CIK: 0001800379
申告総資産額
$5.5億
上位200銘柄を表示中（全239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 | 7.21% | -0.26% | +10.68% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.16% | -0.17% | +3.76% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 2.97% | — | — | |
| 4 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.53% | — | +7.53% | |
| 5 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 2.22% | — | — | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.21% | -0.06% | +3.98% | |
| 7 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.17% | -0.50% | -0.14% | |
| 8 | VZ | Verizon Communications INC | 株式-通信サービス | 1.95% | +0.08% | +16.68% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.91% | -0.19% | +62.74% | |
| 10 | ARKK | Ark Innovation ETF | ETF-その他 | 1.88% | -0.13% | +3.10% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.73% | -0.06% | +25.26% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.58% | -0.10% | +103.84% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.55% | — | +44.07% | |
| 14 | AWR | American States Water Co | 株式-公益事業 | 1.37% | — | -0.45% | |
| 15 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.32% | — | -57.15% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.32% | — | +364.75% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.30% | — | +5.72% | |
| 18 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 1.28% | -0.05% | -3.70% | |
| 19 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.17% | — | -2.46% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.12% | -0.10% | +137.87% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 1.11% | -0.06% | -3.09% | |
| 22 | NEE | Nextera Energy INC | 株式-公益事業 | 1.06% | +0.10% | -0.17% | |
| 23 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.05% | — | -6.07% | |
| 24 | TWLO | Twilio INC - A | 株式-IT | 1.04% | — | +71.64% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.98% | -0.07% | -6.35% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.92% | -0.08% | +317.10% | |
| 27 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.92% | — | -1.21% | |
| 28 | CIEN | Ciena CORP | 株式-IT | 0.89% | +0.10% | -3.24% | |
| 29 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.84% | — | -3.21% | |
| 30 | UL | Unilever PLC | 株式-生活必需品 | 0.84% | — | +1.42% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.81% | — | -3.29% | |
| 32 | NOW | Servicenow INC | 株式-IT | 0.80% | -0.09% | +8.03% | |
| 33 | BMO | Bank Of Montreal | 株式-金融 | 0.79% | — | +2.14% | |
| 34 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.78% | — | +0.24% | |
| 35 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.77% | — | -6.61% | |
| 36 | SHOP | Shopify INC - Class A | 株式-IT | 0.77% | — | +13.12% | |
| 37 | EMR | Emerson Electric Co | 株式-資本財 | 0.70% | — | -0.34% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.70% | — | +7.37% | |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.69% | +0.30% | +120.64% | |
| 40 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 0.68% | — | -4.92% | |
| 41 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.66% | — | -11.32% | |
| 42 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.65% | — | — | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.63% | — | +337.44% | |
| 44 | SUI | Sun Communities INC | 株式-不動産 | 0.62% | — | — | |
| 45 | GVIP | Gold Sachs Hedge Ind Vip ETF | ETF-コモディティ | 0.61% | — | -1.75% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.61% | — | +57.67% | |
| 47 | TMUS | T-mobile US INC | 株式-通信サービス | 0.60% | — | -8.86% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.59% | +0.11% | +89.04% | |
| 49 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.57% | — | +8.32% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.57% | — | +436.56% |