CIK: 0001729672
申告総資産額
$2.6億
上位200銘柄を表示中（全526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 | 7.52% | -0.27% | -3.06% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.84% | -0.36% | +0.26% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.08% | -0.43% | +1.20% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.70% | -0.24% | +0.78% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.70% | — | -3.72% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.37% | -0.72% | -2.56% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.11% | — | -3.79% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.89% | — | -3.42% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.84% | +0.15% | -0.97% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.68% | -0.29% | +5.37% | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 1.55% | -0.32% | +0.13% | |
| 12 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.47% | +0.13% | +0.23% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.41% | — | -3.12% | |
| 14 | NEE | Nextera Energy INC | 株式-公益事業 | 1.40% | +0.27% | -6.05% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.36% | -0.21% | +5.73% | |
| 16 | PLTR | Palantir Technologies Inc-a | 株式-IT | 1.33% | -0.59% | +8.59% | |
| 17 | CAT | Caterpillar INC | 株式-資本財 | 1.25% | +0.43% | -3.27% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 1.20% | +0.12% | -1.04% | |
| 19 | MCK | Mckesson CORP | 株式-ヘルスケア | 1.15% | — | +0.30% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.07% | — | +0.68% | |
| 21 | VTV | Vanguard Value ETF | ETF-その他 | 1.00% | — | -9.83% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.00% | — | -7.94% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.95% | — | +0.44% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.94% | — | -1.39% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.91% | — | -0.10% | |
| 26 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.91% | — | -9.91% | |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.86% | — | -2.03% | |
| 28 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.84% | -0.13% | -2.64% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.82% | — | -2.52% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.78% | — | +11.79% | |
| 31 | AMAT | Applied Materials INC | 株式-IT | 0.76% | +0.40% | +3.01% | |
| 32 | WCC | Wesco International INC | 株式-資本財 | 0.69% | — | +1.57% | |
| 33 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.66% | — | -12.45% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.64% | — | +1.30% | |
| 35 | GS | Goldman Sachs Group INC | 株式-金融 | 0.63% | — | -8.76% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.63% | — | +5.63% | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.62% | -0.20% | +0.52% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.62% | — | -2.33% | |
| 39 | ANET | Arista Networks INC | 株式-IT | 0.60% | — | — | |
| 40 | PANW | Palo Alto Networks INC | 株式-IT | 0.60% | -0.31% | +101.89% | |
| 41 | NVDA | Nvidia CORP | 株式-IT | 0.59% | -0.30% | +3.61% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.59% | — | -10.26% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.58% | — | -0.77% | |
| 44 | ENB | Enbridge INC | 株式-エネルギー | 0.58% | — | -0.15% | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.55% | -0.18% | -2.27% | |
| 46 | COR | Cencora INC | 株式-ヘルスケア | 0.55% | — | -1.23% | |
| 47 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.54% | — | -2.89% | |
| 48 | UNP | Union Pacific CORP | 株式-資本財 | 0.54% | — | -5.39% | |
| 49 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.51% | — | -1.56% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.50% | — | -1.25% |