CIK: 0001534843
申告総資産額
$4.6億
上位200銘柄を表示中（全260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 | 12.91% | — | -5.66% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.28% | — | -10.10% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.75% | — | -38.49% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.19% | — | +2.47% | |
| 5 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 2.91% | — | +74.24% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.46% | — | -12.90% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.37% | — | — | |
| 8 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 2.33% | — | +42.46% | |
| 9 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.32% | — | — | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.03% | — | -46.75% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.70% | — | +4.41% | |
| 12 | TGT | Target CORP | 株式-一般消費財 | 1.69% | — | +2.49% | |
| 13 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.65% | — | +49.89% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.63% | — | +3.94% | |
| 15 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.42% | — | +47.63% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.41% | — | -50.93% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.38% | — | +697.78% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.28% | — | -10.71% | |
| 19 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.20% | — | +4.16% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.18% | — | +384.41% | |
| 21 | ADBE | Adobe INC | 株式-IT | 1.14% | — | +4.68% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 1.12% | — | +50.15% | |
| 23 | CCI | Crown Castle INC | 株式-不動産 | 1.08% | — | +44.84% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.05% | — | -10.57% | |
| 25 | AMGN | Amgen INC | 株式-ヘルスケア | 1.03% | — | +1.41% | |
| 26 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 1.03% | — | — | |
| 27 | MA | Mastercard INC - A | 株式-金融 | 1.02% | — | -0.01% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.99% | — | +0.50% | |
| 29 | TROW | T Rowe Price Group INC | 株式-金融 | 0.97% | — | +108.19% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.97% | — | +13.56% | |
| 31 | NEE | Nextera Energy INC | 株式-公益事業 | 0.94% | — | -11.75% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.93% | — | — | |
| 33 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.91% | — | +22368.42% | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.88% | — | — | |
| 35 | CMI | Cummins INC | 株式-資本財 | 0.88% | — | +158.98% | |
| 36 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.87% | — | — | |
| 37 | MSCI | Msci INC | 株式-金融 | 0.86% | — | -14.29% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.85% | — | — | |
| 39 | INTC | Intel CORP | 株式-IT | 0.84% | — | +45871.90% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.84% | — | +2.85% | |
| 41 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.84% | — | — | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.82% | — | +6.81% | |
| 43 | BLKCHF | Blackrock INC | 株式-その他 | 0.82% | — | +16366.67% | |
| 44 | LDOS | Leidos Holdings INC | 株式-IT | 0.81% | — | +41.50% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.81% | — | +5.12% | |
| 46 | ALL | Allstate CORP | 株式-金融 | 0.81% | — | +53.06% | |
| 47 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.80% | — | — | |
| 48 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.76% | — | +0.69% | |
| 49 | ACN | Accenture plc | 株式-IT | 0.76% | — | -7.41% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.75% | — | +7.09% |