CIK: 0001766510
申告総資産額
$7.1億
上位130銘柄を表示中（全330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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.09% | — | +17.96% | |
| 2 | WM | Waste Management INC | 株式-資本財 | 0.09% | — | +5.14% | |
| 3 | GD | General Dynamics CORP | 株式-資本財 | 0.09% | — | +0.33% | |
| 4 | KKR | Kkr & Co INC | 株式-金融 | 0.09% | — | +0.31% | |
| 5 | PAYX | Paychex INC | 株式-IT | 0.09% | — | -10.19% | |
| 6 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.09% | — | +1.15% | |
| 7 | CAT | Caterpillar INC | 株式-資本財 | 0.08% | — | +1.56% | |
| 8 | ENB | Enbridge INC | 株式-エネルギー | 0.08% | — | +28.04% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.08% | — | +10.75% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.08% | — | -0.28% | |
| 11 | POOL | Pool CORP | 株式-資本財 | 0.08% | — | — | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.08% | — | +13.49% | |
| 13 | WRB | Wr Berkley CORP | 株式-金融 | 0.08% | — | +50.87% | |
| 14 | JKHY | Jack Henry & Associates INC | 株式-IT | 0.08% | — | +0.13% | |
| 15 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.08% | — | +0.54% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.08% | — | +11.63% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.07% | — | +1.39% | |
| 18 | ASML | ASML Holding N.V. | 株式-IT | 0.07% | — | -5.61% | |
| 19 | SMCIUSD | Super Micro Computer INC | 株式-その他 | 0.07% | — | -35.68% | |
| 20 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 0.07% | — | +0.10% | |
| 21 | DFSEUR | Discover Financial Services | 株式-その他 | 0.07% | — | +14.36% | |
| 22 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.07% | — | +0.10% | |
| 23 | JBBB | Janus Henderson B-bbb Clo Et | ETF-その他 | 0.07% | — | -1.39% | |
| 24 | AZEK | Azek Co Inc/the | 株式-その他 | 0.07% | — | — | |
| 25 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.07% | — | +6.72% | |
| 26 | BTT | Blackrock 2030 Muni Trgt Trm | 株式-その他 | 0.07% | — | -0.51% | |
| 27 | USB | US Bancorp | 株式-金融 | 0.07% | — | +15.39% | |
| 28 | C | Citigroup INC | 株式-金融 | 0.07% | — | +0.32% | |
| 29 | IP | International Paper Co | 株式-一般消費財 | 0.07% | — | +0.09% | |
| 30 | PLD | Prologis INC | 株式-不動産 | 0.07% | — | +10.39% | |
| 31 | MPWR | Monolithic Power Systems INC | 株式-IT | 0.06% | — | +3.18% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.06% | — | +0.11% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.06% | — | +14.52% | |
| 34 | ADBE | Adobe INC | 株式-IT | 0.06% | — | +1.10% | |
| 35 | WTRG | Essential Utilities INC | 株式-公益事業 | 0.06% | — | +0.01% | |
| 36 | UYG | Proshares Ultra Financials | ETF-その他 | 0.06% | — | — | |
| 37 | DHR | Danaher CORP | 株式-ヘルスケア | 0.06% | — | -0.20% | |
| 38 | BAR | Graniteshares Gold Trust | ETF-コモディティ | 0.06% | — | -1.74% | |
| 39 | MCHP | Microchip Technology INC | 株式-IT | 0.06% | — | +6.62% | |
| 40 | ET | Energy Transfer LP | 株式-エネルギー | 0.06% | — | — | |
| 41 | IRM | Iron Mountain INC | 株式-不動産 | 0.06% | — | +1.00% | |
| 42 | BCDF | Horizon Kin Blockchain Dev | ETF-その他 | 0.05% | — | — | |
| 43 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.05% | — | +4.16% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.05% | — | — | |
| 45 | ERIE | Erie Indemnity Company-cl A | 株式-金融 | 0.05% | — | +0.29% | |
| 46 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.05% | — | -91.73% | |
| 47 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-その他 | 0.05% | — | +2.01% | |
| 48 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.05% | — | -2.73% | |
| 49 | PYPL | Paypal Holdings INC | 株式-金融 | 0.05% | — | +10.15% | |
| 50 | XSD | Ss Spdr S&p Semiconductor | ETF-その他 | 0.05% | — | -3.86% |