CIK: 0001633207
申告総資産額
$5.8億
上位200銘柄を表示中（全249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 | NVDA | Nvidia CORP | 株式-IT | 5.74% | -0.57% | -6.21% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.26% | -0.36% | -4.72% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.13% | -0.98% | +0.02% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 2.90% | -0.51% | -1.29% | |
| 5 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.48% | +0.07% | -0.88% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.16% | -0.43% | -0.55% | |
| 7 | AVGO | Broadcom INC | 株式-IT | 1.96% | -0.27% | +7.47% | |
| 8 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.83% | — | +1.30% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.76% | -0.20% | +1.11% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.68% | -0.25% | -3.28% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.67% | -0.25% | -0.06% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.36% | +2.52% | -0.15% | |
| 13 | ETN | Eaton Corporation plc | 株式-資本財 | 1.11% | +0.05% | -2.63% | |
| 14 | SUB | Ishares Short-term National | ETF-その他 | 1.02% | — | +10.65% | |
| 15 | CARR | Carrier Global CORP | 株式-資本財 | 1.00% | — | -0.95% | |
| 16 | RTX | Rtx CORP | 株式-資本財 | 0.97% | — | +1.18% | |
| 17 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型株・グロース | 0.96% | — | +8.74% | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.92% | — | +56.00% | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 0.92% | — | +0.12% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.86% | — | +21.57% | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 0.84% | — | -11.85% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | — | -10.14% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.81% | — | +16.99% | |
| 24 | XYL | Xylem INC | 株式-資本財 | 0.80% | -0.13% | -0.65% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.78% | +0.16% | +0.59% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.78% | — | -2.81% | |
| 27 | CB | Chubb Limited | 株式-金融 | 0.76% | — | -0.26% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.75% | +0.22% | -0.01% | |
| 29 | EMR | Emerson Electric Co | 株式-資本財 | 0.75% | — | +3.34% | |
| 30 | SYK | Stryker CORP | 株式-ヘルスケア | 0.75% | — | -0.29% | |
| 31 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 0.74% | -1.11% | EXIT | |
| 32 | LIN | Linde plc | 株式-素材 | 0.74% | — | -0.73% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.72% | +0.11% | -3.86% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.72% | — | +9.18% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.71% | — | +9.02% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.67% | — | +3.20% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.67% | — | +13.62% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.67% | -0.11% | +4.97% | |
| 39 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.64% | — | +12.37% | |
| 40 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.64% | — | +1.90% | |
| 41 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.63% | — | -3.61% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.59% | — | -5.51% | |
| 43 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.57% | — | +16.10% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.57% | — | -3.34% | |
| 45 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.56% | — | +9.45% | |
| 46 | VMC | Vulcan Materials Co | 株式-素材 | 0.55% | — | -1.84% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.55% | — | -2.34% | |
| 48 | ADSK | Autodesk INC | 株式-IT | 0.54% | -0.17% | +32.89% | |
| 49 | BAB | Invesco Taxable Municipal Bo | ETF-その他 | 0.54% | — | -15.49% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.54% | — | -23.83% |