CIK: 0001689144
申告総資産額
$2.6億
上位200銘柄を表示中（全292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 | WTBA | West Bancorporation | 株式-その他 | 6.46% | — | -0.79% | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.14% | — | — | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.10% | — | — | |
| 4 | AAPL | Apple INC | 株式-IT | 2.02% | — | +5.52% | |
| 5 | TGT | Target CORP | 株式-一般消費財 | 1.71% | — | +20.57% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.66% | -0.44% | +6.74% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.57% | — | +151.34% | |
| 8 | AMD | Advanced Micro Devices | 株式-IT | 1.47% | +0.08% | -5.30% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.44% | -0.54% | -5.71% | |
| 10 | AVGO | Broadcom INC | 株式-IT | 1.40% | -0.39% | +16.47% | |
| 11 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.30% | — | — | |
| 12 | PYPL | Paypal Holdings INC | 株式-金融 | 1.18% | — | -0.43% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.16% | -0.21% | -4.64% | |
| 14 | HON | Honeywell International INC | 株式-資本財 | 1.16% | — | +16.50% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.16% | — | +23.55% | |
| 16 | ✓ | Innovator S&P Invt Gra | 株式-その他 | 1.14% | — | +0.97% | |
| 17 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.09% | — | +4.78% | |
| 18 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.07% | — | +5.68% | |
| 19 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.07% | — | +1.59% | |
| 20 | QRVO | Qorvo INC | 株式-IT | 1.04% | — | +8.81% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.03% | +0.10% | +6.46% | |
| 22 | NSIT | Insight Enterprises INC | 株式-IT | 1.02% | — | — | |
| 23 | QCOM | Qualcomm INC | 株式-IT | 1.02% | -0.20% | +6.02% | |
| 24 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.01% | — | +5.44% | |
| 25 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.00% | — | +7.72% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.99% | — | +5.65% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.99% | — | +5.31% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.99% | — | +6.10% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.94% | — | +13.45% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.94% | — | — | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.91% | — | — | |
| 32 | XYZ | Block INC | 株式-金融 | 0.91% | — | -3.63% | |
| 33 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.88% | — | — | |
| 34 | DE | Deere & Co | 株式-資本財 | 0.87% | +0.13% | +14.48% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.86% | — | +12.30% | |
| 36 | WDAY | Workday Inc-class A | 株式-IT | 0.86% | — | +13.82% | |
| 37 | DHR | Danaher CORP | 株式-ヘルスケア | 0.85% | — | +6.03% | |
| 38 | FSLR | First Solar INC | 株式-IT | 0.85% | — | — | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.85% | — | — | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 0.82% | — | — | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.82% | — | +12.45% | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.80% | — | +14.37% | |
| 43 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.80% | — | +6.75% | |
| 44 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.79% | — | +2.31% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.79% | — | — | |
| 46 | RHI | Robert Half INC | 株式-資本財 | 0.79% | — | — | |
| 47 | LHX | L3harris Technologies INC | 株式-資本財 | 0.78% | — | — | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.77% | — | — | |
| 49 | TMUS | T-mobile US INC | 株式-通信サービス | 0.77% | — | +6.70% | |
| 50 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 0.75% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EEM | Ishares Msci Emerging Market | +0.9% | +151.34% | 増加 |
| 2 | DIS | Walt Disney Co/the | +0.2% | +13.45% | 増加 |
| 3 | HON | Honeywell International INC | +0.2% | +16.50% | 増加 |
| 4 | WK | Workiva INC | +0.2% | -1.42% | 減少 |
| 5 | PANW | Palo Alto Networks INC | +0.2% | +13.36% | 増加 |
| 6 | AVGO | Broadcom INC | +0.1% | +16.47% | 増加 |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.1% | +23.55% | 増加 |
| 8 | CAT | Caterpillar INC | +0.1% | +28.05% | 増加 |
| 9 | HRB | H&r Block INC | +0.1% | +712.50% | 増加 |
| 10 | MU | Micron Technology INC | +0.1% | — | 変化なし |
| 11 | TGT | Target CORP | +0.1% | +20.57% | 増加 |
| 12 | MS | Morgan Stanley | +0.1% | +21.14% | 増加 |
| 13 | QRVO | Qorvo INC | +0.1% | +8.81% | 増加 |
| 14 | IWM | Ishares Russell 2000 ETF | +0.1% | +6.10% | 増加 |
| 15 | ABBV | Abbvie INC | +0.1% | +18.43% | 増加 |
| 16 | QCOM | Qualcomm INC | +0.1% | +6.02% | 増加 |
| 17 | DE | Deere & Co | +0.1% | +14.48% | 増加 |
| 18 | BLKCHF | Blackrock INC | +0.1% | +11.21% | 増加 |
| 19 | IWN | Ishares Russell 2000 Value E | +0.1% | +1.59% | 増加 |
| 20 | NXPI | NXP Semiconductors N.V. | +0.1% | +5.44% | 増加 |
| 21 | PH | Parker Hannifin CORP | +0.1% | +7.53% | 増加 |
| 22 | NSIT | Insight Enterprises INC | +0.1% | — | 変化なし |
| 23 | WSM | Williams-sonoma INC | +0.1% | +21.78% | 増加 |
| 24 | ETN | Eaton Corporation plc | +0.1% | +16.79% | 増加 |
| 25 | ANETEUR | Arista Networks INC | +0.1% | — | 変化なし |
| 26 | RTX | Rtx CORP | +0.1% | +12.43% | 増加 |
| 27 | PEP | Pepsico INC | +0.1% | +35.57% | 増加 |
| 28 | IWO | Ishares Russell 2000 Growth | 0% | — | 変化なし |
| 29 | XYZ | Block INC | 0% | -3.63% | 減少 |
| 30 | WDAY | Workday Inc-class A | 0% | +13.82% | 増加 |
| 31 | TMUS | T-mobile US INC | — | +6.70% | 増加 |
| 32 | MNST | Monster Beverage CORP | 0% | +6.75% | 増加 |
| 33 | SCHM | Schwab US Mid Cap ETF | 0% | — | 変化なし |
| 34 | EW | Edwards Lifesciences CORP | -0.1% | +4.78% | 増加 |
| 35 | GOOG | Alphabet Inc-cl C | -0.1% | — | 変化なし |
| 36 | AAPL | Apple INC | -0.1% | +5.52% | 増加 |
| 37 | PYPL | Paypal Holdings INC | -0.1% | -0.43% | 減少 |
| 38 | MSFT | Microsoft CORP | -0.2% | +6.74% | 増加 |
| 39 | VXUS | Vanguard Total Intl Stock | -0.2% | — | 変化なし |
| 40 | WTBA | West Bancorporation | -0.3% | -0.79% | 減少 |
| 41 | PSX | Phillips 66 | -0.3% | -99.39% | 減少 |
| 42 | CSCO | Cisco Systems INC | -0.3% | -36.42% | 減少 |
| 43 | BABA | Alibaba Group Holding-sp Adr | -0.5% | — | 変化なし |
| 44 | NVDA | Nvidia CORP | -0.6% | -5.71% | 減少 |
| 45 | JNJ | Johnson & Johnson | — | NEW | 新規購入 |
| 46 | FSLR | First Solar INC | — | NEW | 新規購入 |
| 47 | NEE | Nextera Energy INC | — | NEW | 新規購入 |
| 48 | RHI | Robert Half INC | — | NEW | 新規購入 |
| 49 | JECUSD | Jacobs Engineering Group INC | — | NEW | 新規購入 |
| 50 | DAL | Delta Air Lines INC | — | NEW | 新規購入 |