CIK: 0001723397
申告総資産額
$196.1億
上位200銘柄を表示中（全3351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 | 4.94% | -0.14% | -1.88% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.65% | -0.37% | -1.05% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.44% | — | +5.71% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.73% | — | +4.84% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.57% | — | +3.56% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.41% | — | +8.46% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.30% | -0.32% | +23.22% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 1.04% | +0.35% | +11.47% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.01% | -0.22% | +5.58% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.96% | — | -4.35% | |
| 11 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.90% | — | +0.07% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.88% | — | -2.22% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 0.88% | — | -8.55% | |
| 14 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.84% | — | +6.42% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.84% | — | -2.21% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.83% | +0.14% | +11.57% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.79% | — | +7.80% | |
| 18 | GIS | General Mills INC | 株式-生活必需品 | 0.73% | — | -0.45% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.72% | — | +0.19% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.70% | +0.16% | -2.90% | |
| 21 | AVGO | Broadcom INC | 株式-IT | 0.66% | +0.09% | +9.16% | |
| 22 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.63% | — | +50.01% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.60% | — | +1.74% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.58% | — | +6.07% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.57% | +0.05% | -7.75% | |
| 26 | VUG | Vanguard Growth ETF | ETF-その他 | 0.56% | — | +1.53% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 0.55% | +0.14% | +10.58% | |
| 28 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.54% | — | -0.04% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.54% | — | +0.15% | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.53% | — | +2.55% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.53% | +0.12% | +3.04% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.53% | — | +2.19% | |
| 33 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.52% | — | -0.77% | |
| 34 | UNP | Union Pacific CORP | 株式-資本財 | 0.51% | — | +2.00% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.50% | -0.40% | -7.05% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.48% | — | -0.09% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.48% | — | +3.18% | |
| 38 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.47% | — | +30.45% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | — | +1.12% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.46% | — | -0.64% | |
| 41 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.46% | — | -1.31% | |
| 42 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.44% | — | +12.07% | |
| 43 | VTV | Vanguard Value ETF | ETF-その他 | 0.44% | — | +9.65% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.43% | +0.06% | +23.73% | |
| 45 | CRM | Salesforce INC | 株式-IT | 0.42% | — | +2.01% | |
| 46 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.41% | — | +2.55% | |
| 47 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.41% | — | +128.58% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.40% | — | +6.98% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.40% | — | -0.67% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.39% | — | +1.01% |