CIK: 0001956824
申告総資産額
$31.8億
上位200銘柄を表示中（全496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 | 7.46% | -1.05% | +10.21% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 6.33% | -0.52% | +892.02% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 6.09% | -1.00% | +5.86% | |
| 4 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.63% | — | +1.21% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.62% | -0.25% | +18.53% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.57% | +0.11% | +4.51% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.41% | -0.29% | +13.20% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.32% | -0.16% | +2.94% | |
| 9 | AMGN | Amgen INC | 株式-ヘルスケア | 1.87% | +0.08% | +1.47% | |
| 10 | PGR | Progressive CORP | 株式-金融 | 1.65% | -0.16% | -0.74% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.27% | +0.35% | +6.41% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.25% | +0.23% | +2.02% | |
| 13 | QCOM | Qualcomm INC | 株式-IT | 1.14% | -0.18% | +0.28% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.09% | — | +3.04% | |
| 15 | AVGO | Broadcom INC | 株式-IT | 1.07% | -0.17% | +0.03% | |
| 16 | USB | US Bancorp | 株式-金融 | 1.01% | — | -7.30% | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.99% | +0.13% | +31.57% | |
| 18 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 0.93% | — | -8.80% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.92% | -0.11% | +155.00% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 0.90% | — | +5.54% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.90% | — | +18.23% | |
| 22 | IBM | Intl Business Machines CORP | 株式-IT | 0.89% | -0.20% | +17.16% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.89% | -0.13% | +2.64% | |
| 24 | CRM | Salesforce INC | 株式-IT | 0.83% | -0.08% | +2.02% | |
| 25 | RTX | Rtx CORP | 株式-資本財 | 0.79% | — | -0.04% | |
| 26 | KEL | Kellanova | 株式-その他 | 0.79% | — | -0.12% | |
| 27 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-その他 | 0.78% | — | +156.63% | |
| 28 | FTNT | Fortinet INC | 株式-IT | 0.78% | -0.12% | +39.23% | |
| 29 | BBIN | JPM Betabuilders Intl Eqty | ETF-その他 | 0.76% | — | -12.09% | |
| 30 | AMD | Advanced Micro Devices | 株式-IT | 0.74% | — | +2.25% | |
| 31 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.70% | — | +7.44% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.70% | — | +15.57% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.69% | +0.13% | +2.58% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.67% | — | +4.35% | |
| 35 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 0.66% | — | -6.65% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.64% | — | +18.84% | |
| 37 | ORCL | Oracle CORP | 株式-IT | 0.62% | -0.14% | +5.15% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.60% | — | +79.46% | |
| 39 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.58% | — | +32.10% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.58% | — | +4.52% | |
| 41 | GS | Goldman Sachs Group INC | 株式-金融 | 0.58% | — | +1.26% | |
| 42 | PH | Parker Hannifin CORP | 株式-資本財 | 0.56% | — | -0.54% | |
| 43 | PSX | Phillips 66 | 株式-エネルギー | 0.48% | +0.14% | +1.11% | |
| 44 | DVN | Devon Energy CORP | 株式-エネルギー | 0.48% | — | +54.12% | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.48% | — | +8.62% | |
| 46 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-その他 | 0.48% | — | +41.64% | |
| 47 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 0.47% | — | +7.22% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.45% | — | +9.69% | |
| 49 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.43% | +0.24% | -33.99% | |
| 50 | TGT | Target CORP | 株式-一般消費財 | 0.42% | — | -0.56% |