CIK: 0001626116
申告総資産額
$15.2億
上位200銘柄を表示中(全758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 | ✓ | AppLovin Corporation | 株式-その他 | 33.29% | — | — | |
| 2 | AAPL | Apple INC | 株式-IT | 7.51% | -0.27% | +54880.10% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.61% | -0.75% | — | |
| 4 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 2.02% | -0.47% | +243.07% | |
| 5 | ✓ | Broadcom Inc. | 株式-その他 | 1.89% | -0.73% | — | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.85% | -0.06% | +398.86% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.54% | — | +18926.67% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.44% | +0.07% | — | |
| 9 | ✓ | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.12% | +0.21% | +346.85% | |
| 10 | IWX | Ishares Russell Top 200 Valu | ETF-その他 | 1.06% | +0.06% | +201.97% | |
| 11 | ✓ | J P Morgan Chase And Co | 株式-その他 | 0.98% | -0.08% | — | |
| 12 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 0.92% | -0.01% | — | |
| 13 | ✓ | NVIDIA Corporation | 株式-その他 | 0.91% | +0.12% | — | |
| 14 | ✓ | Alphabet Inc. | 株式-その他 | 0.91% | -0.08% | — | |
| 15 | ✓ | AbbVie Inc. | 株式-その他 | 0.86% | -0.08% | — | |
| 16 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.72% | — | +391.19% | |
| 17 | ✓ | Alphabet Inc. | 株式-その他 | 0.70% | +0.06% | — | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 0.68% | -0.16% | — | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.64% | — | — | |
| 20 | ✓ | Meta Platforms, Inc. | 株式-その他 | 0.60% | -0.09% | — | |
| 21 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.58% | -0.11% | — | |
| 22 | ✓ | Visa Inc. | 株式-その他 | 0.54% | -0.09% | — | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.54% | -0.28% | — | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | — | — | |
| 25 | ✓ | Accenture plc | 株式-その他 | 0.52% | -0.18% | — | |
| 26 | ✓ | Blackstone Inc. | 株式-その他 | 0.48% | — | +4449.25% | |
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.47% | — | +514.79% | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 0.47% | -0.20% | — | |
| 29 | ✓ | Costco Wholesale Corporation | 株式-その他 | 0.46% | -0.04% | — | |
| 30 | ✓ | Cisco Systems, Inc. | 株式-その他 | 0.45% | — | — | |
| 31 | ✓ | Tesla, Inc. | 株式-その他 | 0.45% | — | — | |
| 32 | ✓ | Ishares Tr Msci USA Qlt Fct | 株式-その他 | 0.41% | — | +5426.60% | |
| 33 | ✓ | iShares MSCI Emerging Markets ETF | ETF-新興国市場 | 0.40% | — | +312.48% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.37% | — | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | -0.02% | — | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.37% | — | — | |
| 37 | ✓ | NextEra Energy, Inc. | 株式-その他 | 0.37% | — | — | |
| 38 | ✓ | Ishares 0-3 Month Treasury Bon | 株式-その他 | 0.37% | — | — | |
| 39 | UNP | Union Pacific CORP | 株式-資本財 | 0.36% | — | — | |
| 40 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.35% | — | +339.91% | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.35% | — | — | |
| 42 | ✓ | Oracle Corporation | 株式-その他 | 0.34% | -0.16% | — | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.33% | — | — | |
| 44 | ✓ | Broadridge Financial Solutions, Inc. | 株式-その他 | 0.33% | -0.14% | — | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.32% | +0.20% | — | |
| 46 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.31% | — | — | |
| 47 | HON | Honeywell International INC | 株式-資本財 | 0.31% | — | — | |
| 48 | ✓ | Exxon Mobil Corporation | 株式-その他 | 0.31% | +0.25% | — | |
| 49 | ✓ | Eaton Corporation plc | 株式-その他 | 0.31% | — | — | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.30% | — | — |