CIK: 0001811005
申告総資産額
$2.8億
上位200銘柄を表示中（全242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 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 10.68% | — | +761.38% | |
| 2 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 7.03% | — | — | |
| 3 | LRCXEUR | Lam Research CORP | 株式-IT | 4.89% | — | — | |
| 4 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 4.19% | +0.04% | -13.27% | |
| 5 | LOW | Lowe's Cos INC | 株式-一般消費財 | 3.95% | — | +1086.70% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.86% | — | — | |
| 7 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 2.24% | — | — | |
| 8 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 2.16% | +0.96% | +14.69% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.08% | -0.09% | +97.27% | |
| 10 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.99% | — | +5.30% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.81% | -0.58% | +35.33% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.56% | — | — | |
| 13 | ACN | Accenture plc | 株式-IT | 1.48% | -0.22% | EXIT | |
| 14 | ISUNQ | Isun INC | 株式-その他 | 1.45% | — | — | |
| 15 | FBIN | Fortune Brands Innovations I | 株式-資本財 | 1.28% | — | — | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.21% | — | +1310.04% | |
| 17 | FISV | Fiserv INC | 株式-その他 | 1.13% | — | — | |
| 18 | GD | General Dynamics CORP | 株式-資本財 | 1.07% | — | — | |
| 19 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.01% | — | -1.57% | |
| 20 | UNP | Union Pacific CORP | 株式-資本財 | 1.00% | — | +595.79% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.96% | +0.01% | -23.90% | |
| 22 | HON | Honeywell International INC | 株式-資本財 | 0.87% | — | +240.97% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.87% | -0.62% | -7.56% | |
| 24 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.85% | — | — | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.83% | — | +211.08% | |
| 26 | JBL | Jabil INC | 株式-IT | 0.78% | -0.15% | -8.00% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.70% | — | -3.53% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.62% | -0.26% | -4.32% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.58% | — | +3.78% | |
| 30 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.55% | — | — | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.52% | — | -5.06% | |
| 32 | AG | First Majestic Silver CORP | 株式-素材 | 0.50% | — | +3.78% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.48% | — | +449.58% | |
| 34 | MQ8 | Mag Silver CORP | 株式-その他 | 0.48% | — | +3.85% | |
| 35 | W | Wayfair Inc- Class A | 株式-一般消費財 | 0.48% | — | +0.08% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.47% | -0.10% | -3.58% | |
| 37 | TGT | Target CORP | 株式-一般消費財 | 0.44% | — | -9.02% | |
| 38 | LIN | Linde plc | 株式-素材 | 0.44% | — | -2.15% | |
| 39 | ALB | Albemarle CORP | 株式-素材 | 0.43% | — | -1.07% | |
| 40 | CTAS | Cintas CORP | 株式-資本財 | 0.42% | — | -4.77% | |
| 41 | COF | Capital One Financial CORP | 株式-金融 | 0.41% | — | — | |
| 42 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.39% | — | +198.54% | |
| 43 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 0.39% | — | +3.10% | |
| 44 | VLO | Valero Energy CORP | 株式-エネルギー | 0.36% | — | — | |
| 45 | EBAY | Ebay INC | 株式-一般消費財 | 0.36% | — | — | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.36% | -0.08% | +0.34% | |
| 47 | CARR | Carrier Global CORP | 株式-資本財 | 0.35% | — | -3.10% | |
| 48 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.35% | — | +3.43% | |
| 49 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.35% | — | +37.99% | |
| 50 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.34% | — | -1.92% |