CIK: 0001728321
申告総資産額
$18.7億
上位200銘柄を表示中（全472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 | 9.43% | +0.13% | -15.75% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.54% | -0.41% | +12.04% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 4.27% | -0.66% | +19.55% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.06% | -0.44% | +1.78% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.70% | -0.02% | -21.82% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.35% | -1.06% | +8.85% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.19% | -0.18% | +6.66% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.80% | -0.43% | +4.34% | |
| 9 | CVX | Chevron CORP | 株式-エネルギー | 1.30% | — | +52.33% | |
| 10 | PANW | Palo Alto Networks INC | 株式-IT | 1.30% | -0.37% | +26.26% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.23% | — | +0.07% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.20% | +0.54% | +8.22% | |
| 13 | IBOC | International Bancshares Crp | 株式-その他 | 1.06% | — | -5.32% | |
| 14 | URI | United Rentals INC | 株式-資本財 | 0.86% | -0.31% | -9.92% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.84% | +0.22% | -1.08% | |
| 16 | JAZZ | Jazz Pharmaceuticals plc | 株式-ヘルスケア | 0.83% | -0.41% | +88.85% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 0.82% | — | -2.98% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.78% | — | -2.15% | |
| 19 | ORCL | Oracle CORP | 株式-IT | 0.78% | — | +1.62% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.76% | -0.22% | -16.44% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.75% | — | +27.93% | |
| 22 | VST | Vistra CORP | 株式-公益事業 | 0.74% | -0.44% | -1.54% | |
| 23 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.74% | — | -5.96% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.73% | -0.70% | +12.72% | |
| 25 | VUG | Vanguard Growth ETF | ETF-その他 | 0.72% | — | -13.48% | |
| 26 | NOW | Servicenow INC | 株式-IT | 0.72% | -0.14% | +18.78% | |
| 27 | AVGO | Broadcom INC | 株式-IT | 0.71% | -0.27% | -9.65% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.68% | -0.09% | +4.40% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.63% | — | -0.39% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | — | +9.42% | |
| 31 | AMD | Advanced Micro Devices | 株式-IT | 0.58% | — | +45.74% | |
| 32 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.56% | — | +59.91% | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.56% | -0.51% | -0.23% | |
| 34 | RTX | Rtx CORP | 株式-資本財 | 0.51% | -0.26% | +8.99% | |
| 35 | UIS | Unisys CORP | 株式-その他 | 0.48% | — | +5.22% | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.48% | — | -11.91% | |
| 37 | DAKT | Daktronics INC | 株式-その他 | 0.47% | — | +22.77% | |
| 38 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 0.47% | — | -0.10% | |
| 39 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.46% | — | +0.71% | |
| 40 | WTV | Wisdomtree U.s. Value Fund | ETF-その他 | 0.46% | — | +0.46% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.44% | — | +37.20% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.44% | — | -1.92% | |
| 43 | XLE | Ss Energy Select Sector | ETF-その他 | 0.44% | — | +10.51% | |
| 44 | CPS | Cooper-standard Holding | 株式-その他 | 0.43% | — | +3.77% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.41% | — | +8.66% | |
| 46 | CRM | Salesforce INC | 株式-IT | 0.41% | -0.14% | -4.77% | |
| 47 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 0.41% | — | -1.64% | |
| 48 | INFNEUR | Infinera CORP | 株式-その他 | 0.40% | — | +39.36% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | — | +21.24% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.39% | — | +92.46% |