CIK: 0001766510
申告総資産額
$7.1億
上位200銘柄を表示中（全215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 | 6.07% | — | +247.78% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.50% | — | -8.51% | |
| 3 | PYPL | Paypal Holdings INC | 株式-金融 | 4.62% | — | -9.78% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.49% | — | -6.14% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.10% | — | -5.35% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.88% | — | -10.65% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.36% | — | +99.16% | |
| 8 | ABMDEUR | Abiomed INC | 株式-その他 | 1.86% | — | — | |
| 9 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 1.84% | — | +209.34% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.63% | — | +1.96% | |
| 11 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.58% | — | +1.86% | |
| 12 | HON | Honeywell International INC | 株式-資本財 | 1.51% | — | +221.65% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.31% | — | +1.93% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.24% | — | +6.06% | |
| 15 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.24% | — | +65.16% | |
| 16 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 1.22% | — | +17.16% | |
| 17 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.15% | — | +3.99% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.12% | — | +0.07% | |
| 19 | PFE | Pfizer INC | 株式-ヘルスケア | 1.08% | — | +79.23% | |
| 20 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.00% | — | +96.22% | |
| 21 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.00% | — | -11.62% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.97% | — | +5.84% | |
| 23 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.94% | — | -0.26% | |
| 24 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.92% | — | +37.63% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.90% | — | -1.63% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.89% | — | -1.99% | |
| 27 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.88% | — | +5.78% | |
| 28 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.86% | — | +16.37% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 0.83% | — | -6.01% | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.80% | — | -25.24% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.79% | — | +155.82% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | — | -12.62% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.76% | — | -12.08% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.75% | — | +0.36% | |
| 35 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.74% | — | +12.63% | |
| 36 | XLF | Ss Financial Select Sector | ETF-その他 | 0.74% | — | -2.51% | |
| 37 | LVS | Las Vegas Sands CORP | 株式-一般消費財 | 0.74% | — | +3.24% | |
| 38 | UNP | Union Pacific CORP | 株式-資本財 | 0.72% | — | +0.92% | |
| 39 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.71% | — | -5.70% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.67% | — | +1.37% | |
| 41 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 0.67% | — | +762.27% | |
| 42 | MDT | Medtronic plc | 株式-ヘルスケア | 0.66% | — | +3.27% | |
| 43 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.63% | — | +11.05% | |
| 44 | COF | Capital One Financial CORP | 株式-金融 | 0.61% | — | — | |
| 45 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.58% | — | -19.98% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | — | -4.65% | |
| 47 | T | At&t INC | 株式-通信サービス | 0.57% | — | -1.73% | |
| 48 | QCOM | Qualcomm INC | 株式-IT | 0.57% | — | -0.52% | |
| 49 | AXP | American Express Co | 株式-金融 | 0.55% | — | +252.41% | |
| 50 | TWST | Twist Bioscience CORP | 株式-その他 | 0.54% | — | — |