CIK: 0001739439
申告総資産額
$564.0億
上位200銘柄を表示中（全4438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 | MSFT | Microsoft CORP | 株式-IT | 4.04% | -0.79% | +5.36% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.75% | -0.17% | +19.43% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.07% | — | +20.54% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.57% | -0.15% | +2029.85% | |
| 5 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.32% | — | +2.98% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.26% | -0.16% | -4.69% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 1.24% | -0.15% | +17.94% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.20% | — | -3.69% | |
| 9 | DFSEUR | Discover Financial Services | 株式-その他 | 1.18% | — | -1.70% | |
| 10 | RGA | Reinsurance Group Of America | 株式-金融 | 1.16% | — | -2.35% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.11% | -0.21% | +32.70% | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 1.01% | +0.17% | +64.44% | |
| 13 | CNC | Centene CORP | 株式-ヘルスケア | 0.89% | — | -0.78% | |
| 14 | MDT | Medtronic plc | 株式-ヘルスケア | 0.89% | — | +24.34% | |
| 15 | GL | Globe Life INC | 株式-金融 | 0.76% | — | -0.43% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.74% | -0.13% | +2.80% | |
| 17 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.70% | — | +644.58% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.70% | -0.09% | +2.94% | |
| 19 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 0.69% | -0.07% | -2.03% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.66% | -0.12% | +43.29% | |
| 21 | ALL | Allstate CORP | 株式-金融 | 0.65% | — | +34.28% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.65% | — | +1.88% | |
| 23 | IBN | Icici Bank Ltd-spon Adr | 株式-金融 | 0.64% | -0.09% | -2.27% | |
| 24 | TEL | TE Connectivity plc | 株式-IT | 0.63% | — | -9.81% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.60% | — | -6.10% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.60% | -0.12% | +31.29% | |
| 27 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.60% | — | +82.93% | |
| 28 | WEX | Wex INC | 株式-IT | 0.59% | — | -0.42% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.58% | +0.14% | +5.31% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.58% | — | +2.64% | |
| 31 | CARR | Carrier Global CORP | 株式-資本財 | 0.57% | — | +14.81% | |
| 32 | AMAT | Applied Materials INC | 株式-IT | 0.57% | — | -1.73% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.55% | — | +4.39% | |
| 34 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.52% | — | +25.08% | |
| 35 | FIS | Fidelity National Info Serv | 株式-IT | 0.52% | — | -2.53% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.51% | +0.06% | +1.50% | |
| 37 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.51% | -0.07% | +11.17% | |
| 38 | NFLX | Netflix INC | 株式-通信サービス | 0.50% | — | +1313.47% | |
| 39 | CMA | Comerica INC | 株式-その他 | 0.50% | — | +1654.05% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.49% | — | +5.72% | |
| 41 | BMRN | Biomarin Pharmaceutical INC | 株式-ヘルスケア | 0.49% | — | -1.30% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.49% | — | +2.30% | |
| 43 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.48% | — | -2.31% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.48% | — | +14.26% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.47% | — | +8.17% | |
| 46 | AVGO | Broadcom INC | 株式-IT | 0.46% | -0.14% | +23.18% | |
| 47 | NEE | Nextera Energy INC | 株式-公益事業 | 0.46% | +0.11% | +8.47% | |
| 48 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.46% | — | +98.59% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | +0.11% | +6.09% | |
| 50 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.45% | +0.09% | +683.47% |