CIK: 0001127508
申告総資産額
$90.2億
上位200銘柄を表示中（全387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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 23.24% | -2.16% | +3.43% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.72% | -0.51% | +0.53% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 3.43% | -0.52% | -1.48% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.88% | -0.54% | -2.43% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.73% | -0.37% | +0.94% | |
| 6 | NEM | Newmont CORP | 株式-素材 | 2.46% | -0.15% | -1.35% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.01% | — | +12.03% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.95% | -0.35% | -0.27% | |
| 9 | ALTI | Alti Global INC | 株式-その他 | 1.89% | -0.38% | — | |
| 10 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.70% | +0.03% | +5.40% | |
| 11 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.60% | — | -1.32% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.43% | -0.44% | — | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.42% | -0.25% | -1.23% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.39% | — | -0.83% | |
| 15 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 1.32% | — | +0.35% | |
| 16 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 1.31% | — | — | |
| 17 | AVGO | Broadcom INC | 株式-IT | 1.12% | -0.24% | -4.25% | |
| 18 | B | Barrick Mining CORP | 株式-素材 | 1.08% | -0.35% | — | |
| 19 | AXP | American Express Co | 株式-金融 | 0.99% | -0.17% | -0.33% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.97% | -0.25% | +0.69% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.94% | -0.21% | +4.00% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 0.88% | -0.17% | +0.43% | |
| 23 | TSLA | Tesla INC | 株式-一般消費財 | 0.80% | -0.29% | +3.77% | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.75% | -0.28% | +3.31% | |
| 25 | LIN | Linde plc | 株式-素材 | 0.73% | — | +0.12% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.73% | -0.19% | +8.65% | |
| 27 | PM | Philip Morris International | 株式-生活必需品 | 0.71% | — | -1.43% | |
| 28 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.65% | +0.08% | NEW | |
| 29 | NFLX | Netflix INC | 株式-通信サービス | 0.63% | — | -0.65% | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.62% | — | +4.15% | |
| 31 | ORCL | Oracle CORP | 株式-IT | 0.59% | — | -10.49% | |
| 32 | UBER | Uber Technologies INC | 株式-資本財 | 0.58% | -0.11% | +118.91% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.55% | — | -0.19% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | -0.13% | +27.60% | |
| 35 | SPHB | Invesco S&p 500 High Beta Et | ETF-大型株・グロース | 0.52% | — | — | |
| 36 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-その他 | 0.50% | — | -3.88% | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.49% | — | +0.14% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | — | -5.72% | |
| 39 | ARKK | Ark Innovation ETF | ETF-その他 | 0.45% | — | — | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.44% | — | -0.13% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.44% | — | +15.40% | |
| 42 | CAT | Caterpillar INC | 株式-資本財 | 0.44% | — | — | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.43% | — | +2.93% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.42% | +0.03% | — | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.42% | — | -2.45% | |
| 46 | QCOM | Qualcomm INC | 株式-IT | 0.40% | — | +56.50% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.40% | — | — | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.40% | — | -7.99% | |
| 49 | WFC | Wells Fargo & Co | 株式-金融 | 0.39% | — | -2.55% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.39% | — | -5.33% |