CIK: 0001729094
申告総資産額
$9.8億
上位200銘柄を表示中（全237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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 27.89% | -2.14% | +1.61% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.82% | -0.48% | +0.11% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.59% | +1.83% | +2.73% | |
| 4 | DY | Dycom Industries INC | 株式-資本財 | 4.32% | +0.07% | -0.00% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.14% | — | +1.18% | |
| 6 | WBD | Warner Bros Discovery INC | 株式-通信サービス | 3.54% | -0.28% | — | |
| 7 | ABBV | Abbvie INC | 株式-ヘルスケア | 3.05% | -0.15% | -1.02% | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.94% | -0.14% | +1.03% | |
| 9 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.83% | -0.33% | +0.81% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.42% | -0.52% | +2.19% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.18% | -0.11% | -8.50% | |
| 12 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 1.83% | — | +29.67% | |
| 13 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.82% | — | -1.36% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.36% | — | -1.11% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.99% | -0.12% | +1985.27% | |
| 16 | TRGP | Targa Resources CORP | 株式-エネルギー | 0.93% | +0.38% | +0.11% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.83% | — | +3.94% | |
| 18 | SSP | Ew Scripps Co/the-a | 株式-その他 | 0.80% | — | — | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.70% | — | -5.73% | |
| 20 | AMT | American Tower CORP | 株式-不動産 | 0.62% | — | -1.52% | |
| 21 | MA | Mastercard INC - A | 株式-金融 | 0.60% | — | +1.08% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.59% | — | +1.58% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.58% | — | +0.49% | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.58% | — | +2.63% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.55% | — | +5.50% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.52% | — | -3.83% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.50% | -0.24% | +6.69% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.45% | — | +9.56% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.44% | — | -1.81% | |
| 30 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.41% | — | +5.65% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.40% | — | +4.17% | |
| 32 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.39% | — | +2.83% | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.39% | — | +0.01% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.38% | +0.10% | +2.17% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | +0.11% | +8.82% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.36% | -0.27% | +0.77% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.36% | — | — | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.34% | +0.07% | +0.02% | |
| 39 | TSLA | Tesla INC | 株式-一般消費財 | 0.34% | — | +0.14% | |
| 40 | BIP | Brookfield Infrastructure Partners L.P. | 株式-公益事業 | 0.34% | — | +50.00% | |
| 41 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.34% | — | +2.66% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.32% | — | — | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.30% | — | — | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.29% | — | +2.59% | |
| 45 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.28% | — | +0.04% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.27% | — | +0.33% | |
| 47 | ADBE | Adobe INC | 株式-IT | 0.26% | — | +4.60% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.26% | — | +9.36% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.25% | +0.10% | +11.08% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.24% | +0.16% | +11.31% |