CIK: 0001682501
申告総資産額
$5.2億
上位200銘柄を表示中（全679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 | CVX | Chevron CORP | 株式-エネルギー | 2.71% | +0.11% | -4.32% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.52% | — | — | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.27% | — | +0.23% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.10% | — | — | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.97% | — | — | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.72% | +0.18% | — | |
| 7 | GOGO | Gogo INC | 株式-その他 | 1.50% | — | — | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.32% | — | — | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.26% | — | +0.59% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.20% | — | -0.25% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.09% | — | +0.24% | |
| 12 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.09% | — | — | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.09% | — | +0.29% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.06% | — | +0.55% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.02% | — | +2.79% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 0.98% | — | — | |
| 17 | UTXZ | United Tech CORP | 株式-その他 | 0.93% | — | -0.14% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.92% | +0.14% | -1.89% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 0.91% | -0.41% | — | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.87% | — | +0.66% | |
| 21 | LRCXEUR | Lam Research CORP | 株式-IT | 0.84% | — | +0.59% | |
| 22 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.84% | — | +0.23% | |
| 23 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.83% | — | -0.50% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.82% | — | — | |
| 25 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.82% | -0.78% | +8.80% | |
| 26 | HON | Honeywell International INC | 株式-資本財 | 0.75% | — | +0.61% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.73% | — | — | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.72% | — | — | |
| 29 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.71% | — | — | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.71% | — | -0.29% | |
| 31 | CELG | Celgene CORP | 株式-その他 | 0.69% | — | +0.69% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.69% | +0.12% | — | |
| 33 | SIVBEUR | Svb Financial Group | 株式-その他 | 0.68% | — | — | |
| 34 | AVGO | Broadcom Inc. | 株式-IT | 0.66% | — | — | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.65% | — | — | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.64% | — | — | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.61% | — | -1.58% | |
| 38 | FDX | Fedex CORP | 株式-資本財 | 0.60% | — | -0.44% | |
| 39 | TMUS | T-mobile US INC | 株式-通信サービス | 0.60% | — | -0.49% | |
| 40 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.60% | — | -0.45% | |
| 41 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.59% | — | +0.50% | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.59% | -0.58% | EXIT | |
| 43 | VLO | Valero Energy CORP | 株式-エネルギー | 0.59% | — | +1.23% | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.58% | — | +0.35% | |
| 45 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.57% | — | -0.27% | |
| 46 | BAC | Bank Of America CORP | 株式-金融 | 0.56% | — | +3.24% | |
| 47 | DAL | Delta Air Lines INC | 株式-資本財 | 0.55% | — | +0.61% | |
| 48 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.55% | — | — | |
| 49 | ANETEUR | Arista Networks INC | 株式-その他 | 0.55% | — | -23.38% | |
| 50 | ALLY | Ally Financial INC | 株式-金融 | 0.54% | — | +19.34% |