CIK: 0001534843
申告総資産額
$4.6億
上位200銘柄を表示中（全317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 | 11.69% | — | -4.19% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.86% | — | -0.86% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.62% | — | +2.81% | |
| 4 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 4.41% | — | -0.56% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.02% | — | -3.21% | |
| 6 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 2.98% | — | +2.05% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.95% | — | +0.26% | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 2.24% | — | +1.28% | |
| 9 | TGT | Target CORP | 株式-一般消費財 | 2.04% | — | +1.38% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.02% | — | +0.52% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.98% | — | +0.26% | |
| 12 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.84% | — | -7.93% | |
| 13 | BLKCHF | Blackrock INC | 株式-その他 | 1.69% | — | +1.38% | |
| 14 | ACN | Accenture plc | 株式-IT | 1.68% | — | +5.27% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.49% | — | -2.54% | |
| 16 | SPG | Simon Property Group INC | 株式-不動産 | 1.47% | — | +12399.22% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.33% | — | +1.26% | |
| 18 | CG | Carlyle Group Inc/the | 株式-金融 | 1.30% | — | +2.30% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.30% | — | -2.96% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.25% | — | +0.42% | |
| 21 | NEE | Nextera Energy INC | 株式-公益事業 | 1.25% | — | +1.47% | |
| 22 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.21% | — | -2.31% | |
| 23 | MS | Morgan Stanley | 株式-金融 | 1.21% | — | -0.51% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.19% | — | -0.04% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.18% | — | +9.87% | |
| 26 | EMLP | First Trust North American E | ETF-その他 | 1.14% | — | +0.95% | |
| 27 | BX | Blackstone INC | 株式-金融 | 1.14% | — | +0.41% | |
| 28 | TROW | T Rowe Price Group INC | 株式-金融 | 1.07% | — | +1.30% | |
| 29 | CCI | Crown Castle INC | 株式-不動産 | 1.05% | — | +35.86% | |
| 30 | PAYX | Paychex INC | 株式-IT | 0.99% | — | +1.29% | |
| 31 | HLI | Houlihan Lokey INC | 株式-金融 | 0.96% | — | +49.91% | |
| 32 | ODFL | Old Dominion Freight Line | 株式-資本財 | 0.95% | — | +3.35% | |
| 33 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.94% | — | +15516.09% | |
| 34 | WHR | Whirlpool CORP | 株式-一般消費財 | 0.93% | — | +0.62% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.91% | — | +0.67% | |
| 36 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.88% | — | -6.83% | |
| 37 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.85% | — | -20.05% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.79% | — | -9.29% | |
| 39 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.74% | — | +1.11% | |
| 40 | ITW | Illinois Tool Works | 株式-資本財 | 0.72% | — | +0.54% | |
| 41 | TXN | Texas Instruments INC | 株式-IT | 0.72% | — | -1.42% | |
| 42 | IAT | Ishares US Regional Banks Et | ETF-その他 | 0.72% | — | +45.22% | |
| 43 | S76 | Store Capital CORP | 株式-その他 | 0.72% | — | +0.83% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.68% | — | +20.81% | |
| 45 | INTU | Intuit INC | 株式-IT | 0.68% | — | +11.14% | |
| 46 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.66% | — | -20.31% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.66% | — | +0.43% | |
| 48 | WM | Waste Management INC | 株式-資本財 | 0.63% | — | +0.93% | |
| 49 | HSY | Hershey Co/the | 株式-生活必需品 | 0.60% | — | +1.47% | |
| 50 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-その他 | 0.58% | — | -3.28% |