CIK: 0001801112
申告総資産額
$5.2億
上位200銘柄を表示中（全211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 | 6.46% | -0.36% | -3.72% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.87% | -0.19% | -4.28% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.97% | — | -4.59% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 3.37% | -1.47% | -1.93% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.32% | -0.72% | -4.69% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.56% | — | -4.14% | |
| 7 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 1.90% | — | -2.84% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.83% | — | -2.25% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.81% | — | -1.50% | |
| 10 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.81% | -0.17% | -0.76% | |
| 11 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.65% | -0.32% | -0.45% | |
| 12 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-その他 | 1.62% | — | -3.81% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.60% | — | +859.10% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.55% | -2.64% | -1.39% | |
| 15 | AAPL | Apple INC | 株式-IT | 1.36% | — | -5.48% | |
| 16 | KLAC | Kla CORP | 株式-IT | 1.34% | +0.34% | -21.24% | |
| 17 | FFEB | Ft Vest US Equity Buffer ETF | ETF-その他 | 1.34% | -1.15% | EXIT | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.27% | — | -3.86% | |
| 19 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.25% | — | -2.40% | |
| 20 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.23% | — | -0.26% | |
| 21 | AMGN | Amgen INC | 株式-ヘルスケア | 1.10% | — | -0.29% | |
| 22 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 1.10% | — | -1.46% | |
| 23 | WM | Waste Management INC | 株式-資本財 | 1.10% | — | -1.12% | |
| 24 | AVGO | Broadcom INC | 株式-IT | 1.06% | — | +0.21% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.04% | — | -5.37% | |
| 26 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.94% | — | +7.98% | |
| 27 | ORCL | Oracle CORP | 株式-IT | 0.93% | -0.63% | -0.75% | |
| 28 | ARES | Ares Management CORP - A | 株式-金融 | 0.92% | -0.52% | EXIT | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.87% | — | -2.18% | |
| 30 | ACN | Accenture plc | 株式-IT | 0.84% | -0.34% | -0.86% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | -0.16% | -8.02% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.82% | — | -3.18% | |
| 33 | ETN | Eaton Corporation plc | 株式-資本財 | 0.82% | -0.53% | +2.17% | |
| 34 | ADP | Automatic Data Processing | 株式-IT | 0.80% | — | -12.60% | |
| 35 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.79% | — | -2.90% | |
| 36 | HUBB | Hubbell INC | 株式-資本財 | 0.79% | — | +1.62% | |
| 37 | AMP | Ameriprise Financial INC | 株式-金融 | 0.78% | — | -0.71% | |
| 38 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.78% | — | -2.94% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.74% | — | -1.59% | |
| 40 | COP | Conocophillips | 株式-エネルギー | 0.70% | — | +0.14% | |
| 41 | PAYX | Paychex INC | 株式-IT | 0.70% | — | -0.69% | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.69% | — | -3.69% | |
| 43 | BLKCHF | Blackrock INC | 株式-その他 | 0.66% | — | -1.20% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.61% | — | -8.72% | |
| 45 | AFL | Aflac INC | 株式-金融 | 0.59% | — | -1.12% | |
| 46 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.58% | — | -3.34% | |
| 47 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.58% | — | -3.24% | |
| 48 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.58% | -0.54% | EXIT | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.58% | — | -7.06% | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.57% | — | -1.95% |