CIK: 0001811005
申告総資産額
$2.8億
上位200銘柄を表示中（全227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 | 9.41% | +0.04% | +8.92% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 7.48% | — | +81.39% | |
| 3 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 4.90% | — | +12.68% | |
| 4 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 4.76% | +0.96% | +1.65% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.68% | -0.09% | +13.68% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.52% | -0.58% | +5.12% | |
| 7 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 2.04% | — | -3.04% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.91% | -0.62% | +2.83% | |
| 9 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.82% | — | -17.34% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.55% | — | +211.48% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.41% | — | — | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.18% | — | +37.55% | |
| 13 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.15% | — | +174.57% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.10% | -0.26% | +2.02% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.08% | — | +1.42% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.00% | -0.10% | +2.01% | |
| 17 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.91% | — | +4.21% | |
| 18 | OKE | Oneok INC | 株式-エネルギー | 0.88% | -0.15% | +11.05% | |
| 19 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.81% | — | -2.73% | |
| 20 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.80% | — | +29.82% | |
| 21 | DVN | Devon Energy CORP | 株式-エネルギー | 0.78% | — | -12.80% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.77% | — | -41.53% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.74% | — | +26.28% | |
| 24 | JBL | Jabil INC | 株式-IT | 0.73% | -0.15% | +676.12% | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.73% | — | +9.79% | |
| 26 | EMR | Emerson Electric Co | 株式-資本財 | 0.73% | — | +9.90% | |
| 27 | GWW | Ww Grainger INC | 株式-資本財 | 0.71% | — | +7.65% | |
| 28 | DAC | Danaos Corporation | 株式-その他 | 0.65% | — | +4.12% | |
| 29 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.63% | — | +1.55% | |
| 30 | NTR | Nutrien LTD | 株式-素材 | 0.61% | — | — | |
| 31 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.60% | — | +8.21% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.59% | +0.01% | -68.03% | |
| 33 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.57% | — | +0.17% | |
| 34 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.57% | — | +26.58% | |
| 35 | OTIS | Otis Worldwide CORP | 株式-資本財 | 0.57% | — | +7.26% | |
| 36 | BG | Bunge Global SA | 株式-生活必需品 | 0.56% | — | — | |
| 37 | WMB | Williams Cos INC | 株式-エネルギー | 0.55% | — | +10.34% | |
| 38 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.54% | +0.15% | NEW | |
| 39 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 0.54% | — | -38.66% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.54% | — | +4.22% | |
| 41 | AXP | American Express Co | 株式-金融 | 0.53% | -0.03% | -0.48% | |
| 42 | AMCR | Amcor plc | 株式-一般消費財 | 0.52% | — | +13.07% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.51% | — | +121.87% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | -0.20% | +21.33% | |
| 45 | ISUNQ | Isun INC | 株式-その他 | 0.47% | — | — | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.47% | — | — | |
| 47 | HON | Honeywell International INC | 株式-資本財 | 0.45% | — | +9.46% | |
| 48 | UNP | Union Pacific CORP | 株式-資本財 | 0.43% | — | +48.09% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.43% | — | +18.01% | |
| 50 | NVDA | Nvidia CORP | 株式-IT | 0.42% | -0.07% | +39.10% |