CIK: 0001801112
申告総資産額
$5.2億
上位200銘柄を表示中（全213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 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 7.53% | -0.36% | -2.02% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.81% | -0.19% | -2.55% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.71% | — | -0.34% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.71% | -0.72% | -1.55% | |
| 5 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 3.44% | -0.32% | -31.69% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.42% | — | -1.32% | |
| 7 | ACN | Accenture plc | 株式-IT | 1.83% | -0.34% | -3.77% | |
| 8 | GNR | State Street Spdr S&p Global | ETF-その他 | 1.80% | — | -4.80% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.75% | — | +2.38% | |
| 10 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.74% | — | -3.87% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.67% | — | -1.98% | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.58% | — | +14.89% | |
| 13 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.43% | — | +9.72% | |
| 14 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 1.40% | — | +12.32% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.36% | — | — | |
| 16 | ADP | Automatic Data Processing | 株式-IT | 1.24% | — | -4.36% | |
| 17 | BX | Blackstone INC | 株式-金融 | 1.21% | — | -4.47% | |
| 18 | KLAC | Kla CORP | 株式-IT | 1.20% | +0.34% | -3.55% | |
| 19 | NEE | Nextera Energy INC | 株式-公益事業 | 1.13% | — | -13.79% | |
| 20 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.09% | — | -14.97% | |
| 21 | TXN | Texas Instruments INC | 株式-IT | 1.05% | — | +0.92% | |
| 22 | ALB | Albemarle CORP | 株式-素材 | 1.04% | — | -4.06% | |
| 23 | WM | Waste Management INC | 株式-資本財 | 1.02% | — | +2.25% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.02% | — | -8.38% | |
| 25 | FFEB | Ft Vest US Equity Buffer ETF | ETF-その他 | 1.01% | -1.15% | EXIT | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.00% | -2.64% | +3.35% | |
| 27 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-その他 | 0.99% | — | -0.51% | |
| 28 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.98% | — | -0.28% | |
| 29 | PLD | Prologis INC | 株式-不動産 | 0.95% | — | -2.79% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.91% | -0.16% | +4.26% | |
| 31 | AMGN | Amgen INC | 株式-ヘルスケア | 0.90% | — | -13.05% | |
| 32 | MS | Morgan Stanley | 株式-金融 | 0.89% | — | -1.11% | |
| 33 | PAYX | Paychex INC | 株式-IT | 0.89% | — | — | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.88% | — | +2.49% | |
| 35 | BLKCHF | Blackrock INC | 株式-その他 | 0.84% | — | -2.96% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.82% | — | +1.91% | |
| 37 | DVN | Devon Energy CORP | 株式-エネルギー | 0.81% | — | -3.79% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.81% | — | +6.67% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.80% | — | +3.23% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | — | -10.45% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.77% | — | -17.30% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.75% | — | -7.03% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.74% | — | +3.00% | |
| 44 | TGT | Target CORP | 株式-一般消費財 | 0.67% | — | +1.34% | |
| 45 | HON | Honeywell International INC | 株式-資本財 | 0.67% | — | -1.39% | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.65% | — | +3.80% | |
| 47 | FAST | Fastenal Co | 株式-資本財 | 0.61% | — | +2.38% | |
| 48 | DFSEUR | Discover Financial Services | 株式-その他 | 0.60% | — | -18.70% | |
| 49 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.59% | — | -18.89% | |
| 50 | ITW | Illinois Tool Works | 株式-資本財 | 0.56% | -0.23% | EXIT |