CIK: 0001739439
申告総資産額
$564.0億
上位200銘柄を表示中（全1622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 | 3.83% | -0.79% | +0.53% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.52% | -0.17% | +1.12% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.43% | — | -2.06% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.59% | -0.15% | +6.19% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.43% | -0.12% | +864.22% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.74% | -0.21% | +5.02% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.49% | — | +2.48% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.41% | -0.16% | +2.36% | |
| 9 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.35% | — | -0.74% | |
| 10 | AVGO | Broadcom INC | 株式-IT | 1.23% | -0.14% | +6.72% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.13% | -0.12% | -3.88% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.07% | — | +2.98% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.05% | -0.09% | -0.84% | |
| 14 | ORCL | Oracle CORP | 株式-IT | 0.96% | — | -5.05% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.93% | -0.13% | -7.31% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 0.88% | -0.15% | -0.64% | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.81% | +0.14% | +2.53% | |
| 18 | RGA | Reinsurance Group Of America | 株式-金融 | 0.80% | — | -1.48% | |
| 19 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.63% | +0.09% | -8.60% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.62% | — | -4.09% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.59% | — | +3.50% | |
| 22 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.59% | — | +0.30% | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.56% | — | -1.66% | |
| 24 | AMD | Advanced Micro Devices | 株式-IT | 0.53% | — | +0.03% | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.53% | — | -11.97% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.53% | +0.19% | +21.77% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.52% | — | +0.90% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.50% | — | +5.11% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.50% | +0.17% | +3.85% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.50% | — | -6.08% | |
| 31 | DFSEUR | Discover Financial Services | 株式-その他 | 0.47% | — | -4.62% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.45% | — | -2.75% | |
| 33 | AER | AerCap Holdings N.V. | 株式-資本財 | 0.44% | — | -1.07% | |
| 34 | AMAT | Applied Materials INC | 株式-IT | 0.43% | — | +0.60% | |
| 35 | TEL | TE Connectivity plc | 株式-IT | 0.43% | — | +3.03% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.43% | — | -9.53% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.43% | — | +6.42% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.42% | +0.05% | +5.06% | |
| 39 | T | At&t INC | 株式-通信サービス | 0.42% | +0.10% | -1.36% | |
| 40 | CRM | Salesforce INC | 株式-IT | 0.42% | -0.10% | +11.71% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.41% | — | +6.92% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.41% | — | -4.69% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.40% | +0.16% | -3.15% | |
| 44 | AMGN | Amgen INC | 株式-ヘルスケア | 0.40% | — | +3.40% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.40% | — | +1.82% | |
| 46 | UBER | Uber Technologies INC | 株式-資本財 | 0.40% | — | -2.07% | |
| 47 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.39% | — | +6.11% | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.38% | — | -1.94% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.38% | — | -1.97% | |
| 50 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.38% | -0.07% | +6.47% |