CIK: 0001534843
申告総資産額
$4.6億
上位200銘柄を表示中（全321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 | 12.45% | — | +1.60% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.21% | — | +48.75% | |
| 3 | XLK | Ss Technology Select Sector | ETF-テック型 | 4.80% | — | -18.65% | |
| 4 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 4.74% | — | +3.91% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.45% | — | +5.64% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.69% | — | -9.79% | |
| 7 | XLI | Ss Industrial Select Sector | ETF-その他 | 2.06% | — | +4.66% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.05% | — | -7.39% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.00% | — | +30.28% | |
| 10 | BX | Blackstone INC | 株式-金融 | 1.61% | — | +30.53% | |
| 11 | TGT | Target CORP | 株式-一般消費財 | 1.57% | — | -23.75% | |
| 12 | KLAC | Kla CORP | 株式-IT | 1.50% | — | +238.13% | |
| 13 | BLKCHF | Blackrock INC | 株式-その他 | 1.50% | — | -4.09% | |
| 14 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 1.45% | — | +1.58% | |
| 15 | EMLP | First Trust North American E | ETF-その他 | 1.42% | — | +1.47% | |
| 16 | HLI | Houlihan Lokey INC | 株式-金融 | 1.39% | — | +55.87% | |
| 17 | XLE | Ss Energy Select Sector | ETF-その他 | 1.38% | — | — | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 1.38% | — | -22.88% | |
| 19 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 1.36% | — | — | |
| 20 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.33% | — | +6.89% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.30% | — | +6.48% | |
| 22 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.29% | — | -56.46% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.28% | — | +1.31% | |
| 24 | ACN | Accenture plc | 株式-IT | 1.25% | — | -16.58% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 1.20% | — | +101032.61% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.19% | — | -7.54% | |
| 27 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.16% | — | +41.12% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.14% | — | -17.14% | |
| 29 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.13% | — | -40.96% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.11% | — | +30.37% | |
| 31 | PAYX | Paychex INC | 株式-IT | 1.11% | — | +2.10% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.99% | — | +2.32% | |
| 33 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.92% | — | +36.72% | |
| 34 | MET | Metlife INC | 株式-金融 | 0.85% | — | — | |
| 35 | MS | Morgan Stanley | 株式-金融 | 0.85% | — | -28.59% | |
| 36 | DKS | Dick's Sporting Goods INC | 株式-一般消費財 | 0.83% | — | +55.12% | |
| 37 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.81% | — | — | |
| 38 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.81% | — | — | |
| 39 | WHR | Whirlpool CORP | 株式-一般消費財 | 0.76% | — | +1.13% | |
| 40 | HSY | Hershey Co/the | 株式-生活必需品 | 0.75% | — | +2.03% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.71% | — | +51.14% | |
| 42 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.69% | — | -20.79% | |
| 43 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.67% | — | +310100.00% | |
| 44 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 0.67% | — | -2.61% | |
| 45 | ATKR | Atkore INC | 株式-その他 | 0.66% | — | +108.44% | |
| 46 | SPG | Simon Property Group INC | 株式-不動産 | 0.66% | — | -50.89% | |
| 47 | PFG | Principal Financial Group | 株式-金融 | 0.65% | — | +53410.58% | |
| 48 | TSLA | Tesla INC | 株式-一般消費財 | 0.65% | — | +1888.42% | |
| 49 | IAT | Ishares US Regional Banks Et | ETF-その他 | 0.62% | — | -18.72% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.60% | — | +0.00% |