CIK: 0001840565
申告総資産額
$4.1億
上位200銘柄を表示中（全237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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 9.92% | — | +7.10% | |
| 2 | PVAL | Putnam Focused Lrg Cap Value | ETF-その他 | 4.24% | +0.65% | +212.57% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.87% | +0.36% | -9.96% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.71% | -0.57% | +4.39% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.67% | -0.25% | +6.38% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.42% | -0.31% | +1.70% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.28% | — | +0.94% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.23% | — | +0.88% | |
| 9 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.22% | — | -2.15% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.04% | -0.28% | +1.61% | |
| 11 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 2.01% | — | +13.13% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.81% | -0.19% | +3.44% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.71% | -0.16% | +2.87% | |
| 14 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 1.59% | +0.21% | +24.43% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.51% | -0.13% | +3.08% | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 1.21% | -0.17% | +2.05% | |
| 17 | NFLX | Netflix INC | 株式-通信サービス | 1.20% | — | -2.46% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.10% | -0.13% | +1.52% | |
| 19 | ORCL | Oracle CORP | 株式-IT | 1.08% | -0.34% | +0.34% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.97% | +0.37% | +9.56% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.86% | — | +1.62% | |
| 22 | BA | Boeing Co/the | 株式-資本財 | 0.83% | — | +13.49% | |
| 23 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.72% | +1.25% | +1.00% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.69% | — | -4.97% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.65% | +0.13% | +23.06% | |
| 26 | WMB | Williams Cos INC | 株式-エネルギー | 0.63% | +0.15% | -3.40% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.62% | — | +12.78% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.61% | -0.14% | -8.59% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.60% | — | +5.38% | |
| 30 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.57% | — | +57.59% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.56% | — | +1.42% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.54% | -0.12% | +1.34% | |
| 33 | VMC | Vulcan Materials Co | 株式-素材 | 0.54% | — | +3.73% | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.54% | +0.15% | +16.67% | |
| 35 | SHOP | Shopify INC - Class A | 株式-IT | 0.54% | -0.14% | — | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | — | +38.41% | |
| 37 | ENB | Enbridge INC | 株式-エネルギー | 0.51% | -0.22% | EXIT | |
| 38 | LIN | Linde plc | 株式-素材 | 0.51% | — | +20.10% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.50% | — | +24.62% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.50% | — | +79.14% | |
| 41 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.49% | — | +25.66% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.49% | — | +1.26% | |
| 43 | CRM | Salesforce INC | 株式-IT | 0.48% | -0.15% | +8.81% | |
| 44 | RTX | Rtx CORP | 株式-資本財 | 0.48% | — | -4.25% | |
| 45 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.47% | — | +20.82% | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.47% | — | +5.85% | |
| 47 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.46% | +0.18% | +3.54% | |
| 48 | ADSK | Autodesk INC | 株式-IT | 0.45% | — | -8.98% | |
| 49 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.45% | — | +47.97% | |
| 50 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 0.44% | — | -0.60% |