CIK: 0001956824
申告総資産額
$31.8億
上位200銘柄を表示中（全498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 | 7.30% | -1.05% | -14.38% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 4.87% | -0.52% | -2.58% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.86% | -1.00% | -23.46% | |
| 4 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.56% | — | -18.85% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.70% | -0.25% | +2.67% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.67% | -0.16% | -28.12% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.12% | +0.11% | -27.23% | |
| 8 | PGR | Progressive CORP | 株式-金融 | 2.10% | -0.16% | -0.59% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.97% | -0.29% | +1.63% | |
| 10 | AMGN | Amgen INC | 株式-ヘルスケア | 1.92% | +0.08% | -39.81% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.41% | +0.23% | -36.32% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.28% | — | -51.27% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.25% | +0.35% | -0.40% | |
| 14 | IBM | Intl Business Machines CORP | 株式-IT | 1.15% | -0.20% | -48.42% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.11% | — | -60.88% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.10% | — | +1.50% | |
| 17 | AVGO | Broadcom INC | 株式-IT | 1.07% | -0.17% | +10.22% | |
| 18 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 1.03% | — | +18.68% | |
| 19 | FTNT | Fortinet INC | 株式-IT | 1.03% | -0.12% | -0.21% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.03% | +0.13% | +0.29% | |
| 21 | RTX | Rtx CORP | 株式-資本財 | 1.00% | — | -0.05% | |
| 22 | JAVA | Jpmorgan Active Value ETF | ETF-その他 | 1.00% | — | -4.12% | |
| 23 | JGLO | Jpmorgan Glbl Slct Eq ETF | ETF-その他 | 0.95% | — | +7.91% | |
| 24 | USB | US Bancorp | 株式-金融 | 0.95% | — | -4.06% | |
| 25 | RECS | Columbia Resear Enh Cor ETF | ETF-その他 | 0.90% | — | — | |
| 26 | BBIN | JPM Betabuilders Intl Eqty | ETF-その他 | 0.88% | — | -0.13% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.85% | -0.11% | -3.89% | |
| 28 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.84% | +0.24% | +59.64% | |
| 29 | QCOM | Qualcomm INC | 株式-IT | 0.83% | -0.18% | -0.01% | |
| 30 | CRM | Salesforce INC | 株式-IT | 0.82% | -0.08% | -59.38% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 0.80% | — | -23.43% | |
| 32 | MMM | 3m Co | 株式-資本財 | 0.75% | — | -50.23% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.72% | — | +4.53% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.72% | — | +1.46% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.72% | -0.13% | -0.45% | |
| 36 | GS | Goldman Sachs Group INC | 株式-金融 | 0.70% | — | -77.64% | |
| 37 | PWR | Quanta Services INC | 株式-資本財 | 0.67% | +0.20% | +390.10% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.67% | +0.13% | -51.11% | |
| 39 | NCPB | Nuveen Core Plus Bond ETF | ETF-その他 | 0.66% | — | +11.97% | |
| 40 | KEL | Kellanova | 株式-その他 | 0.65% | — | -0.03% | |
| 41 | PH | Parker Hannifin CORP | 株式-資本財 | 0.63% | — | +0.53% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.62% | -0.14% | +2.36% | |
| 43 | JPIE | Jpmorgan Income ETF | ETF-その他 | 0.60% | — | +33.04% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.55% | — | -0.07% | |
| 45 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.54% | — | -6.01% | |
| 46 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.51% | — | -10.14% | |
| 47 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.46% | -0.11% | +37.37% | |
| 48 | PSX | Phillips 66 | 株式-エネルギー | 0.44% | +0.14% | +0.14% | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.43% | — | -19.60% | |
| 50 | PNC | Pnc Financial Services Group | 株式-金融 | 0.43% | — | +356.25% |