CIK: 0002054980
申告総資産額
$3.1億
上位200銘柄を表示中（全286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 | 6.60% | -0.43% | +3.47% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 6.23% | -0.16% | +3.74% | |
| 3 | AVGO | Broadcom INC | 株式-IT | 4.39% | -0.38% | +1.59% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.03% | -0.71% | +1.63% | |
| 5 | WMT | Walmart INC | 株式-生活必需品 | 2.96% | +0.29% | -3.70% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.77% | -0.16% | +2.32% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.30% | +0.82% | +1.43% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.12% | -0.20% | +0.51% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.58% | — | +0.28% | |
| 10 | BAC | Bank Of America CORP | 株式-金融 | 1.44% | -0.12% | +0.22% | |
| 11 | INTC | Intel CORP | 株式-IT | 1.42% | +0.28% | +0.38% | |
| 12 | AMGN | Amgen INC | 株式-ヘルスケア | 1.34% | +0.12% | +0.01% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.25% | — | +7.78% | |
| 14 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.23% | — | +5.99% | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 1.16% | -0.20% | -1.11% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.08% | — | -1.94% | |
| 17 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.06% | -0.15% | -3.43% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.03% | — | +2.69% | |
| 19 | BA | Boeing Co/the | 株式-資本財 | 1.02% | — | +1.84% | |
| 20 | ZECP | Zacks Earnings Consistent Po | ETF-その他 | 0.88% | — | +2.72% | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.68% | — | +8.43% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.67% | — | +4.26% | |
| 23 | RTX | Rtx CORP | 株式-資本財 | 0.67% | — | -7.40% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.65% | -0.14% | +3.09% | |
| 25 | UAL | United Airlines Holdings INC | 株式-資本財 | 0.64% | -0.11% | +0.01% | |
| 26 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.59% | +0.15% | -0.53% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.58% | — | +1.78% | |
| 28 | MBB | Ishares Mbs ETF | ETF-その他 | 0.57% | -0.18% | +0.64% | |
| 29 | IDV | Ishares International Select | ETF-その他 | 0.55% | — | +3.52% | |
| 30 | BLK | Blackrock INC | 株式-金融 | 0.54% | — | +13.42% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.52% | — | -0.39% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.52% | — | +6.18% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.51% | — | +3.48% | |
| 34 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.50% | — | +0.83% | |
| 35 | WFC | Wells Fargo & Co | 株式-金融 | 0.49% | — | +0.04% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | +0.11% | +0.25% | |
| 37 | IBM | Intl Business Machines CORP | 株式-IT | 0.48% | — | -2.90% | |
| 38 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.48% | -0.41% | +4.53% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.47% | — | +1.99% | |
| 40 | SMIZ | Zacks Small/mid Cap ETF | ETF-その他 | 0.47% | — | +6.48% | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.47% | -0.47% | EXIT | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.46% | — | +10.85% | |
| 43 | CAT | Caterpillar INC | 株式-資本財 | 0.45% | — | +55.58% | |
| 44 | T | At&t INC | 株式-通信サービス | 0.44% | — | +10.61% | |
| 45 | PH | Parker Hannifin CORP | 株式-資本財 | 0.44% | — | +1.45% | |
| 46 | VTV | Vanguard Value ETF | ETF-その他 | 0.43% | — | +42.51% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.43% | — | +2.31% | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.43% | +0.17% | -4.64% | |
| 49 | NFLX | Netflix INC | 株式-通信サービス | 0.42% | +0.15% | +976.53% | |
| 50 | VUG | Vanguard Growth ETF | ETF-その他 | 0.42% | — | +7.29% |