CIK: 0001697274
申告総資産額
$4.5億
上位200銘柄を表示中（全440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 | 4.00% | -0.81% | +2.63% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.94% | +0.53% | +12.47% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.99% | -0.19% | +1.19% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.96% | -0.91% | +6.09% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.90% | — | +1.29% | |
| 6 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 2.67% | — | +1.81% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.99% | — | +5.11% | |
| 8 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.61% | +0.25% | +0.47% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.59% | — | -4.86% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.49% | +0.30% | +7.48% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.30% | -0.19% | +14.50% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.15% | -2.19% | +26.85% | |
| 13 | ADBE | Adobe INC | 株式-IT | 1.13% | — | +14.68% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.09% | -0.23% | -0.06% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.08% | — | +1.94% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.08% | +0.26% | +5.12% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.08% | — | +3.26% | |
| 18 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.04% | -0.21% | -14.14% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.03% | +0.20% | +12.96% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.03% | — | +1.86% | |
| 21 | ANETEUR | Arista Networks INC | 株式-その他 | 1.02% | — | +32.88% | |
| 22 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.01% | — | -3.70% | |
| 23 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.96% | — | +2.34% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 0.90% | — | +81.69% | |
| 25 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.90% | — | +175.34% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.89% | +0.26% | +2.22% | |
| 27 | SLB | Slb LTD | 株式-エネルギー | 0.89% | — | +0.87% | |
| 28 | NFLX | Netflix INC | 株式-通信サービス | 0.88% | — | -3.57% | |
| 29 | AXP | American Express Co | 株式-金融 | 0.87% | — | +7.09% | |
| 30 | ACN | Accenture plc | 株式-IT | 0.86% | — | +5.97% | |
| 31 | AMAT | Applied Materials INC | 株式-IT | 0.84% | +0.22% | +1.86% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.84% | -0.16% | +1.47% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.83% | — | +8.50% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.83% | — | +1.39% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.82% | — | +8.04% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.82% | — | +107.16% | |
| 37 | CRM | Salesforce INC | 株式-IT | 0.79% | — | +12.10% | |
| 38 | AMD | Advanced Micro Devices | 株式-IT | 0.79% | — | +12.87% | |
| 39 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.74% | — | +1.24% | |
| 40 | SON | Sonoco Products Co | 株式-一般消費財 | 0.74% | — | -2.89% | |
| 41 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.72% | — | -15.73% | |
| 42 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.71% | — | +2.49% | |
| 43 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.70% | — | +64.50% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.68% | — | +0.87% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.67% | — | -0.02% | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.67% | — | +2.21% | |
| 47 | DHR | Danaher CORP | 株式-ヘルスケア | 0.67% | — | +2.91% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.67% | — | +0.11% | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.64% | — | +2.71% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.59% | — | +0.77% |