CIK: 0001682021
申告総資産額
$7.2億
上位200銘柄を表示中（全283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 | AAPL | Apple INC | 株式-IT | 5.58% | -0.41% | -1.73% | |
| 2 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 3.61% | -0.05% | -13.10% | |
| 3 | AMGN | Amgen INC | 株式-ヘルスケア | 2.94% | — | -5.07% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.79% | +0.18% | +4.19% | |
| 5 | MDT | Medtronic plc | 株式-ヘルスケア | 2.59% | -0.28% | -4.75% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.50% | -0.17% | +2.38% | |
| 7 | AMAT | Applied Materials INC | 株式-IT | 2.40% | +0.81% | -4.48% | |
| 8 | SCHW | Schwab (charles) CORP | 株式-金融 | 2.40% | -0.26% | -5.18% | |
| 9 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 2.08% | +0.24% | — | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.07% | — | +21.52% | |
| 11 | SLV | Ishares Silver Trust | ETF-コモディティ | 2.02% | -0.10% | -7.86% | |
| 12 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.92% | +0.59% | +8.35% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.92% | -0.03% | -0.68% | |
| 14 | BWA | Borgwarner INC | 株式-一般消費財 | 1.86% | +0.31% | -5.46% | |
| 15 | RHI | Robert Half INC | 株式-資本財 | 1.86% | -0.05% | -4.95% | |
| 16 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.75% | — | -4.53% | |
| 17 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.63% | -0.16% | -4.94% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.53% | +0.09% | +1.97% | |
| 19 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.47% | — | -2.02% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.45% | -0.08% | +3.92% | |
| 21 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.40% | -0.19% | +0.73% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 1.27% | -0.14% | -3.19% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.22% | -0.06% | +0.11% | |
| 24 | DE | Deere & Co | 株式-資本財 | 1.22% | +0.14% | -69.64% | |
| 25 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 1.18% | — | -4.65% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 1.09% | -0.31% | -24.51% | |
| 27 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.08% | +0.16% | -1.63% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.05% | — | -2.30% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.01% | -0.32% | +160.71% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.97% | — | -0.59% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.92% | -0.21% | -4.65% | |
| 32 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.91% | +0.17% | +3.76% | |
| 33 | ON | On Semiconductor | 株式-IT | 0.90% | +0.13% | -4.53% | |
| 34 | CAT | Caterpillar INC | 株式-資本財 | 0.88% | +0.22% | -4.24% | |
| 35 | GLPI | Gaming And Leisure Propertie | 株式-不動産 | 0.88% | — | -8.55% | |
| 36 | PNR | Pentair plc | 株式-資本財 | 0.87% | -0.10% | -10.69% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.83% | +0.08% | +891.53% | |
| 38 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.82% | +0.17% | +5.13% | |
| 39 | NUE | Nucor CORP | 株式-素材 | 0.76% | — | -5.88% | |
| 40 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.73% | — | -2.03% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.68% | — | +1.29% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.68% | +0.08% | +0.90% | |
| 43 | INTC | Intel CORP | 株式-IT | 0.66% | — | -5.80% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.64% | — | -12.12% | |
| 45 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.64% | — | +0.97% | |
| 46 | VTV | Vanguard Value ETF | ETF-その他 | 0.63% | — | -0.06% | |
| 47 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.63% | -0.05% | +4.37% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | — | -15.07% | |
| 49 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.54% | — | +2.13% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.53% | — | +4.11% |