CIK: 0001593842
申告総資産額
$3.7億
上位200銘柄を表示中（全545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 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.96% | — | +139.89% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.82% | — | +4157.83% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.81% | — | +2111.41% | |
| 4 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 3.69% | — | -22.01% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.94% | — | -15.88% | |
| 6 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 2.06% | — | +1759.47% | |
| 7 | SMMD | Ishares Russell 2500 ETF | ETF-その他 | 1.78% | — | -27.34% | |
| 8 | PANW | Palo Alto Networks INC | 株式-IT | 1.78% | — | -34.78% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.67% | — | +657.73% | |
| 10 | ILCB | Ishares Morningstar U.s. Equ | ETF-その他 | 1.67% | — | +1748.08% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.52% | — | -18.12% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.52% | — | -29.07% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.45% | — | +22.12% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.41% | — | -16.49% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.39% | — | -0.31% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.32% | — | -34.07% | |
| 17 | ILCG | Ishares Morningstar Growth E | ETF-その他 | 1.24% | — | +1768.92% | |
| 18 | WPC | Wp Carey INC | 株式-不動産 | 1.18% | — | -12.44% | |
| 19 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.18% | — | +14.31% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.15% | — | -32.38% | |
| 21 | PM | Philip Morris International | 株式-生活必需品 | 1.14% | — | +4.63% | |
| 22 | NOW | Servicenow INC | 株式-IT | 1.10% | — | -30.64% | |
| 23 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.08% | — | -19.92% | |
| 24 | IMCV | Ishares Morningstar Mid-cap | ETF-その他 | 1.08% | — | +2030.29% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 1.07% | — | -22.67% | |
| 26 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.05% | — | -27.63% | |
| 27 | GS | Goldman Sachs Group INC | 株式-金融 | 1.02% | — | -32.22% | |
| 28 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.02% | — | -22.90% | |
| 29 | AFL | Aflac INC | 株式-金融 | 1.01% | — | -26.11% | |
| 30 | UNP | Union Pacific CORP | 株式-資本財 | 1.00% | — | -23.01% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.00% | — | -22.72% | |
| 32 | EMR | Emerson Electric Co | 株式-資本財 | 1.00% | — | -17.00% | |
| 33 | AIZ | Assurant INC | 株式-金融 | 0.99% | — | -24.43% | |
| 34 | GD | General Dynamics CORP | 株式-資本財 | 0.98% | — | -30.77% | |
| 35 | ED | Consolidated Edison INC | 株式-公益事業 | 0.97% | — | -25.63% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.97% | — | -19.05% | |
| 37 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.97% | — | -18.73% | |
| 38 | WM | Waste Management INC | 株式-資本財 | 0.97% | — | -22.25% | |
| 39 | GIS | General Mills INC | 株式-生活必需品 | 0.96% | — | -21.14% | |
| 40 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.93% | — | -41.24% | |
| 41 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.93% | — | -20.37% | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.92% | — | -24.76% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.92% | — | -15.84% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.91% | — | -22.26% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.88% | — | -25.88% | |
| 46 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.88% | — | -20.09% | |
| 47 | KEL | Kellanova | 株式-その他 | 0.87% | — | -20.17% | |
| 48 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.87% | — | -31.90% | |
| 49 | PII | Polaris INC | 株式-一般消費財 | 0.82% | — | -9.78% | |
| 50 | MDT | Medtronic plc | 株式-ヘルスケア | 0.81% | — | -12.61% |