CIK: 0001697715
申告総資産額
$11.2億
上位200銘柄を表示中（全246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 | AAPL | Apple INC | 株式-IT | 20.32% | -0.13% | +2.52% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 8.82% | +0.41% | -4.47% | |
| 3 | SH1USD | Proshares Short S&p500 | ETF-その他 | 7.89% | — | — | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 7.76% | -0.64% | +31.47% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.65% | — | -47.95% | |
| 6 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 2.97% | -0.19% | -1.85% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.96% | — | -2.84% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.99% | +0.22% | +0.93% | |
| 9 | PSQUSD | Proshares Short Qqq | ETF-その他 | 1.75% | — | +3.43% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 1.74% | — | -1.66% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.62% | +0.03% | +2.56% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.52% | — | -64.22% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.17% | — | -4.79% | |
| 14 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.12% | — | +3.61% | |
| 15 | AWK | American Water Works Co INC | 株式-公益事業 | 0.98% | — | -0.42% | |
| 16 | NEE | Nextera Energy INC | 株式-公益事業 | 0.98% | — | +2.48% | |
| 17 | XLE | Ss Energy Select Sector | ETF-その他 | 0.88% | — | -2.04% | |
| 18 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.86% | — | -3.14% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.84% | — | -14.27% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.81% | — | -2.80% | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.70% | — | — | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.70% | — | -6.64% | |
| 23 | CLX | Clorox Company | 株式-生活必需品 | 0.68% | — | +4.57% | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.67% | — | -4.36% | |
| 25 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.65% | — | -2.51% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.63% | +0.07% | NEW | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.56% | -0.03% | +0.03% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.51% | — | -0.50% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.51% | — | +0.87% | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.50% | -0.22% | +4.20% | |
| 31 | KEL | Kellanova | 株式-その他 | 0.46% | — | +4.17% | |
| 32 | SCI | Service CORP International | 株式-一般消費財 | 0.46% | — | +2.05% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.46% | — | +2.59% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.45% | -0.03% | +5.63% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.45% | — | +1.37% | |
| 36 | COR1EUR | Coresite Realty CORP | 株式-その他 | 0.45% | — | -5.73% | |
| 37 | BAC | Bank Of America CORP | 株式-金融 | 0.44% | — | +0.21% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.44% | +0.10% | -1.68% | |
| 39 | CME | Cme Group INC | 株式-金融 | 0.43% | -0.13% | +5.27% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.41% | -0.14% | +5.85% | |
| 41 | LHX | L3harris Technologies INC | 株式-資本財 | 0.41% | — | — | |
| 42 | AWR | American States Water Co | 株式-公益事業 | 0.40% | — | +1.91% | |
| 43 | TGT | Target CORP | 株式-一般消費財 | 0.39% | — | -0.81% | |
| 44 | ECL | Ecolab INC | 株式-素材 | 0.39% | — | +0.05% | |
| 45 | ICE | Intercontinental Exchange In | 株式-金融 | 0.37% | -0.12% | -4.19% | |
| 46 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.35% | — | +0.34% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.35% | — | +1.55% | |
| 48 | AZO | Autozone INC | 株式-一般消費財 | 0.35% | — | -1.73% | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.34% | — | +1.38% | |
| 50 | HON | Honeywell International INC | 株式-資本財 | 0.34% | -0.28% | EXIT |