0.29% | -5.25% | |
| 21 | AMAT | Applied Materials INC | 株式-IT | 1.00% | +0.40% | -3.39% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.00% | — | -3.98% | |
| 23 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.99% | — | — | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.97% | — | -0.44% | |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.95% | — | +1.00% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.92% | — | -1.44% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.90% | — | +3.56% | |
| 28 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.90% | — | +2.16% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.88% | +0.25% | -2.79% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.85% | — | -16.60% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.82% | +0.12% | +183.17% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.82% | — | -7.55% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.73% | — | +26.39% | |
| 34 | WCC | Wesco International INC | 株式-資本財 | 0.70% | — | — | |
| 35 | UNP | Union Pacific CORP | 株式-資本財 | 0.68% | — | -0.22% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.67% | — | -2.31% | |
| 37 | MCHP | Microchip Technology INC | 株式-IT | 0.67% | — | -0.26% | |
| 38 | COR | Cencora INC | 株式-ヘルスケア | 0.66% | — | — | |
| 39 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.64% | — | -9.98% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.64% | — | -0.23% | |
| 41 | DFIV | Dimensional International Va | ETF-その他 | 0.60% | — | -0.15% | |
| 42 | ENB | Enbridge INC | 株式-エネルギー | 0.58% | — | -0.12% | |
| 43 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.57% | — | -0.31% | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.56% | — | +11.18% | |
| 45 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.56% | — | +0.00% | |
| 46 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.56% | — | — | |
| 47 | DIHP | Dimensional International Hi | ETF-その他 | 0.55% | — | -0.20% | |
| 48 | GS | Goldman Sachs Group INC | 株式-金融 | 0.54% | — | +4.38% | |
| 49 | PANW | Palo Alto Networks INC | 株式-IT | 0.53% | -0.31% | -31.47% | |
| 50 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 0.52% | — | +3.23% |