CIK: 0001811005
申告総資産額
$2.8億
上位200銘柄を表示中（全206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 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 11.53% | +0.96% | +4.96% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 11.34% | +0.04% | +4.19% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 10.53% | — | +5.94% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.90% | -0.09% | +1.13% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.62% | -0.58% | +32.03% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.35% | -0.62% | +5.47% | |
| 7 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 2.24% | — | -1.61% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.66% | -0.18% | +132.54% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.45% | -0.07% | -1.61% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.40% | — | — | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.39% | — | -4.66% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.16% | -0.26% | +0.59% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.05% | — | +23.50% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.04% | -0.10% | -5.84% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.00% | — | -0.01% | |
| 16 | OKE | Oneok INC | 株式-エネルギー | 0.95% | -0.15% | -2.04% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.88% | +0.01% | +10.58% | |
| 18 | PM | Philip Morris International | 株式-生活必需品 | 0.87% | -0.13% | +75.71% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.80% | — | -16.48% | |
| 20 | FISV | Fiserv INC | 株式-その他 | 0.76% | — | +29.39% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.75% | — | +1.13% | |
| 22 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.75% | -0.13% | +2.30% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.60% | — | +12.45% | |
| 24 | FMX | Fomento Economico Mex-sp Adr | 株式-その他 | 0.56% | — | +8.07% | |
| 25 | AXP | American Express Co | 株式-金融 | 0.54% | -0.03% | -0.26% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | -0.20% | +2.91% | |
| 27 | GD | General Dynamics CORP | 株式-資本財 | 0.53% | — | +320.49% | |
| 28 | WM | Waste Management INC | 株式-資本財 | 0.51% | — | — | |
| 29 | PSX | Phillips 66 | 株式-エネルギー | 0.50% | — | -14.42% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.50% | -0.08% | -12.04% | |
| 31 | IBM | Intl Business Machines CORP | 株式-IT | 0.50% | — | — | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.48% | — | -2.82% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.48% | — | +7.67% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.48% | -0.06% | +0.72% | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.47% | — | -4.12% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.46% | — | +1.15% | |
| 37 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.45% | — | +5.16% | |
| 38 | CAT | Caterpillar INC | 株式-資本財 | 0.42% | — | -16.44% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.42% | — | -3.32% | |
| 40 | LIN | Linde plc | 株式-素材 | 0.41% | -0.20% | -1.02% | |
| 41 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.41% | — | -15.80% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.41% | — | -0.97% | |
| 43 | ADBE | Adobe INC | 株式-IT | 0.40% | — | +15.12% | |
| 44 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.40% | -0.40% | EXIT | |
| 45 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.40% | — | -6.08% | |
| 46 | CRS | Carpenter Technology | 株式-資本財 | 0.40% | — | +22.19% | |
| 47 | FAST | Fastenal Co | 株式-資本財 | 0.40% | — | +33.01% | |
| 48 | AVGO | Broadcom INC | 株式-IT | 0.39% | -0.03% | +7.28% | |
| 49 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.38% | +0.15% | NEW | |
| 50 | MPLX | Mplx LP | 株式-エネルギー | 0.38% | -0.40% | EXIT |