CIK: 0001682266
申告総資産額
$16.5億
上位200銘柄を表示中（全213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 | POWL | Powell Industries INC | 株式-資本財 | 18.02% | +16.79% | NEW | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.45% | +3.43% | NEW | |
| 3 | AAPL | Apple INC | 株式-IT | 3.92% | +3.92% | NEW | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.72% | — | +14.41% | |
| 5 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 2.64% | +0.71% | NEW | |
| 6 | AVGO | Broadcom INC | 株式-IT | 2.24% | +1.73% | NEW | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.13% | +1.41% | NEW | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.11% | +1.35% | NEW | |
| 9 | LRCXEUR | Lam Research CORP | 株式-IT | 1.97% | — | +2.37% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.96% | +1.85% | NEW | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.78% | +1.91% | NEW | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.70% | +0.86% | NEW | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.66% | +1.92% | NEW | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.45% | — | -7.19% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.45% | +1.64% | NEW | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.43% | +1.64% | NEW | |
| 17 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 1.18% | — | -9.57% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.14% | +1.08% | NEW | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.11% | +1.15% | NEW | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.05% | +1.08% | NEW | |
| 21 | GS | Goldman Sachs Group INC | 株式-金融 | 1.04% | +1.26% | NEW | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.03% | +1.41% | NEW | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 0.97% | +1.18% | NEW | |
| 24 | ADBE | Adobe INC | 株式-IT | 0.97% | — | +0.80% | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.97% | — | -22.66% | |
| 26 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.94% | +0.91% | NEW | |
| 27 | CEG | Constellation Energy | 株式-公益事業 | 0.93% | +0.90% | NEW | |
| 28 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.93% | — | +2.51% | |
| 29 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.90% | +0.98% | NEW | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.88% | +0.93% | NEW | |
| 31 | HON | Honeywell International INC | 株式-資本財 | 0.87% | +0.68% | NEW | |
| 32 | KLAC | Kla CORP | 株式-IT | 0.83% | — | +4.05% | |
| 33 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.83% | +0.73% | NEW | |
| 34 | ACN | Accenture plc | 株式-IT | 0.82% | +0.97% | NEW | |
| 35 | LPLA | Lpl Financial Holdings INC | 株式-金融 | 0.76% | — | +13.64% | |
| 36 | QDF | Flexshares Quality Dividend | ETF-その他 | 0.75% | — | -6.81% | |
| 37 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.73% | — | -56.24% | |
| 38 | CMI | Cummins INC | 株式-資本財 | 0.73% | +0.80% | NEW | |
| 39 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.71% | — | +2.93% | |
| 40 | AIG | American International Group | 株式-金融 | 0.71% | — | +6.74% | |
| 41 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.70% | +0.75% | NEW | |
| 42 | CB | Chubb Limited | 株式-金融 | 0.68% | +0.75% | NEW | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.64% | — | +1.44% | |
| 44 | KO | The Coca-Cola Company | 株式-生活必需品 | 0.64% | +0.77% | NEW | |
| 45 | WELL | Welltower INC | 株式-不動産 | 0.63% | +0.97% | NEW | |
| 46 | CRH | CRH plc | 株式-素材 | 0.63% | +0.70% | NEW | |
| 47 | OKE | Oneok INC | 株式-エネルギー | 0.62% | +0.77% | NEW | |
| 48 | BR | Broadridge Financial Solutio | 株式-IT | 0.59% | — | +1.63% | |
| 49 | LIN | Linde plc | 株式-素材 | 0.58% | — | -0.36% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.56% | +0.95% | NEW |