CIK: 0001697729
申告総資産額
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上位200銘柄を表示中(全449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 | AMZN | Amazon.com INC | 株式-一般消費財 | 26.32% | -1.02% | EXIT | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.02% | -5.81% | EXIT | |
| 3 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 3.43% | — | +1.42% | |
| 4 | IXN | Ishares Global Tech ETF | ETF-テック型 | 3.26% | — | +2.40% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.20% | -0.87% | EXIT | |
| 6 | MA | Mastercard INC - A | 株式-金融 | 3.12% | -1.08% | EXIT | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.51% | — | +9.94% | |
| 8 | BKNG | Booking Holdings INC | 株式-一般消費財 | 2.38% | — | +4.66% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.69% | -6.12% | EXIT | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.65% | -1.71% | EXIT | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.46% | -0.88% | EXIT | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.44% | — | +4.38% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.43% | -4.90% | EXIT | |
| 14 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.41% | -0.40% | EXIT | |
| 15 | IYG | Ishares U.s. Financial Servi | ETF-その他 | 1.37% | — | +0.71% | |
| 16 | SHOP | Shopify INC - Class A | 株式-IT | 1.26% | — | +2.99% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.23% | -1.72% | EXIT | |
| 18 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 1.00% | -4.68% | EXIT | |
| 19 | ADBE | Adobe INC | 株式-IT | 0.98% | — | +0.98% | |
| 20 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.98% | — | -1.20% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.94% | — | +0.85% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.92% | — | +1.90% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.90% | — | +3.37% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.89% | — | -5.90% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.81% | -0.99% | EXIT | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.80% | — | +20.09% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.78% | — | +11.97% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.77% | -0.64% | EXIT | |
| 29 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.77% | — | +0.53% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.75% | -0.58% | EXIT | |
| 31 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.65% | — | +3.49% | |
| 32 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.64% | — | -0.98% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.63% | — | +2.98% | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.58% | — | +2.15% | |
| 35 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.57% | -0.44% | EXIT | |
| 36 | EQIX | Equinix INC | 株式-不動産 | 0.51% | — | +58.33% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.48% | — | -1.08% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.46% | — | +2.23% | |
| 39 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.43% | — | +1.47% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.43% | -0.73% | EXIT | |
| 41 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.39% | — | +2.21% | |
| 42 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.37% | — | +3.04% | |
| 43 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.35% | — | +1.90% | |
| 44 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.35% | — | -0.83% | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.34% | — | +1.27% | |
| 46 | EMR | Emerson Electric Co | 株式-資本財 | 0.32% | — | +15.66% | |
| 47 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.32% | -0.51% | EXIT | |
| 48 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.30% | — | +2.64% | |
| 49 | RTX | Rtx CORP | 株式-資本財 | 0.30% | -0.73% | EXIT | |
| 50 | AMD | Advanced Micro Devices | 株式-IT | 0.29% | — | +24.74% |