CIK: 0001911035
申告総資産額
$2.2億
| # | 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 | SYK | Stryker CORP | 株式-ヘルスケア | 15.38% | -0.33% | +35.63% | |
| 2 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 12.39% | -0.11% | +2.94% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.95% | -0.28% | +2.32% | |
| 4 | GRPM | Invesco S&p Midcap 400 Garp | ETF-その他 | 5.55% | -0.57% | +120.84% | |
| 5 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 4.35% | — | +63.87% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.96% | -0.87% | +7.59% | |
| 7 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 3.94% | -1.09% | +7.88% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.61% | -0.37% | +1.83% | |
| 9 | FEMS | First Trust Emerging Markets | ETF-新興国市場 | 3.06% | -0.13% | +10.38% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.17% | -0.60% | +1.29% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 1.96% | -0.02% | -1.19% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.82% | — | -2.27% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.80% | -0.15% | -4.02% | |
| 14 | FAB | First Trust Multi Cap Value | ETF-その他 | 1.64% | +0.14% | -2.23% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.37% | -0.21% | +1.93% | |
| 16 | SMIN | Ishares Msci India Small-cap | ETF-その他 | 1.25% | -0.20% | +5.56% | |
| 17 | QCOM | Qualcomm INC | 株式-IT | 1.21% | -0.27% | -0.66% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.15% | -0.14% | -0.10% | |
| 19 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.97% | -0.14% | -0.48% | |
| 20 | AFL | Aflac INC | 株式-金融 | 0.84% | — | -0.24% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.78% | — | -7.46% | |
| 22 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.76% | — | +20.77% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.75% | — | -59.05% | |
| 24 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.74% | -0.15% | -0.70% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.68% | — | -1.35% | |
| 26 | CRM | Salesforce INC | 株式-IT | 0.65% | -0.38% | +127.15% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | — | +6.87% | |
| 28 | FAD | First Trust Multi Cap Growth | ETF-その他 | 0.63% | — | — | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.60% | — | -5.72% | |
| 30 | UBER | Uber Technologies INC | 株式-資本財 | 0.60% | — | -1.14% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.59% | — | -0.54% | |
| 32 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.58% | — | -2.37% | |
| 33 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.54% | — | -1.43% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | — | -7.51% | |
| 35 | EMR | Emerson Electric Co | 株式-資本財 | 0.51% | — | -0.11% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | — | — | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.50% | +0.17% | -1.29% | |
| 38 | VTV | Vanguard Value ETF | ETF-その他 | 0.47% | — | -7.46% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.47% | -0.12% | — | |
| 40 | T | At&t INC | 株式-通信サービス | 0.46% | — | -5.90% | |
| 41 | GIS | General Mills INC | 株式-生活必需品 | 0.45% | — | +1.52% | |
| 42 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.41% | — | -0.64% | |
| 43 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.38% | — | -6.20% | |
| 44 | SW | Smurfit Westrock Plc | 株式-一般消費財 | 0.38% | — | -5.44% | |
| 45 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.36% | -0.06% | +29.40% | |
| 46 | FDN | First Trust Dj Internet Ind | ETF-その他 | 0.36% | -0.14% | -10.87% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.35% | -0.07% | +18.08% | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.35% | — | — | |
| 49 | CAT | Caterpillar INC | 株式-資本財 | 0.35% | — | +0.05% | |
| 50 | LNG | Cheniere Energy INC | 株式-エネルギー | 0.34% | — | — |