CIK: 0001723397
申告総資産額
$196.1億
上位200銘柄を表示中（全4017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 | 4.22% | -0.14% | -1.14% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.62% | -0.37% | +0.62% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 2.33% | +0.35% | +1.39% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.02% | — | +1.92% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.99% | — | +9.53% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.92% | -0.32% | -7.91% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.45% | — | +4.69% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.34% | — | -3.91% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.21% | -0.40% | +43.97% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.19% | -0.22% | +2.46% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.16% | — | -0.15% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.00% | -0.28% | +6.60% | |
| 13 | AVGO | Broadcom INC | 株式-IT | 0.91% | +0.09% | +1.57% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.85% | — | +3.20% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.85% | — | -2.77% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 0.84% | — | -0.37% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 0.80% | — | +23.26% | |
| 18 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.77% | — | +3.01% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.74% | — | +6.55% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 0.74% | +0.12% | -6.78% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 0.72% | — | +3.82% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.70% | +0.14% | +0.24% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.70% | — | +2.80% | |
| 24 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.65% | — | +5.50% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.60% | — | +5.97% | |
| 26 | VTV | Vanguard Value ETF | ETF-その他 | 0.58% | — | +2.38% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.55% | — | -1.89% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.55% | — | +3.58% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.54% | — | -3.39% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.54% | +0.16% | -1.54% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.54% | — | +2.72% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.53% | +0.05% | +26.92% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.53% | +0.16% | +9.45% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.51% | — | -2.62% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.51% | — | +5.17% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.50% | — | +0.71% | |
| 37 | FLQL | Franklin U.s. Large Cap Mult | ETF-大型株・グロース | 0.48% | — | +7.92% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.45% | — | -4.13% | |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.45% | — | -7.78% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.44% | — | +1.29% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.44% | — | +11.35% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.43% | — | +6.04% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.43% | — | +3.42% | |
| 44 | DRI | Darden Restaurants INC | 株式-一般消費財 | 0.40% | — | +2.63% | |
| 45 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.39% | +0.09% | +0.35% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.39% | — | +1.55% | |
| 47 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.38% | +0.16% | -2.64% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.37% | +0.14% | +0.47% | |
| 49 | CB | Chubb Limited | 株式-金融 | 0.36% | — | +5.75% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.36% | — | +4.86% |