CIK: 0001422508
申告総資産額
$6.7億
上位200銘柄を表示中（全244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 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 6.22% | +0.15% | -11.16% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.21% | — | -9.33% | |
| 3 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 2.47% | — | -3.44% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.40% | +0.01% | -7.76% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.37% | — | +1.39% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.29% | +0.03% | -17.13% | |
| 7 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 2.27% | — | -5.08% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.24% | -0.01% | -7.04% | |
| 9 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 2.23% | — | -2.55% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.11% | — | -26.63% | |
| 11 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 1.76% | — | +5.53% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.75% | +0.11% | -24.52% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.65% | -0.03% | -3.53% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.61% | -0.02% | -2.41% | |
| 15 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 1.60% | — | — | |
| 16 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.58% | — | +15.31% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.49% | — | -0.80% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.37% | — | +2.83% | |
| 19 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.36% | — | +15.66% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.36% | -0.08% | -1.43% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.28% | -0.04% | -4.29% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.21% | +0.06% | -10.24% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.18% | +0.03% | -0.28% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.10% | -0.01% | -3.93% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.07% | -0.03% | -5.76% | |
| 26 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.06% | — | +61.36% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.98% | — | +58.02% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.92% | — | -3.35% | |
| 29 | MMM | 3m Co | 株式-資本財 | 0.90% | — | -6.96% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.89% | — | -4.18% | |
| 31 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.88% | — | +94.55% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | — | +2.58% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.84% | -0.23% | +0.38% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.80% | +0.21% | -0.27% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.76% | -0.30% | +2.15% | |
| 36 | PYPL | Paypal Holdings INC | 株式-金融 | 0.73% | — | +7.28% | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.72% | -0.14% | +9.60% | |
| 38 | XLB | Ss Materials Select Sector | ETF-その他 | 0.69% | — | — | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.65% | — | -0.59% | |
| 40 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.64% | — | -11.10% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | — | -6.96% | |
| 42 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.62% | +0.21% | -0.74% | |
| 43 | TT | Trane Technologies plc | 株式-資本財 | 0.62% | +0.02% | +3.76% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.61% | +0.08% | NEW | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.60% | +0.01% | -9.78% | |
| 46 | CMI | Cummins INC | 株式-資本財 | 0.59% | — | +245.23% | |
| 47 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.57% | — | +15.63% | |
| 48 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.57% | — | +4.20% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | -0.20% | -0.17% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.53% | — | +4.12% |