CIK: 0001534843
申告総資産額
$4.6億
上位200銘柄を表示中（全230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 | 12.26% | — | -2.27% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 6.41% | — | +0.36% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.74% | — | -10.68% | |
| 4 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 3.82% | — | -3.03% | |
| 5 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 2.49% | — | +13.88% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.39% | — | -20.83% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.22% | — | -8.35% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.12% | — | +48.15% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.96% | — | — | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.93% | — | +2270.40% | |
| 11 | TGT | Target CORP | 株式-一般消費財 | 1.87% | — | +1.07% | |
| 12 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.87% | — | +20870.55% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.79% | — | +0.94% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.64% | — | +40.65% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.63% | — | -14.09% | |
| 16 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.59% | — | -16.95% | |
| 17 | BLKCHF | Blackrock INC | 株式-その他 | 1.53% | — | +7.16% | |
| 18 | XLE | Ss Energy Select Sector | ETF-その他 | 1.48% | — | — | |
| 19 | ACN | Accenture plc | 株式-IT | 1.20% | — | +11.18% | |
| 20 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 1.16% | — | -7.14% | |
| 21 | TROW | T Rowe Price Group INC | 株式-金融 | 1.16% | — | +0.91% | |
| 22 | CMI | Cummins INC | 株式-資本財 | 1.14% | — | +1.13% | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.14% | — | +23.19% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.14% | — | +37.27% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.13% | — | -10.87% | |
| 26 | BX | Blackstone INC | 株式-金融 | 1.12% | — | +3.55% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.11% | — | +0.74% | |
| 28 | NEE | Nextera Energy INC | 株式-公益事業 | 1.10% | — | -13.86% | |
| 29 | WHR | Whirlpool CORP | 株式-一般消費財 | 1.06% | — | -16.07% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.94% | — | -11.91% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.92% | — | +0.77% | |
| 32 | AOS | Smith (a.o.) CORP | 株式-資本財 | 0.89% | — | +1.13% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.88% | — | — | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.86% | — | -17.48% | |
| 35 | PAYX | Paychex INC | 株式-IT | 0.85% | — | -14.02% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.85% | — | +26000.00% | |
| 37 | TXN | Texas Instruments INC | 株式-IT | 0.84% | — | +1.05% | |
| 38 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.84% | — | +5.57% | |
| 39 | ITW | Illinois Tool Works | 株式-資本財 | 0.81% | — | +0.87% | |
| 40 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.80% | — | +178.38% | |
| 41 | MS | Morgan Stanley | 株式-金融 | 0.78% | — | — | |
| 42 | GS | Goldman Sachs Group INC | 株式-金融 | 0.78% | — | — | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.78% | — | -18.52% | |
| 44 | DFSEUR | Discover Financial Services | 株式-その他 | 0.78% | — | — | |
| 45 | IAT | Ishares US Regional Banks Et | ETF-その他 | 0.78% | — | — | |
| 46 | CCI | Crown Castle INC | 株式-不動産 | 0.77% | — | +0.80% | |
| 47 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.75% | — | +1.30% | |
| 48 | BBY | Best Buy Co INC | 株式-一般消費財 | 0.70% | — | -33.67% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | — | +3.42% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.68% | — | +0.64% |