CIK: 0001956824
申告総資産額
$31.8億
上位200銘柄を表示中(全431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 | 6.35% | -1.05% | +0.03% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.24% | -1.00% | +0.35% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 5.47% | -0.52% | -6.60% | |
| 4 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 4.13% | — | -1.18% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.77% | +0.11% | +25.23% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.59% | -0.16% | +0.69% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.42% | -0.25% | +1.09% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.07% | -0.29% | +7.42% | |
| 9 | AMGN | Amgen INC | 株式-ヘルスケア | 1.95% | +0.08% | +1.05% | |
| 10 | PGR | Progressive CORP | 株式-金融 | 1.94% | -0.16% | -1.55% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.53% | +0.23% | +1.07% | |
| 12 | USB | US Bancorp | 株式-金融 | 1.43% | — | -1.78% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.41% | +0.35% | +2.08% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.32% | — | +0.90% | |
| 15 | QCOM | Qualcomm INC | 株式-IT | 1.13% | -0.18% | +0.03% | |
| 16 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 1.12% | — | -4.99% | |
| 17 | CRM | Salesforce INC | 株式-IT | 1.08% | -0.08% | -0.46% | |
| 18 | AVGO | Broadcom INC | 株式-IT | 1.04% | -0.17% | +1.25% | |
| 19 | BBIN | JPM Betabuilders Intl Eqty | ETF-その他 | 1.03% | — | -6.88% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 0.99% | — | +0.82% | |
| 21 | AMD | Advanced Micro Devices | 株式-IT | 0.94% | — | -4.47% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.92% | — | +2.90% | |
| 23 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.92% | — | -0.22% | |
| 24 | KEL | Kellanova | 株式-その他 | 0.92% | — | -0.02% | |
| 25 | RTX | Rtx CORP | 株式-資本財 | 0.90% | — | +1.48% | |
| 26 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.86% | — | +790.74% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.84% | -0.13% | +2.59% | |
| 28 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 0.84% | — | -0.17% | |
| 29 | IBM | Intl Business Machines CORP | 株式-IT | 0.83% | -0.20% | -0.15% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.78% | — | -9.09% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.77% | +0.13% | +3.19% | |
| 32 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.77% | +0.24% | -8.88% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.76% | +0.13% | -0.39% | |
| 34 | FTNT | Fortinet INC | 株式-IT | 0.75% | -0.12% | +364.32% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.74% | — | +5.54% | |
| 36 | PH | Parker Hannifin CORP | 株式-資本財 | 0.72% | — | +0.03% | |
| 37 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 0.69% | — | +32.73% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.67% | — | +2.81% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.66% | — | +0.38% | |
| 40 | PSX | Phillips 66 | 株式-エネルギー | 0.65% | +0.14% | +1.10% | |
| 41 | INTC | Intel CORP | 株式-IT | 0.63% | — | +4.58% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.61% | -0.14% | +1.34% | |
| 43 | TGT | Target CORP | 株式-一般消費財 | 0.59% | — | +0.39% | |
| 44 | JEMA | Jpmorgan Activebuilders Emer | ETF-その他 | 0.59% | — | +19.18% | |
| 45 | GS | Goldman Sachs Group INC | 株式-金融 | 0.59% | — | -0.05% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.58% | — | +0.18% | |
| 47 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.56% | — | +77.42% | |
| 48 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.53% | — | +6.81% | |
| 49 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.49% | — | +323.59% | |
| 50 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.48% | — | -0.42% |