CIK: 0001811005
申告総資産額
$2.8億
上位200銘柄を表示中（全236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 | 9.14% | +0.04% | +5.03% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 4.55% | +0.96% | +5.36% | |
| 3 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 4.35% | — | +6.38% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 4.31% | — | -0.11% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.43% | -0.58% | +1.10% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.32% | -0.09% | +1.42% | |
| 7 | USRT | Ishares Core US Reit ETF | ETF-その他 | 2.22% | — | +11.07% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.96% | -0.62% | +3.20% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.92% | +0.01% | +9.66% | |
| 10 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.84% | — | +0.51% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.36% | — | +4.22% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.14% | — | -0.47% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.06% | -0.26% | +0.25% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.98% | -0.10% | -0.35% | |
| 15 | LIN | Linde plc | 株式-素材 | 0.96% | — | +1.74% | |
| 16 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.92% | — | +1.67% | |
| 17 | ALB | Albemarle CORP | 株式-素材 | 0.89% | — | -16.60% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.87% | — | +7.32% | |
| 19 | CTAS | Cintas CORP | 株式-資本財 | 0.86% | — | -2.20% | |
| 20 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 0.78% | — | +48.95% | |
| 21 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.76% | — | -1.99% | |
| 22 | TGT | Target CORP | 株式-一般消費財 | 0.70% | — | -0.61% | |
| 23 | CARR | Carrier Global CORP | 株式-資本財 | 0.70% | — | -1.55% | |
| 24 | AOS | Smith (a.o.) CORP | 株式-資本財 | 0.69% | — | -0.53% | |
| 25 | SPGI | S&p Global INC | 株式-金融 | 0.66% | — | -0.51% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.66% | — | +0.92% | |
| 27 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.66% | — | +1.40% | |
| 28 | ISUNQ | Isun INC | 株式-その他 | 0.66% | — | -50.00% | |
| 29 | DVN | Devon Energy CORP | 株式-エネルギー | 0.64% | — | +4.60% | |
| 30 | OKE | Oneok INC | 株式-エネルギー | 0.64% | -0.15% | +68.55% | |
| 31 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.64% | — | -5.71% | |
| 32 | GWW | Ww Grainger INC | 株式-資本財 | 0.64% | — | +2.41% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.62% | -0.08% | +0.17% | |
| 34 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.62% | — | +5.41% | |
| 35 | PNR | Pentair plc | 株式-資本財 | 0.61% | — | +0.46% | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.61% | — | -4.59% | |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.61% | — | -4.31% | |
| 38 | EMR | Emerson Electric Co | 株式-資本財 | 0.60% | — | +3.27% | |
| 39 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.60% | — | +2.21% | |
| 40 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.60% | — | +1.05% | |
| 41 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 0.58% | — | -6.50% | |
| 42 | OTIS | Otis Worldwide CORP | 株式-資本財 | 0.58% | — | +2.92% | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.57% | — | +6.98% | |
| 44 | TSLA | Tesla INC | 株式-一般消費財 | 0.54% | -0.06% | -0.16% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.53% | — | +212.59% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.51% | — | +319.36% | |
| 47 | INTU | Intuit INC | 株式-IT | 0.51% | — | -6.51% | |
| 48 | MO | Altria Group INC | 株式-生活必需品 | 0.51% | — | -0.92% | |
| 49 | MQ8 | Mag Silver CORP | 株式-その他 | 0.50% | — | -16.30% | |
| 50 | W | Wayfair Inc- Class A | 株式-一般消費財 | 0.50% | — | -0.15% |