CIK: 0002111131
申告総資産額
$18.7億
上位200銘柄を表示中（全924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 | 4.36% | -0.29% | — | |
| 2 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 3.90% | +0.58% | — | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 2.77% | -0.14% | — | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.62% | — | — | |
| 5 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 2.59% | -0.04% | — | |
| 6 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 2.59% | +0.02% | — | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 2.54% | -0.66% | — | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.23% | — | — | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.67% | — | — | |
| 10 | ISCF | Ishares International Small | ETF-その他 | 1.52% | — | — | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.41% | — | — | |
| 12 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.25% | — | — | |
| 13 | EMGF | Ishares Emerging Markets Equ | ETF-新興国市場 | 1.20% | — | — | |
| 14 | AVGO | Broadcom INC | 株式-IT | 1.19% | — | — | |
| 15 | CGCP | Cap Group Core Plus Income | ETF-その他 | 1.02% | +0.08% | — | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.01% | — | — | |
| 17 | TSLA | Tesla INC | 株式-一般消費財 | 1.00% | -0.45% | — | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.95% | -0.22% | — | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.79% | — | — | |
| 20 | GM | General Motors Co | 株式-一般消費財 | 0.77% | -0.20% | — | |
| 21 | MFEM | Pimco Rafi Dynamic Multi-fac | ETF-その他 | 0.76% | — | — | |
| 22 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 0.66% | — | — | |
| 23 | COF | Capital One Financial CORP | 株式-金融 | 0.63% | -0.27% | — | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.59% | +0.10% | — | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 0.58% | — | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | — | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.56% | +0.26% | — | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 0.53% | — | — | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | +0.06% | — | |
| 30 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 0.50% | — | — | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.48% | +0.18% | — | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.47% | — | — | |
| 33 | AXP | American Express Co | 株式-金融 | 0.43% | — | — | |
| 34 | LRCX | Lam Research CORP | 株式-IT | 0.42% | — | — | |
| 35 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.41% | — | — | |
| 36 | KLAC | Kla CORP | 株式-IT | 0.41% | — | — | |
| 37 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.41% | -0.24% | — | |
| 38 | UTHR | United Therapeutics CORP | 株式-ヘルスケア | 0.40% | — | — | |
| 39 | SYF | Synchrony Financial | 株式-金融 | 0.40% | — | — | |
| 40 | JBL | Jabil INC | 株式-IT | 0.39% | — | — | |
| 41 | CAT | Caterpillar INC | 株式-資本財 | 0.39% | — | — | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.38% | — | — | |
| 43 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.37% | — | — | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.37% | — | — | |
| 45 | GU9 | Guess? INC | 株式-その他 | 0.36% | -0.36% | EXIT | |
| 46 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.36% | — | — | |
| 47 | BINV | Brandes International ETF | ETF-その他 | 0.36% | — | — | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.35% | — | — | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.34% | — | — | |
| 50 | VST | Vistra CORP | 株式-公益事業 | 0.34% | — | — |