CIK: 0001729094
申告総資産額
$9.8億
上位200銘柄を表示中（全283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 | 23.48% | -2.14% | -0.97% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.14% | +1.83% | +67.18% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.91% | — | +2.73% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.65% | -0.48% | +0.03% | |
| 5 | DY | Dycom Industries INC | 株式-資本財 | 4.49% | +0.07% | +3.14% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.71% | -0.52% | +4.16% | |
| 7 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.27% | -0.15% | -0.90% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.14% | -0.27% | +1.08% | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.84% | — | +0.48% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.76% | +0.10% | +1.62% | |
| 11 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.75% | -0.33% | +0.23% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.72% | -0.11% | -0.70% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.69% | -0.14% | +1.00% | |
| 14 | SHOP | Shopify INC - Class A | 株式-IT | 1.58% | -0.68% | +33.45% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.37% | -0.12% | +4.72% | |
| 16 | TRGP | Targa Resources CORP | 株式-エネルギー | 1.27% | +0.38% | -0.01% | |
| 17 | WBD | Warner Bros Discovery INC | 株式-通信サービス | 1.24% | -0.28% | +0.19% | |
| 18 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 1.08% | — | +0.55% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | — | +7.06% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.86% | — | +5.61% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.85% | — | -0.71% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 0.61% | — | +2.25% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.58% | — | +0.93% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.57% | — | -0.62% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.52% | — | +946.86% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.52% | — | +8.46% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.50% | — | +5.56% | |
| 28 | WMT | Walmart INC | 株式-生活必需品 | 0.49% | +0.10% | +110.24% | |
| 29 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.48% | — | +0.06% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.47% | — | +22.83% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.47% | -0.24% | +1.59% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.46% | — | +11.19% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.45% | — | +7.24% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.44% | — | +12.23% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.41% | +0.08% | +3.56% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | +0.16% | +8.93% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.39% | — | -11.37% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.39% | — | -0.27% | |
| 39 | FMAO | Farmers & Merchants Banco/oh | 株式-その他 | 0.37% | — | — | |
| 40 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.37% | — | -3.20% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.33% | +0.11% | +3.26% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.33% | — | +9.39% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.32% | — | -2.01% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.31% | — | +11.37% | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.31% | — | -4.69% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.30% | — | +13.98% | |
| 47 | AMT | American Tower CORP | 株式-不動産 | 0.30% | — | +0.85% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.29% | +0.10% | +5.47% | |
| 49 | NFLX | Netflix INC | 株式-通信サービス | 0.28% | +0.06% | +3.59% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.28% | — | — |