CIK: 0001840565
申告総資産額
$4.1億
上位200銘柄を表示中（全538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 | TDY | Teledyne Technologies INC | 株式-IT | 3.79% | — | -14.04% | |
| 2 | SNOW | Snowflake INC | 株式-IT | 3.34% | — | -0.01% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.97% | -0.57% | +9.03% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.36% | — | +2.04% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.79% | -0.28% | +2.96% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.75% | +0.37% | -40.94% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 1.49% | -0.16% | -1.16% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.26% | — | +10.92% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.24% | +0.18% | -32.35% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.22% | +0.15% | +90.72% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.08% | -0.14% | +4.49% | |
| 12 | NFLX | Netflix INC | 株式-通信サービス | 0.97% | — | +11.35% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.94% | -0.13% | +7.55% | |
| 14 | ORCL | Oracle CORP | 株式-IT | 0.94% | -0.34% | +14.28% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.85% | — | +7.75% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.83% | — | +11.56% | |
| 17 | ADSK | Autodesk INC | 株式-IT | 0.83% | — | +10.38% | |
| 18 | RTX | Rtx CORP | 株式-資本財 | 0.80% | — | +12.56% | |
| 19 | MA | Mastercard INC - A | 株式-金融 | 0.79% | — | -15.63% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.78% | +0.36% | +2.26% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.75% | — | -5.37% | |
| 22 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.74% | — | +1373.99% | |
| 23 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 0.73% | — | -0.43% | |
| 24 | ADBE | Adobe INC | 株式-IT | 0.73% | — | -6.93% | |
| 25 | WFC | Wells Fargo & Co | 株式-金融 | 0.71% | — | +0.20% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.70% | — | +8.73% | |
| 27 | CRM | Salesforce INC | 株式-IT | 0.68% | -0.15% | +5.71% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.68% | — | +11.01% | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 0.68% | -0.11% | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.66% | — | +37.90% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.64% | — | +6.76% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.63% | — | +4.07% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.63% | -0.25% | +24.34% | |
| 34 | BAC | Bank Of America CORP | 株式-金融 | 0.63% | — | +6.61% | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.62% | — | +21.61% | |
| 36 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.61% | — | +18.23% | |
| 37 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.61% | — | +15.22% | |
| 38 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.60% | — | -10.49% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.60% | — | +5.68% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | -0.13% | +30.67% | |
| 41 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.58% | — | +8.79% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.58% | +0.15% | +2.51% | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.54% | — | -2.82% | |
| 44 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.53% | — | — | |
| 45 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.53% | — | +5.84% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.53% | — | -0.04% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.53% | -0.19% | -28.82% | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.53% | — | -0.09% | |
| 49 | ACN | Accenture plc | 株式-IT | 0.53% | — | -4.23% | |
| 50 | QCOM | Qualcomm INC | 株式-IT | 0.49% | -0.15% | +1.37% |