CIK: 0001729094
申告総資産額
$9.8億
上位200銘柄を表示中（全234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 | 23.88% | -2.14% | -1.25% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.45% | -0.48% | +10.12% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.43% | +1.83% | +23.18% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.88% | — | +15.56% | |
| 5 | DY | Dycom Industries INC | 株式-資本財 | 3.33% | +0.07% | +0.04% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.95% | -0.52% | +46.41% | |
| 7 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.29% | -0.15% | +1.85% | |
| 8 | WBD | Warner Bros Discovery INC | 株式-通信サービス | 2.24% | -0.28% | -0.02% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.18% | -0.14% | +8.20% | |
| 10 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.16% | -0.33% | +3.51% | |
| 11 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 2.13% | — | +13.47% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.78% | -0.11% | +1.45% | |
| 13 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 1.59% | — | +0.42% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.48% | -0.12% | -14.19% | |
| 15 | TRGP | Targa Resources CORP | 株式-エネルギー | 0.98% | +0.38% | +1.01% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.90% | — | +12.56% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.88% | -0.27% | +80.39% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.88% | — | -2.04% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 0.78% | +0.10% | +60.94% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | — | +66.93% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.66% | — | +101.20% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.64% | +0.06% | NEW | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.64% | — | +34.42% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 0.63% | — | +7.26% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | — | +53.85% | |
| 26 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.53% | — | +0.05% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.51% | — | -2.33% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.50% | -0.24% | +80.92% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.48% | — | +2.07% | |
| 30 | AMT | American Tower CORP | 株式-不動産 | 0.44% | — | +17.36% | |
| 31 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.43% | — | +71.74% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.43% | — | +24.71% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.42% | — | +0.11% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.40% | — | +23.79% | |
| 35 | NFLX | Netflix INC | 株式-通信サービス | 0.40% | +0.06% | +20.44% | |
| 36 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.40% | — | +0.39% | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.40% | — | +34.42% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.40% | +0.11% | +66.32% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.39% | — | +161.31% | |
| 40 | SSP | Ew Scripps Co/the-a | 株式-その他 | 0.38% | — | +0.17% | |
| 41 | ADBE | Adobe INC | 株式-IT | 0.37% | — | +22.67% | |
| 42 | UPST | Upstart Holdings INC | 株式-金融 | 0.36% | — | — | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.36% | — | — | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.34% | — | — | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.33% | +0.08% | +62.60% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.33% | — | +0.26% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | +0.16% | +42.25% | |
| 48 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.31% | — | +11.75% | |
| 49 | AVGO | Broadcom INC | 株式-IT | 0.31% | — | +99.50% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.30% | — | +99.26% |