CIK: 0001739439
申告総資産額
$564.0億
上位200銘柄を表示中（全1484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 | 3.78% | -0.17% | +4.03% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.57% | -0.79% | +0.35% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.50% | — | +8.26% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.10% | -0.15% | +4.44% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.51% | -0.21% | +3.43% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.38% | -0.16% | +4.50% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 1.26% | -0.12% | +4.20% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.10% | -0.12% | +4.46% | |
| 9 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.06% | — | -5.92% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.03% | -0.09% | +5.16% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.01% | -0.15% | -3.08% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.99% | -0.13% | +0.30% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.95% | — | +12.45% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.90% | — | +20.62% | |
| 15 | ORCL | Oracle CORP | 株式-IT | 0.82% | — | +121.58% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.82% | — | +1.33% | |
| 17 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.77% | +0.09% | +18.50% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.76% | — | +6.46% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 0.76% | -0.14% | +6.46% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 0.75% | +0.17% | +3.68% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.67% | — | +2.06% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.66% | +0.14% | +5.82% | |
| 23 | RGA | Reinsurance Group Of America | 株式-金融 | 0.65% | — | +0.50% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.64% | — | +3.37% | |
| 25 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.58% | — | +67.50% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.53% | +0.19% | +0.21% | |
| 27 | AMGN | Amgen INC | 株式-ヘルスケア | 0.52% | — | +88.67% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.51% | — | +5.83% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.50% | +0.16% | -1.97% | |
| 30 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.50% | — | +1158.65% | |
| 31 | DFSEUR | Discover Financial Services | 株式-その他 | 0.49% | — | +2.08% | |
| 32 | AMD | Advanced Micro Devices | 株式-IT | 0.49% | — | +10.48% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | +18.91% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.49% | — | +12.32% | |
| 35 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.49% | — | +2.95% | |
| 36 | ADBE | Adobe INC | 株式-IT | 0.48% | -0.08% | -1.26% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.47% | — | +6.13% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.47% | — | +0.50% | |
| 39 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.46% | — | -16.57% | |
| 40 | TEL | TE Connectivity plc | 株式-IT | 0.46% | — | -3.07% | |
| 41 | CARR | Carrier Global CORP | 株式-資本財 | 0.44% | — | -20.73% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.43% | +0.10% | +127.05% | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.41% | — | +14.69% | |
| 44 | ACN | Accenture plc | 株式-IT | 0.41% | — | +15.16% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.41% | +0.11% | +9.06% | |
| 46 | CNC | Centene CORP | 株式-ヘルスケア | 0.41% | — | -2.92% | |
| 47 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.41% | -0.07% | +4.04% | |
| 48 | ICE | Intercontinental Exchange In | 株式-金融 | 0.40% | — | -6.04% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.40% | — | +9.03% | |
| 50 | CRM | Salesforce INC | 株式-IT | 0.40% | -0.10% | +9.46% |