CIK: 0001697274
申告総資産額
$4.5億
上位200銘柄を表示中（全445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 | MSFT | Microsoft CORP | 株式-IT | 3.84% | -0.81% | +0.63% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.64% | +0.53% | -12.00% | |
| 3 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 2.74% | — | +1.02% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.65% | -0.91% | +80.84% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.41% | -0.19% | +4.18% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.38% | — | +0.80% | |
| 7 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 2.28% | — | -43.84% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.99% | — | +661.27% | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 1.95% | — | -36.37% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.62% | +0.20% | +2967.38% | |
| 11 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.39% | +0.25% | -1.23% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.38% | +0.30% | +544.78% | |
| 13 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.12% | — | +27.97% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.11% | — | +1.32% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.08% | -0.23% | -1.21% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.06% | +0.26% | +306.05% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.00% | — | -54.20% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.97% | — | -0.52% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.94% | -0.19% | +27.96% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.93% | — | -38.68% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.93% | +0.14% | +13.87% | |
| 22 | AXP | American Express Co | 株式-金融 | 0.89% | — | +41.05% | |
| 23 | SON | Sonoco Products Co | 株式-一般消費財 | 0.88% | — | -4.24% | |
| 24 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.88% | — | +0.70% | |
| 25 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.86% | — | +152.40% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.85% | — | -30.30% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.85% | — | +28.74% | |
| 28 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.84% | -0.21% | -4.76% | |
| 29 | NFLX | Netflix INC | 株式-通信サービス | 0.83% | — | -6.25% | |
| 30 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.83% | — | -1.74% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.82% | — | -15.03% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.78% | — | +1.44% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.78% | +0.26% | +58.31% | |
| 34 | ADBE | Adobe INC | 株式-IT | 0.77% | — | +29.49% | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.76% | — | -17.92% | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.74% | — | +0.69% | |
| 37 | AMAT | Applied Materials INC | 株式-IT | 0.74% | +0.22% | -0.72% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.74% | -0.16% | +0.53% | |
| 39 | SLB | Slb LTD | 株式-エネルギー | 0.74% | — | +35.51% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.74% | -2.19% | -5.81% | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.71% | — | +5.27% | |
| 42 | AMD | Advanced Micro Devices | 株式-IT | 0.70% | — | +1.57% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.68% | — | +1.08% | |
| 44 | UNP | Union Pacific CORP | 株式-資本財 | 0.66% | — | +0.27% | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.65% | — | -0.83% | |
| 46 | NEE | Nextera Energy INC | 株式-公益事業 | 0.64% | — | +31.16% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.64% | — | +2.90% | |
| 48 | DHR | Danaher CORP | 株式-ヘルスケア | 0.62% | — | -0.27% | |
| 49 | TGT | Target CORP | 株式-一般消費財 | 0.60% | — | +5.01% | |
| 50 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.60% | — | -43.07% |