CIK: 0001913231
申告総資産額
$28.9億
上位200銘柄を表示中（全503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 | 3.62% | -0.23% | +5.23% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.57% | +0.94% | +10.37% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.33% | -0.54% | +4.96% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 2.49% | -0.10% | +995.59% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.64% | — | +13.15% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.55% | -0.09% | +8.34% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.55% | -0.13% | +7.17% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.42% | -0.09% | +92.84% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.32% | -0.12% | +16.10% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.18% | — | -10.65% | |
| 11 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.14% | -0.54% | +49.17% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 1.08% | — | -4.15% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.01% | — | -2.20% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 0.94% | — | -4.16% | |
| 15 | MA | Mastercard INC - A | 株式-金融 | 0.92% | — | +3.26% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.91% | -0.09% | -1.30% | |
| 17 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.90% | — | +483.94% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.87% | -0.19% | -4.53% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 0.87% | -0.09% | -2.24% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.85% | -0.07% | +6.07% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.82% | +0.11% | +1.84% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.82% | — | -5.91% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.80% | -0.13% | -3.53% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.78% | — | -0.05% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 0.71% | — | -2.27% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.68% | +0.10% | +66.77% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.68% | — | +9.33% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.67% | — | +6.84% | |
| 29 | ADBE | Adobe INC | 株式-IT | 0.67% | — | -5.53% | |
| 30 | ANETEUR | Arista Networks INC | 株式-その他 | 0.66% | — | +11.34% | |
| 31 | AVGO | Broadcom INC | 株式-IT | 0.65% | -0.10% | +17.48% | |
| 32 | TMUS | T-mobile US INC | 株式-通信サービス | 0.62% | — | -1.31% | |
| 33 | PGR | Progressive CORP | 株式-金融 | 0.62% | — | +9.85% | |
| 34 | MBB | Ishares Mbs ETF | ETF-その他 | 0.57% | — | +27.45% | |
| 35 | SSO | Proshares Ultra S&p500 | ETF-その他 | 0.56% | — | +7.69% | |
| 36 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.56% | -0.18% | +28.38% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.53% | — | +22.73% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.53% | — | +3.31% | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.51% | +0.15% | +2.95% | |
| 40 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.50% | — | -9.35% | |
| 41 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.50% | — | +5.36% | |
| 42 | AME | Ametek INC | 株式-資本財 | 0.49% | -0.15% | +8.17% | |
| 43 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.48% | — | +12.32% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.48% | — | -7.14% | |
| 45 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.48% | — | -0.55% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.48% | — | +4.00% | |
| 47 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.47% | — | +7.88% | |
| 48 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.46% | — | +59.82% | |
| 49 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.45% | — | -1.30% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.44% | — | -0.18% |