CIK: 0001626116
申告総資産額
$15.2億
上位200銘柄を表示中（全937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 | 6.85% | -0.27% | -12.32% | |
| 2 | ✓ | AppLovin Corporation | 株式-その他 | 6.42% | — | +0.00% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.18% | — | -34.98% | |
| 4 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.95% | — | -33.52% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.28% | -0.28% | -45.01% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.12% | -0.75% | -22.88% | |
| 7 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 2.93% | -0.01% | -36.38% | |
| 8 | ✓ | iShares Ultra Short Duration Bond Active ETF | ETF-その他 | 2.76% | — | -52.12% | |
| 9 | ✓ | JPMorgan Ultra-Short Income ETF | ETF-その他 | 2.69% | — | -53.08% | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.52% | -0.20% | -54.91% | |
| 11 | ✓ | Ishares Tr Msci USA Qlt Fct | 株式-その他 | 1.27% | — | -43.28% | |
| 12 | ✓ | Spdr Portfolio S&p 500 Value E | 株式-その他 | 1.21% | -0.10% | -56.62% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.07% | +0.07% | -19.52% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.95% | — | -54.88% | |
| 15 | ✓ | J P Morgan Chase And Co | 株式-その他 | 0.94% | -0.08% | -23.97% | |
| 16 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.94% | — | -13.59% | |
| 17 | ✓ | 10x Genomics, Inc. | 株式-その他 | 0.86% | — | -0.17% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 0.85% | -0.16% | -24.64% | |
| 19 | ✓ | Accenture plc | 株式-その他 | 0.84% | -0.18% | -20.29% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.84% | — | -38.76% | |
| 21 | ✓ | AbbVie Inc. | 株式-その他 | 0.82% | -0.08% | -20.05% | |
| 22 | ✓ | Ishares 0-3 Month Treasury Bon | 株式-その他 | 0.81% | — | -51.28% | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.75% | -0.11% | -19.48% | |
| 24 | ✓ | Broadcom Inc. | 株式-その他 | 0.69% | -0.73% | -26.80% | |
| 25 | ✓ | Alphabet Inc. | 株式-その他 | 0.69% | +0.06% | -28.45% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.66% | — | -55.65% | |
| 27 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.66% | — | -12.20% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.65% | — | -16.85% | |
| 29 | ✓ | Ishares Edge Msci USA Value Fa | 株式-その他 | 0.65% | — | -15.01% | |
| 30 | ✓ | NextEra Energy, Inc. | 株式-その他 | 0.61% | — | -26.04% | |
| 31 | ✓ | Visa Inc. | 株式-その他 | 0.60% | -0.09% | -26.72% | |
| 32 | UNP | Union Pacific CORP | 株式-資本財 | 0.56% | — | -21.85% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.55% | — | -21.86% | |
| 34 | ✓ | Alphabet Inc. | 株式-その他 | 0.53% | -0.08% | -13.38% | |
| 35 | ✓ | Cisco Systems, Inc. | 株式-その他 | 0.52% | — | -18.70% | |
| 36 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.51% | — | -21.94% | |
| 37 | ✓ | Comcast Corporation | 株式-その他 | 0.48% | — | -19.97% | |
| 38 | ✓ | Costco Wholesale Corporation | 株式-その他 | 0.47% | -0.04% | -6.98% | |
| 39 | ✓ | Information Services Group | 株式-その他 | 0.47% | — | — | |
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.47% | -0.20% | -16.18% | |
| 41 | HON | Honeywell International INC | 株式-資本財 | 0.45% | — | -25.66% | |
| 42 | ✓ | Flexshares Trust Morningstar G | 株式-その他 | 0.45% | — | -10.85% | |
| 43 | ✓ | Ishares Tr Msci Intl Qualty | 株式-その他 | 0.44% | — | -17.97% | |
| 44 | APD | Air Products & Chemicals INC | 株式-素材 | 0.43% | — | -20.82% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.43% | — | +49.01% | |
| 46 | ✓ | VSE Corporation | 株式-その他 | 0.43% | — | -26.09% | |
| 47 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.41% | -0.18% | -26.67% | |
| 48 | LHX | L3harris Technologies INC | 株式-資本財 | 0.41% | — | -23.62% | |
| 49 | ✓ | Wise PLC | 株式-その他 | 0.41% | — | -0.31% | |
| 50 | ✓ | Broadridge Financial Solutions, Inc. | 株式-その他 | 0.41% | -0.14% | -30.04% |