CIK: 0001956824
申告総資産額
$31.8億
上位200銘柄を表示中（全401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 | 8.14% | -1.05% | +1.24% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.33% | -1.00% | -0.43% | |
| 3 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 4.32% | — | -0.38% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.66% | -0.52% | -0.77% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.49% | -0.16% | +0.01% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.30% | -0.25% | +3.88% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.29% | +0.11% | +37.16% | |
| 8 | AMGN | Amgen INC | 株式-ヘルスケア | 2.21% | +0.08% | -0.38% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.03% | -0.29% | +1.00% | |
| 10 | PGR | Progressive CORP | 株式-金融 | 1.73% | -0.16% | -0.30% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.70% | +0.23% | +1.76% | |
| 12 | USB | US Bancorp | 株式-金融 | 1.61% | — | -0.05% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.36% | +0.35% | +1.27% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.33% | — | +0.14% | |
| 15 | BBIN | JPM Betabuilders Intl Eqty | ETF-その他 | 1.19% | — | +22.15% | |
| 16 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 1.17% | — | +1.94% | |
| 17 | QCOM | Qualcomm INC | 株式-IT | 1.10% | -0.18% | -1.78% | |
| 18 | CRM | Salesforce INC | 株式-IT | 1.09% | -0.08% | -0.23% | |
| 19 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.04% | — | -9.79% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 1.03% | — | +0.06% | |
| 21 | KEL | Kellanova | 株式-その他 | 1.02% | — | — | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 1.02% | — | +1.56% | |
| 23 | AVGO | Broadcom INC | 株式-IT | 0.98% | -0.17% | +3.18% | |
| 24 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.97% | +0.24% | -6.75% | |
| 25 | AMD | Advanced Micro Devices | 株式-IT | 0.92% | — | -1.36% | |
| 26 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 0.89% | — | +38.26% | |
| 27 | RTX | Rtx CORP | 株式-資本財 | 0.87% | — | +9.60% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.87% | — | +8.67% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.87% | -0.13% | +3.33% | |
| 30 | IBM | Intl Business Machines CORP | 株式-IT | 0.82% | -0.20% | -0.06% | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.79% | +0.13% | -0.94% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.78% | +0.13% | +1.06% | |
| 33 | INTC | Intel CORP | 株式-IT | 0.77% | — | +1.11% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.75% | — | +1.64% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.72% | — | +5.56% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.69% | — | +0.21% | |
| 37 | PH | Parker Hannifin CORP | 株式-資本財 | 0.68% | — | +0.25% | |
| 38 | GS | Goldman Sachs Group INC | 株式-金融 | 0.62% | — | -1.09% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.62% | — | +2.64% | |
| 40 | PSX | Phillips 66 | 株式-エネルギー | 0.60% | +0.14% | +4.75% | |
| 41 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.58% | — | -54.02% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.58% | -0.14% | +3.00% | |
| 43 | JEMA | Jpmorgan Activebuilders Emer | ETF-その他 | 0.56% | — | +63.00% | |
| 44 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 0.54% | — | +6.27% | |
| 45 | TGT | Target CORP | 株式-一般消費財 | 0.54% | — | +6.39% | |
| 46 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.54% | — | +10.82% | |
| 47 | MMM | 3m Co | 株式-資本財 | 0.51% | — | +0.98% | |
| 48 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.49% | — | -0.37% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.48% | — | +4.01% | |
| 50 | BLKCHF | Blackrock INC | 株式-その他 | 0.46% | — | +2.33% |