CIK: 0001729457
申告総資産額
$3.1億
| # | 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 | XBMEX | Blackrock Health Sciences | 株式-その他 | 20.70% | -1.56% | — | |
| 2 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 10.02% | -1.28% | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.67% | -1.62% | — | |
| 4 | AAPL | Apple INC | 株式-IT | 5.43% | -0.51% | — | |
| 5 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 4.48% | -0.43% | — | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.29% | -0.69% | — | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.82% | -0.38% | — | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.76% | -0.28% | — | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.57% | -0.08% | — | |
| 10 | AMGN | Amgen INC | 株式-ヘルスケア | 2.30% | -0.05% | — | |
| 11 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.88% | -0.17% | — | |
| 12 | STM | Stmicroelectronics Nv-ny Shs | 株式-IT | 1.84% | +0.06% | — | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.81% | -0.19% | — | |
| 14 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 1.70% | — | — | |
| 15 | APTV | Aptiv PLC | 株式-一般消費財 | 1.40% | — | — | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.35% | — | — | |
| 17 | NEE | Nextera Energy INC | 株式-公益事業 | 1.33% | — | — | |
| 18 | XMYDX | Blackrock Muniyield Fund | 株式-その他 | 1.19% | -0.33% | EXIT | |
| 19 | PMO | Putnam Municipal Oppor | 株式-その他 | 1.17% | — | — | |
| 20 | IQLT | Ishares Msci International Q | ETF-その他 | 1.13% | +0.04% | — | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.94% | — | — | |
| 22 | TXN | Texas Instruments INC | 株式-IT | 0.88% | -0.01% | — | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.86% | — | — | |
| 24 | BMEZ | Blackrock Hlth Sci Trm Tr Ii | 株式-その他 | 0.84% | — | — | |
| 25 | GM | General Motors Co | 株式-一般消費財 | 0.83% | — | — | |
| 26 | BST | Blackrock Science & Tech Tr | 株式-その他 | 0.80% | — | — | |
| 27 | GRMN | Garmin Ltd. | 株式-IT | 0.79% | — | — | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.73% | -0.14% | — | |
| 29 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 0.69% | — | — | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.67% | — | — | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.64% | -0.01% | — | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.61% | +0.06% | — | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.61% | -0.14% | — | |
| 34 | AKX | Ansys INC | 株式-その他 | 0.59% | — | — | |
| 35 | MA | Mastercard INC - A | 株式-金融 | 0.59% | -0.06% | — | |
| 36 | SPGI | S&p Global INC | 株式-金融 | 0.57% | -0.08% | — | |
| 37 | NVCR | NovoCure Limited | 株式-ヘルスケア | 0.55% | — | — | |
| 38 | FIW | First Trust Water ETF | ETF-その他 | 0.55% | -0.05% | — | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.54% | — | — | |
| 40 | ✓ | First Tr Specialty Fin & Fin | 株式-その他 | 0.52% | — | — | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.48% | — | — | |
| 42 | SWAN | Amplify Blckswn Grow Trsry | ETF-その他 | 0.48% | — | — | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.41% | -0.05% | — | |
| 44 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.39% | — | — | |
| 45 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.38% | — | — | |
| 46 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.37% | — | — | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.36% | — | — | |
| 48 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 0.34% | — | — | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.34% | — | — | |
| 50 | APH | Amphenol Corp-cl A | 株式-IT | 0.34% | -0.16% | — |