CIK: 0001723397
申告総資産額
$196.1億
上位200銘柄を表示中（全3609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 | 4.48% | -0.14% | +1.39% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.31% | -0.37% | +3.25% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 2.92% | +0.35% | +911.62% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.18% | — | +2.89% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.98% | — | +2.73% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.90% | -0.32% | +9.14% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.84% | — | +2.14% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.34% | — | +1.42% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.19% | — | -1.79% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.12% | -0.22% | -1.98% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.92% | -0.28% | +5.27% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.91% | — | +3.53% | |
| 13 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.86% | — | +13.93% | |
| 14 | AVGO | Broadcom INC | 株式-IT | 0.84% | +0.09% | +3.16% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 0.81% | — | +4.51% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.81% | — | +0.41% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.80% | +0.14% | +20.39% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 0.76% | — | -1.28% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.76% | -0.40% | +4.75% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.76% | +0.16% | +4.80% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.67% | — | +5.04% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 0.66% | +0.12% | +1.53% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.66% | — | +2.79% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.64% | — | +5.51% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.64% | — | +2.37% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.59% | — | -0.50% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.58% | — | +4.97% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.58% | — | -1.76% | |
| 29 | VTV | Vanguard Value ETF | ETF-その他 | 0.56% | — | +5.04% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.56% | — | -12.36% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.56% | — | +27.19% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.54% | — | +9.54% | |
| 33 | FLQL | Franklin U.s. Large Cap Mult | ETF-大型株・グロース | 0.52% | — | -0.51% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | +0.14% | -1.31% | |
| 35 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.52% | — | +0.81% | |
| 36 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.52% | — | +11.06% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | +0.16% | +8.86% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.48% | — | -0.28% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.47% | — | -2.13% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.46% | — | +1.72% | |
| 41 | ETN | Eaton Corporation plc | 株式-資本財 | 0.46% | +0.10% | +1.17% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.45% | +0.05% | +1.79% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.43% | — | +2.52% | |
| 44 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.42% | — | +17.98% | |
| 45 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.41% | — | -0.82% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.40% | — | +2.92% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.40% | — | -1.46% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.39% | — | +0.79% | |
| 49 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.39% | — | -1.04% | |
| 50 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.39% | — | -20.45% |