CIK: 0001127508
申告総資産額
$90.2億
上位200銘柄を表示中（全372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 | 23.34% | -2.16% | +3.56% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 3.58% | -0.52% | -1.78% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.54% | -0.51% | +1.58% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.27% | -0.54% | +1.69% | |
| 5 | NEM | Newmont CORP | 株式-素材 | 3.17% | -0.15% | -0.88% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.69% | — | +36.49% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.46% | -0.37% | +0.30% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.39% | -0.35% | -1.06% | |
| 9 | B | Barrick Mining CORP | 株式-素材 | 2.26% | -0.35% | +47.20% | |
| 10 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.83% | +0.03% | +2.80% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.63% | -0.44% | +17.55% | |
| 12 | ALTI | Alti Global INC | 株式-その他 | 1.58% | -0.38% | +7.89% | |
| 13 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.54% | — | +0.04% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.37% | -0.25% | -1.53% | |
| 15 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 1.26% | — | +1.72% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.25% | — | +0.28% | |
| 17 | AVGO | Broadcom INC | 株式-IT | 1.20% | -0.24% | -0.78% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.18% | -0.25% | -1.43% | |
| 19 | TSLA | Tesla INC | 株式-一般消費財 | 1.02% | -0.29% | +2.21% | |
| 20 | AXP | American Express Co | 株式-金融 | 0.92% | -0.17% | -0.40% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.82% | -0.21% | +1.20% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 0.79% | -0.17% | -1.79% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.72% | -0.32% | +307.81% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.71% | -0.19% | +4.82% | |
| 25 | LIN | Linde plc | 株式-素材 | 0.67% | — | -0.30% | |
| 26 | ORCL | Oracle CORP | 株式-IT | 0.65% | — | -5.17% | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.64% | -0.28% | -2.24% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.60% | — | +7.32% | |
| 29 | PM | Philip Morris International | 株式-生活必需品 | 0.57% | — | +0.28% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | -0.13% | +2.12% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | — | -1.21% | |
| 32 | NFLX | Netflix INC | 株式-通信サービス | 0.51% | — | +1.26% | |
| 33 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-その他 | 0.49% | — | +3.53% | |
| 34 | CAT | Caterpillar INC | 株式-資本財 | 0.48% | — | — | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.47% | — | -0.42% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.46% | — | +0.03% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.43% | — | +2.26% | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.43% | — | +4.55% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.42% | — | — | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.41% | — | -1.18% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.40% | — | — | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.40% | +0.03% | — | |
| 43 | VFH | Vanguard Financials ETF | ETF-その他 | 0.38% | +0.36% | +297313.04% | |
| 44 | WFC | Wells Fargo & Co | 株式-金融 | 0.37% | — | — | |
| 45 | UBER | Uber Technologies INC | 株式-資本財 | 0.37% | -0.11% | -32.24% | |
| 46 | AMD | Advanced Micro Devices | 株式-IT | 0.37% | — | +32.54% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.36% | — | +3.57% | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.36% | — | -0.27% | |
| 49 | GS | Goldman Sachs Group INC | 株式-金融 | 0.36% | — | +1.66% | |
| 50 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 0.36% | — | +4.68% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +1% | +36.49% | 増加 |
| 2 | NVDA | Nvidia CORP | +0.9% | -1.78% | 減少 |
| 3 | NEM | Newmont CORP | +0.8% | -0.88% | 減少 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.06% | 減少 |
| 5 | AVGO | Broadcom INC | +0.4% | -0.78% | 減少 |
| 6 | MSFT | Microsoft CORP | +0.4% | +1.58% | 増加 |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.4% | +3.56% | 増加 |
| 8 | VOO | Vanguard S&p 500 ETF | +0.4% | +307.81% | 増加 |
| 9 | TSLA | Tesla INC | +0.3% | +2.21% | 増加 |
| 10 | PLTR | Palantir Technologies Inc-a | +0.3% | — | 増加 |
| 11 | AEM | Agnico Eagle Mines LTD | +0.3% | +0.96% | 増加 |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | -1.43% | 減少 |
| 13 | AMD | Advanced Micro Devices | +0.2% | +32.54% | 増加 |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +17.55% | 増加 |
| 15 | ORCL | Oracle CORP | +0.2% | -5.17% | 減少 |
| 16 | GEV | GE Vernova INC | +0.2% | — | 増加 |
| 17 | SCHW | Schwab (charles) CORP | +0.2% | -0.44% | 増加 |
| 18 | UBER | Uber Technologies INC | +0.1% | -32.24% | 増加 |
| 19 | IBM | Intl Business Machines CORP | +0.1% | +6.36% | 増加 |
| 20 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +928.45% | 増加 |
| 21 | SE | Sea Ltd-adr | +0.1% | — | 増加 |
| 22 | IAU | Ishares Gold Trust | +0.1% | +2.80% | 増加 |
| 23 | VB | Vanguard Small-cap ETF | +0.1% | +23004.08% | 増加 |
| 24 | GE | General Electric | +0.1% | +4.52% | 増加 |
| 25 | RACE | Ferrari N.V. | +0.1% | +5.92% | 増加 |
| 26 | CAT | Caterpillar INC | +0.1% | — | 変化なし |
| 27 | GS | Goldman Sachs Group INC | +0.1% | +1.66% | 増加 |
| 28 | WMT | Walmart INC | 0% | — | 増加 |
| 29 | META | Meta Platforms Inc-class A | 0% | +0.28% | 減少 |
| 30 | ALTI | Alti Global INC | 0% | +7.89% | 増加 |
| 31 | NFLX | Netflix INC | 0% | +1.26% | 増加 |
| 32 | JPM | Jpmorgan Chase & Co | 0% | -1.53% | 減少 |
| 33 | AXP | American Express Co | 0% | -0.40% | 減少 |
| 34 | EZU | Ishares Msci Eurozone ETF | -0.1% | +1.72% | 増加 |
| 35 | ACWI | Ishares Msci Acwi ETF | -0.1% | +0.04% | 減少 |
| 36 | AMZN | Amazon.com INC | -0.2% | +0.30% | 増加 |
| 37 | PLD | Prologis INC | -0.2% | — | 減少 |
| 38 | AAPL | Apple INC | -0.3% | +1.69% | 減少 |
| 39 | BKNG | Booking Holdings INC | -0.4% | +314.67% | 減少 |
| 40 | VFH | Vanguard Financials ETF | -0.4% | +297313.04% | 減少 |
| 41 | VTV | Vanguard Value ETF | -0.4% | — | 減少 |
| 42 | PANW | Palo Alto Networks INC | -0.4% | -61.57% | 減少 |
| 43 | B | Barrick Mining CORP | — | NEW | 新規購入 |
| 44 | ABX | Barrick Gold CORP | — | EXIT | 全売却 |
| 45 | VTWO | Vanguard Russell 2000 ETF | — | EXIT | 全売却 |
| 46 | CTAS | Cintas CORP | — | EXIT | 全売却 |
| 47 | TT | Trane Technologies plc | — | EXIT | 全売却 |
| 48 | TRP | Tc Energy CORP | — | NEW | 新規購入 |
| 49 | IYJ | Ishares U.s. Industrials ETF | — | EXIT | 全売却 |
| 50 | WCN | Waste Connections INC | — | NEW | 新規購入 |