CIK: 0001764049
申告総資産額
$12.1億
上位200銘柄を表示中（全228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 | 7.74% | -0.19% | +62.49% | |
| 2 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 7.48% | +0.46% | +0.05% | |
| 3 | ✓ | Invesco Qqq Trust | 株式-その他 | 4.09% | — | +0.26% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.33% | -0.74% | +112.98% | |
| 5 | PEP | Pepsico INC | 株式-生活必需品 | 2.52% | +0.11% | +33.62% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.39% | -0.24% | -0.05% | |
| 7 | ✓ | Alphabet Inc. | 株式-その他 | 2.38% | -0.29% | +33.06% | |
| 8 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.90% | +0.11% | +14.69% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.85% | — | +0.43% | |
| 10 | ✓ | First Trust ETF TCW Unconstrai | ETF-その他 | 1.75% | — | +2.56% | |
| 11 | ✓ | Ishares Tr Msci USA Qlt Fct | 株式-その他 | 1.73% | — | +9.68% | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 1.61% | — | -2.95% | |
| 13 | ✓ | Standard BioTools Inc. | 株式-その他 | 1.52% | — | +8.00% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.44% | -0.25% | +292.29% | |
| 15 | ✓ | NVIDIA Corporation | 株式-その他 | 1.42% | -0.19% | +68.90% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.33% | -0.20% | +41.97% | |
| 17 | ✓ | Alphabet Inc. | 株式-その他 | 1.31% | — | +2.86% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.30% | +0.48% | +109.47% | |
| 19 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 1.24% | — | +17.19% | |
| 20 | ✓ | FT S&P 500 Dividend Aristocrat | 株式-その他 | 1.20% | — | — | |
| 21 | ✓ | Jpmorgan Equity Premium Income | 株式-その他 | 1.14% | -0.08% | -44.49% | |
| 22 | APH | Amphenol Corp-cl A | 株式-IT | 1.14% | -0.13% | — | |
| 23 | ✓ | Costco Wholesale Corporation | 株式-その他 | 1.09% | +0.11% | +3.62% | |
| 24 | ✓ | Merck & Co., Inc. | 株式-その他 | 1.05% | +0.17% | +71.04% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.92% | +0.05% | +1.57% | |
| 26 | ✓ | Visa Inc. | 株式-その他 | 0.91% | -0.11% | +2.19% | |
| 27 | ✓ | UnitedHealth Group Incorporated | 株式-その他 | 0.90% | — | +8.64% | |
| 28 | ✓ | AbbVie Inc. | 株式-その他 | 0.89% | — | +71.09% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.86% | — | +111.15% | |
| 30 | ✓ | J P Morgan Chase And Co | 株式-その他 | 0.86% | -0.24% | +213.35% | |
| 31 | ✓ | First Trust ETF Muni High Inc | ETF-その他 | 0.84% | +0.27% | +22.63% | |
| 32 | ✓ | BlackRock, Inc. | 株式-その他 | 0.84% | — | +62.25% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | +0.25% | +196.84% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.82% | — | +119.72% | |
| 35 | CAT | Caterpillar INC | 株式-資本財 | 0.80% | +0.08% | +150.75% | |
| 36 | BND | Vanguard Total Bond Market | ETF-その他 | 0.80% | — | -1.37% | |
| 37 | ADP | Automatic Data Processing | 株式-IT | 0.78% | -0.15% | +879.73% | |
| 38 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.76% | +0.13% | +26.55% | |
| 39 | APD | Air Products & Chemicals INC | 株式-素材 | 0.73% | +0.19% | +183.83% | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.71% | — | +8.94% | |
| 41 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.70% | — | +5.11% | |
| 42 | ✓ | NextEra Energy, Inc. | 株式-その他 | 0.67% | +0.19% | +296.07% | |
| 43 | ✓ | Zoetis Inc. | 株式-その他 | 0.65% | — | +7.55% | |
| 44 | ✓ | Chubb Limited | 株式-その他 | 0.62% | +0.08% | +472.80% | |
| 45 | ✓ | Accenture plc | 株式-その他 | 0.61% | -0.17% | — | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.60% | — | +99.55% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.60% | — | +6.86% | |
| 48 | ✓ | Ares Capital Corp. | 株式-その他 | 0.59% | — | -3.09% | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.59% | -0.08% | +209.73% | |
| 50 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.56% | +0.07% | +59.34% |