CIK: 0001682266
申告総資産額
$16.5億
上位200銘柄を表示中（全216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 | 24.61% | +16.79% | NEW | |
| 2 | AAPL | Apple INC | 株式-IT | 4.15% | +3.92% | NEW | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.94% | +3.43% | NEW | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.77% | — | +9.60% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.02% | +1.92% | NEW | |
| 6 | AVGO | Broadcom INC | 株式-IT | 1.97% | +1.73% | NEW | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.87% | +1.35% | NEW | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.70% | +1.91% | NEW | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.69% | +1.85% | NEW | |
| 10 | QDF | Flexshares Quality Dividend | ETF-その他 | 1.64% | — | +128.67% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.56% | +1.41% | NEW | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.35% | +1.64% | NEW | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.31% | +1.64% | NEW | |
| 14 | CEG | Constellation Energy | 株式-公益事業 | 1.17% | +0.90% | NEW | |
| 15 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.14% | +1.15% | NEW | |
| 16 | ACN | Accenture plc | 株式-IT | 1.14% | +0.97% | NEW | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 1.05% | +1.18% | NEW | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.03% | +1.08% | NEW | |
| 19 | GS | Goldman Sachs Group INC | 株式-金融 | 1.02% | +1.26% | NEW | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.00% | +1.41% | NEW | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.98% | +1.08% | NEW | |
| 22 | CRM | Salesforce INC | 株式-IT | 0.91% | +0.90% | NEW | |
| 23 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.91% | +0.91% | NEW | |
| 24 | WFC | Wells Fargo & Co | 株式-金融 | 0.86% | — | +117.15% | |
| 25 | HON | Honeywell International INC | 株式-資本財 | 0.81% | +0.68% | NEW | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.81% | +0.93% | NEW | |
| 27 | ADBE | Adobe INC | 株式-IT | 0.81% | — | +1.80% | |
| 28 | PWR | Quanta Services INC | 株式-資本財 | 0.79% | +0.66% | NEW | |
| 29 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.78% | — | — | |
| 30 | CMI | Cummins INC | 株式-資本財 | 0.77% | +0.80% | NEW | |
| 31 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 0.76% | +0.92% | NEW | |
| 32 | WELL | Welltower INC | 株式-不動産 | 0.76% | +0.97% | NEW | |
| 33 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.74% | +0.73% | NEW | |
| 34 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.72% | +0.75% | NEW | |
| 35 | AER | AerCap Holdings N.V. | 株式-資本財 | 0.71% | +0.91% | NEW | |
| 36 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.70% | — | +2.70% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.70% | — | +5.83% | |
| 38 | CRH | CRH plc | 株式-素材 | 0.70% | +0.70% | NEW | |
| 39 | CB | Chubb Limited | 株式-金融 | 0.69% | +0.75% | NEW | |
| 40 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.69% | +0.98% | NEW | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.68% | +0.93% | NEW | |
| 42 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.68% | — | +7.48% | |
| 43 | KO | The Coca-Cola Company | 株式-生活必需品 | 0.67% | +0.77% | NEW | |
| 44 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.65% | — | +124.52% | |
| 45 | TMUS | T-mobile US INC | 株式-通信サービス | 0.63% | +0.84% | NEW | |
| 46 | AIG | American International Group | 株式-金融 | 0.63% | — | +2.35% | |
| 47 | OKE | Oneok INC | 株式-エネルギー | 0.62% | +0.77% | NEW | |
| 48 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.60% | +0.71% | NEW | |
| 49 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.60% | — | +1.06% | |
| 50 | HYLB | Xtrackers Usd High Yield Cor | ETF-ハイイールド債 | 0.59% | — | — |