CIK: 0001729094
申告総資産額
$9.8億
上位200銘柄を表示中（全323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 | 22.93% | -2.14% | -0.04% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.77% | — | +2.84% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.29% | -0.48% | +19.52% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.00% | -0.52% | +3.86% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.91% | +0.10% | +17.25% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.65% | +1.83% | +29.95% | |
| 7 | SHOP | Shopify INC - Class A | 株式-IT | 2.50% | -0.68% | +1.50% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.40% | -0.27% | +1.60% | |
| 9 | WBD | Warner Bros Discovery INC | 株式-通信サービス | 2.40% | -0.28% | +0.04% | |
| 10 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.32% | -0.15% | -3.76% | |
| 11 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.86% | — | +32.67% | |
| 12 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.81% | -0.33% | -1.74% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.58% | -0.12% | +3.65% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.57% | -0.11% | +4.40% | |
| 15 | TRGP | Targa Resources CORP | 株式-エネルギー | 1.22% | +0.38% | -0.00% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.20% | -0.14% | +0.54% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.18% | -0.24% | +312.90% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.14% | — | +7.46% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.07% | — | -4.63% | |
| 20 | AVGO | Broadcom INC | 株式-IT | 0.91% | — | +5.11% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.85% | — | -0.38% | |
| 22 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.74% | — | — | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 0.71% | +0.10% | -1.27% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 0.57% | — | +2.27% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.57% | — | +1.54% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.56% | — | +5.73% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.50% | +0.08% | +6.22% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.49% | — | -2.66% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.49% | — | +22.45% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.48% | — | -8.91% | |
| 31 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.47% | — | +1.38% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.44% | +0.11% | +4.07% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.43% | — | +17.15% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.43% | — | — | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.43% | — | -0.31% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.43% | — | -14.20% | |
| 37 | NFLX | Netflix INC | 株式-通信サービス | 0.39% | +0.06% | +26.86% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.39% | — | +4.12% | |
| 39 | AEP | American Electric Power | 株式-公益事業 | 0.38% | +0.05% | -43.38% | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.38% | — | +2.18% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.37% | — | -2.51% | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.36% | — | -1.89% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.36% | +0.16% | +3.83% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.34% | — | +0.06% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.32% | +0.10% | +7.33% | |
| 46 | RIVN | Rivian Automotive Inc-a | 株式-一般消費財 | 0.31% | — | -0.53% | |
| 47 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.31% | — | -0.64% | |
| 48 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.31% | +0.07% | +1.04% | |
| 49 | BBBY | Bed Bath & Beyond INC | 株式-その他 | 0.30% | — | — | |
| 50 | FCF | First Commonwealth Finl CORP | 株式-その他 | 0.30% | -0.28% | EXIT |