CIK: 0001682021
申告総資産額
$7.2億
上位200銘柄を表示中（全278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 | 5.57% | -0.41% | -1.46% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.66% | +0.18% | +12.14% | |
| 3 | AMAT | Applied Materials INC | 株式-IT | 3.10% | +0.81% | -6.08% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.06% | -0.32% | -1.23% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.06% | -0.17% | +0.53% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 2.66% | +0.59% | +19.12% | |
| 7 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 2.57% | -0.05% | -16.25% | |
| 8 | SLV | Ishares Silver Trust | ETF-コモディティ | 2.50% | -0.10% | -10.98% | |
| 9 | SCHW | Schwab (charles) CORP | 株式-金融 | 2.33% | -0.26% | -4.03% | |
| 10 | BWA | Borgwarner INC | 株式-一般消費財 | 2.26% | +0.31% | -5.44% | |
| 11 | AMGN | Amgen INC | 株式-ヘルスケア | 2.18% | — | -5.87% | |
| 12 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 2.17% | +0.24% | +13.72% | |
| 13 | MDT | Medtronic plc | 株式-ヘルスケア | 2.05% | -0.28% | -3.31% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.99% | -0.03% | +1.16% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.80% | — | +8.58% | |
| 16 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.64% | +0.09% | +3.27% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.60% | -0.08% | +0.69% | |
| 18 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.42% | -0.19% | -2.33% | |
| 19 | TSLA | Tesla INC | 株式-一般消費財 | 1.33% | -0.21% | -0.86% | |
| 20 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.33% | — | -0.85% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.27% | -0.94% | +233.26% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 1.24% | -0.31% | +0.52% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.14% | -0.06% | -3.48% | |
| 24 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.13% | +0.16% | +2.70% | |
| 25 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.07% | -0.16% | -7.78% | |
| 26 | MRVL | Marvell Technology INC | 株式-IT | 1.07% | +0.13% | -1.76% | |
| 27 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 1.04% | +0.17% | +10.89% | |
| 28 | CAT | Caterpillar INC | 株式-資本財 | 1.01% | +0.22% | -8.08% | |
| 29 | ON | On Semiconductor | 株式-IT | 0.98% | +0.13% | -5.33% | |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.98% | +0.17% | +12.38% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.95% | -0.14% | -3.24% | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.92% | — | +0.27% | |
| 33 | WBD | Warner Bros Discovery INC | 株式-通信サービス | 0.88% | — | -6.96% | |
| 34 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.88% | +0.08% | -0.45% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.82% | — | -0.29% | |
| 36 | DE | Deere & Co | 株式-資本財 | 0.80% | +0.14% | -5.27% | |
| 37 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.79% | — | -2.57% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.78% | +0.08% | +2.90% | |
| 39 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.75% | +0.08% | +2.59% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.74% | -0.06% | +1.41% | |
| 41 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.72% | — | +2.64% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.69% | — | -2.06% | |
| 43 | VTV | Vanguard Value ETF | ETF-その他 | 0.68% | — | +10.24% | |
| 44 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.67% | — | -1.65% | |
| 45 | NUE | Nucor CORP | 株式-素材 | 0.67% | — | -5.11% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.66% | -0.05% | -1.49% | |
| 47 | GLPI | Gaming And Leisure Propertie | 株式-不動産 | 0.61% | — | +0.10% | |
| 48 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.57% | +0.15% | +28.01% | |
| 49 | PNR | Pentair plc | 株式-資本財 | 0.56% | -0.10% | -8.61% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.56% | — | -12.45% |