CIK: 0001801112
申告総資産額
$5.2億
上位200銘柄を表示中（全214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 | 7.45% | -0.36% | -3.09% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.00% | -0.19% | +1.26% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.62% | -0.72% | -1.71% | |
| 4 | GNR | State Street Spdr S&p Global | ETF-その他 | 3.45% | — | +52.20% | |
| 5 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 3.10% | -0.32% | +0.29% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.51% | — | -0.74% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.85% | — | -0.54% | |
| 8 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-その他 | 1.71% | — | +62.68% | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.67% | — | +2.67% | |
| 10 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 1.61% | — | — | |
| 11 | ACN | Accenture plc | 株式-IT | 1.54% | -0.34% | -3.98% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.50% | — | -60.22% | |
| 13 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 1.49% | — | +1.82% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.47% | — | +2.82% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.44% | — | +219.78% | |
| 16 | FFEB | Ft Vest US Equity Buffer ETF | ETF-その他 | 1.37% | -1.15% | EXIT | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.31% | — | +1.21% | |
| 18 | ADP | Automatic Data Processing | 株式-IT | 1.18% | — | -4.34% | |
| 19 | BX | Blackstone INC | 株式-金融 | 1.11% | — | -13.43% | |
| 20 | NEE | Nextera Energy INC | 株式-公益事業 | 1.10% | — | -0.86% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.10% | -2.64% | +6.59% | |
| 22 | DVN | Devon Energy CORP | 株式-エネルギー | 1.08% | — | -8.04% | |
| 23 | AMGN | Amgen INC | 株式-ヘルスケア | 1.08% | — | +2.54% | |
| 24 | KLAC | Kla CORP | 株式-IT | 1.06% | +0.34% | -4.58% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.03% | — | +0.01% | |
| 26 | WM | Waste Management INC | 株式-資本財 | 1.02% | — | -2.67% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.97% | — | -1.73% | |
| 28 | PAYX | Paychex INC | 株式-IT | 0.96% | — | +0.11% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.94% | — | +6.67% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.93% | -0.16% | -1.80% | |
| 31 | PLD | Prologis INC | 株式-不動産 | 0.92% | — | -5.93% | |
| 32 | ALB | Albemarle CORP | 株式-素材 | 0.87% | — | -18.58% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.86% | — | -2.08% | |
| 34 | TXN | Texas Instruments INC | 株式-IT | 0.83% | — | -24.87% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.83% | — | +1.43% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.82% | — | -5.52% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.78% | — | +0.84% | |
| 38 | BLKCHF | Blackrock INC | 株式-その他 | 0.77% | — | +0.90% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | — | -8.54% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.74% | +0.30% | +225.54% | |
| 41 | COP | Conocophillips | 株式-エネルギー | 0.74% | — | +148.24% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.72% | — | -7.32% | |
| 43 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.68% | — | +6.77% | |
| 44 | TGT | Target CORP | 株式-一般消費財 | 0.67% | — | -0.23% | |
| 45 | MS | Morgan Stanley | 株式-金融 | 0.65% | — | -24.17% | |
| 46 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.63% | — | +3.29% | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.62% | — | +131.49% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.61% | — | -19.50% | |
| 49 | DFSEUR | Discover Financial Services | 株式-その他 | 0.57% | — | -8.09% | |
| 50 | ARES | Ares Management CORP - A | 株式-金融 | 0.56% | -0.52% | EXIT |