CIK: 0001857493
申告総資産額
$36.6億
上位200銘柄を表示中（全432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 | 5.69% | — | -13.09% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.01% | — | +4.29% | |
| 3 | MA | Mastercard INC - A | 株式-金融 | 2.98% | — | +26.09% | |
| 4 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.60% | — | -5.17% | |
| 5 | MBB | Ishares Mbs ETF | ETF-その他 | 2.28% | — | +22.73% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.07% | — | +17.22% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.88% | — | +4.66% | |
| 8 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.88% | — | -0.46% | |
| 9 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.86% | — | +32.42% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.83% | — | +2.38% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.66% | — | +0.75% | |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.34% | — | +35.79% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.32% | — | +0.06% | |
| 14 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 1.28% | — | +1.25% | |
| 15 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 1.20% | — | -0.04% | |
| 16 | HON | Honeywell International INC | 株式-資本財 | 1.15% | — | +3.82% | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.08% | — | +9.30% | |
| 18 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.06% | — | +17.98% | |
| 19 | ACN | Accenture plc | 株式-IT | 1.03% | — | +2.26% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.03% | — | -47.86% | |
| 21 | AMD | Advanced Micro Devices | 株式-IT | 1.03% | — | +3.54% | |
| 22 | TW | Tradeweb Markets Inc-class A | 株式-金融 | 1.01% | — | +28.70% | |
| 23 | INTU | Intuit INC | 株式-IT | 1.00% | — | +1.28% | |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.93% | — | +9.29% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.92% | — | -7.54% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.90% | — | +19.86% | |
| 27 | ADBE | Adobe INC | 株式-IT | 0.88% | — | +471.90% | |
| 28 | AON | Aon plc | 株式-金融 | 0.86% | — | -2.15% | |
| 29 | IGBH | Ishares Interest Rate Hedged | ETF-その他 | 0.86% | — | +0.58% | |
| 30 | BLKCHF | Blackrock INC | 株式-その他 | 0.86% | — | -1.24% | |
| 31 | MO | Altria Group INC | 株式-生活必需品 | 0.79% | — | +261.21% | |
| 32 | WDAY | Workday Inc-class A | 株式-IT | 0.78% | — | -2.00% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | — | -25.63% | |
| 34 | TMUS | T-mobile US INC | 株式-通信サービス | 0.78% | — | +2.78% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.76% | — | -15.16% | |
| 36 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.74% | — | +0.15% | |
| 37 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.74% | — | +0.36% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.74% | — | -2.94% | |
| 39 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.72% | — | +5.26% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.72% | — | -14.40% | |
| 41 | EOG | Eog Resources INC | 株式-エネルギー | 0.71% | — | +1.77% | |
| 42 | NVDA | Nvidia CORP | 株式-IT | 0.71% | — | +307.62% | |
| 43 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.71% | — | +1.35% | |
| 44 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.71% | — | +3534.63% | |
| 45 | SYK | Stryker CORP | 株式-ヘルスケア | 0.71% | — | -1.07% | |
| 46 | CRM | Salesforce INC | 株式-IT | 0.68% | — | -5.27% | |
| 47 | PFE | Pfizer INC | 株式-ヘルスケア | 0.67% | — | +4.84% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.67% | — | -5.88% | |
| 49 | IXC | Ishares Global Energy ETF | ETF-その他 | 0.66% | — | -14.59% | |
| 50 | RTX | Rtx CORP | 株式-資本財 | 0.66% | — | +0.13% |