CIK: 0001766510
申告総資産額
$7.1億
上位200銘柄を表示中（全240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 | 5.04% | — | -1.89% | |
| 2 | PYPL | Paypal Holdings INC | 株式-金融 | 4.67% | — | -1.08% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.64% | — | +0.44% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.58% | — | -0.20% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.15% | — | -0.52% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.95% | — | +0.37% | |
| 7 | CVS | Cvs Health CORP | 株式-ヘルスケア | 2.10% | — | +0.07% | |
| 8 | ABMDEUR | Abiomed INC | 株式-その他 | 1.65% | — | — | |
| 9 | HON | Honeywell International INC | 株式-資本財 | 1.63% | — | +0.91% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.51% | — | +1.78% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.49% | — | +3.11% | |
| 12 | INFL | Horizon Kinetics Infl Benef | ETF-その他 | 1.48% | — | — | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.42% | — | -0.32% | |
| 14 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.29% | — | +2.59% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.26% | — | -1.13% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.23% | — | +0.90% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.21% | — | -2.28% | |
| 18 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.19% | — | +11.62% | |
| 19 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.18% | — | +3.56% | |
| 20 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 1.13% | — | +1.87% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 1.04% | — | +26.22% | |
| 22 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.99% | — | +2.13% | |
| 23 | XLF | Ss Financial Select Sector | ETF-その他 | 0.98% | — | +3.24% | |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.92% | — | -8.02% | |
| 25 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.92% | — | +3.44% | |
| 26 | MU | Micron Technology INC | 株式-IT | 0.90% | — | +417.10% | |
| 27 | COF | Capital One Financial CORP | 株式-金融 | 0.90% | — | -0.63% | |
| 28 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.90% | — | +3.93% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.88% | — | +3.43% | |
| 30 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.85% | — | +3.86% | |
| 31 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.80% | — | -0.76% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.80% | — | -0.47% | |
| 33 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.79% | — | — | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.78% | — | +0.18% | |
| 35 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 0.78% | — | — | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.77% | — | -5.30% | |
| 37 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.77% | — | +1.86% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.75% | — | -2.17% | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.74% | — | +10.21% | |
| 40 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.73% | — | +3.10% | |
| 41 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.71% | — | +6.18% | |
| 42 | UNP | Union Pacific CORP | 株式-資本財 | 0.70% | — | +1.96% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.69% | — | +2.12% | |
| 44 | QCOM | Qualcomm INC | 株式-IT | 0.67% | — | -4.06% | |
| 45 | MDT | Medtronic plc | 株式-ヘルスケア | 0.62% | — | -0.01% | |
| 46 | AXP | American Express Co | 株式-金融 | 0.61% | — | +1.22% | |
| 47 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 0.61% | — | +3.88% | |
| 48 | IYY | Ishares Dow Jones U.s. ETF | ETF-その他 | 0.57% | — | -0.82% | |
| 49 | TRTN-PA | Triton International Limited | 株式-その他 | 0.57% | — | +2.99% | |
| 50 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.52% | — | -4.19% |