CIK: 0001766510
申告総資産額
$7.1億
上位200銘柄を表示中（全228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 | 6.21% | — | -4.32% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.13% | — | +2.00% | |
| 3 | PYPL | Paypal Holdings INC | 株式-金融 | 4.84% | — | -0.98% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.43% | — | -2.14% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.22% | — | -3.52% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.94% | — | +0.16% | |
| 7 | CVS | Cvs Health CORP | 株式-ヘルスケア | 2.14% | — | +22.72% | |
| 8 | ABMDEUR | Abiomed INC | 株式-その他 | 1.82% | — | -8.27% | |
| 9 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 1.80% | — | -18.26% | |
| 10 | HON | Honeywell International INC | 株式-資本財 | 1.54% | — | -3.27% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.53% | — | -5.12% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.50% | — | +15.43% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.38% | — | +1.85% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.27% | — | +49.46% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.22% | — | -3.80% | |
| 16 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.20% | — | +13.80% | |
| 17 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.18% | — | +19.63% | |
| 18 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 1.16% | — | +4.30% | |
| 19 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.15% | — | +16.92% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.10% | — | -3.48% | |
| 21 | PFE | Pfizer INC | 株式-ヘルスケア | 1.05% | — | +10.62% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.03% | — | -49.29% | |
| 23 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.02% | — | +2.04% | |
| 24 | DKNG1USD | Draftkings Holdings INC | 株式-その他 | 0.95% | — | +139.46% | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.91% | — | +64.78% | |
| 26 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.90% | — | +3.40% | |
| 27 | QCOM | Qualcomm INC | 株式-IT | 0.88% | — | +28.89% | |
| 28 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.87% | — | +21.14% | |
| 29 | XLF | Ss Financial Select Sector | ETF-その他 | 0.86% | — | +8.80% | |
| 30 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.85% | — | +67.79% | |
| 31 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.79% | — | +0.02% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.79% | — | +0.70% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.79% | — | +332.61% | |
| 34 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.78% | — | +4.85% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.77% | — | -0.36% | |
| 36 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.75% | — | -0.66% | |
| 37 | COF | Capital One Financial CORP | 株式-金融 | 0.74% | — | -0.17% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.73% | — | +4.87% | |
| 39 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 0.68% | — | -0.19% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.67% | — | -7.82% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.66% | — | -25.10% | |
| 42 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.65% | — | +330.93% | |
| 43 | UNP | Union Pacific CORP | 株式-資本財 | 0.64% | — | +1.00% | |
| 44 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 0.64% | — | +9.20% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.64% | — | -0.33% | |
| 46 | MDT | Medtronic plc | 株式-ヘルスケア | 0.64% | — | -1.24% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.62% | — | -5.83% | |
| 48 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.58% | — | +99.16% | |
| 49 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.56% | — | -12.18% | |
| 50 | GDRX | Goodrx Holdings Inc-class A | 株式-その他 | 0.53% | — | — |