CIK: 0001682266
申告総資産額
$16.5億
上位200銘柄を表示中（全261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 | 20.02% | +16.79% | NEW | |
| 2 | AAPL | Apple INC | 株式-IT | 4.08% | +3.92% | NEW | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.54% | +3.43% | NEW | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 3.35% | +3.67% | NEW | |
| 5 | AVGO | Broadcom INC | 株式-IT | 2.34% | +1.73% | NEW | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.17% | +1.92% | NEW | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.90% | +1.85% | NEW | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.85% | — | -21.87% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.56% | +1.41% | NEW | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.55% | +1.35% | NEW | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.49% | +1.91% | NEW | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.46% | +1.39% | NEW | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.45% | +1.64% | NEW | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.37% | +1.41% | NEW | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.18% | +1.64% | NEW | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 1.10% | +1.18% | NEW | |
| 17 | XLF | Ss Financial Select Sector | ETF-その他 | 1.08% | +1.29% | NEW | |
| 18 | GS | Goldman Sachs Group INC | 株式-金融 | 1.06% | +1.26% | NEW | |
| 19 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 1.05% | +0.71% | NEW | |
| 20 | ACN | Accenture plc | 株式-IT | 1.00% | +0.97% | NEW | |
| 21 | CRM | Salesforce INC | 株式-IT | 1.00% | +0.90% | NEW | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.97% | +1.08% | NEW | |
| 23 | LRCX | Lam Research CORP | 株式-IT | 0.96% | +1.05% | NEW | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.93% | +1.15% | NEW | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.92% | +1.08% | NEW | |
| 26 | CEG | Constellation Energy | 株式-公益事業 | 0.90% | +0.90% | NEW | |
| 27 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.88% | — | +62.95% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.85% | +0.93% | NEW | |
| 29 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.82% | +0.91% | NEW | |
| 30 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.82% | +1.08% | NEW | |
| 31 | HON | Honeywell International INC | 株式-資本財 | 0.81% | +0.68% | NEW | |
| 32 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.75% | +0.98% | NEW | |
| 33 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 0.75% | +0.92% | NEW | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.74% | +0.93% | NEW | |
| 35 | PWR | Quanta Services INC | 株式-資本財 | 0.74% | +0.66% | NEW | |
| 36 | CMI | Cummins INC | 株式-資本財 | 0.74% | +0.80% | NEW | |
| 37 | WELL | Welltower INC | 株式-不動産 | 0.72% | +0.97% | NEW | |
| 38 | OKE | Oneok INC | 株式-エネルギー | 0.70% | +0.77% | NEW | |
| 39 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.68% | +0.75% | NEW | |
| 40 | AER | AerCap Holdings N.V. | 株式-資本財 | 0.68% | +0.91% | NEW | |
| 41 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.67% | +0.86% | NEW | |
| 42 | TMUS | T-mobile US INC | 株式-通信サービス | 0.67% | +0.84% | NEW | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.65% | — | +15.19% | |
| 44 | CRH | CRH plc | 株式-素材 | 0.65% | +0.70% | NEW | |
| 45 | ADBE | Adobe INC | 株式-IT | 0.63% | — | +8.07% | |
| 46 | CB | Chubb Limited | 株式-金融 | 0.62% | +0.75% | NEW | |
| 47 | KO | The Coca-Cola Company | 株式-生活必需品 | 0.59% | +0.77% | NEW | |
| 48 | LONZ | Pimco Senior Loan Active ETF | ETF-その他 | 0.58% | — | +351.80% | |
| 49 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.56% | — | +6.52% | |
| 50 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.56% | +0.73% | NEW |