CIK: 0001764049
申告総資産額
$12.1億
上位200銘柄を表示中（全296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 | 5.99% | -0.19% | +9.28% | |
| 2 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 5.66% | +0.46% | -5.69% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.53% | -0.74% | +26.74% | |
| 4 | ✓ | NVIDIA Corporation | 株式-その他 | 3.32% | -0.19% | +24.16% | |
| 5 | ✓ | Invesco Qqq Trust | 株式-その他 | 3.01% | — | -11.64% | |
| 6 | ✓ | Alphabet Inc. | 株式-その他 | 2.30% | -0.29% | +18.94% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.06% | -0.24% | -1.19% | |
| 8 | ✓ | Ishares Tr Msci USA Qlt Fct | 株式-その他 | 1.93% | — | +6.93% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.79% | -0.20% | +29.08% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 1.71% | +0.11% | +0.49% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.48% | +0.11% | +7.08% | |
| 12 | CAT | Caterpillar INC | 株式-資本財 | 1.39% | +0.08% | +45.65% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.38% | — | +7.42% | |
| 14 | ✓ | J P Morgan Chase And Co | 株式-その他 | 1.36% | -0.24% | +53.43% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.29% | +0.48% | +47.16% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.29% | — | +41.85% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.24% | -0.25% | +1.92% | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 1.18% | — | -1.64% | |
| 19 | ✓ | Standard BioTools Inc. | 株式-その他 | 1.16% | — | -0.35% | |
| 20 | ✓ | Merck & Co., Inc. | 株式-その他 | 1.15% | +0.17% | +45.70% | |
| 21 | ✓ | NextEra Energy, Inc. | 株式-その他 | 1.13% | +0.19% | +43.50% | |
| 22 | ✓ | BlackRock, Inc. | 株式-その他 | 1.11% | — | +26.11% | |
| 23 | ✓ | Chubb Limited | 株式-その他 | 1.10% | +0.08% | +45.77% | |
| 24 | ADP | Automatic Data Processing | 株式-IT | 1.08% | -0.15% | +38.49% | |
| 25 | ✓ | Costco Wholesale Corporation | 株式-その他 | 1.05% | +0.11% | +6.87% | |
| 26 | ✓ | First Trust ETF TCW Unconstrai | ETF-その他 | 1.04% | — | -6.88% | |
| 27 | APD | Air Products & Chemicals INC | 株式-素材 | 1.02% | +0.19% | +50.19% | |
| 28 | AMGN | Amgen INC | 株式-ヘルスケア | 1.02% | +0.10% | +51.98% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.00% | +0.25% | +42.83% | |
| 30 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.97% | +0.13% | +18.15% | |
| 31 | ✓ | Accenture plc | 株式-その他 | 0.96% | -0.17% | +65.16% | |
| 32 | BND | Vanguard Total Bond Market | ETF-その他 | 0.96% | — | +44.60% | |
| 33 | ✓ | RTX Corporation | 株式-その他 | 0.93% | — | +57.46% | |
| 34 | ✓ | FT S&P 500 Dividend Aristocrat | 株式-その他 | 0.90% | — | +8.12% | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.89% | +0.20% | +57.36% | |
| 36 | APH | Amphenol Corp-cl A | 株式-IT | 0.84% | -0.13% | — | |
| 37 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.83% | +0.05% | +8.59% | |
| 38 | ✓ | AbbVie Inc. | 株式-その他 | 0.75% | — | -1.04% | |
| 39 | ✓ | Mastercard Incorporated | 株式-その他 | 0.74% | -0.09% | +64.06% | |
| 40 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 0.73% | — | -3.88% | |
| 41 | ✓ | Alphabet Inc. | 株式-その他 | 0.72% | — | -26.43% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.71% | — | +0.93% | |
| 43 | ✓ | Cisco Systems, Inc. | 株式-その他 | 0.69% | — | +81.47% | |
| 44 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.69% | +0.06% | +59.34% | |
| 45 | ✓ | Visa Inc. | 株式-その他 | 0.66% | -0.11% | -0.33% | |
| 46 | HON | Honeywell International INC | 株式-資本財 | 0.64% | — | +72.44% | |
| 47 | ✓ | First Trust ETF Muni High Inc | ETF-その他 | 0.63% | +0.27% | +31.07% | |
| 48 | ✓ | ASML Holding N.V. | 株式-その他 | 0.60% | +0.26% | +125.72% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.58% | +0.07% | +77.71% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.58% | — | +0.26% |