CIK: 0001723397
申告総資産額
$196.1億
上位200銘柄を表示中（全3417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 | 4.61% | -0.14% | +21.30% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.62% | — | +29.31% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.26% | -0.37% | +12.90% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.43% | — | -0.13% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.38% | — | +11.64% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.32% | — | +12.17% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.29% | -0.22% | +34.76% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.12% | -0.32% | +13.45% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.04% | — | +6.59% | |
| 10 | HD | Home Depot INC | 株式-一般消費財 | 1.04% | — | +11.97% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.03% | — | +14.34% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.95% | — | +18.41% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.92% | +0.16% | +23.92% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.87% | — | -11.57% | |
| 15 | GIS | General Mills INC | 株式-生活必需品 | 0.76% | — | +0.49% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.73% | -0.40% | +11.87% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 0.73% | — | +46.45% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.71% | — | +21.81% | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 0.70% | +0.06% | +25.78% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.69% | — | -0.18% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.69% | +0.05% | +12.43% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.66% | — | +28.47% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.66% | — | +8.72% | |
| 24 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.61% | — | +20.74% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | — | +45.75% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.58% | — | +5.52% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.58% | — | -1.98% | |
| 28 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.56% | — | -0.83% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.54% | +0.14% | +48.19% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.53% | -0.28% | -3.22% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | — | +20.87% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.51% | — | +11.70% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.51% | — | +114.65% | |
| 34 | PYPL | Paypal Holdings INC | 株式-金融 | 0.51% | — | +16.41% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.50% | — | +23.80% | |
| 36 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.49% | — | -1.91% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.49% | — | +17.01% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.49% | +0.12% | +19.14% | |
| 39 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.49% | — | +19.51% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.48% | — | +31.52% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.48% | — | +14.08% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.46% | — | +17.21% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | — | +16.02% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.44% | +0.35% | +18.03% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.44% | — | +17.00% | |
| 46 | QCOM | Qualcomm INC | 株式-IT | 0.44% | — | -19.08% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.42% | — | +21.49% | |
| 48 | MA | Mastercard INC - A | 株式-金融 | 0.42% | — | +6.07% | |
| 49 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.42% | — | +38.86% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.41% | +0.04% | +12.20% |