CIK: 0001716659
申告総資産額
$4.2億
上位200銘柄を表示中（全529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 | 11.34% | -0.49% | -5.57% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.61% | -0.01% | -9.84% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.46% | — | -19.02% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.05% | -0.36% | -2.91% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.96% | -0.57% | -0.48% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.96% | +0.43% | +6.68% | |
| 7 | MA | Mastercard INC - A | 株式-金融 | 2.24% | -0.16% | -0.21% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.22% | +0.78% | -5.94% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.77% | -0.06% | -0.32% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.66% | -0.55% | -0.09% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.64% | -0.07% | -0.14% | |
| 12 | PDI | Pimco Dynamic Income Fund | 株式-金融 | 1.51% | — | +7.19% | |
| 13 | ETO | Eaton Vance T/a Glbl Dvd Opp | 株式-その他 | 1.49% | — | +0.21% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.32% | — | +0.55% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.19% | -0.09% | +0.57% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.16% | -0.12% | -0.04% | |
| 17 | BAC | Bank Of America CORP | 株式-金融 | 1.14% | — | -1.25% | |
| 18 | BA | Boeing Co/the | 株式-資本財 | 1.05% | — | +38.73% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.04% | — | -60.48% | |
| 20 | MMM | 3m Co | 株式-資本財 | 1.03% | — | +1.11% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.97% | -0.13% | +0.05% | |
| 22 | ETG | Eaton Vance T/a Gl Dvd Incm | 株式-その他 | 0.94% | — | +0.22% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.94% | — | — | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.93% | +0.25% | +1.87% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.92% | -0.03% | -8.46% | |
| 26 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.88% | — | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.86% | — | +0.02% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.84% | — | -5.63% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.83% | — | +1.18% | |
| 30 | IBM | Intl Business Machines CORP | 株式-IT | 0.82% | -0.07% | -0.33% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 0.80% | — | +1.27% | |
| 32 | HON | Honeywell International INC | 株式-資本財 | 0.79% | — | -2.47% | |
| 33 | DHR | Danaher CORP | 株式-ヘルスケア | 0.77% | -0.09% | +1.38% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.74% | -0.04% | +1.03% | |
| 35 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.70% | — | -3.15% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.70% | — | +11.83% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.65% | — | -0.19% | |
| 38 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.64% | — | +1.59% | |
| 39 | ORCL | Oracle CORP | 株式-IT | 0.63% | -0.11% | -1.24% | |
| 40 | RTN1USD | Raytheon Company | 株式-その他 | 0.56% | — | -1.27% | |
| 41 | ECL | Ecolab INC | 株式-素材 | 0.56% | — | +1.09% | |
| 42 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.55% | — | — | |
| 43 | USB | US Bancorp | 株式-金融 | 0.54% | — | +0.03% | |
| 44 | VLO | Valero Energy CORP | 株式-エネルギー | 0.54% | — | — | |
| 45 | MKL | Markel Group INC | 株式-金融 | 0.51% | — | +1.27% | |
| 46 | ROST | Ross Stores INC | 株式-一般消費財 | 0.45% | — | — | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.44% | +0.97% | -24.50% | |
| 48 | AXP | American Express Co | 株式-金融 | 0.42% | -0.08% | -4.71% | |
| 49 | INTC | Intel CORP | 株式-IT | 0.42% | — | -1.23% | |
| 50 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.42% | -0.07% | — |