CIK: 0001989988
申告総資産額
$3.0億
上位200銘柄を表示中（全240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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.57% | — | -0.01% | |
| 2 | JPM | Jpmorgan Chase & Co | 株式-金融 | 8.46% | — | +0.53% | |
| 3 | MS | Morgan Stanley | 株式-金融 | 6.05% | +0.83% | -0.02% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.62% | -1.50% | +1.89% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.61% | +0.83% | -9.16% | |
| 6 | NSC | Norfolk Southern CORP | 株式-資本財 | 3.21% | — | +0.09% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.89% | — | -2.16% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.25% | -0.82% | +9.88% | |
| 9 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.13% | — | +0.25% | |
| 10 | DE | Deere & Co | 株式-資本財 | 2.01% | — | -0.38% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.98% | — | +0.42% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.72% | — | -3.15% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.57% | -0.07% | +0.72% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.55% | — | +0.17% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.43% | -0.60% | +2.00% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.23% | — | -0.05% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.15% | — | — | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.15% | — | +3.69% | |
| 19 | ET | Energy Transfer LP | 株式-エネルギー | 1.02% | — | — | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.99% | — | -0.05% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.87% | — | +4.91% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.80% | — | — | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.79% | — | -1.98% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.74% | — | -1.63% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.72% | -1.16% | +7.50% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.72% | -0.26% | +3.73% | |
| 27 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.70% | — | — | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.69% | — | +2.86% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.64% | -1.05% | +1.27% | |
| 30 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.63% | — | -0.46% | |
| 31 | MTDR | Matador Resources Co | 株式-エネルギー | 0.60% | — | +0.15% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.59% | — | -5.85% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.59% | -0.40% | +2.69% | |
| 34 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.56% | — | -2.72% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.55% | — | — | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.55% | -0.09% | +1.35% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.54% | — | +13.86% | |
| 38 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.52% | — | +0.97% | |
| 39 | NFLX | Netflix INC | 株式-通信サービス | 0.50% | +0.13% | +7.32% | |
| 40 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.50% | — | -0.91% | |
| 41 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.50% | -0.12% | +9.53% | |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.49% | — | +0.29% | |
| 43 | EMLP | First Trust North American E | ETF-その他 | 0.48% | +0.99% | +0.69% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.45% | -0.08% | +20.87% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.43% | — | — | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.42% | — | +15.57% | |
| 47 | ACN | Accenture plc | 株式-IT | 0.42% | -0.15% | +5.88% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.42% | — | +10.04% | |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.41% | — | -3.00% | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.40% | — | -1.40% |