CIK: 0001716659
申告総資産額
$4.2億
上位200銘柄を表示中（全581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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 11.16% | -0.49% | +13.09% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.85% | -0.01% | +22.39% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.29% | — | +2224.88% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.77% | -0.36% | +3.65% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.58% | -0.57% | +3.65% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.55% | +0.43% | -25.58% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.51% | — | +4239.23% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.28% | +0.78% | +1.30% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 1.89% | -0.16% | +0.35% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.67% | -0.07% | +0.67% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.55% | -0.06% | +1.56% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.50% | -0.55% | +1.11% | |
| 13 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 1.36% | — | -22.34% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.24% | -0.12% | +3.50% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.24% | — | +0.19% | |
| 16 | ETO | Eaton Vance T/a Glbl Dvd Opp | 株式-その他 | 1.22% | — | +7.90% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.11% | -0.09% | +0.90% | |
| 18 | BAC | Bank Of America CORP | 株式-金融 | 1.08% | — | +5.38% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.99% | — | +27.19% | |
| 20 | MMM | 3m Co | 株式-資本財 | 0.98% | — | +0.56% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.89% | -0.03% | +0.68% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.88% | +0.25% | +0.40% | |
| 23 | XAR | Ss Spdr S&p Aerospace Def | ETF-その他 | 0.87% | — | -20.04% | |
| 24 | ETG | Eaton Vance T/a Gl Dvd Incm | 株式-その他 | 0.87% | — | +0.04% | |
| 25 | XLF | Ss Financial Select Sector | ETF-その他 | 0.85% | — | -21.91% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.82% | -0.13% | -8.85% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.81% | — | +30.42% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.80% | — | +0.02% | |
| 29 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.78% | — | — | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.77% | — | +0.42% | |
| 31 | HON | Honeywell International INC | 株式-資本財 | 0.71% | — | -0.88% | |
| 32 | AMGN | Amgen INC | 株式-ヘルスケア | 0.70% | — | +0.19% | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 0.70% | -0.07% | +2.81% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.68% | -0.04% | — | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.67% | — | -30.66% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.66% | — | +0.70% | |
| 37 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.66% | — | — | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.64% | — | — | |
| 39 | DHR | Danaher CORP | 株式-ヘルスケア | 0.62% | -0.09% | +8.01% | |
| 40 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.58% | — | -0.67% | |
| 41 | ORCL | Oracle CORP | 株式-IT | 0.56% | -0.11% | +9.15% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.56% | +0.97% | -2.00% | |
| 43 | MKL | Markel Group INC | 株式-金融 | 0.54% | — | +0.51% | |
| 44 | USB | US Bancorp | 株式-金融 | 0.54% | — | -0.35% | |
| 45 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.51% | — | — | |
| 46 | RTN1USD | Raytheon Company | 株式-その他 | 0.51% | — | +0.27% | |
| 47 | VLO | Valero Energy CORP | 株式-エネルギー | 0.49% | — | -0.95% | |
| 48 | ECL | Ecolab INC | 株式-素材 | 0.48% | — | — | |
| 49 | PML | Pimco Municipal Income Fd Ii | 株式-その他 | 0.46% | — | +4.26% | |
| 50 | UAL | United Airlines Holdings INC | 株式-資本財 | 0.43% | — | — |