CIK: 0001697274
申告総資産額
$4.5億
上位200銘柄を表示中（全656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 | AAPL | Apple INC | 株式-IT | 4.43% | +0.53% | -0.44% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.06% | -0.19% | -1.28% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.04% | -0.81% | +0.60% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.87% | — | -0.34% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.79% | — | -6.94% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.19% | -0.91% | -12.51% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.88% | -0.19% | -1.45% | |
| 8 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.78% | — | -5.73% | |
| 9 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.64% | — | +8.13% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.57% | — | +0.03% | |
| 11 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.56% | +0.25% | +5.40% | |
| 12 | AVGO | Broadcom INC | 株式-IT | 1.41% | — | -6.94% | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.40% | +0.30% | -5.81% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.36% | -0.39% | +335.84% | |
| 15 | NFLX | Netflix INC | 株式-通信サービス | 1.28% | — | -11.58% | |
| 16 | ANET | Arista Networks INC | 株式-IT | 1.24% | — | — | |
| 17 | AXP | American Express Co | 株式-金融 | 1.13% | — | -16.15% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.10% | -0.23% | -3.75% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.10% | -0.16% | -1.26% | |
| 20 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.10% | — | +17.54% | |
| 21 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.10% | -0.21% | -0.02% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.04% | — | -0.01% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.04% | -2.19% | -15.87% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.99% | — | -2.56% | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 0.98% | — | -12.30% | |
| 26 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.97% | +0.26% | +0.84% | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.96% | — | -0.95% | |
| 28 | PANW | Palo Alto Networks INC | 株式-IT | 0.94% | — | +96.96% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 0.87% | — | -3.11% | |
| 30 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.87% | — | +6.16% | |
| 31 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.81% | +0.20% | -8.73% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.76% | +0.48% | +50.12% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.75% | — | -1.60% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.74% | +0.26% | -0.99% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.72% | — | -1.37% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.71% | — | -2.45% | |
| 37 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.67% | — | -0.67% | |
| 38 | AMD | Advanced Micro Devices | 株式-IT | 0.67% | — | -5.17% | |
| 39 | AMAT | Applied Materials INC | 株式-IT | 0.66% | +0.22% | -6.59% | |
| 40 | BND | Vanguard Total Bond Market | ETF-その他 | 0.66% | — | +4.63% | |
| 41 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.63% | — | +104.08% | |
| 42 | DELL | Dell Technologies -c | 株式-IT | 0.60% | -0.27% | +1.59% | |
| 43 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.59% | — | +57.45% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.55% | — | +1.22% | |
| 45 | BAC | Bank Of America CORP | 株式-金融 | 0.53% | — | -2.75% | |
| 46 | WFC | Wells Fargo & Co | 株式-金融 | 0.53% | — | -2.46% | |
| 47 | ACN | Accenture plc | 株式-IT | 0.52% | — | -0.32% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.52% | — | +0.89% | |
| 49 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.52% | — | -2.66% | |
| 50 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.49% | — | +0.53% |