CIK: 0001767715
申告総資産額
$13.3億
上位200銘柄を表示中（全209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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.58% | — | +184.49% | |
| 2 | VHT | Vanguard Health Care ETF | ETF-その他 | 7.34% | — | +4402.96% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.51% | — | +2111.32% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.67% | — | +7.06% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.69% | — | +7403.88% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.58% | — | -4.26% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 3.34% | — | +5440.36% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.13% | — | +48.37% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.03% | — | +4869.70% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 2.27% | — | +1777.31% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.92% | — | +1.35% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.73% | — | +13.54% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.56% | — | +3.31% | |
| 14 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.26% | — | -1.04% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.19% | — | — | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.11% | — | +585.67% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.07% | — | +16.42% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 0.95% | — | +2.30% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.95% | — | +23.01% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.86% | — | +19.71% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.82% | — | +15.37% | |
| 22 | 2JE | Focus Financial Partners-a | 株式-その他 | 0.80% | — | — | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.79% | — | -0.16% | |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.78% | — | — | |
| 25 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 0.78% | — | — | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.61% | — | -15.12% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.58% | — | +7.37% | |
| 28 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.58% | — | — | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.57% | — | +10.62% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.57% | — | +1.00% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.56% | — | +33.83% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.56% | — | +61.63% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.54% | — | +56.20% | |
| 34 | NEE | Nextera Energy INC | 株式-公益事業 | 0.50% | — | +0.01% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.49% | — | +3.14% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.46% | — | +79.10% | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 0.46% | — | — | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | — | +19.89% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.44% | — | -5.82% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.42% | — | -1.88% | |
| 41 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.40% | — | +16.05% | |
| 42 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.37% | — | +2.25% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.37% | — | +1.26% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.36% | — | +15.89% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.35% | — | +2.54% | |
| 46 | UNP | Union Pacific CORP | 株式-資本財 | 0.35% | — | -10.85% | |
| 47 | XLE | Ss Energy Select Sector | ETF-その他 | 0.35% | — | -3.97% | |
| 48 | QCOM | Qualcomm INC | 株式-IT | 0.34% | — | +1.23% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.34% | — | +6.41% | |
| 50 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.34% | — | -5.19% |