CIK: 0001697715
申告総資産額
$11.2億
上位200銘柄を表示中（全229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 | 16.18% | -0.13% | +0.53% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 9.70% | +0.41% | +0.92% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 9.38% | -0.64% | +1.24% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.63% | -0.06% | +0.99% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 4.21% | -0.01% | +9.34% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.65% | — | +0.07% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.64% | -0.04% | +1.25% | |
| 8 | AME | Ametek INC | 株式-資本財 | 2.53% | -0.09% | — | |
| 9 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 2.09% | -0.19% | +0.81% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.08% | +0.22% | -0.83% | |
| 11 | PANW | Palo Alto Networks INC | 株式-IT | 1.52% | +1.00% | +0.10% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.48% | +0.07% | +908.33% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.34% | — | -1.25% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.25% | +0.03% | +3.24% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.16% | — | +1.95% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.93% | — | -0.69% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.83% | -0.03% | +1.99% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.71% | — | -1.35% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.70% | +0.07% | +6.32% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.69% | -0.03% | +22.16% | |
| 21 | AZO | Autozone INC | 株式-一般消費財 | 0.66% | — | +1.26% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.66% | — | +0.09% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.65% | — | -0.97% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.61% | — | +1.31% | |
| 25 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.60% | — | +9.52% | |
| 26 | AN | Autonation INC | 株式-一般消費財 | 0.58% | — | -0.91% | |
| 27 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.57% | -0.05% | — | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.56% | — | -0.18% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.55% | — | +0.23% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.53% | — | +2.57% | |
| 31 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.52% | -0.22% | +5.79% | |
| 32 | AWK | American Water Works Co INC | 株式-公益事業 | 0.52% | — | +0.51% | |
| 33 | COP | Conocophillips | 株式-エネルギー | 0.49% | -0.16% | +0.79% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.49% | — | -6.90% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.49% | +0.10% | -2.28% | |
| 36 | ICE | Intercontinental Exchange In | 株式-金融 | 0.48% | -0.12% | +2.35% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | +6.31% | |
| 38 | NEE | Nextera Energy INC | 株式-公益事業 | 0.45% | — | +0.26% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.41% | -0.14% | -1.02% | |
| 40 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.41% | — | -2.87% | |
| 41 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.40% | — | -3.91% | |
| 42 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.40% | — | +15.21% | |
| 43 | BA | Boeing Co/the | 株式-資本財 | 0.39% | — | +0.15% | |
| 44 | LHX | L3harris Technologies INC | 株式-資本財 | 0.39% | — | +3.22% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.37% | — | +1.15% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.37% | — | — | |
| 47 | NOW | Servicenow INC | 株式-IT | 0.36% | — | +6.28% | |
| 48 | MS | Morgan Stanley | 株式-金融 | 0.35% | +0.06% | +2.83% | |
| 49 | SYK | Stryker CORP | 株式-ヘルスケア | 0.35% | — | +1.81% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | -0.12% | +2.38% |