CIK: 0001697274
申告総資産額
$4.5億
上位200銘柄を表示中（全665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 | 4.04% | +0.53% | -2.48% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.87% | -0.81% | +1.99% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.28% | -0.19% | -11.60% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.96% | -0.91% | +24.48% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.52% | — | +2.15% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.46% | — | +3.84% | |
| 7 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.96% | +0.25% | +0.65% | |
| 8 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 1.88% | — | -0.40% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.82% | +0.30% | +18.51% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.81% | -0.19% | -6.95% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.76% | — | +4.25% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.40% | — | -18.53% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.38% | -0.16% | +0.88% | |
| 14 | NFLX | Netflix INC | 株式-通信サービス | 1.35% | — | -3.77% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.26% | -0.23% | -2.57% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.19% | -2.19% | +13.95% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.15% | +0.26% | +10.96% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.15% | — | +18.14% | |
| 19 | AXP | American Express Co | 株式-金融 | 1.09% | — | +1.37% | |
| 20 | AVGO | Broadcom INC | 株式-IT | 1.07% | — | -0.09% | |
| 21 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.05% | — | -2.80% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.05% | — | +0.38% | |
| 23 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.01% | -0.21% | -26.20% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.99% | — | -7.23% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.97% | — | -12.78% | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 0.97% | — | +0.91% | |
| 27 | ANET | Arista Networks INC | 株式-IT | 0.86% | — | -5.88% | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.80% | +0.26% | +0.25% | |
| 29 | PANW | Palo Alto Networks INC | 株式-IT | 0.79% | — | -15.09% | |
| 30 | WFC | Wells Fargo & Co | 株式-金融 | 0.76% | — | +34.24% | |
| 31 | ETN | Eaton Corporation plc | 株式-資本財 | 0.75% | -0.27% | +118.77% | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.74% | — | +2.42% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.74% | — | -1.09% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.72% | +0.48% | +0.15% | |
| 35 | BND | Vanguard Total Bond Market | ETF-その他 | 0.71% | — | -1.02% | |
| 36 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.71% | — | -7.20% | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.71% | — | +5.35% | |
| 38 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.69% | — | +1.93% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.66% | — | -3.80% | |
| 40 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.64% | — | +56.59% | |
| 41 | AMAT | Applied Materials INC | 株式-IT | 0.64% | +0.22% | +2.40% | |
| 42 | AMD | Advanced Micro Devices | 株式-IT | 0.64% | — | +6.18% | |
| 43 | UBER | Uber Technologies INC | 株式-資本財 | 0.63% | -0.17% | +4.62% | |
| 44 | AWK | American Water Works Co INC | 株式-公益事業 | 0.61% | -0.23% | +1.66% | |
| 45 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.58% | — | +88.71% | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.58% | — | +2.46% | |
| 47 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.55% | — | +9.71% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.54% | — | -2.09% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.54% | — | +0.71% | |
| 50 | WM | Waste Management INC | 株式-資本財 | 0.51% | — | -1.19% |