CIK: 0001908965
申告総資産額
$1.7億
上位200銘柄を表示中（全216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 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 8.32% | +1.28% | -0.01% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 8.22% | +1.23% | -0.06% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.68% | +0.78% | -1.04% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.13% | +0.42% | -0.02% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.44% | -0.31% | +0.29% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.35% | -0.73% | -0.98% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.99% | -0.31% | -3.14% | |
| 8 | UNP | Union Pacific CORP | 株式-資本財 | 2.74% | +0.13% | +0.95% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.69% | +0.21% | -1.12% | |
| 10 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.67% | -2.17% | +1.76% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.57% | -1.28% | -3.21% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.46% | -0.19% | -2.31% | |
| 13 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 2.30% | -0.11% | EXIT | |
| 14 | AFL | Aflac INC | 株式-金融 | 2.22% | -0.08% | -1.47% | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 2.21% | +0.48% | -0.93% | |
| 16 | AMGN | Amgen INC | 株式-ヘルスケア | 2.19% | — | — | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.19% | +0.01% | -1.36% | |
| 18 | PSA | Public Storage | 株式-不動産 | 2.18% | +0.17% | -0.06% | |
| 19 | AWK | American Water Works Co INC | 株式-公益事業 | 2.14% | — | -0.86% | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.13% | +0.06% | -2.32% | |
| 21 | CAT | Caterpillar INC | 株式-資本財 | 2.08% | -0.68% | -16.39% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 2.00% | — | +0.51% | |
| 23 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.89% | +0.13% | -1.91% | |
| 24 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.87% | +0.15% | +1.14% | |
| 25 | FMUSD | Ishares Msci Frontier 100 | ETF-その他 | 1.64% | — | -0.65% | |
| 26 | NVG | Nuveen Amt-fr Muni Crdt | 株式-その他 | 1.41% | +0.08% | -0.26% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.27% | -0.08% | +1.07% | |
| 28 | MU | Micron Technology INC | 株式-IT | 1.12% | -0.06% | +0.27% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.05% | — | +2.33% | |
| 30 | NFLX | Netflix INC | 株式-通信サービス | 1.02% | +0.16% | +2.06% | |
| 31 | IBKR | Interactive Brokers Gro-cl A | 株式-金融 | 0.98% | — | -0.77% | |
| 32 | FISV | Fiserv INC | 株式-その他 | 0.79% | — | +2.37% | |
| 33 | RNR | RenaissanceRe Holdings Ltd. | 株式-金融 | 0.79% | — | +2.35% | |
| 34 | SEIC | Sei Investments Company | 株式-金融 | 0.76% | — | +2.59% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.75% | — | +2.87% | |
| 36 | USB | US Bancorp | 株式-金融 | 0.74% | — | +2.94% | |
| 37 | JNP | Juniper Networks INC | 株式-その他 | 0.74% | — | +3.70% | |
| 38 | NZF | Nuveen Municipal Credit INC | 株式-その他 | 0.73% | -0.06% | -1.89% | |
| 39 | SNY | Sanofi-adr | 株式-ヘルスケア | 0.72% | — | +3.67% | |
| 40 | ENPH | Enphase Energy INC | 株式-IT | 0.70% | — | +2.49% | |
| 41 | CNC | Centene CORP | 株式-ヘルスケア | 0.66% | — | +3.34% | |
| 42 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.64% | +0.02% | +6.07% | |
| 43 | RDFN | Redfin CORP | 株式-その他 | 0.64% | — | +7.60% | |
| 44 | COLB | Columbia Banking System INC | 株式-金融 | 0.33% | — | — | |
| 45 | NAD | Nuveen Quality Municipal INC | 株式-その他 | 0.29% | — | -0.26% | |
| 46 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.26% | — | — | |
| 47 | AOR | Ishares Core 60/40 Balanced | ETF-その他 | 0.26% | -0.07% | -10.40% | |
| 48 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.24% | — | -13.08% | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.20% | -0.34% | +997.63% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.19% | +0.49% | +24.00% |