CIK: 0001811005
申告総資産額
$2.8億
上位200銘柄を表示中（全214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 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 8.56% | +0.04% | +25.12% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 3.56% | +0.96% | +33.84% | |
| 3 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 3.54% | — | +35.16% | |
| 4 | ISUNQ | Isun INC | 株式-その他 | 3.36% | — | — | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.44% | -0.58% | -16.48% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.39% | +0.01% | -2.97% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.36% | — | +57.12% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.86% | -0.09% | +1.27% | |
| 9 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.71% | — | -8.19% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.61% | -0.62% | +3.15% | |
| 11 | JBL | Jabil INC | 株式-IT | 1.51% | -0.15% | — | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.42% | — | -18.60% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.15% | -0.26% | +3.71% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.99% | — | -12.09% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.99% | — | -10.53% | |
| 16 | W | Wayfair Inc- Class A | 株式-一般消費財 | 0.94% | — | -0.11% | |
| 17 | AG | First Majestic Silver CORP | 株式-素材 | 0.93% | — | +11.64% | |
| 18 | LIN | Linde plc | 株式-素材 | 0.85% | — | -5.44% | |
| 19 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.83% | — | -2.69% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | -0.10% | -1.48% | |
| 21 | CTAS | Cintas CORP | 株式-資本財 | 0.79% | — | -17.39% | |
| 22 | TGT | Target CORP | 株式-一般消費財 | 0.78% | — | -7.12% | |
| 23 | CAT | Caterpillar INC | 株式-資本財 | 0.75% | — | -8.41% | |
| 24 | ALB | Albemarle CORP | 株式-素材 | 0.74% | — | -9.44% | |
| 25 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.70% | — | -7.62% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.70% | — | -8.38% | |
| 27 | PAAS | Pan American Silver CORP | 株式-素材 | 0.68% | — | +28.94% | |
| 28 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.66% | — | -11.17% | |
| 29 | MQ8 | Mag Silver CORP | 株式-その他 | 0.66% | — | +33.63% | |
| 30 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.66% | — | +14.72% | |
| 31 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.65% | — | -5.27% | |
| 32 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.65% | — | -4.64% | |
| 33 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 0.64% | — | +18.20% | |
| 34 | EMR | Emerson Electric Co | 株式-資本財 | 0.63% | — | -8.57% | |
| 35 | CARR | Carrier Global CORP | 株式-資本財 | 0.63% | — | -8.04% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.62% | — | +2.52% | |
| 37 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.61% | — | +15.22% | |
| 38 | AOS | Smith (a.o.) CORP | 株式-資本財 | 0.61% | — | -4.11% | |
| 39 | PNR | Pentair plc | 株式-資本財 | 0.61% | — | -8.60% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | -0.08% | +6.92% | |
| 41 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 0.59% | — | +5.04% | |
| 42 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.59% | — | -8.21% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | -0.20% | +1.49% | |
| 44 | SPGI | S&p Global INC | 株式-金融 | 0.57% | — | -5.89% | |
| 45 | APD | Air Products & Chemicals INC | 株式-素材 | 0.57% | — | -6.11% | |
| 46 | PPG | Ppg Industries INC | 株式-素材 | 0.56% | — | -7.62% | |
| 47 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.56% | — | -6.93% | |
| 48 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.56% | — | -8.35% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.55% | — | +0.43% | |
| 50 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.55% | — | -6.12% |