CIK: 0001794198
申告総資産額
$17.8億
上位200銘柄を表示中（全217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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.74% | — | -4.88% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.55% | — | -0.83% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.82% | — | +13.74% | |
| 4 | GVI | Ishares Intermediate Governm | ETF-その他 | 3.06% | — | +5.47% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.00% | — | +7.49% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.90% | — | +6.92% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.39% | — | -3.97% | |
| 8 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.15% | — | -7.27% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.12% | — | +223.66% | |
| 10 | TXN | Texas Instruments INC | 株式-IT | 2.03% | — | -8.46% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.96% | — | +163.95% | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.85% | — | -2.51% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.69% | — | -5.08% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.68% | — | -4.50% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.64% | — | +13.67% | |
| 16 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.53% | — | -8.87% | |
| 17 | UNP | Union Pacific CORP | 株式-資本財 | 1.53% | — | -5.62% | |
| 18 | FRCB | First Republic Bank/ca | 株式-金融 | 1.51% | — | -4.85% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.48% | — | -10.46% | |
| 20 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 1.35% | — | -0.74% | |
| 21 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.34% | — | -4.74% | |
| 22 | FISV | Fiserv INC | 株式-その他 | 1.31% | — | -1.97% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 1.27% | — | -8.56% | |
| 24 | BND | Vanguard Total Bond Market | ETF-その他 | 1.25% | — | +3.06% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 1.19% | — | -7.80% | |
| 26 | DHR | Danaher CORP | 株式-ヘルスケア | 1.17% | — | -4.25% | |
| 27 | ALL | Allstate CORP | 株式-金融 | 1.02% | — | -8.97% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.02% | — | +23.16% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.00% | — | -21.96% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.97% | — | -4.11% | |
| 31 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 0.94% | — | -5.21% | |
| 32 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.91% | — | -5.05% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.91% | — | +4.64% | |
| 34 | XLB | Ss Materials Select Sector | ETF-その他 | 0.89% | — | -4.72% | |
| 35 | ARCC | Ares Capital CORP | 株式-金融 | 0.83% | — | +0.43% | |
| 36 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.81% | — | -8.00% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.80% | — | +61.07% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.80% | — | +21.78% | |
| 39 | MA | Mastercard INC - A | 株式-金融 | 0.78% | — | -18.54% | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.74% | — | +102.68% | |
| 41 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.74% | — | +25.09% | |
| 42 | XLF | Ss Financial Select Sector | ETF-その他 | 0.71% | — | -3.75% | |
| 43 | INTC | Intel CORP | 株式-IT | 0.65% | — | -12.29% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.63% | — | -13.31% | |
| 45 | ROP | Roper Technologies INC | 株式-IT | 0.61% | — | -5.01% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.57% | — | +0.17% | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.55% | — | -29.45% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.55% | — | -10.34% | |
| 49 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.54% | — | +17.82% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.53% | — | -0.58% |