CIK: 0001697300
申告総資産額
$28.5億
上位200銘柄を表示中（全491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 | XOM | Exxon Mobil CORP | 株式-エネルギー | 9.17% | +1.21% | -1.62% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.87% | -0.33% | -10.75% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.66% | -0.12% | +0.55% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.15% | -0.71% | -22.73% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.89% | -0.44% | +3.04% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.54% | +0.28% | +2.97% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 1.40% | -0.44% | -3.72% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.38% | — | +13.77% | |
| 9 | GFS | GLOBALFOUNDRIES Inc. | 株式-IT | 1.33% | — | +0.24% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.26% | -0.24% | +1.28% | |
| 11 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.25% | — | -1.22% | |
| 12 | TSLA | Tesla INC | 株式-一般消費財 | 1.16% | -0.21% | +226.84% | |
| 13 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.11% | — | -1.76% | |
| 14 | AER | AerCap Holdings N.V. | 株式-資本財 | 1.05% | — | — | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.01% | — | -35.74% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.94% | +0.07% | +1.50% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.89% | +0.09% | +1.03% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.86% | -0.31% | +1565.90% | |
| 19 | AMD | Advanced Micro Devices | 株式-IT | 0.84% | +0.10% | +0.96% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.76% | — | +39.69% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.72% | -0.14% | +2038.77% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.69% | -0.08% | -39.51% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.68% | — | -0.67% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.68% | — | -8.25% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.66% | — | -12.66% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.59% | — | -5.54% | |
| 27 | DVN | Devon Energy CORP | 株式-エネルギー | 0.57% | — | -1.13% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.56% | — | -4.41% | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.56% | — | -7.78% | |
| 30 | XLF | Ss Financial Select Sector | ETF-その他 | 0.55% | — | -2.43% | |
| 31 | FTNT | Fortinet INC | 株式-IT | 0.55% | — | -32.73% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.55% | — | -30.77% | |
| 33 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 0.55% | — | -0.03% | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.54% | — | -52.93% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.54% | — | -45.17% | |
| 36 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.51% | — | -1.85% | |
| 37 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.51% | — | -1.66% | |
| 38 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.50% | — | -38.10% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | — | -12.57% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.49% | — | -13.58% | |
| 41 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.48% | — | +5.42% | |
| 42 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.48% | — | -31.91% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.47% | — | -3.85% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | +0.14% | -3.63% | |
| 45 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.44% | — | -39.75% | |
| 46 | PSQUSD | Proshares Short Qqq | ETF-その他 | 0.43% | — | -38.41% | |
| 47 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.43% | — | -30.83% | |
| 48 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.41% | — | -0.46% | |
| 49 | CAT | Caterpillar INC | 株式-資本財 | 0.41% | +0.09% | -0.50% | |
| 50 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.41% | +0.12% | -1.52% |