CIK: 0001801112
申告総資産額
$5.2億
上位200銘柄を表示中（全220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 | 6.08% | -0.36% | -2.27% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.50% | -0.19% | -0.90% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.04% | — | -0.35% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.10% | -0.72% | +5.80% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 2.94% | -1.47% | -0.18% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.35% | — | -0.99% | |
| 7 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 2.16% | — | +0.38% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.13% | — | -0.65% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.01% | — | -0.20% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.78% | — | -0.16% | |
| 11 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.76% | -0.32% | -11.68% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.71% | — | +19.64% | |
| 13 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-その他 | 1.62% | — | +0.67% | |
| 14 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.49% | -0.17% | +0.45% | |
| 15 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.48% | — | +5.55% | |
| 16 | FFEB | Ft Vest US Equity Buffer ETF | ETF-その他 | 1.34% | -1.15% | EXIT | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.27% | — | -1.05% | |
| 18 | ADP | Automatic Data Processing | 株式-IT | 1.18% | — | +1.15% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.14% | +0.30% | +4.91% | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 1.11% | — | +0.18% | |
| 21 | KLAC | Kla CORP | 株式-IT | 1.09% | +0.34% | -2.28% | |
| 22 | ACN | Accenture plc | 株式-IT | 1.04% | -0.34% | -0.42% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.99% | — | +3.40% | |
| 24 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.91% | — | -0.50% | |
| 25 | WM | Waste Management INC | 株式-資本財 | 0.90% | — | +0.16% | |
| 26 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.88% | — | -0.37% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.88% | — | -0.34% | |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.85% | — | +6.72% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.84% | — | -3.71% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | -0.16% | +34.59% | |
| 31 | COP | Conocophillips | 株式-エネルギー | 0.83% | — | +1.03% | |
| 32 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.83% | — | +101.45% | |
| 33 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 0.81% | — | +4.64% | |
| 34 | PAYX | Paychex INC | 株式-IT | 0.79% | — | +0.02% | |
| 35 | ORCL | Oracle CORP | 株式-IT | 0.76% | -0.63% | +2.31% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.75% | — | +2.92% | |
| 37 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.70% | — | +3.28% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.70% | — | -2.30% | |
| 39 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.70% | -0.54% | EXIT | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.70% | — | +1.19% | |
| 41 | AMP | Ameriprise Financial INC | 株式-金融 | 0.67% | — | +1.26% | |
| 42 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.64% | — | -0.45% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.64% | — | -4.27% | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.64% | — | +0.49% | |
| 45 | BLKCHF | Blackrock INC | 株式-その他 | 0.61% | — | +2.61% | |
| 46 | HUBB | Hubbell INC | 株式-資本財 | 0.61% | — | +1.97% | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.60% | — | +1.95% | |
| 48 | ARES | Ares Management CORP - A | 株式-金融 | 0.60% | -0.52% | EXIT | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.57% | — | -2.78% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.57% | — | +1.20% |