CIK: 0001911056
申告総資産額
$31.2億
上位200銘柄を表示中（全607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 | NOW | Servicenow INC | 株式-IT | 8.01% | — | -0.03% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.56% | +2.07% | -4.74% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.49% | +4.36% | NEW | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.45% | — | +27.09% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.13% | — | -3.79% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.01% | — | +139.65% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.94% | +0.75% | +11.72% | |
| 8 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.70% | — | -0.35% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 1.46% | -1.01% | EXIT | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.45% | — | -13.31% | |
| 11 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-テック型 | 1.36% | — | — | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.34% | — | +2082.23% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.05% | — | — | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.01% | — | -3.02% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.97% | — | +72.20% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 0.97% | — | +12.43% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.90% | +0.79% | +5.39% | |
| 18 | VUG | Vanguard Growth ETF | ETF-その他 | 0.87% | — | +1476.38% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.86% | — | -3.72% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.82% | +2.38% | -48.41% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 0.79% | — | +1.56% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.79% | — | +65.57% | |
| 23 | AVGO | Broadcom INC | 株式-IT | 0.77% | — | +25.35% | |
| 24 | NEE | Nextera Energy INC | 株式-公益事業 | 0.75% | — | +36.34% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.74% | — | -9.74% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.73% | — | +10.32% | |
| 27 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.72% | — | -16.02% | |
| 28 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.66% | -0.27% | EXIT | |
| 29 | ADP | Automatic Data Processing | 株式-IT | 0.64% | — | +48.87% | |
| 30 | CGGO | Cap Group Global Growth | ETF-その他 | 0.63% | — | -0.60% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | — | +31.78% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.62% | — | +0.19% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.61% | — | +0.21% | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.61% | — | -4.20% | |
| 35 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.58% | — | +4.97% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.56% | — | +139.44% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.56% | — | +43.32% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.56% | — | +29.81% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.56% | — | +150.44% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.56% | — | +13.97% | |
| 41 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.55% | -0.53% | EXIT | |
| 42 | NSA | National Storage Affiliates | 株式-不動産 | 0.54% | — | +2.75% | |
| 43 | CSX | Csx CORP | 株式-資本財 | 0.53% | — | +33.09% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.51% | — | +75.98% | |
| 45 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.50% | — | +18.30% | |
| 46 | SH1USD | Proshares Short S&p500 | ETF-その他 | 0.48% | — | -34.34% | |
| 47 | PPA | Invesco Aerospace & Defense | ETF-その他 | 0.46% | -0.92% | EXIT | |
| 48 | MSCI | Msci INC | 株式-金融 | 0.44% | — | -5.01% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.43% | — | +23.63% | |
| 50 | ADBE | Adobe INC | 株式-IT | 0.42% | — | +14.15% |