CIK: 0001696628
申告総資産額
$10.5億
上位200銘柄を表示中（全220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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 14.22% | -0.16% | +0.45% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 12.69% | — | +0.14% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.77% | +1.31% | +0.25% | |
| 4 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 4.34% | -0.03% | +0.11% | |
| 5 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.34% | — | +0.52% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.91% | — | -0.94% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.53% | -0.19% | -2.90% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.85% | -0.06% | +1.01% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.17% | -0.17% | +0.85% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.87% | -0.32% | +2.35% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.83% | +1.27% | +1.45% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.37% | -0.16% | +0.20% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.36% | -0.10% | +10.65% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.35% | -0.12% | +0.55% | |
| 15 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.19% | +0.23% | +1.04% | |
| 16 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.16% | -0.07% | +0.58% | |
| 17 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.08% | — | -1.71% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.01% | -0.15% | +0.60% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.94% | — | -0.39% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.94% | — | +0.84% | |
| 21 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.85% | -0.13% | -17.96% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.80% | -0.09% | +0.94% | |
| 23 | AVGO | Broadcom INC | 株式-IT | 0.79% | -0.12% | +9.20% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.77% | — | +5.27% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.75% | — | -2.53% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.72% | -0.05% | +1.73% | |
| 27 | RTX | Rtx CORP | 株式-資本財 | 0.66% | — | +1.79% | |
| 28 | BX | Blackstone INC | 株式-金融 | 0.63% | -0.15% | +3.59% | |
| 29 | BLK | Blackrock INC | 株式-金融 | 0.59% | -0.05% | — | |
| 30 | PGR | Progressive CORP | 株式-金融 | 0.58% | — | +0.79% | |
| 31 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.55% | +0.11% | +0.42% | |
| 32 | LPLA | Lpl Financial Holdings INC | 株式-金融 | 0.54% | — | — | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.53% | — | +1.00% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.53% | +0.07% | +0.77% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.49% | — | -6.63% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.48% | — | +0.51% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.48% | — | -1.41% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.44% | — | +1.31% | |
| 39 | VLO | Valero Energy CORP | 株式-エネルギー | 0.42% | +0.24% | +2.40% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.41% | — | +0.04% | |
| 41 | TSLA | Tesla INC | 株式-一般消費財 | 0.40% | -0.08% | +1.10% | |
| 42 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.39% | — | -3.66% | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.39% | -0.02% | +0.70% | |
| 44 | DUK | Duke Energy CORP | 株式-公益事業 | 0.37% | — | +1.01% | |
| 45 | GS | Goldman Sachs Group INC | 株式-金融 | 0.37% | — | +0.39% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.37% | — | +2.17% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.36% | — | +1.36% | |
| 48 | CRH | CRH plc | 株式-素材 | 0.36% | -0.05% | +0.10% | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.35% | — | -1.70% | |
| 50 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.34% | — | -4.31% |