CIK: 0001766510
申告総資産額
$7.1億
上位109銘柄を表示中（全309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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.08% | — | +0.05% | |
| 2 | WRB | Wr Berkley CORP | 株式-金融 | 0.08% | — | +0.78% | |
| 3 | KKR | Kkr & Co INC | 株式-金融 | 0.08% | — | -0.73% | |
| 4 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.08% | — | -9.22% | |
| 5 | CAT | Caterpillar INC | 株式-資本財 | 0.08% | — | -0.07% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.08% | — | +3.02% | |
| 7 | JBBB | Janus Henderson B-bbb Clo Et | ETF-その他 | 0.08% | — | — | |
| 8 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 0.08% | — | — | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.07% | — | +7.95% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.07% | — | -5.12% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.07% | — | — | |
| 12 | POOL | Pool CORP | 株式-資本財 | 0.07% | — | +0.93% | |
| 13 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 0.07% | — | -66.27% | |
| 14 | C | Citigroup INC | 株式-金融 | 0.07% | — | +1.58% | |
| 15 | ADBE | Adobe INC | 株式-IT | 0.07% | — | +2.90% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.07% | — | +1.05% | |
| 17 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.07% | — | +6.16% | |
| 18 | BTT | Blackrock 2030 Muni Trgt Trm | 株式-その他 | 0.07% | — | -17.05% | |
| 19 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.07% | — | +0.07% | |
| 20 | ITA | Ishares U.s. Aerospace & Def | ETF-その他 | 0.07% | — | -0.39% | |
| 21 | AZEK | Azek Co Inc/the | 株式-その他 | 0.07% | — | — | |
| 22 | MCHP | Microchip Technology INC | 株式-IT | 0.07% | — | +5.05% | |
| 23 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.07% | — | +3.27% | |
| 24 | WTRG | Essential Utilities INC | 株式-公益事業 | 0.06% | — | +0.01% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.06% | — | +5.26% | |
| 26 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.06% | — | — | |
| 27 | IP | International Paper Co | 株式-一般消費財 | 0.06% | — | -0.70% | |
| 28 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.06% | — | -2.33% | |
| 29 | ENB | Enbridge INC | 株式-エネルギー | 0.06% | — | +70.24% | |
| 30 | DFSEUR | Discover Financial Services | 株式-その他 | 0.06% | — | +5.62% | |
| 31 | MPWR | Monolithic Power Systems INC | 株式-IT | 0.06% | — | -14.67% | |
| 32 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.06% | — | +0.54% | |
| 33 | XSD | Ss Spdr S&p Semiconductor | ETF-その他 | 0.06% | — | — | |
| 34 | DHR | Danaher CORP | 株式-ヘルスケア | 0.06% | — | +0.20% | |
| 35 | PLD | Prologis INC | 株式-不動産 | 0.06% | — | +33.73% | |
| 36 | BAR | Graniteshares Gold Trust | ETF-コモディティ | 0.06% | — | +1.59% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.06% | — | +9.23% | |
| 38 | UYG | Proshares Ultra Financials | ETF-その他 | 0.05% | — | — | |
| 39 | APO | Apollo Global Management INC | 株式-金融 | 0.05% | — | -0.94% | |
| 40 | USB | US Bancorp | 株式-金融 | 0.05% | — | +14.47% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.05% | — | +10.42% | |
| 42 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.05% | — | — | |
| 43 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-その他 | 0.05% | — | +0.14% | |
| 44 | BCDF | Horizon Kin Blockchain Dev | ETF-その他 | 0.05% | — | -1.45% | |
| 45 | MO | Altria Group INC | 株式-生活必需品 | 0.05% | — | +3.06% | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.05% | — | +3.56% | |
| 47 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.05% | — | -6.10% | |
| 48 | RHI | Robert Half INC | 株式-資本財 | 0.05% | — | — | |
| 49 | IXJ | Ishares Global Healthcare Et | ETF-その他 | 0.05% | — | +2.71% | |
| 50 | LDOS | Leidos Holdings INC | 株式-IT | 0.05% | — | — |